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Bartlett & Co Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bartlett & Co Wealth Management’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-393
Closed -$20.3K – 1302
2025
Q4 		$20.3K Sell
393
-32
-8% -$1.65K ﹤0.01% 822
2025
Q3 		$22.2K Hold
425
– – ﹤0.01% 808
2025
Q2 		$21.3K Hold
425
– – ﹤0.01% 799
2025
Q1 		$21K Hold
425
– – ﹤0.01% 805
2024
Q4 		$21.7K Hold
425
– – ﹤0.01% 796
2024
Q3 		$21.7K Sell
425
-1,823
-81% -$89.1K ﹤0.01% 802
2024
Q2 		$105K Hold
2,248
– – ﹤0.01% 536
2024
Q1 		$110K Buy
2,248
+1,823
+429% +$83.6K ﹤0.01% 537
2023
Q4 		$19.6K Hold
425
– – ﹤0.01% 886
2023
Q3 		$17.4K Hold
425
– – ﹤0.01% 850
2023
Q2 		$17.9K Hold
425
– – ﹤0.01% 843
2023
Q1 		$17.4K Hold
425
– – ﹤0.01% 734
2022
Q4 		$17.5K Hold
425
– – ﹤0.01% 740
2022
Q3 		$16K Hold
425
– – ﹤0.01% 741
2022
Q2 		$16.6K Hold
425
– – ﹤0.01% 768
2022
Q1 		$18.9K Buy
+425
New +$18.6K ﹤0.01% 740
2021
Q4 		– Sell
-393
Closed -$16.3K – 519
2021
Q3 		$16.3K Hold
393
– – ﹤0.01% 659
2021
Q2 		$16.5K Hold
393
– – ﹤0.01% 643
2021
Q1 		$15.9K Sell
393
-878
-69% -$33.4K ﹤0.01% 686
2020
Q4 		$44.2K Buy
1,271
+878
+223% +$28.5K ﹤0.01% 538
2020
Q3 		$11.4K Hold
393
– – ﹤0.01% 665
2020
Q2 		$11.1K Hold
393
– – ﹤0.01% 669
2020
Q1 		$9.49K Hold
393
– – ﹤0.01% 664
2019
Q4 		$14.9K Hold
393
– – ﹤0.01% 686
2019
Q3 		$14.3K Hold
393
– – ﹤0.01% 697
2019
Q2 		$14.2K Hold
393
– – ﹤0.01% 561
2019
Q1 		$14.1K Hold
393
– – ﹤0.01% 551
2018
Q4 		$12.4K Hold
393
– – ﹤0.01% 562
2018
Q3 		$14.5K Hold
393
– – ﹤0.01% 576
2018
Q2 		$14.1K Hold
393
– – ﹤0.01% 566
2018
Q1 		$13.4K Buy
+393
New +$13.7K ﹤0.01% 580

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co Wealth Management's DON Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2026, closing a stake of 393 shares — an estimated $20.3K sold.

Bartlett & Co Wealth Management first reported a position in DON in Q1 2018 and held it in 31 quarters. The position peaked at $110K in Q1 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 393 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $20.3K.
  • Bartlett & Co Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 31 quarters.
  • Bartlett & Co Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $110K in Q1 2024.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.