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Benjamin Edwards Inc’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Benjamin Edwards Inc’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
Q2 		$1.81M Buy
31,983
+816
+3% +$45K 0.02% 608
2026
Q1 		$1.64M Sell
31,167
-183
-0.6% -$9.87K 0.02% 601
2025
Q4 		$1.62M Buy
31,350
+1,337
+4% +$68.9K 0.02% 576
2025
Q3 		$1.57M Buy
+30,013
New +$1.55M 0.02% 554
2025
Q1 		– Sell
-28,271
Closed -$1.44M – 1096
2024
Q4 		$1.44M Buy
28,271
+980
+4% +$51.4K 0.02% 508
2024
Q3 		$1.4M Sell
27,291
-3,039
-10% -$149K 0.02% 510
2024
Q2 		$1.42M Sell
30,330
-122
-0.4% -$5.77K 0.27% 98
2024
Q1 		$1.49M Buy
30,452
+1,226
+4% +$56.2K 0.3% 92
2023
Q4 		$1.33M Buy
29,226
+98
+0.3% +$4.11K 0.29% 103
2023
Q3 		$1.19M Buy
29,128
+32
+0.1% +$1.36K 0.28% 107
2023
Q2 		$1.22M Buy
29,096
+107
+0.4% +$4.34K 0.28% 102
2023
Q1 		$1.19M Buy
28,989
+3
+0% +$128 0.29% 98
2022
Q4 		$1.19M Buy
28,986
+189
+0.7% +$7.82K 0.31% 94
2022
Q3 		$1.08M Sell
28,797
-71
-0.2% -$2.92K 0.33% 95
2022
Q2 		$1.13M Sell
28,868
-729
-2% -$30.7K 0.33% 93
2022
Q1 		$1.31M Sell
29,597
-712
-2% -$31.1K 0.38% 77
2021
Q4 		$1.34M Sell
30,309
-484
-2% -$21.1K 0.44% 64
2021
Q3 		$1.28M Sell
30,793
-217
-0.7% -$9.11K 0.78% 27
2021
Q2 		$1.3M Sell
31,010
-553
-2% -$23.4K 0.89% 22
2021
Q1 		$1.28M Sell
31,563
-206
-0.6% -$7.84K 0.97% 23
2020
Q4 		$1.11M Sell
31,769
-358
-1% -$11.6K 0.86% 26
2020
Q3 		$929K Sell
32,127
-874
-3% -$25.8K 0.77% 43
2020
Q2 		$935K Buy
+33,001
New +$891K 0.78% 43

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benjamin Edwards Inc's DON Position: Q2 2026 in Review

Benjamin Edwards Inc increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.6% in Q2 2026, buying an estimated $45K and bringing the position to 31,983 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #608.

Benjamin Edwards Inc first reported a position in DON in Q2 2020 and has held it in 23 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Benjamin Edwards Inc held 31,983 shares of WisdomTree US MidCap Dividend Fund worth $1.81M as of Q2 2026.
  • Benjamin Edwards Inc bought 816 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $45K.
  • WisdomTree US MidCap Dividend Fund made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #608 holding.
  • Benjamin Edwards Inc first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and has held it in 23 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.