Berkshire Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Berkshire Asset 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	$224K	Hold	4,257	–	–	0.01%	247
2025 Q4	$220K	Hold	4,257	–	–	0.01%	249
2025 Q3	$223K	Hold	4,257	–	–	0.01%	276
2025 Q2	$213K	Hold	4,257	–	–	0.01%	269
2025 Q1	$206K	Hold	4,257	–	–	0.01%	273
2024 Q4	$224K	Buy	+4,257	New	+$223K	0.01%	261
2024 Q2	–	Sell	-4,257	Closed	-$208K	–	291
2024 Q1	$208K	Buy	+4,257	New	+$195K	0.01%	231

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berkshire Asset Management's DON Position: Q1 2026 in Review

Berkshire Asset Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 4,257 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #247.

Berkshire Asset Management first reported a position in DON in Q1 2024 and has held it in 7 quarters since. The position peaked at $224K in Q4 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Berkshire Asset Management held 4,257 shares of WisdomTree US MidCap Dividend Fund worth $224K as of Q1 2026.
Berkshire Asset Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Berkshire Asset Management's portfolio in Q1 2026, its #247 holding.
Berkshire Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 7 quarters since.
Berkshire Asset Management's WisdomTree US MidCap Dividend Fund position peaked at $224K in Q4 2024.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.