Betterment LLC
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Betterment LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Betterment LLC’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 		$746K Sell
13,202
-94
-0.7% -$5.18K ﹤0.01% 404
2026
Q1 		$699K Sell
13,296
-819
-6% -$44.2K ﹤0.01% 377
2025
Q4 		$728K Sell
14,115
-334
-2% -$17.2K ﹤0.01% 347
2025
Q3 		$756K Buy
14,449
+251
+2% +$13K ﹤0.01% 321
2025
Q2 		$712K Buy
14,198
+1,012
+8% +$48.9K ﹤0.01% 309
2025
Q1 		$653K Buy
13,186
+992
+8% +$50.6K ﹤0.01% 303
2024
Q4 		$622K Sell
12,194
-442
-3% -$23.2K ﹤0.01% 298
2024
Q3 		$646K Sell
12,636
-100
-0.8% -$4.89K ﹤0.01% 286
2024
Q2 		$596K Buy
12,736
+774
+6% +$36.6K ﹤0.01% 267
2024
Q1 		$583K Sell
11,962
-447
-4% -$20.5K ﹤0.01% 245
2023
Q4 		$567K Sell
12,409
-545
-4% -$22.9K ﹤0.01% 220
2023
Q3 		$531K Buy
12,954
+343
+3% +$14.6K ﹤0.01% 212
2023
Q2 		$530K Sell
12,611
-26
-0.2% -$1.05K ﹤0.01% 194
2023
Q1 		$518K Buy
12,637
+496
+4% +$21.1K ﹤0.01% 196
2022
Q4 		$499K Buy
12,141
+633
+6% +$26.2K ﹤0.01% 185
2022
Q3 		$449K Hold
11,508
– – ﹤0.01% 182
2022
Q2 		$449K Buy
11,508
+2,136
+23% +$90.1K ﹤0.01% 182
2022
Q1 		$416K Buy
9,372
+4,401
+89% +$192K ﹤0.01% 184
2021
Q4 		$221K Buy
+4,971
New +$217K ﹤0.01% 197

Other funds holding DON

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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

Betterment LLC's DON Position: Q2 2026 in Review

Betterment LLC reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.71% in Q2 2026, selling an estimated $5.18K and leaving 13,202 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Betterment LLC first reported a position in DON in Q4 2021 and has held it in 19 quarters since. The position peaked at $756K in Q3 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Betterment LLC held 13,202 shares of WisdomTree US MidCap Dividend Fund worth $746K as of Q2 2026.
  • Betterment LLC sold 94 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $5.18K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #404 holding.
  • Betterment LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Betterment LLC's WisdomTree US MidCap Dividend Fund position peaked at $756K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.