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BIP Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

BIP Wealth’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 		$2.45M Buy
43,408
+4,107
+10% +$226K 0.07% 167
2026
Q1 		$2.06M Sell
39,301
-6,965
-15% -$376K 0.08% 132
2025
Q4 		$2.39M Sell
46,266
-856
-2% -$44.1K 0.08% 138
2025
Q3 		$2.46M Buy
47,122
+146
+0.3% +$7.56K 0.12% 77
2025
Q2 		$2.35M Sell
46,976
-5,842
-11% -$282K 0.15% 65
2025
Q1 		$2.62M Sell
52,818
-687
-1% -$35K 0.17% 61
2024
Q4 		$2.73M Sell
53,505
-1,825
-3% -$95.7K 0.18% 56
2024
Q3 		$2.83M Buy
55,330
+4,857
+10% +$237K 0.19% 54
2024
Q2 		$2.36M Sell
50,473
-12,238
-20% -$578K 0.19% 53
2024
Q1 		$3.06M Sell
62,711
-1,136
-2% -$52.1K 0.22% 49
2023
Q4 		$2.92M Buy
63,847
+3,849
+6% +$161K 0.23% 48
2023
Q3 		$2.46M Sell
59,998
-11,962
-17% -$510K 0.23% 45
2023
Q2 		$3.03M Sell
71,960
-4,387
-6% -$178K 0.25% 44
2023
Q1 		$3.13M Buy
+76,347
New +$3.24M 0.34% 44

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

BIP Wealth's DON Position: Q2 2026 in Review

BIP Wealth increased its WisdomTree US MidCap Dividend Fund (DON) stake by 10% in Q2 2026, buying an estimated $226K and bringing the position to 43,408 shares worth $2.45M. The position accounts for 0.07% of the portfolio, ranked #167.

BIP Wealth first reported a position in DON in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.13M in Q1 2023. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • BIP Wealth held 43,408 shares of WisdomTree US MidCap Dividend Fund worth $2.45M as of Q2 2026.
  • BIP Wealth bought 4,107 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $226K.
  • WisdomTree US MidCap Dividend Fund made up 0.07% of BIP Wealth's portfolio in Q2 2026, its #167 holding.
  • BIP Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's WisdomTree US MidCap Dividend Fund position peaked at $3.13M in Q1 2023.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.