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BOK Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

BOK Financial’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 		$78.4K Hold
1,492
– – ﹤0.01% 781
2025
Q4 		$77K Hold
1,492
– – ﹤0.01% 793
2025
Q3 		$78K Hold
1,492
– – ﹤0.01% 789
2025
Q2 		$74.8K Hold
1,492
– – ﹤0.01% 787
2025
Q1 		$73.9K Hold
1,492
– – ﹤0.01% 788
2024
Q4 		$74.3K Hold
1,492
– – ﹤0.01% 772
2024
Q3 		$75.6K Hold
1,492
– – ﹤0.01% 778
2024
Q2 		$69.8K Hold
1,492
– – ﹤0.01% 835
2024
Q1 		$72.2K Hold
1,492
– – ﹤0.01% 815
2023
Q4 		$68.2K Hold
1,492
– – ﹤0.01% 772
2023
Q3 		$58.7K Hold
1,492
– – ﹤0.01% 757
2023
Q2 		$62.7K Hold
1,492
– – ﹤0.01% 776
2023
Q1 		$61.1K Sell
1,492
-6,262
-81% -$266K ﹤0.01% 818
2022
Q4 		$319K Buy
7,754
+1,865
+32% +$77.1K 0.01% 753
2022
Q3 		$221K Sell
5,889
-1
-0% -$41 ﹤0.01% 819
2022
Q2 		$229K Sell
5,890
-47
-0.8% -$1.98K ﹤0.01% 833
2022
Q1 		$264K Buy
5,937
+11
+0.2% +$481 ﹤0.01% 861
2021
Q4 		$263K Buy
+5,926
New +$259K ﹤0.01% 863
2019
Q2 		– Sell
-8,725
Closed -$313K – 909
2019
Q1 		$313K Sell
8,725
-1,736
-17% -$60.6K 0.01% 771
2018
Q4 		$331K Buy
+10,461
New +$359K 0.01% 716
2017
Q4 		– Sell
-111
Closed -$4K – 940
2017
Q3 		$4K Buy
+111
New +$3.62K ﹤0.01% 1111

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

BOK Financial's DON Position: Q1 2026 in Review

BOK Financial held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 1,492 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

BOK Financial first reported a position in DON in Q3 2017 and has held it in 21 quarters since. The position peaked at $331K in Q4 2018. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • BOK Financial held 1,492 shares of WisdomTree US MidCap Dividend Fund worth $78.4K as of Q1 2026.
  • BOK Financial left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of BOK Financial's portfolio in Q1 2026, its #781 holding.
  • BOK Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2017 and has held it in 21 quarters since.
  • BOK Financial's WisdomTree US MidCap Dividend Fund position peaked at $331K in Q4 2018.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.