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Bridges Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bridges Investment 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
2025
Q4 		– Sell
-13,871
Closed -$725K – 413
2025
Q3 		$725K Buy
+13,871
New +$718K 0.01% 272

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bridges Investment Management's DON Position: Q4 2025 in Review

Bridges Investment Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 13,871 shares — an estimated $725K sold.

Bridges Investment Management first reported a position in DON in Q3 2025 and held it in 1 quarter. The position peaked at $725K in Q3 2025. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

  • Bridges Investment Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Bridges Investment Management sold 13,871 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $725K.
  • Bridges Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2025 and held it in 1 quarter.
  • Bridges Investment Management's WisdomTree US MidCap Dividend Fund position peaked at $725K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Bridges Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.