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

Brighton Jones 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 Q1	$308K	Buy	+5,863	New	+$316K	0.01%	920
2025 Q4	–	Sell	-5,845	Closed	-$306K	–	287
2025 Q3	$306K	Buy	5,845 +110	+2%	+$5.7K	0.01%	799
2025 Q2	$287K	Buy	5,735 +1,182	+26%	+$57.1K	0.01%	740
2025 Q1	$225K	Buy	4,553 +1	+0%	+$51	0.01%	612
2024 Q4	$232K	Buy	4,552 +1	+0%	+$52	0.01%	607
2024 Q3	$233K	Sell	4,551 -20	-0.4%	-$977	0.01%	496
2024 Q2	$214K	Buy	4,571 +53	+1%	+$2.5K	0.01%	558
2024 Q1	$220K	Buy	4,518 +26	+0.6%	+$1.19K	0.01%	548
2023 Q4	$205K	Buy	+4,492	New	+$188K	0.01%	541

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 $445B AUM 25.58% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 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

Brighton Jones LLC's DON Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q1 2026: 5,863 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in DON as recently as Q3 2025.

Brighton Jones LLC first reported a position in DON in Q4 2023 and has held it in 9 quarters since. 465 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Brighton Jones LLC held 5,863 shares of WisdomTree US MidCap Dividend Fund worth $308K as of Q1 2026.
WisdomTree US MidCap Dividend Fund was a new Brighton Jones LLC position in Q1 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #920 holding.
Brighton Jones LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 9 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.