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 Q2	$332K	Buy	5,872 +9	+0.2%	+$496	0.01%	1003
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brighton Jones LLC's DON Position: Q2 2026 in Review

Brighton Jones LLC increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.15% in Q2 2026, buying an estimated $496 and bringing the position to 5,872 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1003.

Brighton Jones LLC first reported a position in DON in Q4 2023 and has held it in 10 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Brighton Jones LLC held 5,872 shares of WisdomTree US MidCap Dividend Fund worth $332K as of Q2 2026.
Brighton Jones LLC bought 9 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $496.
WisdomTree US MidCap Dividend Fund made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1003 holding.
Brighton Jones LLC first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.