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Cadence Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cadence Bank’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 		$1.3M Sell
25,215
-508
-2% -$26.2K 0.08% 154
2025
Q3 		$1.35M Sell
25,723
-1,296
-5% -$67.1K 0.08% 150
2025
Q2 		$1.35M Sell
27,019
-63
-0.2% -$3.04K 0.09% 148
2025
Q1 		$1.34M Sell
27,082
-3,722
-12% -$190K 0.1% 139
2024
Q4 		$1.57M Sell
30,804
-364
-1% -$19.1K 0.11% 132
2024
Q3 		$1.59M Sell
31,168
-711
-2% -$34.8K 0.11% 133
2024
Q2 		$1.49M Sell
31,879
-500
-2% -$23.6K 0.11% 118
2024
Q1 		$1.58M Buy
32,379
+324
+1% +$14.9K 0.12% 129
2023
Q4 		$1.46M Sell
32,055
-1,597
-5% -$67K 0.12% 126
2023
Q3 		$1.38M Sell
33,652
-344
-1% -$14.7K 0.12% 121
2023
Q2 		$1.43M Buy
33,996
+517
+2% +$21K 0.12% 121
2023
Q1 		$1.37M Sell
33,479
-418
-1% -$17.8K 0.13% 124
2022
Q4 		$1.39M Buy
33,897
+1,124
+3% +$46.5K 0.13% 126
2022
Q3 		$1.24M Buy
+32,773
New +$1.35M 0.13% 126

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 $377B AUM 19.32% 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

Cadence Bank's DON Position: Q4 2025 in Review

Cadence Bank reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2% in Q4 2025, selling an estimated $26.2K and leaving 25,215 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #154.

Cadence Bank first reported a position in DON in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q3 2024. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

  • Cadence Bank held 25,215 shares of WisdomTree US MidCap Dividend Fund worth $1.3M as of Q4 2025.
  • Cadence Bank sold 508 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $26.2K.
  • WisdomTree US MidCap Dividend Fund made up 0.08% of Cadence Bank's portfolio in Q4 2025, its #154 holding.
  • Cadence Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2022 and has held it in 14 quarters since.
  • Cadence Bank's WisdomTree US MidCap Dividend Fund position peaked at $1.59M in Q3 2024.
  • 455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.