Cerity Partners
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Cerity Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cerity Partners’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 		$1.03M Buy
18,280
+4,654
+34% +$256K ﹤0.01% 1984
2026
Q1 		$716K Buy
13,626
+3,222
+31% +$174K ﹤0.01% 2062
2025
Q4 		$537K Sell
10,404
-564
-5% -$29.1K ﹤0.01% 2057
2025
Q3 		$573K Buy
10,968
+598
+6% +$31K ﹤0.01% 1890
2025
Q2 		$520K Sell
10,370
-2,348
-18% -$113K ﹤0.01% 1833
2025
Q1 		$630K Sell
12,718
-6,349
-33% -$324K ﹤0.01% 1644
2024
Q4 		$972K Buy
19,067
+5,903
+45% +$310K ﹤0.01% 1425
2024
Q3 		$673K Buy
13,164
+570
+5% +$27.9K ﹤0.01% 1615
2024
Q2 		$589K Buy
12,594
+4,371
+53% +$207K ﹤0.01% 1469
2024
Q1 		$401K Buy
8,223
+14
+0.2% +$642 ﹤0.01% 1715
2023
Q4 		$375K Buy
+8,209
New +$344K ﹤0.01% 1407
2023
Q3 		– Sell
-9,409
Closed -$396K – 1471
2023
Q2 		$396K Buy
9,409
+855
+10% +$34.7K ﹤0.01% 1283
2023
Q1 		$351K Sell
8,554
-325
-4% -$13.8K ﹤0.01% 1461
2022
Q4 		$365K Buy
8,879
+29
+0.3% +$1.2K ﹤0.01% 1075
2022
Q3 		$333K Sell
8,850
-277
-3% -$11.4K ﹤0.01% 851
2022
Q2 		$356K Buy
9,127
+25
+0.3% +$1.05K ﹤0.01% 846
2022
Q1 		$404K Buy
9,102
+9
+0.1% +$394 0.01% 641
2021
Q4 		$403K Buy
9,093
+25
+0.3% +$1.09K 0.01% 660
2021
Q3 		$376K Buy
9,068
+20
+0.2% +$840 0.01% 518
2021
Q2 		$380K Buy
9,048
+20
+0.2% +$846 0.01% 524
2021
Q1 		$365K Buy
9,028
+11
+0.1% +$418 0.01% 504
2020
Q4 		$314K Sell
9,017
-1,859
-17% -$60.4K 0.01% 505
2020
Q3 		$315K Buy
10,876
+40
+0.4% +$1.18K 0.01% 393
2020
Q2 		$307K Buy
10,836
+53
+0.5% +$1.43K 0.02% 351
2020
Q1 		$261K Sell
10,783
-4,288
-28% -$144K 0.02% 365
2019
Q4 		$573K Buy
+15,071
New +$557K 0.03% 316

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Cerity Partners's DON Position: Q2 2026 in Review

Cerity Partners increased its WisdomTree US MidCap Dividend Fund (DON) stake by 34% in Q2 2026, buying an estimated $256K and bringing the position to 18,280 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Cerity Partners first reported a position in DON in Q4 2019 and has held it in 26 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Cerity Partners held 18,280 shares of WisdomTree US MidCap Dividend Fund worth $1.03M as of Q2 2026.
  • Cerity Partners bought 4,654 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $256K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1984 holding.
  • Cerity Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.