Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cetera Investment Advisers’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 		$24.5M Sell
466,862
-82,604
-15% -$4.45M 0.03% 607
2025
Q4 		$28.4M Buy
549,466
+2,458
+0.4% +$127K 0.03% 518
2025
Q3 		$28.6M Buy
547,008
+17,333
+3% +$898K 0.03% 505
2025
Q2 		$26.5M Sell
529,675
-3,937
-0.7% -$190K 0.04% 419
2025
Q1 		$26.4M Buy
533,612
+17,708
+3% +$903K 0.05% 376
2024
Q4 		$26.3M Sell
515,904
-5,118
-1% -$268K 0.06% 357
2024
Q3 		$26.6M Sell
521,022
-4,850
-0.9% -$237K 0.06% 333
2024
Q2 		$24.6M Buy
525,872
+11,411
+2% +$539K 0.06% 337
2024
Q1 		$25.1M Buy
514,461
+436,725
+562% +$20M 0.06% 318
2023
Q4 		$3.55M Sell
77,736
-385
-0.5% -$16.2K 0.03% 564
2023
Q3 		$3.2M Buy
78,121
+1,261
+2% +$53.8K 0.03% 568
2023
Q2 		$3.23M Sell
76,860
-24,311
-24% -$986K 0.03% 576
2023
Q1 		$4.15M Sell
101,171
-61,604
-38% -$2.62M 0.04% 455
2022
Q4 		$6.7M Buy
162,775
+37,088
+30% +$1.53M 0.06% 304
2022
Q3 		$4.74M Buy
125,687
+17,193
+16% +$708K 0.09% 225
2022
Q2 		$4.23M Buy
108,494
+5,410
+5% +$228K 0.07% 298
2022
Q1 		$4.58M Buy
103,084
+64,494
+167% +$2.82M 0.07% 299
2021
Q4 		$1.71M Sell
38,590
-1,045
-3% -$45.6K 0.02% 611
2021
Q3 		$1.64M Buy
39,635
+964
+2% +$40.5K 0.03% 586
2021
Q2 		$1.62M Buy
38,671
+7,048
+22% +$298K 0.03% 590
2021
Q1 		$1.28M Buy
31,623
+1,931
+7% +$73.5K 0.03% 568
2020
Q4 		$1.03M Buy
29,692
+18,105
+156% +$589K 0.02% 648
2020
Q3 		$335K Sell
11,587
-891
-7% -$26.3K 0.03% 480
2020
Q2 		$354K Buy
12,478
+472
+4% +$12.7K 0.03% 431
2020
Q1 		$290K Buy
12,006
+1,336
+13% +$45K 0.04% 408
2019
Q4 		$403K Buy
10,670
+1,165
+12% +$43.1K 0.04% 382
2019
Q3 		$345K Sell
9,505
-1,845
-16% -$65.9K 0.04% 377
2019
Q2 		$411K Buy
11,350
+75
+0.7% +$2.69K 0.05% 328
2019
Q1 		$405K Buy
11,275
+50
+0.4% +$1.75K 0.06% 311
2018
Q4 		$355K Sell
11,225
-94
-0.8% -$3.22K 0.06% 312
2018
Q3 		$416K Sell
11,319
-52
-0.5% -$1.92K 0.06% 304
2018
Q2 		$409K Sell
11,371
-889
-7% -$31.2K 0.07% 272
2018
Q1 		$419K Sell
12,260
-91
-0.7% -$3.18K 0.08% 253
2017
Q4 		$438K Hold
12,351
– – 0.08% 258
2017
Q3 		$410K Hold
12,351
– – 0.09% 266
2017
Q2 		$403K Sell
12,351
-999
-7% -$32.4K 0.1% 261
2017
Q1 		$435K Sell
13,350
-126
-0.9% -$4.07K 0.12% 216
2016
Q4 		$423K Buy
13,476
+2,049
+18% +$62.5K 0.14% 189
2016
Q3 		$346K Sell
11,427
-462
-4% -$14K 0.15% 175
2016
Q2 		$352K Sell
11,889
-93
-0.8% -$2.7K 0.14% 189
2016
Q1 		$344K Buy
11,982
+714
+6% +$18.8K 0.15% 172
2015
Q4 		$304K Buy
+11,268
New +$306K 0.14% 182

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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
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

Cetera Investment Advisers's DON Position: Q1 2026 in Review

Cetera Investment Advisers reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 15% in Q1 2026, selling an estimated $4.45M and leaving 466,862 shares worth $24.5M. The position accounts for 0.03% of the portfolio, ranked #607.

Cetera Investment Advisers first reported a position in DON in Q4 2015 and has held it in 42 quarters since. The position peaked at $28.6M in Q3 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Cetera Investment Advisers held 466,862 shares of WisdomTree US MidCap Dividend Fund worth $24.5M as of Q1 2026.
  • Cetera Investment Advisers sold 82,604 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $4.45M.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #607 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's WisdomTree US MidCap Dividend Fund position peaked at $28.6M in Q3 2025.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.