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Chilton Capital Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Chilton Capital Management’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 		$126K Buy
+2,230
New +$123K ﹤0.01% 263
2025
Q2 		– Sell
-1,115
Closed -$55.2K – 540
2025
Q1 		$55.2K Buy
+1,115
New +$56.8K ﹤0.01% 308

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Chilton Capital Management's DON Position: Q2 2026 in Review

Chilton Capital Management opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 2,230 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: Chilton Capital Management previously reported a position in DON as recently as Q1 2025.

Chilton Capital Management first reported a position in DON in Q1 2025 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Chilton Capital Management held 2,230 shares of WisdomTree US MidCap Dividend Fund worth $126K as of Q2 2026.
  • WisdomTree US MidCap Dividend Fund was a new Chilton Capital Management position in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #263 holding.
  • Chilton Capital Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.