CIBC Private Wealth Group
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CIBC Private Wealth Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

CIBC Private Wealth Group’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 		$325K Sell
6,293
-300
-5% -$15.5K ﹤0.01% 1006
2025
Q3 		$345K Buy
6,593
+1,502
+30% +$77.8K ﹤0.01% 973
2025
Q2 		$255K Buy
5,091
+1,148
+29% +$55.4K ﹤0.01% 1023
2025
Q1 		$171K Sell
3,943
-434
-10% -$22.1K ﹤0.01% 1130
2024
Q4 		$222K Buy
4,377
+19
+0.4% +$997 ﹤0.01% 1123
2024
Q3 		$223K Buy
4,358
+18
+0.4% +$880 ﹤0.01% 1130
2024
Q2 		$201K Buy
4,340
+19
+0.4% +$898 ﹤0.01% 1099
2024
Q1 		$209K Sell
4,321
-1,162
-21% -$53.3K ﹤0.01% 1102
2023
Q4 		$251K Buy
+5,483
New +$230K ﹤0.01% 992
2020
Q4 		– Sell
-8,620
Closed -$249K – 981
2020
Q3 		$249K Buy
+8,620
New +$254K ﹤0.01% 811
2020
Q2 		– Sell
-8,431
Closed -$204K – 644
2020
Q1 		$204K Sell
8,431
-1,189
-12% -$40K ﹤0.01% 800
2019
Q4 		$366K Buy
9,620
+60
+0.6% +$2.22K ﹤0.01% 764
2019
Q3 		$347K Buy
9,560
+844
+10% +$30.2K ﹤0.01% 756
2019
Q2 		$316K Buy
8,716
+43
+0.5% +$1.54K ﹤0.01% 798
2019
Q1 		$310K Buy
8,673
+443
+5% +$15.5K ﹤0.01% 817
2018
Q4 		$260K Buy
8,230
+344
+4% +$11.8K ﹤0.01% 791
2018
Q3 		$291K Buy
7,886
+34
+0.4% +$1.25K ﹤0.01% 867
2018
Q2 		$281K Buy
7,852
+30
+0.4% +$1.05K ﹤0.01% 867
2018
Q1 		$267K Sell
7,822
-136
-2% -$4.75K ﹤0.01% 889
2017
Q4 		$281K Buy
7,958
+35
+0.4% +$1.2K ﹤0.01% 876
2017
Q3 		$264K Buy
+7,923
New +$258K ﹤0.01% 857

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 $2.25B AUM 23.36% 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

CIBC Private Wealth Group's DON Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 4.6% in Q4 2025, selling an estimated $15.5K and leaving 6,293 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

CIBC Private Wealth Group first reported a position in DON in Q3 2017 and has held it in 21 quarters since. The position peaked at $366K in Q4 2019. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

  • CIBC Private Wealth Group held 6,293 shares of WisdomTree US MidCap Dividend Fund worth $325K as of Q4 2025.
  • CIBC Private Wealth Group sold 300 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $15.5K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1006 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2017 and has held it in 21 quarters since.
  • CIBC Private Wealth Group's WisdomTree US MidCap Dividend Fund position peaked at $366K in Q4 2019.
  • 455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.