CIBC World Market
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CIBC World Market’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

CIBC World Market’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 		$276K Sell
4,890
-329
-6% -$18.1K ﹤0.01% 1393
2026
Q1 		$274K Buy
5,219
+40
+0.8% +$2.16K ﹤0.01% 1297
2025
Q4 		$267K Sell
5,179
-150
-3% -$7.73K ﹤0.01% 1286
2025
Q3 		$279K Sell
5,329
-40
-0.7% -$2.07K ﹤0.01% 1263
2025
Q2 		$269K Buy
5,369
+457
+9% +$22.1K ﹤0.01% 1211
2025
Q1 		$243K Sell
4,912
-13,093
-73% -$667K ﹤0.01% 1218
2024
Q4 		$918K Sell
18,005
-1,753
-9% -$91.9K ﹤0.01% 894
2024
Q3 		$1.01M Buy
19,758
+11,097
+128% +$542K ﹤0.01% 820
2024
Q2 		$405K Sell
8,661
-668
-7% -$31.6K ﹤0.01% 1018
2024
Q1 		$455K Buy
9,329
+2,601
+39% +$119K ﹤0.01% 1016
2023
Q4 		$307K Sell
6,728
-473
-7% -$19.8K ﹤0.01% 1059
2023
Q3 		$295K Buy
+7,201
New +$307K ﹤0.01% 1035
2023
Q1 		– Sell
-7,848
Closed -$323K – 1257
2022
Q4 		$323K Sell
7,848
-5,608
-42% -$232K ﹤0.01% 1043
2022
Q3 		$507K Buy
13,456
+692
+5% +$28.5K ﹤0.01% 885
2022
Q2 		$498K Buy
+12,764
New +$538K ﹤0.01% 882
2022
Q1 		– Sell
-6,464
Closed -$287K – 1338
2021
Q4 		$287K Hold
6,464
– – ﹤0.01% 1141
2021
Q3 		$268K Buy
+6,464
New +$271K ﹤0.01% 1163

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

CIBC World Market's DON Position: Q2 2026 in Review

CIBC World Market reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 6.3% in Q2 2026, selling an estimated $18.1K and leaving 4,890 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

CIBC World Market first reported a position in DON in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.01M in Q3 2024. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • CIBC World Market held 4,890 shares of WisdomTree US MidCap Dividend Fund worth $276K as of Q2 2026.
  • CIBC World Market sold 329 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $18.1K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1393 holding.
  • CIBC World Market first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2021 and has held it in 17 quarters since.
  • CIBC World Market's WisdomTree US MidCap Dividend Fund position peaked at $1.01M in Q3 2024.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.