CA
DON icon

Cliff Asness’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cliff Asness’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 		$717K Buy
12,684
+1,942
+18% +$107K ﹤0.01% 3196
2026
Q1 		$564K Buy
+10,742
New +$579K ﹤0.01% 3064
2025
Q2 		– Sell
-7,202
Closed -$357K – 3313
2025
Q1 		$357K Sell
7,202
-2,943
-29% -$150K ﹤0.01% 2609
2024
Q4 		$517K Buy
+10,145
New +$532K ﹤0.01% 2238

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

Cliff Asness's DON Position: Q2 2026 in Review

Cliff Asness increased its WisdomTree US MidCap Dividend Fund (DON) stake by 18% in Q2 2026, buying an estimated $107K and bringing the position to 12,684 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

Cliff Asness first reported a position in DON in Q4 2024 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Cliff Asness held 12,684 shares of WisdomTree US MidCap Dividend Fund worth $717K as of Q2 2026.
  • Cliff Asness bought 1,942 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $107K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3196 holding.
  • Cliff Asness first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.