Corient Private Wealth
DON icon

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

Corient Private Wealth’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 		$10M Buy
177,698
+118,236
+199% +$6.51M 0.01% 646
2026
Q1 		$3.12M Sell
59,462
-118,044
-67% -$6.37M ﹤0.01% 1036
2025
Q4 		$9.22M Buy
177,506
+141,144
+388% +$7.27M 0.01% 583
2025
Q3 		$1.9M Sell
36,362
-2,803
-7% -$145K ﹤0.01% 1084
2025
Q2 		$1.96M Buy
39,165
+2,190
+6% +$106K ﹤0.01% 1050
2025
Q1 		$1.83M Buy
36,975
+600
+2% +$30.6K ﹤0.01% 1009
2024
Q4 		$1.85M Hold
36,375
– – ﹤0.01% 1035
2024
Q3 		$1.86M Sell
36,375
-415
-1% -$20.3K ﹤0.01% 1134
2024
Q2 		$1.72M Sell
36,790
-1
-0% -$47 ﹤0.01% 1093
2024
Q1 		$1.79M Sell
36,791
-2,968
-7% -$136K ﹤0.01% 1071
2023
Q4 		$1.82M Buy
39,759
+1,864
+5% +$78.2K ﹤0.01% 1048
2023
Q3 		$1.55M Buy
+37,895
New +$1.62M ﹤0.01% 1013

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

Corient Private Wealth's DON Position: Q2 2026 in Review

Corient Private Wealth increased its WisdomTree US MidCap Dividend Fund (DON) stake by 199% in Q2 2026, buying an estimated $6.51M and bringing the position to 177,698 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #646.

Corient Private Wealth first reported a position in DON in Q3 2023 and has held it in 12 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Corient Private Wealth held 177,698 shares of WisdomTree US MidCap Dividend Fund worth $10M as of Q2 2026.
  • Corient Private Wealth bought 118,236 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $6.51M.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #646 holding.
  • Corient Private Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.