Culbertson A N & Co’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Culbertson A N & Co’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	$1.61M	Buy	28,441 +190	+0.7%	+$10.5K	0.19%	86
2026 Q1	$1.48M	Hold	28,251	–	–	0.19%	84
2025 Q4	$1.46M	Hold	28,251	–	–	0.2%	81
2025 Q3	$1.48M	Hold	28,251	–	–	0.21%	79
2025 Q2	$1.42M	Sell	28,251 -2,600	-8%	-$126K	0.22%	81
2025 Q1	$1.53M	Buy	30,851 +298	+1%	+$15.2K	0.24%	82
2024 Q4	$1.56M	Sell	30,553 -198	-0.6%	-$10.4K	0.25%	81
2024 Q3	$1.57M	Buy	30,751 +112	+0.4%	+$5.47K	0.25%	79
2024 Q2	$1.43M	Buy	30,639 +333	+1%	+$15.7K	0.25%	78
2024 Q1	$1.48M	Buy	30,306 +140	+0.5%	+$6.42K	0.26%	78
2023 Q4	$1.38M	Sell	30,166 -220	-0.7%	-$9.23K	0.26%	78
2023 Q3	$1.24M	Hold	30,386	–	–	0.25%	77
2023 Q2	$1.28M	Sell	30,386 -2,100	-6%	-$85.2K	0.25%	79
2023 Q1	$1.33M	Hold	32,486	–	–	0.27%	76
2022 Q4	$1.34M	Hold	32,486	–	–	0.28%	75
2022 Q3	$1.22M	Sell	32,486 -3,400	-9%	-$140K	0.28%	76
2022 Q2	$1.4M	Sell	35,886 -1,100	-3%	-$46.4K	0.3%	76
2022 Q1	$1.64M	Hold	36,986	–	–	0.31%	74
2021 Q4	$1.64M	Hold	36,986	–	–	0.31%	73
2021 Q3	$1.53M	Hold	36,986	–	–	0.31%	72
2021 Q2	$1.55M	Hold	36,986	–	–	0.32%	74
2021 Q1	$1.5M	Sell	36,986 -270	-0.7%	-$10.3K	0.33%	72
2020 Q4	$1.3M	Sell	37,256 -3,600	-9%	-$117K	0.31%	73
2020 Q3	$1.18M	Sell	40,856 -733	-2%	-$21.6K	0.31%	70
2020 Q2	$1.18M	Buy	41,589 +426	+1%	+$11.5K	0.32%	74
2020 Q1	$994K	Buy	41,163 +2,390	+6%	+$80.5K	0.32%	72
2019 Q4	$1.48M	Sell	38,773 -1,965	-5%	-$72.7K	0.38%	69
2019 Q3	$1.48M	Sell	40,738 -410	-1%	-$14.7K	0.4%	68
2019 Q2	$1.49M	Hold	41,148	–	–	0.41%	67
2019 Q1	$1.47M	Sell	41,148 -1,500	-4%	-$52.4K	0.42%	68
2018 Q4	$1.35M	Hold	42,648	–	–	0.43%	64
2018 Q3	$1.57M	Hold	42,648	–	–	0.43%	64
2018 Q2	$1.53M	Hold	42,648	–	–	0.45%	64
2018 Q1	$1.46M	Sell	42,648 -10,200	-19%	-$356K	0.44%	64
2017 Q4	$1.86M	Hold	52,848	–	–	0.53%	60
2017 Q3	$1.76M	Hold	52,848	–	–	0.54%	57
2017 Q2	$1.72M	Hold	52,848	–	–	0.55%	57
2017 Q1	$1.72M	Hold	52,848	–	–	0.56%	54
2016 Q4	$1.66M	Sell	52,848 -1,896	-3%	-$57.9K	0.57%	54
2016 Q3	$1.66M	Sell	54,744 -900	-2%	-$27.3K	0.59%	54
2016 Q2	$1.66M	Hold	55,644	–	–	0.61%	51
2016 Q1	$1.6M	Sell	55,644 -435	-0.8%	-$11.5K	0.62%	49
2015 Q4	$1.5M	Buy	56,079 +9,855	+21%	+$268K	0.6%	53
2015 Q3	$1.2M	Buy	46,224 +3,096	+7%	+$83.8K	0.51%	60
2015 Q2	$1.19M	Buy	43,128 +8,838	+26%	+$251K	0.46%	61
2015 Q1	$984K	Buy	34,290 +6,600	+24%	+$187K	0.39%	65
2014 Q4	$773K	Buy	27,690 +1,125	+4%	+$30.4K	0.32%	67
2014 Q3	$693K	Hold	26,565	–	–	0.3%	68
2014 Q2	$723K	Hold	26,565	–	–	0.31%	67
2014 Q1	$682K	Buy	26,565 +120	+0.5%	+$2.99K	0.32%	65
2013 Q4	$658K	Sell	26,445 -1,440	-5%	-$34.7K	0.32%	64
2013 Q3	$646K	Hold	27,885	–	–	0.35%	63
2013 Q2	$609K	Buy	+27,885	New	+$614K	0.34%	66

Other funds holding DON

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Culbertson A N & Co's DON Position: Q2 2026 in Review

Culbertson A N & Co increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.67% in Q2 2026, buying an estimated $10.5K and bringing the position to 28,441 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #86.

Culbertson A N & Co first reported a position in DON in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.86M in Q4 2017. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Culbertson A N & Co held 28,441 shares of WisdomTree US MidCap Dividend Fund worth $1.61M as of Q2 2026.
Culbertson A N & Co bought 190 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $10.5K.
WisdomTree US MidCap Dividend Fund made up 0.19% of Culbertson A N & Co's portfolio in Q2 2026, its #86 holding.
Culbertson A N & Co first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
Culbertson A N & Co's WisdomTree US MidCap Dividend Fund position peaked at $1.86M in Q4 2017.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.