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Eastern Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Eastern Bank’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
Q3 		$838K Sell
15,540
-7,903
-34% -$451K 0.01% 225
2026
Q2 		$1.32M Sell
23,443
-252,088
-91% -$13.9M 0.02% 183
2026
Q1 		$14.5M Buy
275,531
+53,865
+24% +$2.9M 0.25% 89
2025
Q4 		$11.4M Buy
+221,666
New +$11.4M 0.2% 86

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Eastern Bank's DON Position: Q3 2026 in Review

Eastern Bank reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 34% in Q3 2026, selling an estimated $451K and leaving 15,540 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #225.

Eastern Bank first reported a position in DON in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.5M in Q1 2026. 25 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Eastern Bank held 15,540 shares of WisdomTree US MidCap Dividend Fund worth $838K as of Q3 2026.
  • Eastern Bank sold 7,903 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $451K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #225 holding.
  • Eastern Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • Eastern Bank's WisdomTree US MidCap Dividend Fund position peaked at $14.5M in Q1 2026.
  • 25 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.