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EP Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

EP Wealth Advisors’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 		$3.42M Buy
60,561
+32,201
+114% +$1.77M 0.01% 455
2026
Q1 		$1.49M Buy
28,360
+1,781
+7% +$96.1K 0.01% 551
2025
Q4 		$1.37M Buy
+26,579
New +$1.37M 0.01% 530
2025
Q2 		$1.43M Buy
28,520
+20
+0.1% +$966 0.01% 486
2025
Q1 		$1.41M Sell
28,500
-3,498
-11% -$178K 0.01% 422
2024
Q4 		$1.63M Buy
31,998
+1,348
+4% +$70.7K 0.01% 392
2024
Q3 		$1.57M Buy
30,650
+357
+1% +$17.4K 0.01% 405
2024
Q2 		$1.42M Buy
30,293
+132
+0.4% +$6.24K 0.02% 332
2024
Q1 		$1.47M Sell
30,161
-1,969
-6% -$90.3K 0.02% 311
2023
Q4 		$1.47M Sell
32,130
-240
-0.7% -$10.1K 0.02% 304
2023
Q3 		$1.33M Buy
32,370
+9,545
+42% +$407K 0.02% 287
2023
Q2 		$1.27M Buy
22,825
+19,493
+585% +$791K 0.02% 294
2023
Q1 		$328K Sell
3,332
-25,570
-88% -$1.09M 0.01% 471
2022
Q4 		$1.19M Sell
28,902
-1,533
-5% -$63.4K 0.02% 259
2022
Q3 		$1.15M Sell
30,435
-2,121
-7% -$87.3K 0.03% 226
2022
Q2 		$1.27M Sell
32,556
-1,393
-4% -$58.7K 0.03% 234
2022
Q1 		$1.51M Buy
33,949
+1,068
+3% +$46.7K 0.03% 225
2021
Q4 		$1.46M Sell
32,881
-246
-0.7% -$10.7K 0.03% 214
2021
Q3 		$1.37M Sell
33,127
-9,036
-21% -$379K 0.04% 206
2021
Q2 		$1.77M Sell
42,163
-30
-0.1% -$1.27K 0.05% 190
2021
Q1 		$1.71M Buy
42,193
+2,559
+6% +$97.3K 0.05% 182
2020
Q4 		$1.38M Sell
39,634
-3,387
-8% -$110K 0.05% 157
2020
Q3 		$1.24M Buy
+43,021
New +$1.27M 0.05% 148
2020
Q2 		– Sell
-43,886
Closed -$1.19M – 158
2020
Q1 		$1.06M Buy
43,886
+7,899
+22% +$266K 0.05% 161
2019
Q4 		$1.37M Buy
+35,987
New +$1.33M 0.06% 156

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

EP Wealth Advisors's DON Position: Q2 2026 in Review

EP Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 114% in Q2 2026, buying an estimated $1.77M and bringing the position to 60,561 shares worth $3.42M. The position accounts for 0.01% of the portfolio, ranked #455.

EP Wealth Advisors first reported a position in DON in Q4 2019 and has held it in 25 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • EP Wealth Advisors held 60,561 shares of WisdomTree US MidCap Dividend Fund worth $3.42M as of Q2 2026.
  • EP Wealth Advisors bought 32,201 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.77M.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #455 holding.
  • EP Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 25 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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