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

Essex Savings 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 Q2	$237K	Hold	4,200	–	–	0.05%	282
2026 Q1	$221K	Hold	4,200	–	–	0.05%	281
2025 Q4	$217K	Hold	4,200	–	–	0.05%	292
2025 Q3	$220K	Hold	4,200	–	–	0.05%	287
2025 Q2	$210K	Hold	4,200	–	–	0.05%	292
2025 Q1	$208K	Hold	4,200	–	–	0.05%	283
2024 Q4	$214K	Hold	4,200	–	–	0.05%	280
2024 Q3	$215K	Buy	+4,200	New	+$205K	0.05%	273
2019 Q3	–	Sell	-4,200	Closed	-$152K	–	291
2019 Q2	$152K	Hold	4,200	–	–	0.05%	265
2019 Q1	$150K	Hold	4,200	–	–	0.09%	170
2018 Q4	$133K	Buy	+4,200	New	+$144K	0.08%	174

Other funds holding DON

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Essex Savings Bank's DON Position: Q2 2026 in Review

Essex Savings Bank held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 4,200 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #282.

Essex Savings Bank first reported a position in DON in Q4 2018 and has held it in 11 quarters since. 215 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Essex Savings Bank held 4,200 shares of WisdomTree US MidCap Dividend Fund worth $237K as of Q2 2026.
Essex Savings Bank left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #282 holding.
Essex Savings Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 11 quarters since.
215 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.