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

Farmers National 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 Q1	$2.26M	Buy	43,033 +1,320	+3%	+$71.2K	0.5%	50
2025 Q4	$2.15M	Buy	41,713 +478	+1%	+$24.6K	0.48%	49
2025 Q3	$2.16M	Buy	41,235 +1,703	+4%	+$88.2K	0.51%	47
2025 Q2	$1.98M	Sell	39,532 -58	-0.1%	-$2.8K	0.52%	48
2025 Q1	$1.96M	Sell	39,590 -3,270	-8%	-$167K	0.55%	48
2024 Q4	$2.18M	Buy	+42,860	New	+$2.25M	0.64%	44
2024 Q2	$2.04M	Sell	43,586 -235	-0.5%	-$11.1K	0.61%	43
2024 Q1	$2.14M	Buy	43,821 +5,265	+14%	+$241K	0.64%	41
2023 Q4	$1.76M	Buy	38,556 +2,179	+6%	+$91.4K	0.57%	43
2023 Q3	$1.49M	Sell	36,377 -984	-3%	-$42K	0.52%	45
2023 Q2	$1.57M	Sell	37,361 -307	-0.8%	-$12.5K	0.54%	43
2023 Q1	$1.54M	Buy	37,668 +1,107	+3%	+$47.1K	0.55%	43
2022 Q4	$1.5M	Buy	36,561 +2,386	+7%	+$98.7K	0.54%	47
2022 Q3	$1.29M	Buy	34,175 +3,365	+11%	+$139K	0.52%	46
2022 Q2	$1.2M	Buy	30,810 +2,288	+8%	+$96.5K	0.46%	48
2022 Q1	$1.27M	Sell	28,522 -259	-0.9%	-$11.3K	0.44%	50
2021 Q4	$1.28M	Buy	28,781 +12,740	+79%	+$556K	0.42%	52
2021 Q3	$558K	Buy	+16,041	New	+$673K	0.22%	79
2021 Q2	–	Sell	-22,033	Closed	-$891K	–	35
2021 Q1	$891K	Buy	22,033 +5,992	+37%	+$228K	0.34%	66
2020 Q4	$558K	Buy	+16,041	New	+$522K	0.22%	79

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Farmers National Bank's DON Position: Q1 2026 in Review

Farmers National Bank increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3.2% in Q1 2026, buying an estimated $71.2K and bringing the position to 43,033 shares worth $2.26M. The position accounts for 0.5% of the portfolio, ranked #50.

Farmers National Bank first reported a position in DON in Q4 2020 and has held it in 20 quarters since. 464 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Farmers National Bank held 43,033 shares of WisdomTree US MidCap Dividend Fund worth $2.26M as of Q1 2026.
Farmers National Bank bought 1,320 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $71.2K.
WisdomTree US MidCap Dividend Fund made up 0.5% of Farmers National Bank's portfolio in Q1 2026, its #50 holding.
Farmers National Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 20 quarters since.
464 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Farmers National Bank's 13F filing for Q1 2026, filed 8 Jun 2026.