Financial Engines Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Financial Engines 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 Q1	$1.35M	Buy	25,627 +292	+1%	+$15.7K	﹤0.01%	267
2025 Q4	$1.31M	Hold	25,335	–	–	﹤0.01%	281
2025 Q3	$1.33M	Buy	25,335 +39	+0.2%	+$2.02K	﹤0.01%	276
2025 Q2	$1.27M	Hold	25,296	–	–	﹤0.01%	267
2025 Q1	$1.25M	Buy	25,296 +38	+0.2%	+$1.94K	﹤0.01%	237
2024 Q4	$1.29M	Buy	25,258 +9	+0%	+$472	﹤0.01%	238
2024 Q3	$1.29M	Sell	25,249 -5,200	-17%	-$254K	﹤0.01%	215
2024 Q2	$1.42M	Sell	30,449 -936	-3%	-$44.2K	﹤0.01%	190
2024 Q1	$1.53M	Hold	31,385	–	–	﹤0.01%	175
2023 Q4	$1.43M	Buy	31,385 +515	+2%	+$21.6K	﹤0.01%	167
2023 Q3	$1.26M	Sell	30,870 -804	-3%	-$34.3K	﹤0.01%	157
2023 Q2	$1.33M	Buy	31,674 +600	+2%	+$24.3K	﹤0.01%	160
2023 Q1	$1.27M	Buy	31,074 +1,485	+5%	+$63.1K	﹤0.01%	166
2022 Q4	$1.22M	Sell	29,589 -1,723	-6%	-$71.3K	﹤0.01%	154
2022 Q3	$1.18M	Buy	31,312 +1,004	+3%	+$41.3K	﹤0.01%	148
2022 Q2	$1.18M	Hold	30,308	–	–	﹤0.01%	144
2022 Q1	$1.35M	Buy	+30,308	New	+$1.33M	﹤0.01%	140

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 $2.25B AUM 23.36% 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

Financial Engines Advisors's DON Position: Q1 2026 in Review

Financial Engines Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1.2% in Q1 2026, buying an estimated $15.7K and bringing the position to 25,627 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Financial Engines Advisors first reported a position in DON in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.53M in Q1 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Financial Engines Advisors held 25,627 shares of WisdomTree US MidCap Dividend Fund worth $1.35M as of Q1 2026.
Financial Engines Advisors bought 292 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $15.7K.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #267 holding.
Financial Engines Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and has held it in 17 quarters since.
Financial Engines Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.53M in Q1 2024.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.