First Trust Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

First Trust 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	$424K	Hold	7,509	–	–	﹤0.01%	2449
2026 Q1	$395K	Buy	7,509 +2,066	+38%	+$111K	﹤0.01%	2395
2025 Q4	$281K	Hold	5,443	–	–	﹤0.01%	2482
2025 Q3	$285K	Buy	5,443 +1,230	+29%	+$63.7K	﹤0.01%	2422
2025 Q2	$211K	Buy	+4,213	New	+$203K	﹤0.01%	2510

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors's DON Position: Q2 2026 in Review

First Trust Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 7,509 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2449.

First Trust Advisors first reported a position in DON in Q2 2025 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

First Trust Advisors held 7,509 shares of WisdomTree US MidCap Dividend Fund worth $424K as of Q2 2026.
First Trust Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2449 holding.
First Trust Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.