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 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 $1.37T 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

First Trust Advisors's DON Position: Q1 2026 in Review

First Trust Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 38% in Q1 2026, buying an estimated $111K and bringing the position to 7,509 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

First Trust Advisors first reported a position in DON in Q2 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

First Trust Advisors held 7,509 shares of WisdomTree US MidCap Dividend Fund worth $395K as of Q1 2026.
First Trust Advisors bought 2,066 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $111K.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2395 holding.
First Trust Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.