Franklin Resources
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Franklin Resources’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Franklin Resources’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 		$617K Buy
10,924
+300
+3% +$16.5K ﹤0.01% 2493
2026
Q1 		$558K Buy
10,624
+500
+5% +$27K ﹤0.01% 2426
2025
Q4 		$522K Buy
10,124
+7,850
+345% +$405K ﹤0.01% 2385
2025
Q3 		$119K Hold
2,274
– – ﹤0.01% 2919
2025
Q2 		$114K Hold
2,274
– – ﹤0.01% 2838
2025
Q1 		$113K Sell
2,274
-52
-2% -$2.65K ﹤0.01% 2801
2024
Q4 		$119K Sell
2,326
-120
-5% -$6.29K ﹤0.01% 2738
2024
Q3 		$126K Hold
2,446
– – ﹤0.01% 2726
2024
Q2 		$114K Hold
2,446
– – ﹤0.01% 2663
2024
Q1 		$119K Sell
2,446
-50
-2% -$2.29K ﹤0.01% 2685
2023
Q4 		$114K Sell
2,496
-125
-5% -$5.24K ﹤0.01% 2454
2023
Q3 		$107K Hold
2,621
– – ﹤0.01% 2452
2023
Q2 		$110K Hold
2,621
– – ﹤0.01% 2525
2023
Q1 		$107K Hold
2,621
– – ﹤0.01% 2100
2022
Q4 		$108K Hold
2,621
– – ﹤0.01% 2112
2022
Q3 		$99K Buy
2,621
+1,000
+62% +$41.2K ﹤0.01% 2105
2022
Q2 		$63K Sell
1,621
-200
-11% -$8.43K ﹤0.01% 2211
2022
Q1 		$81K Buy
1,821
+200
+12% +$8.75K ﹤0.01% 2323
2021
Q4 		$72K Buy
1,621
+1,221
+305% +$53.3K ﹤0.01% 2374
2021
Q3 		$17K Hold
400
– – ﹤0.01% 2418
2021
Q2 		$17K Hold
400
– – ﹤0.01% 1991
2021
Q1 		$16K Hold
400
– – ﹤0.01% 1954
2020
Q4 		$14K Buy
+400
New +$13K ﹤0.01% 1879

Other funds holding DON

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources's DON Position: Q2 2026 in Review

Franklin Resources increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.8% in Q2 2026, buying an estimated $16.5K and bringing the position to 10,924 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Franklin Resources first reported a position in DON in Q4 2020 and has held it in 23 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Franklin Resources held 10,924 shares of WisdomTree US MidCap Dividend Fund worth $617K as of Q2 2026.
  • Franklin Resources bought 300 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $16.5K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2493 holding.
  • Franklin Resources first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.