GLOBALT Investments’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

GLOBALT Investments’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	$949K	Sell	18,065 -120	-0.7%	-$6.47K	0.03%	141
2025 Q4	$938K	Sell	18,185 -279	-2%	-$14.4K	0.03%	140
2025 Q3	$966K	Sell	18,464 -993	-5%	-$51.4K	0.04%	142
2025 Q2	$975K	Sell	19,457 -2,125	-10%	-$103K	0.04%	146
2025 Q1	$1.07M	Sell	21,582 -23,952	-53%	-$1.22M	0.04%	136
2024 Q4	$2.32M	Sell	45,534 -1,348	-3%	-$70.7K	0.09%	114
2024 Q3	$2.4M	Sell	46,882 -1,257	-3%	-$61.4K	0.09%	113
2024 Q2	$2.25M	Sell	48,139 -5,329	-10%	-$252K	0.09%	112
2024 Q1	$2.61M	Sell	53,468 -3,057	-5%	-$140K	0.1%	106
2023 Q4	$2.58M	Buy	+56,525	New	+$2.37M	0.11%	101

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

GLOBALT Investments's DON Position: Q1 2026 in Review

GLOBALT Investments reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.66% in Q1 2026, selling an estimated $6.47K and leaving 18,065 shares worth $949K. The position accounts for 0.03% of the portfolio, ranked #141.

GLOBALT Investments first reported a position in DON in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.61M in Q1 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

GLOBALT Investments held 18,065 shares of WisdomTree US MidCap Dividend Fund worth $949K as of Q1 2026.
GLOBALT Investments sold 120 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $6.47K.
WisdomTree US MidCap Dividend Fund made up 0.03% of GLOBALT Investments's portfolio in Q1 2026, its #141 holding.
GLOBALT Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's WisdomTree US MidCap Dividend Fund position peaked at $2.61M in Q1 2024.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.