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 Q2	$972K	Sell	17,205 -860	-5%	-$47.4K	0.03%	147
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 $1.55T 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

GLOBALT Investments's DON Position: Q2 2026 in Review

GLOBALT Investments reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 4.8% in Q2 2026, selling an estimated $47.4K and leaving 17,205 shares worth $972K. The position accounts for 0.03% of the portfolio, ranked #147.

GLOBALT Investments first reported a position in DON in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q1 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

GLOBALT Investments held 17,205 shares of WisdomTree US MidCap Dividend Fund worth $972K as of Q2 2026.
GLOBALT Investments sold 860 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $47.4K.
WisdomTree US MidCap Dividend Fund made up 0.03% of GLOBALT Investments's portfolio in Q2 2026, its #147 holding.
GLOBALT Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's WisdomTree US MidCap Dividend Fund position peaked at $2.61M in Q1 2024.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.