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Gryphon Financial Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Gryphon Financial Partners’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 		$938K Sell
17,848
-590
-3% -$31.8K 0.1% 146
2025
Q4 		$951K Sell
18,438
-132
-0.7% -$6.8K 0.1% 131
2025
Q3 		$971K Sell
18,570
-716
-4% -$37.1K 0.11% 119
2025
Q2 		$967K Buy
19,286
+22
+0.1% +$1.06K 0.13% 106
2025
Q1 		$954K Sell
19,264
-853
-4% -$43.5K 0.14% 102
2024
Q4 		$1.03M Buy
20,117
+122
+0.6% +$6.4K 0.15% 86
2024
Q3 		$1.02M Sell
19,995
-138
-0.7% -$6.75K 0.14% 95
2024
Q2 		$942K Sell
20,133
-577
-3% -$27.3K 0.14% 90
2024
Q1 		$1.01M Sell
20,710
-1,406
-6% -$64.5K 0.17% 83
2023
Q4 		$1.01M Sell
22,116
-196
-0.9% -$8.22K 0.18% 84
2023
Q3 		$914K Sell
22,312
-4,056
-15% -$173K 0.21% 56
2023
Q2 		$1.11M Sell
26,368
-2,706
-9% -$110K 0.24% 53
2023
Q1 		$1.19M Buy
29,074
+431
+2% +$18.3K 0.27% 48
2022
Q4 		$1.18M Buy
28,643
+129
+0.5% +$5.33K 0.28% 48
2022
Q3 		$1.07M Sell
28,514
-911
-3% -$37.5K 0.27% 49
2022
Q2 		$1.15M Buy
29,425
+12
+0% +$506 0.28% 46
2022
Q1 		$1.31M Sell
29,413
-13,047
-31% -$571K 0.27% 47
2021
Q4 		$1.88M Buy
42,460
+29,737
+234% +$1.3M 0.36% 38
2021
Q3 		$527K Buy
+12,723
New +$534K 0.12% 98

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gryphon Financial Partners's DON Position: Q1 2026 in Review

Gryphon Financial Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3.2% in Q1 2026, selling an estimated $31.8K and leaving 17,848 shares worth $938K. The position accounts for 0.1% of the portfolio, ranked #146.

Gryphon Financial Partners first reported a position in DON in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.88M in Q4 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Gryphon Financial Partners held 17,848 shares of WisdomTree US MidCap Dividend Fund worth $938K as of Q1 2026.
  • Gryphon Financial Partners sold 590 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $31.8K.
  • WisdomTree US MidCap Dividend Fund made up 0.1% of Gryphon Financial Partners's portfolio in Q1 2026, its #146 holding.
  • Gryphon Financial Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2021 and has held it in 19 quarters since.
  • Gryphon Financial Partners's WisdomTree US MidCap Dividend Fund position peaked at $1.88M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.