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Hancock Whitney’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Hancock Whitney’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 		$3.78M Buy
68,062
+3,299
+5% +$178K 0.07% 227
2025
Q4 		$3.34M Buy
64,763
+19
+0% +$979 0.06% 218
2025
Q3 		$3.39M Sell
64,744
-1,021
-2% -$52.9K 0.06% 220
2025
Q2 		$3.3M Sell
65,765
-2,114
-3% -$102K 0.06% 220
2025
Q1 		$3.36M Sell
67,879
-811
-1% -$41.3K 0.11% 137
2024
Q4 		$3.5M Sell
68,690
-18
-0% -$944 0.11% 134
2024
Q3 		$3.51M Sell
68,708
-10
-0% -$489 0.11% 131
2024
Q2 		$3.21M Buy
68,718
+304
+0.4% +$14.4K 0.11% 133
2024
Q1 		$3.34M Sell
68,414
-681
-1% -$31.2K 0.12% 138
2023
Q4 		$3.16M Sell
69,095
-11,298
-14% -$474K 0.12% 141
2023
Q3 		$3.29M Buy
80,393
+6,588
+9% +$281K 0.14% 125
2023
Q2 		$3.1M Sell
73,805
-12,271
-14% -$498K 0.12% 141
2023
Q1 		$3.53M Sell
86,076
-4,668
-5% -$198K 0.14% 131
2022
Q4 		$3.73M Sell
90,744
-86
-0.1% -$3.56K 0.14% 129
2022
Q3 		$3.42M Sell
90,830
-1,371
-1% -$56.4K 0.15% 129
2022
Q2 		$3.59M Buy
92,201
+7,470
+9% +$315K 0.14% 128
2022
Q1 		$3.76M Sell
84,731
-1,979
-2% -$86.5K 0.13% 128
2021
Q4 		$3.85M Sell
86,710
-1,509
-2% -$65.8K 0.12% 139
2021
Q3 		$3.66M Buy
88,219
+1,192
+1% +$50K 0.13% 129
2021
Q2 		$3.65M Sell
87,027
-3,624
-4% -$153K 0.12% 150
2021
Q1 		$3.66M Sell
90,651
-1,188
-1% -$45.2K 0.12% 149
2020
Q4 		$3.2M Buy
91,839
+1,742
+2% +$56.6K 0.11% 170
2020
Q3 		$2.6M Sell
90,097
-2,814
-3% -$82.9K 0.1% 169
2020
Q2 		$2.63M Sell
92,911
-5,915
-6% -$160K 0.1% 177
2020
Q1 		$2.39M Buy
98,826
+14,264
+17% +$480K 0.09% 209
2019
Q4 		$3.22M Sell
84,562
-464
-0.5% -$17.2K 0.1% 232
2019
Q3 		$3.09M Buy
85,026
+4,975
+6% +$178K 0.1% 241
2019
Q2 		$2.9M Sell
80,051
-2,660
-3% -$95.5K 0.09% 256
2019
Q1 		$2.96M Buy
82,711
+231
+0.3% +$8.07K 0.1% 255
2018
Q4 		$2.61M Buy
82,480
+9,725
+13% +$334K 0.09% 266
2018
Q3 		$2.68M Buy
+72,755
New +$2.68M 0.08% 283

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

Hancock Whitney's DON Position: Q1 2026 in Review

Hancock Whitney increased its WisdomTree US MidCap Dividend Fund (DON) stake by 5.1% in Q1 2026, buying an estimated $178K and bringing the position to 68,062 shares worth $3.78M. The position accounts for 0.07% of the portfolio, ranked #227.

Hancock Whitney first reported a position in DON in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.85M in Q4 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Hancock Whitney held 68,062 shares of WisdomTree US MidCap Dividend Fund worth $3.78M as of Q1 2026.
  • Hancock Whitney bought 3,299 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $178K.
  • WisdomTree US MidCap Dividend Fund made up 0.07% of Hancock Whitney's portfolio in Q1 2026, its #227 holding.
  • Hancock Whitney first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2018 and has held it in 31 quarters since.
  • Hancock Whitney's WisdomTree US MidCap Dividend Fund position peaked at $3.85M in Q4 2021.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Hancock Whitney's 13F filing for Q1 2026, filed 15 May 2026.