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Hickory Point Bank & Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Hickory Point Bank & Trust’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 		$176K Hold
3,108
– – 0.11% 138
2026
Q1 		$163K Buy
+3,108
New +$168K 0.11% 141

Other funds holding DON

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Hickory Point Bank & Trust's DON Position: Q2 2026 in Review

Hickory Point Bank & Trust held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 3,108 shares worth $176K. The position accounts for 0.11% of the portfolio, ranked #138.

Hickory Point Bank & Trust first reported a position in DON in Q1 2026 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Hickory Point Bank & Trust held 3,108 shares of WisdomTree US MidCap Dividend Fund worth $176K as of Q2 2026.
  • Hickory Point Bank & Trust left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.11% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #138 holding.
  • Hickory Point Bank & Trust first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.