JY
DON icon

Jeff Yass’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Jeff Yass’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
2023
Q4 		– Sell
-19,200
Closed -$786K – 12521
2023
Q3 		$786K Sell
19,200
-3,700
-16% -$158K ﹤0.01% 7176
2023
Q2 		$963K Buy
22,900
+12,900
+129% +$523K ﹤0.01% 6762
2023
Q1 		$410K Buy
10,000
+4,300
+75% +$183K ﹤0.01% 9041
2022
Q4 		$234K Sell
5,700
-3,800
-40% -$157K ﹤0.01% 9727
2022
Q3 		$358K Buy
9,500
+2,600
+38% +$107K ﹤0.01% 9350
2022
Q2 		$269K Buy
6,900
+2,000
+41% +$84.3K ﹤0.01% 9859
2022
Q1 		$218K Buy
+4,900
New +$214K ﹤0.01% 11028
2021
Q4 		– Sell
-7,900
Closed -$327K – 13242
2021
Q3 		$327K Buy
7,900
+1,300
+20% +$54.6K ﹤0.01% 10403
2021
Q2 		$277K Sell
6,600
-27,800
-81% -$1.18M ﹤0.01% 10945
2021
Q1 		$1.39M Buy
34,400
+4,300
+14% +$164K ﹤0.01% 6860
2020
Q4 		$1.05M Buy
30,100
+13,400
+80% +$436K ﹤0.01% 6619
2020
Q3 		$483K Buy
+16,700
New +$492K ﹤0.01% 7747
2020
Q1 		– Sell
-9,100
Closed -$346K – 10349
2019
Q4 		$346K Buy
9,100
+1,700
+23% +$62.9K ﹤0.01% 7732
2019
Q3 		$269K Buy
+7,400
New +$265K ﹤0.01% 8534
2018
Q2 		– Sell
-6,200
Closed -$212K – 9727
2018
Q1 		$212K Buy
+6,200
New +$216K ﹤0.01% 8226
2017
Q4 		– Sell
-11,400
Closed -$380K – 9350
2017
Q3 		$380K Sell
11,400
-2,100
-16% -$68.5K ﹤0.01% 7004
2017
Q2 		$440K Buy
+13,500
New +$438K ﹤0.01% 6881

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's DON Position: Q2 2026 in Review

Jeff Yass reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 50% in Q2 2026, selling an estimated $1.31M and leaving 23,713 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #7451.

Jeff Yass first reported a position in DON in Q4 2013 and has held it in 48 quarters since. The position peaked at $8.63M in Q1 2020. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Jeff Yass held 23,713 shares of WisdomTree US MidCap Dividend Fund worth $1.34M as of Q2 2026.
  • Jeff Yass sold 23,827 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.31M.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7451 holding.
  • Jeff Yass first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2013 and has held it in 48 quarters since.
  • Jeff Yass's WisdomTree US MidCap Dividend Fund position peaked at $8.63M in Q1 2020.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.