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 Q2	–	Sell	-18,800	Closed	-$770K	–	12273
2023 Q1	$770K	Buy	+18,800	New	+$799K	﹤0.01%	7492
2019 Q4	–	Sell	-5,600	Closed	-$203K	–	9866
2019 Q3	$203K	Buy	+5,600	New	+$200K	﹤0.01%	9063
2018 Q4	–	Sell	-7,500	Closed	-$277K	–	9111
2018 Q3	$277K	Buy	+7,500	New	+$276K	﹤0.01%	7630

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

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.