Kennebec Savings Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kennebec Savings Bank’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	$80.1K	Sell	1,418 -531	-27%	-$29.3K	0.06%	138
2026 Q1	$102K	Hold	1,949	–	–	0.09%	107
2025 Q4	$101K	Hold	1,949	–	–	0.09%	112
2025 Q3	$102K	Buy	+1,949	New	+$101K	0.09%	109

Other funds holding DON

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kennebec Savings Bank's DON Position: Q2 2026 in Review

Kennebec Savings Bank reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 27% in Q2 2026, selling an estimated $29.3K and leaving 1,418 shares worth $80.1K. The position accounts for 0.06% of the portfolio, ranked #138.

Kennebec Savings Bank first reported a position in DON in Q3 2025 and has held it in 4 quarters since. The position peaked at $102K in Q1 2026. 168 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Kennebec Savings Bank held 1,418 shares of WisdomTree US MidCap Dividend Fund worth $80.1K as of Q2 2026.
Kennebec Savings Bank sold 531 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $29.3K.
WisdomTree US MidCap Dividend Fund made up 0.06% of Kennebec Savings Bank's portfolio in Q2 2026, its #138 holding.
Kennebec Savings Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
Kennebec Savings Bank's WisdomTree US MidCap Dividend Fund position peaked at $102K in Q1 2026.
168 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.