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Kilter Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kilter Group’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 		– Sell
-3
Closed -$155 – 1609
2025
Q4 		$155 Hold
3
– – ﹤0.01% 1317
2025
Q3 		$157 Hold
3
– – ﹤0.01% 1191
2025
Q2 		$151 Buy
+3
New +$145 ﹤0.01% 1127

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Kilter Group's DON Position: Q1 2026 in Review

Kilter Group sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2026, closing a stake of 3 shares — an estimated $155 sold.

Kilter Group first reported a position in DON in Q2 2025 and held it in 3 quarters. The position peaked at $157 in Q3 2025. 465 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Kilter Group reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Kilter Group sold 3 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $155.
  • Kilter Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2025 and held it in 3 quarters.
  • Kilter Group's WisdomTree US MidCap Dividend Fund position peaked at $157 in Q3 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.