Lido Advisors
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Lido Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Lido Advisors’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 		$1.17M Sell
20,634
-233,195
-92% -$12.8M ﹤0.01% 1023
2026
Q1 		$13.3M Sell
253,829
-14,707
-5% -$793K 0.04% 273
2025
Q4 		$14M Sell
268,536
-459
-0.2% -$23.7K 0.04% 267
2025
Q3 		$14.1M Sell
268,995
-8,535
-3% -$442K 0.04% 249
2025
Q2 		$13.9M Sell
277,530
-5,777
-2% -$279K 0.05% 205
2025
Q1 		$14M Sell
283,307
-6,850
-2% -$349K 0.06% 191
2024
Q4 		$14.8M Buy
290,157
+275,561
+1,888% +$14.5M 0.07% 169
2024
Q3 		$746K Sell
14,596
-871
-6% -$42.6K ﹤0.01% 819
2024
Q2 		$723K Sell
15,467
-664
-4% -$31.4K ﹤0.01% 786
2024
Q1 		$787K Buy
16,131
+690
+4% +$31.6K ﹤0.01% 748
2023
Q4 		$706K Sell
15,441
-6,662
-30% -$279K ﹤0.01% 735
2023
Q3 		$905K Sell
22,103
-24
-0.1% -$1.02K 0.01% 571
2023
Q2 		$930K Buy
22,127
+4,709
+27% +$191K 0.01% 559
2023
Q1 		$714K Buy
+17,418
New +$740K 0.01% 562

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

Lido Advisors's DON Position: Q2 2026 in Review

Lido Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 92% in Q2 2026, selling an estimated $12.8M and leaving 20,634 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Lido Advisors first reported a position in DON in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.8M in Q4 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Lido Advisors held 20,634 shares of WisdomTree US MidCap Dividend Fund worth $1.17M as of Q2 2026.
  • Lido Advisors sold 233,195 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $12.8M.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1023 holding.
  • Lido Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • Lido Advisors's WisdomTree US MidCap Dividend Fund position peaked at $14.8M in Q4 2024.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.