MassMutual Private Wealth & Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$20.6K	Hold	381	–	–	﹤0.01%	1059
2026 Q2	$21.5K	Sell	381 -400	-51%	-$22K	﹤0.01%	1087
2026 Q1	$41K	Buy	781 +400	+105%	+$21.6K	﹤0.01%	829
2025 Q4	$19.7K	Hold	381	–	–	﹤0.01%	1126
2025 Q3	$19.9K	Hold	381	–	–	﹤0.01%	1119
2025 Q2	$19.1K	Sell	381 -184	-33%	-$8.88K	﹤0.01%	1122
2025 Q1	$28K	Hold	565	–	–	﹤0.01%	910
2024 Q4	$28.8K	Hold	565	–	–	﹤0.01%	889
2024 Q3	$28.9K	Hold	565	–	–	﹤0.01%	811
2024 Q2	$26.4K	Sell	565 -893	-61%	-$42.2K	﹤0.01%	789
2024 Q1	$71.1K	Buy	+1,458	New	+$66.9K	﹤0.01%	540
2023 Q4	–	Sell	-96	Closed	-$3.93K	–	1984
2023 Q3	$3.93K	Sell	96 -104	-52%	-$4.43K	﹤0.01%	1325
2023 Q2	$8.41K	Hold	200	–	–	﹤0.01%	1015
2023 Q1	$8.2K	Hold	200	–	–	﹤0.01%	1006
2022 Q4	$8K	Hold	200	–	–	﹤0.01%	839
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	804
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	762
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	759
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	743
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	746
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	713
2021 Q1	$8K	Hold	200	–	–	﹤0.01%	629
2020 Q4	$7K	Hold	200	–	–	﹤0.01%	645
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	624
2020 Q2	$6K	Buy	+200	New	+$5.4K	﹤0.01%	584

Other funds holding DON

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

MassMutual Private Wealth & Trust's DON Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2026 at 381 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

MassMutual Private Wealth & Trust first reported a position in DON in Q2 2020 and has held it in 25 quarters since. The position peaked at $71.1K in Q1 2024. 365 funds tracked by Wall St. Rank hold DON as of Q3 2026.

MassMutual Private Wealth & Trust held 381 shares of WisdomTree US MidCap Dividend Fund worth $20.6K as of Q3 2026.
MassMutual Private Wealth & Trust left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1059 holding.
MassMutual Private Wealth & Trust first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and has held it in 25 quarters since.
MassMutual Private Wealth & Trust's WisdomTree US MidCap Dividend Fund position peaked at $71.1K in Q1 2024.
365 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.