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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
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

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's DON Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 51% in Q2 2026, selling an estimated $22K and leaving 381 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

MassMutual Private Wealth & Trust first reported a position in DON in Q2 2020 and has held it in 24 quarters since. The position peaked at $71.1K in Q1 2024. 238 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • MassMutual Private Wealth & Trust held 381 shares of WisdomTree US MidCap Dividend Fund worth $21.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 400 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $22K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1087 holding.
  • MassMutual Private Wealth & Trust first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and has held it in 24 quarters since.
  • MassMutual Private Wealth & Trust's WisdomTree US MidCap Dividend Fund position peaked at $71.1K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.