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

Mather 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 		$1.32M Sell
25,167
-71
-0.3% -$3.83K 0.01% 285
2025
Q4 		$1.3M Sell
25,238
-1,535
-6% -$79.1K 0.01% 250
2025
Q3 		$1.4M Buy
26,773
+552
+2% +$28.6K 0.01% 235
2025
Q2 		$1.31M Sell
26,221
-459
-2% -$22.2K 0.01% 237
2025
Q1 		$1.32M Sell
26,680
-1,374
-5% -$70K 0.02% 219
2024
Q4 		$1.43M Sell
28,054
-2,242
-7% -$118K 0.02% 202
2024
Q3 		$1.55M Sell
30,296
-17,787
-37% -$869K 0.02% 194
2024
Q2 		$2.35M Sell
48,083
-7,220
-13% -$341K 0.03% 170
2024
Q1 		$2.53M Sell
55,303
-3,004
-5% -$138K 0.04% 144
2023
Q4 		$2.66M Sell
58,307
-4,938
-8% -$207K 0.04% 143
2023
Q3 		$2.59M Buy
63,245
+293
+0.5% +$12.5K 0.05% 136
2023
Q2 		$2.65M Sell
62,952
-2,637
-4% -$107K 0.04% 145
2023
Q1 		$2.69M Sell
65,589
-2,548
-4% -$108K 0.05% 126
2022
Q4 		$2.8M Buy
68,137
+271
+0.4% +$11.2K 0.05% 115
2022
Q3 		$2.56M Sell
67,866
-4,956
-7% -$204K 0.06% 117
2022
Q2 		$2.84M Buy
72,822
+49,502
+212% +$2.09M 0.06% 101
2022
Q1 		$1.04M Buy
+23,320
New +$1.02M 0.02% 166

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group's DON Position: Q1 2026 in Review

Mather Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.28% in Q1 2026, selling an estimated $3.83K and leaving 25,167 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #285.

Mather Group first reported a position in DON in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.84M in Q2 2022. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Mather Group held 25,167 shares of WisdomTree US MidCap Dividend Fund worth $1.32M as of Q1 2026.
  • Mather Group sold 71 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $3.83K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Mather Group's portfolio in Q1 2026, its #285 holding.
  • Mather Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and has held it in 17 quarters since.
  • Mather Group's WisdomTree US MidCap Dividend Fund position peaked at $2.84M in Q2 2022.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.