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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
Q2 		$1.12M Sell
19,873
-5,294
-21% -$292K 0.01% 360
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 $1.55T 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

Mather Group's DON Position: Q2 2026 in Review

Mather Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 21% in Q2 2026, selling an estimated $292K and leaving 19,873 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #360.

Mather Group first reported a position in DON in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.84M in Q2 2022. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Mather Group held 19,873 shares of WisdomTree US MidCap Dividend Fund worth $1.12M as of Q2 2026.
  • Mather Group sold 5,294 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $292K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Mather Group's portfolio in Q2 2026, its #360 holding.
  • Mather Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
  • Mather Group's WisdomTree US MidCap Dividend Fund position peaked at $2.84M in Q2 2022.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.