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

Natixis 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	$4.94M	Buy	87,443 +12,532	+17%	+$690K	0.01%	913
2026 Q1	$3.94M	Buy	74,911 +6,560	+10%	+$354K	0.01%	903
2025 Q4	$3.53M	Buy	68,351 +5,701	+9%	+$294K	0.01%	902
2025 Q3	$3.28M	Buy	62,650 +21,021	+50%	+$1.09M	﹤0.01%	967
2025 Q2	$2.09M	Buy	41,629 +4,953	+14%	+$239K	﹤0.01%	1069
2025 Q1	$1.82M	Buy	36,676 +2,038	+6%	+$104K	﹤0.01%	1110
2024 Q4	$1.76M	Buy	34,638 +3,417	+11%	+$179K	﹤0.01%	1134
2024 Q3	$1.6M	Buy	31,221 +5,814	+23%	+$284K	﹤0.01%	1160
2024 Q2	$1.19M	Buy	25,407 +2,222	+10%	+$105K	﹤0.01%	1195
2024 Q1	$1.13M	Buy	23,185 +1,963	+9%	+$90K	﹤0.01%	1182
2023 Q4	$969K	Buy	21,222 +554	+3%	+$23.2K	﹤0.01%	1214
2023 Q3	$847K	Buy	20,668 +1,586	+8%	+$67.6K	﹤0.01%	1209
2023 Q2	$802K	Buy	19,082 +1,524	+9%	+$61.8K	﹤0.01%	1219
2023 Q1	$720K	Buy	17,558 +5,350	+44%	+$227K	﹤0.01%	1212
2022 Q4	$502K	Buy	+12,208	New	+$505K	﹤0.01%	1293

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Advisors's DON Position: Q2 2026 in Review

Natixis Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 17% in Q2 2026, buying an estimated $690K and bringing the position to 87,443 shares worth $4.94M. The position accounts for 0.01% of the portfolio, ranked #913.

Natixis Advisors first reported a position in DON in Q4 2022 and has held it in 15 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Natixis Advisors held 87,443 shares of WisdomTree US MidCap Dividend Fund worth $4.94M as of Q2 2026.
Natixis Advisors bought 12,532 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $690K.
WisdomTree US MidCap Dividend Fund made up 0.01% of Natixis Advisors's portfolio in Q2 2026, its #913 holding.
Natixis Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.