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

Neuberger Berman 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 		$241K Hold
4,594
– – ﹤0.01% 1931
2025
Q4 		$237K Sell
4,594
-168
-4% -$8.66K ﹤0.01% 1900
2025
Q3 		$249K Sell
4,762
-621
-12% -$32.2K ﹤0.01% 1825
2025
Q2 		$270K Buy
5,383
+471
+10% +$22.7K ﹤0.01% 1772
2025
Q1 		$243K Sell
4,912
-200
-4% -$10.2K ﹤0.01% 1762
2024
Q4 		$261K Sell
5,112
-100
-2% -$5.25K ﹤0.01% 1714
2024
Q3 		$266K Sell
5,212
-669
-11% -$32.7K ﹤0.01% 1707
2024
Q2 		$275K Sell
5,881
-100
-2% -$4.73K ﹤0.01% 1673
2024
Q1 		$292K Hold
5,981
– – ﹤0.01% 1654
2023
Q4 		$273K Hold
5,981
– – ﹤0.01% 1677
2023
Q3 		$245K Buy
+5,981
New +$255K ﹤0.01% 1644
2022
Q3 		– Sell
-5,469
Closed -$213K – 1854
2022
Q2 		$213K Hold
5,469
– – ﹤0.01% 1741
2022
Q1 		$243K Sell
5,469
-8,000
-59% -$350K ﹤0.01% 1752
2021
Q4 		$597K Hold
13,469
– – ﹤0.01% 1505
2021
Q3 		$558K Hold
13,469
– – ﹤0.01% 1447
2021
Q2 		$565K Hold
13,469
– – ﹤0.01% 1453
2021
Q1 		$544K Hold
13,469
– – ﹤0.01% 1463
2020
Q4 		$469K Buy
13,469
+525
+4% +$17.1K ﹤0.01% 1405
2020
Q3 		$374K Buy
+12,944
New +$381K ﹤0.01% 1403

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

Neuberger Berman Group's DON Position: Q1 2026 in Review

Neuberger Berman Group held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 4,594 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Neuberger Berman Group first reported a position in DON in Q3 2020 and has held it in 19 quarters since. The position peaked at $597K in Q4 2021. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Neuberger Berman Group held 4,594 shares of WisdomTree US MidCap Dividend Fund worth $241K as of Q1 2026.
  • Neuberger Berman Group left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1931 holding.
  • Neuberger Berman Group first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2020 and has held it in 19 quarters since.
  • Neuberger Berman Group's WisdomTree US MidCap Dividend Fund position peaked at $597K in Q4 2021.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.