New Hampshire Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

New Hampshire 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	$667K	Hold	11,805	–	–	0.13%	103
2026 Q1	$620K	Hold	11,805	–	–	0.13%	105
2025 Q4	$609K	Hold	11,805	–	–	0.12%	107
2025 Q3	$617K	Hold	11,805	–	–	0.12%	106
2025 Q2	$592K	Hold	11,805	–	–	0.12%	102
2025 Q1	$585K	Buy	11,805 +405	+4%	+$20.6K	0.13%	97
2024 Q4	$581K	Hold	11,400	–	–	0.12%	102
2024 Q3	$583K	Hold	11,400	–	–	0.12%	104
2024 Q2	$533K	Hold	11,400	–	–	0.12%	104
2024 Q1	$556K	Hold	11,400	–	–	0.13%	105
2023 Q4	$521K	Hold	11,400	–	–	0.13%	109
2023 Q3	$467K	Hold	11,400	–	–	0.13%	108
2023 Q2	$479K	Buy	11,400 +2,170	+24%	+$88K	0.12%	110
2023 Q1	$378K	Hold	9,230	–	–	0.1%	120
2022 Q4	$380K	Buy	+9,230	New	+$382K	0.1%	123

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

New Hampshire Trust's DON Position: Q2 2026 in Review

New Hampshire Trust held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 11,805 shares worth $667K. The position accounts for 0.13% of the portfolio, ranked #103.

New Hampshire Trust 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.

New Hampshire Trust held 11,805 shares of WisdomTree US MidCap Dividend Fund worth $667K as of Q2 2026.
New Hampshire Trust left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.13% of New Hampshire Trust's portfolio in Q2 2026, its #103 holding.
New Hampshire Trust 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 New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.