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NewEdge Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

NewEdge Wealth’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 		– Sell
-4,284
Closed -$221K – 1165
2025
Q4 		$221K Buy
+4,284
New +$221K ﹤0.01% 1122
2024
Q3 		– Sell
-6,227
Closed -$291K – 878
2024
Q2 		$291K Hold
6,227
– – 0.01% 648
2024
Q1 		$291K Hold
6,227
– – 0.01% 673
2023
Q4 		$285K Hold
6,227
– – 0.01% 632
2023
Q3 		$255K Sell
6,227
-840
-12% -$35.8K 0.01% 571
2023
Q2 		$297K Hold
7,067
– – 0.01% 547
2023
Q1 		$290K Buy
+7,067
New +$300K 0.01% 508

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

NewEdge Wealth's DON Position: Q1 2026 in Review

NewEdge Wealth sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2026, closing a stake of 4,284 shares — an estimated $221K sold.

NewEdge Wealth first reported a position in DON in Q1 2023 and held it in 7 quarters. The position peaked at $297K in Q2 2023. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • NewEdge Wealth reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 4,284 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $221K.
  • NewEdge Wealth first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and held it in 7 quarters.
  • NewEdge Wealth's WisdomTree US MidCap Dividend Fund position peaked at $297K in Q2 2023.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.