P
DON icon

&Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

&Partners’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 		$2.54M Sell
48,311
-209
-0.4% -$11.3K 0.01% 800
2025
Q4 		$2.5M Buy
48,520
+7,945
+20% +$409K 0.01% 758
2025
Q3 		$2.12M Buy
40,575
+3,801
+10% +$197K 0.01% 724
2025
Q2 		$1.84M Buy
36,774
+2,243
+6% +$108K 0.01% 703
2025
Q1 		$1.7M Buy
34,531
+21,491
+165% +$1.1M 0.02% 607
2024
Q4 		$667K Buy
13,040
+277
+2% +$14.5K 0.01% 941
2024
Q3 		$621K Buy
12,763
+2,717
+27% +$133K 0.01% 768
2024
Q2 		$470K Buy
+10,046
New +$475K 0.02% 568

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

&Partners's DON Position: Q1 2026 in Review

&Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.43% in Q1 2026, selling an estimated $11.3K and leaving 48,311 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #800.

&Partners first reported a position in DON in Q2 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • &Partners held 48,311 shares of WisdomTree US MidCap Dividend Fund worth $2.54M as of Q1 2026.
  • &Partners sold 209 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $11.3K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of &Partners's portfolio in Q1 2026, its #800 holding.
  • &Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.