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

Patten 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 		$250K Sell
4,754
-66
-1% -$3.56K 0.04% 272
2025
Q4 		$249K Sell
4,820
-1,153
-19% -$59.4K 0.05% 275
2025
Q3 		$312K Sell
5,973
-1,136
-16% -$58.8K 0.06% 230
2025
Q2 		$356K Sell
7,109
-1,272
-15% -$61.4K 0.08% 215
2025
Q1 		$415K Buy
8,381
+304
+4% +$15.5K 0.1% 194
2024
Q4 		$412K Sell
8,077
-821
-9% -$43.1K 0.09% 201
2024
Q3 		$455K Sell
8,898
-91
-1% -$4.45K 0.1% 184
2024
Q2 		$420K Buy
8,989
+1
+0% +$47 0.1% 182
2024
Q1 		$438K Sell
8,988
-17
-0.2% -$780 0.11% 173
2023
Q4 		$411K Buy
9,005
+331
+4% +$13.9K 0.11% 172
2023
Q3 		$355K Buy
8,674
+34
+0.4% +$1.45K 0.11% 180
2023
Q2 		$363K Hold
8,640
– – 0.05% 180
2023
Q1 		$354K Buy
8,640
+737
+9% +$31.3K 0.11% 185
2022
Q4 		$325K Buy
7,903
+1,367
+21% +$56.5K 0.1% 195
2022
Q3 		$253K Buy
6,536
+199
+3% +$8.19K 0.09% 210
2022
Q2 		$251K Hold
6,337
– – 0.08% 214
2022
Q1 		$281K Buy
6,337
+697
+12% +$30.5K 0.08% 214
2021
Q4 		$250K Buy
5,640
+90
+2% +$3.93K 0.07% 231
2021
Q3 		$230K Sell
5,550
-120
-2% -$5.04K 0.07% 234
2021
Q2 		$238K Sell
5,670
-588
-9% -$24.9K 0.07% 238
2021
Q1 		$253K Sell
6,258
-301
-5% -$11.4K 0.08% 218
2020
Q4 		$228K Buy
+6,559
New +$213K 0.06% 217
2020
Q2 		– Sell
-8,772
Closed -$212K – 201
2020
Q1 		$212K Sell
8,772
-6,830
-44% -$230K 0.11% 177
2019
Q4 		$593K Buy
15,602
+85
+0.5% +$3.14K 0.22% 117
2019
Q3 		$563K Buy
15,517
+150
+1% +$5.36K 0.23% 111
2019
Q2 		$556K Buy
15,367
+70
+0.5% +$2.51K 0.23% 115
2019
Q1 		$547K Sell
15,297
-753
-5% -$26.3K 0.24% 110
2018
Q4 		$508K Sell
16,050
-200
-1% -$6.86K 0.24% 104
2018
Q3 		$599K Sell
16,250
-1,150
-7% -$42.3K 0.23% 107
2018
Q2 		$623K Sell
17,400
-1,700
-9% -$59.6K 0.25% 104
2018
Q1 		$652K Sell
19,100
-156
-0.8% -$5.45K 0.27% 101
2017
Q4 		$679K Buy
19,256
+140
+0.7% +$4.79K 0.27% 99
2017
Q3 		$637K Buy
19,116
+90
+0.5% +$2.94K 0.26% 101
2017
Q2 		$623K Buy
19,026
+192
+1% +$6.22K 0.25% 105
2017
Q1 		$609K Buy
18,834
+300
+2% +$9.68K 0.26% 97
2016
Q4 		$593K Sell
18,534
-45
-0.2% -$1.37K 0.27% 93
2016
Q3 		$548K Buy
18,579
+546
+3% +$16.6K 0.26% 91
2016
Q2 		$538K Buy
18,033
+1,992
+12% +$57.8K 0.25% 92
2016
Q1 		$461K Sell
16,041
-375
-2% -$9.89K 0.22% 105
2015
Q4 		$441K Sell
16,416
-918
-5% -$25K 0.21% 105
2015
Q3 		$449K Sell
17,334
-4,122
-19% -$112K 0.23% 101
2015
Q2 		$591K Sell
21,456
-93
-0.4% -$2.64K 0.28% 89
2015
Q1 		$619K Buy
21,549
+186
+0.9% +$5.27K 0.32% 89
2014
Q4 		$596K Buy
+21,363
New +$578K 0.29% 95

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 $2.31B AUM 28.23% 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

Patten Group's DON Position: Q1 2026 in Review

Patten Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 1.4% in Q1 2026, selling an estimated $3.56K and leaving 4,754 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #272.

Patten Group first reported a position in DON in Q4 2014 and has held it in 44 quarters since. The position peaked at $679K in Q4 2017. 464 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Patten Group held 4,754 shares of WisdomTree US MidCap Dividend Fund worth $250K as of Q1 2026.
  • Patten Group sold 66 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $3.56K.
  • WisdomTree US MidCap Dividend Fund made up 0.04% of Patten Group's portfolio in Q1 2026, its #272 holding.
  • Patten Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and has held it in 44 quarters since.
  • Patten Group's WisdomTree US MidCap Dividend Fund position peaked at $679K in Q4 2017.
  • 464 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.