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Perkins Coie Trust Company’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Perkins Coie Trust Company’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 		$41.8K Hold
740
– – 0.01% 174
2026
Q1 		$38.9K Hold
740
– – 0.01% 179
2025
Q4 		$38.2K Hold
740
– – 0.01% 182
2025
Q3 		$38.7K Hold
740
– – 0.01% 180
2025
Q2 		$37.1K Hold
740
– – 0.01% 207
2025
Q1 		$36.6K Hold
740
– – 0.01% 199
2024
Q4 		$37.7K Hold
740
– – 0.01% 194
2024
Q3 		$37.8K Buy
+740
New +$36.2K 0.01% 200

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company's DON Position: Q2 2026 in Review

Perkins Coie Trust Company held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 740 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #174.

Perkins Coie Trust Company first reported a position in DON in Q3 2024 and has held it in 8 quarters since. 153 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Perkins Coie Trust Company held 740 shares of WisdomTree US MidCap Dividend Fund worth $41.8K as of Q2 2026.
  • Perkins Coie Trust Company left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Perkins Coie Trust Company's portfolio in Q2 2026, its #174 holding.
  • Perkins Coie Trust Company first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
  • 153 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.