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

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

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. 474 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.
474 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.