PS
DON icon

Principal Securities’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Principal Securities’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 		$2.54M Buy
45,006
+2,019
+5% +$111K 0.03% 466
2026
Q1 		$2.26M Sell
42,987
-32
-0.1% -$1.73K 0.03% 450
2025
Q4 		$2.22M Buy
43,019
+1,150
+3% +$59.3K 0.03% 432
2025
Q3 		$2.19M Buy
41,869
+179
+0.4% +$9.27K 0.04% 434
2025
Q2 		$2.09M Buy
41,690
+2,504
+6% +$121K 0.04% 399
2025
Q1 		$2M Buy
39,186
+643
+2% +$32.8K 0.04% 363
2024
Q4 		$1.96M Buy
38,543
+2,052
+6% +$108K 0.04% 365
2024
Q3 		$1.87M Buy
36,491
+1,755
+5% +$85.8K 0.05% 368
2024
Q2 		$1.62M Buy
34,736
+91
+0.3% +$4.3K 0.04% 348
2024
Q1 		$1.69M Buy
34,645
+588
+2% +$27K 0.05% 315
2023
Q4 		$1.56M Buy
+34,057
New +$1.43M 0.06% 303

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Securities's DON Position: Q2 2026 in Review

Principal Securities increased its WisdomTree US MidCap Dividend Fund (DON) stake by 4.7% in Q2 2026, buying an estimated $111K and bringing the position to 45,006 shares worth $2.54M. The position accounts for 0.03% of the portfolio, ranked #466.

Principal Securities first reported a position in DON in Q4 2023 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Principal Securities held 45,006 shares of WisdomTree US MidCap Dividend Fund worth $2.54M as of Q2 2026.
  • Principal Securities bought 2,019 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $111K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Principal Securities's portfolio in Q2 2026, its #466 holding.
  • Principal Securities first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.