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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
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 $1.37T 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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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 $501B AUM 22.01% 1-Year Est. Return