Principle Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Principle Wealth Partners’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	$1.19M	Hold	21,045	–	–	0.06%	174
2026 Q1	$1.11M	Hold	21,045	–	–	0.06%	166
2025 Q4	$1.09M	Sell	21,045 -3,750	-15%	-$193K	0.06%	164
2025 Q3	$1.3M	Hold	24,795	–	–	0.08%	148
2025 Q2	$1.24M	Hold	24,795	–	–	0.08%	140
2025 Q1	$1.23M	Hold	24,795	–	–	0.09%	142
2024 Q4	$1.26M	Sell	24,795 -1,195	-5%	-$62.7K	0.09%	137
2024 Q3	$1.33M	Hold	25,990	–	–	0.09%	136
2024 Q2	$1.22M	Hold	25,990	–	–	0.09%	140
2024 Q1	$1.27M	Hold	25,990	–	–	0.1%	140
2023 Q4	$1.19M	Sell	25,990 -4,400	-14%	-$185K	0.1%	141
2023 Q3	$1.24M	Sell	30,390 -5,150	-14%	-$220K	0.13%	134
2023 Q2	$1.49M	Buy	35,540 +500	+1%	+$20.3K	0.15%	116
2023 Q1	$1.44M	Buy	35,040 +2,900	+9%	+$123K	0.15%	115
2022 Q4	$1.32M	Hold	32,140	–	–	0.15%	110
2022 Q3	$1.21M	Buy	32,140 +3,650	+13%	+$150K	0.11%	109
2022 Q2	$1.11M	Sell	28,490 -1,280	-4%	-$54K	0.13%	124
2022 Q1	$1.32M	Sell	29,770 -1,085	-4%	-$47.4K	0.14%	116
2021 Q4	$1.37M	Buy	30,855 +1,330	+5%	+$58K	0.14%	117
2021 Q3	$1.22M	Hold	29,525	–	–	0.14%	116
2021 Q2	$1.24M	Sell	29,525 -1,650	-5%	-$69.8K	0.14%	118
2021 Q1	$1.26M	Buy	31,175 +5,575	+22%	+$212K	0.15%	115
2020 Q4	$891K	Buy	+25,600	New	+$832K	0.12%	127

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

Principle Wealth Partners's DON Position: Q2 2026 in Review

Principle Wealth Partners held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 21,045 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #174.

Principle Wealth Partners first reported a position in DON in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q2 2023. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Principle Wealth Partners held 21,045 shares of WisdomTree US MidCap Dividend Fund worth $1.19M as of Q2 2026.
Principle Wealth Partners left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.06% of Principle Wealth Partners's portfolio in Q2 2026, its #174 holding.
Principle Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
Principle Wealth Partners's WisdomTree US MidCap Dividend Fund position peaked at $1.49M in Q2 2023.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.