RAM Investment Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

RAM Investment 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 Q1	$202K	Buy	+3,851	New	+$208K	0.04%	120
2025 Q4	–	Sell	-3,951	Closed	-$207K	–	118
2025 Q3	$207K	Buy	+3,951	New	+$205K	0.04%	100
2025 Q1	–	Sell	-4,301	Closed	-$219K	–	91
2024 Q4	$219K	Buy	4,301 +56	+1%	+$2.94K	0.05%	87
2024 Q3	$217K	Buy	+4,245	New	+$207K	0.06%	81
2024 Q2	–	Sell	-4,245	Closed	-$207K	–	90
2024 Q1	$207K	Buy	+4,245	New	+$195K	0.07%	83

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RAM Investment Partners's DON Position: Q1 2026 in Review

RAM Investment Partners opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q1 2026: 3,851 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings. This is a return to the name: RAM Investment Partners previously reported a position in DON as recently as Q3 2025.

RAM Investment Partners first reported a position in DON in Q1 2024 and has held it in 5 quarters since. The position peaked at $219K in Q4 2024. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

RAM Investment Partners held 3,851 shares of WisdomTree US MidCap Dividend Fund worth $202K as of Q1 2026.
WisdomTree US MidCap Dividend Fund was a new RAM Investment Partners position in Q1 2026.
WisdomTree US MidCap Dividend Fund made up 0.04% of RAM Investment Partners's portfolio in Q1 2026, its #120 holding.
RAM Investment Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 5 quarters since.
RAM Investment Partners's WisdomTree US MidCap Dividend Fund position peaked at $219K in Q4 2024.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on RAM Investment Partners's 13F filing for Q1 2026, filed 4 May 2026.