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 Q2	$218K	Hold	3,851	–	–	0.03%	121
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 $1.55T 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

RAM Investment Partners's DON Position: Q2 2026 in Review

RAM Investment Partners held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 3,851 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #121.

RAM Investment Partners first reported a position in DON in Q1 2024 and has held it in 6 quarters since. The position peaked at $219K in Q4 2024. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

RAM Investment Partners held 3,851 shares of WisdomTree US MidCap Dividend Fund worth $218K as of Q2 2026.
RAM Investment Partners left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.03% of RAM Investment Partners's portfolio in Q2 2026, its #121 holding.
RAM Investment Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 6 quarters since.
RAM Investment Partners's WisdomTree US MidCap Dividend Fund position peaked at $219K in Q4 2024.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.