Raymond James Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Raymond James Financial’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	$58.6M	Buy	1,036,786 +33,067	+3%	+$1.82M	0.02%	852
2026 Q1	$52.7M	Sell	1,003,719 -111,268	-10%	-$6M	0.02%	823
2025 Q4	$57.5M	Buy	1,114,987 +57,569	+5%	+$2.97M	0.02%	755
2025 Q3	$55.3M	Sell	1,057,418 -69,855	-6%	-$3.62M	0.02%	747
2025 Q2	$56.5M	Sell	1,127,273 -6,957	-0.6%	-$336K	0.02%	700
2025 Q1	$56.2M	Sell	1,134,230 -1,022	-0.1%	-$52.1K	0.02%	667
2024 Q4	$57.9M	Buy	+1,135,252	New	+$59.5M	0.02%	652

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial's DON Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree US MidCap Dividend Fund (DON) stake by 3.3% in Q2 2026, buying an estimated $1.82M and bringing the position to 1,036,786 shares worth $58.6M. The position accounts for 0.02% of the portfolio, ranked #852.

Raymond James Financial first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Raymond James Financial held 1,036,786 shares of WisdomTree US MidCap Dividend Fund worth $58.6M as of Q2 2026.
Raymond James Financial bought 33,067 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.82M.
WisdomTree US MidCap Dividend Fund made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #852 holding.
Raymond James Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.