Renaissance Technologies
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Renaissance Technologies’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Renaissance Technologies’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
2025
Q1 		– Sell
-13,900
Closed -$708K – 3538
2024
Q4 		$708K Buy
+13,900
New +$729K ﹤0.01% 2675
2024
Q1 		– Sell
-6,800
Closed -$311K – 3779
2023
Q4 		$311K Sell
6,800
-3,900
-36% -$164K ﹤0.01% 2975
2023
Q3 		$438K Buy
+10,700
New +$456K ﹤0.01% 2768
2023
Q1 		– Sell
-12,000
Closed -$494K – 4060
2022
Q4 		$494K Buy
12,000
+100
+0.8% +$4.14K ﹤0.01% 2951
2022
Q3 		$448K Buy
+11,900
New +$490K ﹤0.01% 2988
2022
Q2 		– Sell
-10,400
Closed -$462K – 4294
2022
Q1 		$462K Buy
10,400
+1,500
+17% +$65.6K ﹤0.01% 3246
2021
Q4 		$395K Buy
+8,900
New +$388K ﹤0.01% 3199
2020
Q2 		– Sell
-44,300
Closed -$1.07M – 3509
2020
Q1 		$1.07M Buy
+44,300
New +$1.49M ﹤0.01% 2392
2019
Q4 		– Sell
-11,300
Closed -$410K – 3543
2019
Q3 		$410K Sell
11,300
-8,000
-41% -$286K ﹤0.01% 2935
2019
Q2 		$699K Buy
19,300
+11,300
+141% +$406K ﹤0.01% 2865
2019
Q1 		$286K Buy
+8,000
New +$279K ﹤0.01% 3108
2018
Q4 		– Sell
-20,500
Closed -$756K – 3422
2018
Q3 		$756K Sell
20,500
-400
-2% -$14.7K ﹤0.01% 2720
2018
Q2 		$748K Buy
20,900
+8,200
+65% +$288K ﹤0.01% 2703
2018
Q1 		$433K Buy
+12,700
New +$443K ﹤0.01% 2962

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LW
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Renaissance Technologies's DON Position: Q1 2025 in Review

Renaissance Technologies sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2025, closing a stake of 13,900 shares — an estimated $708K sold.

Renaissance Technologies first reported a position in DON in Q1 2018 and held it in 14 quarters. The position peaked at $1.07M in Q1 2020. 434 funds tracked by Wall St. Rank hold DON as of Q1 2025.

  • Renaissance Technologies reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Renaissance Technologies sold 13,900 WisdomTree US MidCap Dividend Fund shares in Q1 2025, an estimated $708K.
  • Renaissance Technologies first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2018 and held it in 14 quarters.
  • Renaissance Technologies's WisdomTree US MidCap Dividend Fund position peaked at $1.07M in Q1 2020.
  • 434 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.