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

Rossby 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
Q1 		$928K Sell
17,586
-2,733
-13% -$147K 0.19% 108
2025
Q4 		$1.05M Buy
+20,319
New +$1.05M 0.32% 58

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 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

Rossby Financial's DON Position: Q1 2026 in Review

Rossby Financial reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 13% in Q1 2026, selling an estimated $147K and leaving 17,586 shares worth $928K. The position accounts for 0.19% of the portfolio, ranked #108.

Rossby Financial first reported a position in DON in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Rossby Financial held 17,586 shares of WisdomTree US MidCap Dividend Fund worth $928K as of Q1 2026.
  • Rossby Financial sold 2,733 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $147K.
  • WisdomTree US MidCap Dividend Fund made up 0.19% of Rossby Financial's portfolio in Q1 2026, its #108 holding.
  • Rossby Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • Rossby Financial's WisdomTree US MidCap Dividend Fund position peaked at $1.05M in Q4 2025.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.