Russell Investments Group
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Russell Investments Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Russell Investments Group’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 		$35.7K Buy
679
+12
+2% +$647 ﹤0.01% 3433
2025
Q4 		$34.4K Buy
667
+233
+54% +$12K ﹤0.01% 3437
2025
Q3 		$22.7K Buy
434
+382
+735% +$19.8K ﹤0.01% 3561
2025
Q2 		$2.61K Buy
52
+10
+24% +$483 ﹤0.01% 3558
2025
Q1 		$2.08K Sell
42
-533
-93% -$27.2K ﹤0.01% 3513
2024
Q4 		$29.3K Hold
575
– – ﹤0.01% 2944
2024
Q3 		$29.4K Hold
575
– – ﹤0.01% 2881
2024
Q2 		$26.9K Buy
+575
New +$27.2K ﹤0.01% 2890

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

Russell Investments Group's DON Position: Q1 2026 in Review

Russell Investments Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1.8% in Q1 2026, buying an estimated $647 and bringing the position to 679 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

Russell Investments Group first reported a position in DON in Q2 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Russell Investments Group held 679 shares of WisdomTree US MidCap Dividend Fund worth $35.7K as of Q1 2026.
  • Russell Investments Group bought 12 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $647.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #3433 holding.
  • Russell Investments Group first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.