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Salomon & Ludwin’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Salomon & Ludwin’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 		$2.06M Sell
38,946
-1,202
-3% -$64.8K 0.18% 70
2025
Q4 		$2.11M Sell
40,148
-510
-1% -$26.3K 0.19% 69
2025
Q3 		$2.14M Sell
40,658
-3,483
-8% -$180K 0.19% 68
2025
Q2 		$2.27M Sell
44,141
-380
-0.9% -$18.3K 0.22% 65
2025
Q1 		$2.2M Sell
44,521
-317
-0.7% -$16.2K 0.24% 61
2024
Q4 		$2.29M Sell
44,838
-6,920
-13% -$363K 0.24% 60
2024
Q3 		$2.65M Sell
51,758
-10,728
-17% -$524K 0.27% 60
2024
Q2 		$2.9M Sell
62,486
-58,721
-48% -$2.78M 0.32% 58
2024
Q1 		$5.91M Sell
121,207
-8,066
-6% -$370K 0.51% 43
2023
Q4 		$5.3M Hold
129,273
– – 0.55% 39
2023
Q3 		$5.3M Sell
129,273
-1,055
-0.8% -$45K 0.55% 39
2023
Q2 		$5.48M Sell
130,328
-2,684
-2% -$109K 0.58% 39
2023
Q1 		$5.45M Sell
133,012
-710
-0.5% -$30.2K 0.65% 37
2022
Q4 		$5.5M Buy
133,722
+384
+0.3% +$15.9K 0.7% 36
2022
Q3 		$5.02M Sell
133,338
-2,748
-2% -$113K 0.75% 33
2022
Q2 		$5.3M Sell
136,086
-1,096
-0.8% -$46.2K 0.82% 31
2022
Q1 		$6.09M Sell
137,182
-926
-0.7% -$40.5K 0.88% 30
2021
Q4 		$6.13M Sell
138,108
-1,121
-0.8% -$48.9K 0.87% 31
2021
Q3 		$5.77M Sell
139,229
-734
-0.5% -$30.8K 0.9% 30
2021
Q2 		$5.87M Sell
139,963
-1,408
-1% -$59.6K 0.92% 30
2021
Q1 		$5.71M Sell
141,371
-6,479
-4% -$246K 0.97% 28
2020
Q4 		$5.15M Sell
147,850
-15,267
-9% -$496K 0.95% 29
2020
Q3 		$4.72M Sell
163,117
-23,901
-13% -$704K 0.98% 28
2020
Q2 		$5.3M Sell
187,018
-151,891
-45% -$4.1M 1.14% 26
2020
Q1 		$8.19M Buy
338,909
+48,102
+17% +$1.62M 2.11% 17
2019
Q4 		$11.1M Sell
290,807
-22,681
-7% -$839K 2.2% 18
2019
Q3 		$11.4M Sell
313,488
-6,302
-2% -$225K 2.3% 18
2019
Q2 		$11.6M Sell
319,790
-1,526
-0.5% -$54.8K 2.34% 18
2019
Q1 		$11.5M Sell
321,316
-2,213
-0.7% -$77.3K 2.37% 19
2018
Q4 		$10.2M Buy
+323,529
New +$11.1M 2.36% 19

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

Salomon & Ludwin's DON Position: Q1 2026 in Review

Salomon & Ludwin reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3% in Q1 2026, selling an estimated $64.8K and leaving 38,946 shares worth $2.06M. The position accounts for 0.18% of the portfolio, ranked #70.

Salomon & Ludwin first reported a position in DON in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.6M in Q2 2019. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Salomon & Ludwin held 38,946 shares of WisdomTree US MidCap Dividend Fund worth $2.06M as of Q1 2026.
  • Salomon & Ludwin sold 1,202 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $64.8K.
  • WisdomTree US MidCap Dividend Fund made up 0.18% of Salomon & Ludwin's portfolio in Q1 2026, its #70 holding.
  • Salomon & Ludwin first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's WisdomTree US MidCap Dividend Fund position peaked at $11.6M in Q2 2019.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.