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Savant Capital’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Savant Capital’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 		$2.58M Buy
46,370
+29,890
+181% +$1.65M 0.01% 550
2026
Q1 		$866K Hold
16,480
– – ﹤0.01% 676
2025
Q4 		$850K Sell
16,480
-356
-2% -$18.3K ﹤0.01% 637
2025
Q3 		$881K Hold
16,836
– – 0.01% 616
2025
Q2 		$844K Hold
16,836
– – 0.01% 575
2025
Q1 		$834K Sell
16,836
-20
-0.1% -$1.02K 0.01% 531
2024
Q4 		$859K Buy
16,856
+6,850
+68% +$359K 0.01% 704
2024
Q3 		$512K Buy
10,006
+140
+1% +$6.84K ﹤0.01% 858
2024
Q2 		$461K Buy
9,866
+328
+3% +$15.5K ﹤0.01% 820
2024
Q1 		$465K Buy
9,538
+48
+0.5% +$2.2K 0.01% 755
2023
Q4 		$434K Sell
9,490
-50
-0.5% -$2.1K 0.01% 603
2023
Q3 		$391K Buy
9,540
+50
+0.5% +$2.13K 0.01% 582
2023
Q2 		$399K Hold
9,490
– – 0.01% 564
2023
Q1 		$389K Buy
+9,490
New +$403K 0.01% 526

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital's DON Position: Q2 2026 in Review

Savant Capital increased its WisdomTree US MidCap Dividend Fund (DON) stake by 181% in Q2 2026, buying an estimated $1.65M and bringing the position to 46,370 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #550.

Savant Capital first reported a position in DON in Q1 2023 and has held it in 14 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Savant Capital held 46,370 shares of WisdomTree US MidCap Dividend Fund worth $2.58M as of Q2 2026.
  • Savant Capital bought 29,890 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.65M.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Savant Capital's portfolio in Q2 2026, its #550 holding.
  • Savant Capital first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.