SBI Securities’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

SBI Securities’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	$85.1K	Buy	1,506 +1	+0.1%	+$55	﹤0.01%	973
2026 Q1	$79.1K	Sell	1,505 -288	-16%	-$15.5K	﹤0.01%	922
2025 Q4	$92.5K	Sell	1,793 -5	-0.3%	-$258	﹤0.01%	871
2025 Q3	$94K	Buy	1,798 +31	+2%	+$1.6K	﹤0.01%	867
2025 Q2	$88.6K	Hold	1,767	–	–	﹤0.01%	858
2025 Q1	$87.5K	Sell	1,767 -9	-0.5%	-$459	﹤0.01%	793
2024 Q4	$90.5K	Buy	+1,776	New	+$93.1K	﹤0.01%	787

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBI Securities's DON Position: Q2 2026 in Review

SBI Securities increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.07% in Q2 2026, buying an estimated $55 and bringing the position to 1,506 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

SBI Securities first reported a position in DON in Q4 2024 and has held it in 7 quarters since. The position peaked at $94K in Q3 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

SBI Securities held 1,506 shares of WisdomTree US MidCap Dividend Fund worth $85.1K as of Q2 2026.
SBI Securities bought 1 WisdomTree US MidCap Dividend Fund share in Q2 2026, an estimated $55.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #973 holding.
SBI Securities first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
SBI Securities's WisdomTree US MidCap Dividend Fund position peaked at $94K in Q3 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.