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Segall Bryant & Hamill’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Segall Bryant & Hamill’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 		$6.57M Sell
116,310
-69
-0.1% -$3.8K 0.08% 288
2026
Q1 		$6.11M Hold
116,379
– – 0.09% 283
2025
Q4 		$6.01M Buy
+116,379
New +$6M 0.08% 295

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

Segall Bryant & Hamill's DON Position: Q2 2026 in Review

Segall Bryant & Hamill reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.06% in Q2 2026, selling an estimated $3.8K and leaving 116,310 shares worth $6.57M. The position accounts for 0.08% of the portfolio, ranked #288.

Segall Bryant & Hamill first reported a position in DON in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Segall Bryant & Hamill held 116,310 shares of WisdomTree US MidCap Dividend Fund worth $6.57M as of Q2 2026.
  • Segall Bryant & Hamill sold 69 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $3.8K.
  • WisdomTree US MidCap Dividend Fund made up 0.08% of Segall Bryant & Hamill's portfolio in Q2 2026, its #288 holding.
  • Segall Bryant & Hamill first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.