Simmons Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $712K | Sell |
13,554
-2,900
| -18% | -$156K | 0.05% | 217 |
|
|
2025
Q4 | $849K | Hold |
16,454
| – | – | 0.06% | 196 |
|
|
2025
Q3 | $861K | Sell |
16,454
-3,000
| -15% | -$155K | 0.06% | 193 |
|
|
2025
Q2 | $975K | Sell |
19,454
-1,975
| -9% | -$95.4K | 0.07% | 185 |
|
|
2025
Q1 | $1.06M | Hold |
21,429
| – | – | 0.08% | 176 |
|
|
2024
Q4 | $1.09M | Sell |
21,429
-300
| -1% | -$15.7K | 0.08% | 177 |
|
|
2024
Q3 | $1.11M | Hold |
21,729
| – | – | 0.08% | 174 |
|
|
2024
Q2 | $1.02M | Sell |
21,729
-1,500
| -6% | -$70.9K | 0.08% | 177 |
|
|
2024
Q1 | $1.13M | Sell |
23,229
-75
| -0.3% | -$3.44K | 0.09% | 177 |
|
|
2023
Q4 | $1.06M | Sell |
23,304
-199
| -0.8% | -$8.35K | 0.09% | 180 |
|
|
2023
Q3 | $963K | Sell |
23,503
-900
| -4% | -$38.4K | 0.09% | 182 |
|
|
2023
Q2 | $1.03M | Sell |
24,403
-1,085
| -4% | -$44K | 0.09% | 178 |
|
|
2023
Q1 | $1.04M | Sell |
25,488
-1,025
| -4% | -$43.6K | 0.09% | 177 |
|
|
2022
Q4 | $1.09M | Sell |
26,513
-4,900
| -16% | -$203K | 0.09% | 177 |
|
|
2022
Q3 | $1.18M | Sell |
31,413
-425
| -1% | -$17.5K | 0.11% | 168 |
|
|
2022
Q2 | $1.24M | Hold |
31,838
| – | – | 0.11% | 173 |
|
|
2022
Q1 | $1.41M | Sell |
31,838
-35
| -0.1% | -$1.53K | 0.11% | 174 |
|
|
2021
Q4 | $1.41M | Sell |
31,873
-1,000
| -3% | -$43.6K | 0.1% | 174 |
|
|
2021
Q3 | $1.36M | Sell |
32,873
-735
| -2% | -$30.9K | 0.1% | 174 |
|
|
2021
Q2 | $1.41M | Hold |
33,608
| – | – | 0.1% | 174 |
|
|
2021
Q1 | $1.36M | Sell |
33,608
-1,000
| -3% | -$38K | 0.1% | 174 |
|
|
2020
Q4 | $1.21M | Sell |
34,608
-1,250
| -3% | -$40.6K | 0.1% | 176 |
|
|
2020
Q3 | $1.04M | Sell |
35,858
-2,230
| -6% | -$65.7K | 0.09% | 180 |
|
|
2020
Q2 | $1.08M | Sell |
38,088
-107,975
| -74% | -$2.92M | 0.09% | 174 |
|
|
2020
Q1 | $3.53M | Sell |
146,063
-19,022
| -12% | -$640K | 0.31% | 72 |
|
|
2019
Q4 | $6.28M | Buy |
165,085
+1,458
| +0.9% | +$53.9K | 0.56% | 39 |
|
|
2019
Q3 | $5.94M | Buy |
163,627
+2,800
| +2% | +$100K | 0.58% | 39 |
|
|
2019
Q2 | $5.82M | Buy |
160,827
+1,260
| +0.8% | +$45.3K | 0.56% | 41 |
|
|
2019
Q1 | $5.71M | Sell |
159,567
-1,919
| -1% | -$67K | 0.56% | 42 |
|
|
2018
Q4 | $5.11M | Buy |
161,486
+7,682
| +5% | +$263K | 0.57% | 41 |
|
|
2018
Q3 | $5.67M | Sell |
153,804
-1,649
| -1% | -$60.7K | 0.56% | 40 |
|
|
2018
Q2 | $5.56M | Buy |
155,453
+4,191
| +3% | +$147K | 0.51% | 39 |
|
|
2018
Q1 | $5.16M | Buy |
151,262
+13,245
| +10% | +$462K | 0.46% | 40 |
|
|
2017
Q4 | $4.87M | Buy |
138,017
+4,757
| +4% | +$163K | 0.49% | 40 |
|
|
2017
Q3 | $4.44M | Sell |
133,260
-4,950
| -4% | -$161K | 0.46% | 43 |
|
|
2017
Q2 | $4.5M | Sell |
138,210
-2,358
| -2% | -$76.4K | 0.5% | 38 |
|
|
2017
Q1 | $4.57M | Buy |
+140,568
| New | +$4.53M | 0.5% | 37 |
|
Other funds holding DON
LW
Simmons Bank's DON Position: Q1 2026 in Review
Simmons Bank reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 18% in Q1 2026, selling an estimated $156K and leaving 13,554 shares worth $712K. The position accounts for 0.05% of the portfolio, ranked #217.
Simmons Bank first reported a position in DON in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.28M in Q4 2019. 464 funds tracked by Wall St. Rank hold DON as of Q1 2026.
- Simmons Bank held 13,554 shares of WisdomTree US MidCap Dividend Fund worth $712K as of Q1 2026.
- Simmons Bank sold 2,900 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $156K.
- WisdomTree US MidCap Dividend Fund made up 0.05% of Simmons Bank's portfolio in Q1 2026, its #217 holding.
- Simmons Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2017 and has held it in 37 quarters since.
- Simmons Bank's WisdomTree US MidCap Dividend Fund position peaked at $6.28M in Q4 2019.
- 464 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.
Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.