Smartleaf Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Smartleaf Asset Management’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	$21.3K	Hold	377	–	–	﹤0.01%	1973
2026 Q1	$19.5K	Buy	377 +62	+20%	+$3.34K	﹤0.01%	1974
2025 Q4	$16.4K	Buy	315 +10	+3%	+$515	﹤0.01%	2139
2025 Q3	$15.9K	Sell	305 -14	-4%	-$725	﹤0.01%	1907
2025 Q2	$15.9K	Buy	319 +5	+2%	+$241	﹤0.01%	1646
2025 Q1	$15.4K	Buy	314 +15	+5%	+$764	﹤0.01%	1742
2024 Q4	$15.2K	Buy	299 +53	+22%	+$2.78K	﹤0.01%	1799
2024 Q3	$12.6K	Sell	246 -43,367	-99%	-$2.12M	﹤0.01%	1631
2024 Q2	$2.03M	Buy	43,613 +1,775	+4%	+$83.9K	0.33%	64
2024 Q1	$2.03M	Buy	41,838 +10,221	+32%	+$469K	0.39%	59
2023 Q4	$1.45M	Buy	+31,617	New	+$1.33M	0.39%	62

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

Smartleaf Asset Management's DON Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 377 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Smartleaf Asset Management first reported a position in DON in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q2 2024. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Smartleaf Asset Management held 377 shares of WisdomTree US MidCap Dividend Fund worth $21.3K as of Q2 2026.
Smartleaf Asset Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1973 holding.
Smartleaf Asset Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's WisdomTree US MidCap Dividend Fund position peaked at $2.03M in Q2 2024.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.