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Southern Michigan Bank & Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Southern Michigan Bank & Trust’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 		$381K Sell
6,747
-381
-5% -$21K 0.14% 58
2026
Q1 		$375K Buy
+7,128
New +$384K 0.14% 57

Other funds holding DON

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Southern Michigan Bank & Trust's DON Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 5.3% in Q2 2026, selling an estimated $21K and leaving 6,747 shares worth $381K. The position accounts for 0.14% of the portfolio, ranked #58.

Southern Michigan Bank & Trust first reported a position in DON in Q1 2026 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Southern Michigan Bank & Trust held 6,747 shares of WisdomTree US MidCap Dividend Fund worth $381K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 381 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $21K.
  • WisdomTree US MidCap Dividend Fund made up 0.14% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #58 holding.
  • Southern Michigan Bank & Trust first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.