SYBT
DON icon

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

Stock Yards 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
Q1 		$2.09M Sell
39,728
-866
-2% -$46.7K 0.06% 155
2025
Q4 		$2.09M Sell
40,594
-822
-2% -$42.4K 0.06% 152
2025
Q3 		$2.17M Sell
41,416
-325
-0.8% -$16.8K 0.07% 151
2025
Q2 		$2.09M Sell
41,741
-2,055
-5% -$99.2K 0.07% 144
2025
Q1 		$2.17M Sell
43,796
-11,080
-20% -$565K 0.08% 137
2024
Q4 		$2.8M Sell
54,876
-8,526
-13% -$447K 0.1% 122
2024
Q3 		$3.24M Sell
63,402
-6,829
-10% -$334K 0.1% 126
2024
Q2 		$3.28M Sell
70,231
-2,003
-3% -$94.7K 0.11% 125
2024
Q1 		$3.52M Sell
72,234
-5,135
-7% -$235K 0.12% 128
2023
Q4 		$3.53M Sell
77,369
-15,197
-16% -$638K 0.13% 124
2023
Q3 		$3.79M Buy
92,566
+3,135
+4% +$134K 0.15% 110
2023
Q2 		$3.76M Buy
89,431
+8,980
+11% +$364K 0.14% 112
2023
Q1 		$3.3M Sell
80,451
-1,856
-2% -$78.9K 0.13% 130
2022
Q4 		$3.39M Buy
82,307
+281
+0.3% +$11.6K 0.13% 129
2022
Q3 		$3.09M Sell
82,026
-3,150
-4% -$130K 0.13% 123
2022
Q2 		$3.32M Buy
+85,176
New +$3.59M 0.14% 119

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stock Yards Bank & Trust's DON Position: Q1 2026 in Review

Stock Yards Bank & Trust reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2.1% in Q1 2026, selling an estimated $46.7K and leaving 39,728 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #155.

Stock Yards Bank & Trust first reported a position in DON in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.79M in Q3 2023. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Stock Yards Bank & Trust held 39,728 shares of WisdomTree US MidCap Dividend Fund worth $2.09M as of Q1 2026.
  • Stock Yards Bank & Trust sold 866 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $46.7K.
  • WisdomTree US MidCap Dividend Fund made up 0.06% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #155 holding.
  • Stock Yards Bank & Trust first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2022 and has held it in 16 quarters since.
  • Stock Yards Bank & Trust's WisdomTree US MidCap Dividend Fund position peaked at $3.79M in Q3 2023.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.