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Sunbelt Securities’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sunbelt Securities’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 		$551K Buy
10,488
+885
+9% +$47.7K 0.03% 380
2025
Q4 		$496K Hold
9,603
– – 0.03% 403
2025
Q3 		$502K Sell
9,603
-1,069
-10% -$55.4K 0.03% 386
2025
Q2 		$544K Hold
10,672
– – 0.05% 331
2025
Q1 		$528K Hold
10,672
– – 0.05% 307
2024
Q4 		$542K Hold
10,672
– – 0.05% 329
2024
Q3 		$546K Hold
10,672
– – 0.05% 332
2024
Q2 		$499K Sell
10,672
-306
-3% -$14.5K 0.05% 339
2024
Q1 		$535K Sell
10,978
-148
-1% -$6.79K 0.06% 309
2023
Q4 		$508K Hold
11,126
– – 0.06% 301
2023
Q3 		$456K Sell
11,126
-1,332
-11% -$56.8K 0.06% 301
2023
Q2 		$524K Buy
12,458
+7
+0.1% +$284 0.08% 272
2023
Q1 		$502K Buy
12,451
+6
+0% +$255 0.08% 256
2022
Q4 		$512K Sell
12,445
-116
-0.9% -$4.8K 0.1% 239
2022
Q3 		$473K Buy
12,561
+8
+0.1% +$329 0.1% 242
2022
Q2 		$489K Sell
12,553
-252
-2% -$10.6K 0.1% 244
2022
Q1 		$576K Sell
12,805
-4,962
-28% -$217K 0.11% 223
2021
Q4 		$778K Sell
17,767
-2,847
-14% -$124K 0.13% 191
2021
Q3 		$845K Hold
20,614
– – 0.15% 163
2021
Q2 		$845K Hold
20,614
– – 0.15% 163
2021
Q1 		$833K Sell
20,614
-241
-1% -$9.17K 0.16% 157
2020
Q4 		$726K Buy
20,855
+4,965
+31% +$161K 0.15% 169
2020
Q3 		$460K Sell
15,890
-200
-1% -$5.89K 0.13% 202
2020
Q2 		$456K Sell
16,090
-280
-2% -$7.56K 0.16% 168
2020
Q1 		$395K Sell
16,370
-12,351
-43% -$416K 0.02% 268
2019
Q4 		$1.09M Buy
28,721
+14
+0% +$518 0.12% 187
2019
Q3 		$1.04M Buy
28,707
+11,337
+65% +$405K 0.12% 178
2019
Q2 		$629K Hold
17,370
– – 0.27% 109
2019
Q1 		$622K Sell
17,370
-435
-2% -$15.2K 0.31% 90
2018
Q4 		$563K Sell
17,805
-300
-2% -$10.3K 0.33% 86
2018
Q3 		$668K Buy
18,105
+10,918
+152% +$402K 0.36% 73
2018
Q2 		$257K Buy
+7,187
New +$252K 0.15% 179

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

Sunbelt Securities's DON Position: Q1 2026 in Review

Sunbelt Securities increased its WisdomTree US MidCap Dividend Fund (DON) stake by 9.2% in Q1 2026, buying an estimated $47.7K and bringing the position to 10,488 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #380.

Sunbelt Securities first reported a position in DON in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.09M in Q4 2019. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Sunbelt Securities held 10,488 shares of WisdomTree US MidCap Dividend Fund worth $551K as of Q1 2026.
  • Sunbelt Securities bought 885 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $47.7K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #380 holding.
  • Sunbelt Securities first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2018 and has held it in 32 quarters since.
  • Sunbelt Securities's WisdomTree US MidCap Dividend Fund position peaked at $1.09M in Q4 2019.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.