Truist Financial
DON icon

Truist Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Truist Financial’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 		$1.64M Sell
31,223
-1,742
-5% -$93.9K ﹤0.01% 1449
2025
Q4 		$1.7M Sell
32,965
-997
-3% -$51.4K ﹤0.01% 1388
2025
Q3 		$1.78M Buy
33,962
+4,086
+14% +$212K ﹤0.01% 1391
2025
Q2 		$1.5M Buy
29,876
+1,034
+4% +$49.9K ﹤0.01% 1416
2025
Q1 		$1.43M Sell
28,842
-1,890
-6% -$96.3K ﹤0.01% 1375
2024
Q4 		$1.57M Sell
30,732
-1,170
-4% -$61.4K ﹤0.01% 1353
2024
Q3 		$1.63M Sell
31,902
-1,760
-5% -$86K ﹤0.01% 1327
2024
Q2 		$1.57M Buy
33,662
+333
+1% +$15.7K ﹤0.01% 1389
2024
Q1 		$1.63M Buy
33,329
+363
+1% +$16.6K ﹤0.01% 1380
2023
Q4 		$1.51M Sell
32,966
-345
-1% -$14.5K ﹤0.01% 1397
2023
Q3 		$1.36M Sell
33,311
-2,097
-6% -$89.4K ﹤0.01% 1425
2023
Q2 		$1.49M Sell
35,408
-767
-2% -$31.1K ﹤0.01% 1391
2023
Q1 		$1.48M Buy
36,175
+891
+3% +$37.9K ﹤0.01% 1367
2022
Q4 		$1.45M Buy
35,284
+6,633
+23% +$274K ﹤0.01% 1376
2022
Q3 		$1.08M Sell
28,651
-1,214
-4% -$50K ﹤0.01% 1459
2022
Q2 		$1.17M Sell
29,865
-1,481
-5% -$62.4K ﹤0.01% 1465
2022
Q1 		$1.39M Sell
31,346
-14,267
-31% -$624K ﹤0.01% 1461
2021
Q4 		$2.02M Buy
45,613
+2,460
+6% +$107K ﹤0.01% 1287
2021
Q3 		$1.79M Sell
43,153
-367
-0.8% -$15.4K ﹤0.01% 1329
2021
Q2 		$1.82M Sell
43,520
-1,418
-3% -$60K ﹤0.01% 1341
2021
Q1 		$1.82M Sell
44,938
-3,657
-8% -$139K ﹤0.01% 1285
2020
Q4 		$1.69M Sell
48,595
-791
-2% -$25.7K ﹤0.01% 1246
2020
Q3 		$1.43M Sell
49,386
-9,195
-16% -$271K ﹤0.01% 1210
2020
Q2 		$1.66M Sell
58,581
-41,056
-41% -$1.11M ﹤0.01% 1112
2020
Q1 		$2.41M Sell
99,637
-10,442
-9% -$352K 0.01% 909
2019
Q4 		$4.19M Buy
+110,079
New +$4.07M 0.01% 811
2014
Q2 		– Sell
-8,640
Closed -$222K – 787
2014
Q1 		$222K Buy
+8,640
New +$215K 0.01% 721

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

Truist Financial's DON Position: Q1 2026 in Review

Truist Financial reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 5.3% in Q1 2026, selling an estimated $93.9K and leaving 31,223 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Truist Financial first reported a position in DON in Q1 2014 and has held it in 27 quarters since. The position peaked at $4.19M in Q4 2019. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Truist Financial held 31,223 shares of WisdomTree US MidCap Dividend Fund worth $1.64M as of Q1 2026.
  • Truist Financial sold 1,742 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $93.9K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1449 holding.
  • Truist Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2014 and has held it in 27 quarters since.
  • Truist Financial's WisdomTree US MidCap Dividend Fund position peaked at $4.19M in Q4 2019.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.