Truist Financial
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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
Q3 		$1.38M Sell
25,514
-2,483
-9% -$142K ﹤0.01% 1585
2026
Q2 		$1.58M Sell
27,997
-3,226
-10% -$178K ﹤0.01% 1510
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 		$1.16M 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Marion Wealth Management
Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Concord Wealth Partners
Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Truist Financial's DON Position: Q3 2026 in Review

Truist Financial reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 8.9% in Q3 2026, selling an estimated $142K and leaving 25,514 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Truist Financial first reported a position in DON in Q1 2014 and has held it in 29 quarters since. The position peaked at $4.19M in Q4 2019. 208 funds tracked by Wall St. Rank hold DON as of Q3 2026.

  • Truist Financial held 25,514 shares of WisdomTree US MidCap Dividend Fund worth $1.38M as of Q3 2026.
  • Truist Financial sold 2,483 WisdomTree US MidCap Dividend Fund shares in Q3 2026, an estimated $142K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1585 holding.
  • Truist Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2014 and has held it in 29 quarters since.
  • Truist Financial's WisdomTree US MidCap Dividend Fund position peaked at $4.19M in Q4 2019.
  • 208 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.