UBS Group
DON icon

UBS Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

UBS Group’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
2018
Q1 		– Sell
-1,000
Closed -$35K – 7879
2017
Q4 		$35K Buy
+1,000
New +$34.2K ﹤0.01% 6120

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
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 $2.31B AUM 28.23% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group's DON Position: Q1 2026 in Review

UBS Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 8.8% in Q1 2026, buying an estimated $8.21M and bringing the position to 1,883,131 shares worth $98.9M. The position accounts for 0.01% of the portfolio, ranked #1060.

UBS Group first reported a position in DON in Q4 2014 and has held it in 45 quarters since. The position peaked at $133M in Q4 2019. 464 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • UBS Group held 1,883,131 shares of WisdomTree US MidCap Dividend Fund worth $98.9M as of Q1 2026.
  • UBS Group bought 152,149 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $8.21M.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of UBS Group's portfolio in Q1 2026, its #1060 holding.
  • UBS Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's WisdomTree US MidCap Dividend Fund position peaked at $133M in Q4 2019.
  • 464 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.