UBS Group
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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group's DON Position: Q2 2026 in Review

UBS Group reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.96% in Q2 2026, selling an estimated $995K and leaving 1,865,075 shares worth $105M. The position accounts for 0.01% of the portfolio, ranked #1087.

UBS Group first reported a position in DON in Q4 2014 and has held it in 46 quarters since. The position peaked at $133M in Q4 2019. 476 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • UBS Group held 1,865,075 shares of WisdomTree US MidCap Dividend Fund worth $105M as of Q2 2026.
  • UBS Group sold 18,056 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $995K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of UBS Group's portfolio in Q2 2026, its #1087 holding.
  • UBS Group first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree US MidCap Dividend Fund position peaked at $133M in Q4 2019.
  • 476 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.