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UMB Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

UMB Bank’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 		$1.42K Hold
27
– – ﹤0.01% 2197
2025
Q4 		$1.39K Buy
+27
New +$1.39K ﹤0.01% 2195
2017
Q1 		– Sell
-6,600
Closed -$208K – 337
2016
Q4 		$208K Sell
6,600
-1,341
-17% -$40.9K 0.01% 319
2016
Q3 		$241K Hold
7,941
– – 0.01% 323
2016
Q2 		$237K Hold
7,941
– – 0.01% 310
2016
Q1 		$228K Sell
7,941
-147
-2% -$3.88K 0.01% 320
2015
Q4 		$217K Buy
+8,088
New +$220K 0.01% 325

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

UMB Bank's DON Position: Q1 2026 in Review

UMB Bank held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 27 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

UMB Bank first reported a position in DON in Q4 2015 and has held it in 7 quarters since. The position peaked at $241K in Q3 2016. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • UMB Bank held 27 shares of WisdomTree US MidCap Dividend Fund worth $1.42K as of Q1 2026.
  • UMB Bank left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #2197 holding.
  • UMB Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2015 and has held it in 7 quarters since.
  • UMB Bank's WisdomTree US MidCap Dividend Fund position peaked at $241K in Q3 2016.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.