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 Q2	$1.53K	Hold	27	–	–	﹤0.01%	2223
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UMB Bank's DON Position: Q2 2026 in Review

UMB Bank held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 27 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

UMB Bank first reported a position in DON in Q4 2015 and has held it in 8 quarters since. The position peaked at $241K in Q3 2016. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

UMB Bank held 27 shares of WisdomTree US MidCap Dividend Fund worth $1.53K as of Q2 2026.
UMB Bank left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2223 holding.
UMB Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2015 and has held it in 8 quarters since.
UMB Bank's WisdomTree US MidCap Dividend Fund position peaked at $241K in Q3 2016.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.