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

United Community 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	$16.3K	Hold	311	–	–	0.01%	443
2025 Q4	$16K	Hold	311	–	–	0.01%	396
2025 Q3	$16.3K	Hold	311	–	–	0.01%	433
2025 Q2	$15.6K	Hold	311	–	–	0.01%	384
2025 Q1	$15.4K	Hold	311	–	–	0.01%	381
2024 Q4	$15.9K	Hold	311	–	–	0.01%	345
2024 Q3	$15.9K	Hold	311	–	–	0.01%	329
2024 Q2	$14.5K	Hold	311	–	–	0.01%	349
2024 Q1	$15.2K	Sell	311 -1,089	-78%	-$49.9K	0.01%	321
2023 Q4	$64K	Hold	1,400	–	–	0.03%	279
2023 Q3	$57.3K	Buy	+1,400	New	+$59.7K	0.03%	256

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Community Bank's DON Position: Q1 2026 in Review

United Community Bank held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q1 2026 at 311 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #443.

United Community Bank first reported a position in DON in Q3 2023 and has held it in 11 quarters since. The position peaked at $64K in Q4 2023. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

United Community Bank held 311 shares of WisdomTree US MidCap Dividend Fund worth $16.3K as of Q1 2026.
United Community Bank left its WisdomTree US MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of United Community Bank's portfolio in Q1 2026, its #443 holding.
United Community Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and has held it in 11 quarters since.
United Community Bank's WisdomTree US MidCap Dividend Fund position peaked at $64K in Q4 2023.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.