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 Q2	$17.6K	Hold	311	–	–	0.01%	414
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 $1.55T 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

United Community Bank's DON Position: Q2 2026 in Review

United Community Bank held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 311 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #414.

United Community Bank first reported a position in DON in Q3 2023 and has held it in 12 quarters since. The position peaked at $64K in Q4 2023. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

United Community Bank held 311 shares of WisdomTree US MidCap Dividend Fund worth $17.6K as of Q2 2026.
United Community Bank left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of United Community Bank's portfolio in Q2 2026, its #414 holding.
United Community Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
United Community Bank's WisdomTree US MidCap Dividend Fund position peaked at $64K in Q4 2023.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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