Vontobel Holding
DON icon

Vontobel Holding’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Vontobel Holding’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 		$417K Buy
7,937
+652
+9% +$35.2K ﹤0.01% 904
2025
Q4 		$376K Buy
7,285
+1,003
+16% +$51.7K ﹤0.01% 1091
2025
Q3 		$329K Sell
6,282
-160
-2% -$8.29K ﹤0.01% 1075
2025
Q2 		$323K Sell
6,442
-101
-2% -$4.88K ﹤0.01% 1030
2025
Q1 		$324K Sell
6,543
-583
-8% -$29.7K ﹤0.01% 894
2024
Q4 		$363K Sell
7,126
-137
-2% -$7.18K ﹤0.01% 873
2024
Q3 		$371K Hold
7,263
– – ﹤0.01% 868
2024
Q2 		$340K Sell
7,263
-42
-0.6% -$1.99K ﹤0.01% 864
2024
Q1 		$356K Buy
7,305
+109
+2% +$5K ﹤0.01% 861
2023
Q4 		$329K Hold
7,196
– – ﹤0.01% 902
2023
Q3 		$295K Sell
7,196
-1,876
-21% -$80K ﹤0.01% 894
2023
Q2 		$381K Buy
9,072
+18
+0.2% +$730 ﹤0.01% 861
2023
Q1 		$371K Sell
9,054
-33
-0.4% -$1.4K ﹤0.01% 843
2022
Q4 		$374K Buy
9,087
+146
+2% +$6.04K ﹤0.01% 833
2022
Q3 		$337K Sell
8,941
-106
-1% -$4.36K ﹤0.01% 825
2022
Q2 		$353K Sell
9,047
-1,154
-11% -$48.7K ﹤0.01% 809
2022
Q1 		$453K Buy
10,201
+1,171
+13% +$51.2K ﹤0.01% 821
2021
Q4 		$401K Sell
9,030
-1,100
-11% -$48K ﹤0.01% 856
2021
Q3 		$420K Buy
+10,130
New +$425K ﹤0.01% 849

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

Vontobel Holding's DON Position: Q1 2026 in Review

Vontobel Holding increased its WisdomTree US MidCap Dividend Fund (DON) stake by 8.9% in Q1 2026, buying an estimated $35.2K and bringing the position to 7,937 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Vontobel Holding first reported a position in DON in Q3 2021 and has held it in 19 quarters since. The position peaked at $453K in Q1 2022. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Vontobel Holding held 7,937 shares of WisdomTree US MidCap Dividend Fund worth $417K as of Q1 2026.
  • Vontobel Holding bought 652 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $35.2K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #904 holding.
  • Vontobel Holding first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2021 and has held it in 19 quarters since.
  • Vontobel Holding's WisdomTree US MidCap Dividend Fund position peaked at $453K in Q1 2022.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.