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Wedbush Securities’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wedbush Securities’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 		$209K Buy
+3,703
New +$204K 0.01% 1191
2025
Q4 		– Sell
-3,838
Closed -$201K – 1223
2025
Q3 		$201K Buy
+3,838
New +$199K 0.01% 1076
2023
Q2 		– Sell
-5,028
Closed -$206K – 1082
2023
Q1 		$206K Buy
+5,028
New +$214K 0.01% 931

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wedbush Securities's DON Position: Q2 2026 in Review

Wedbush Securities opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 3,703 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #1191 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in DON as recently as Q3 2025.

Wedbush Securities first reported a position in DON in Q1 2023 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Wedbush Securities held 3,703 shares of WisdomTree US MidCap Dividend Fund worth $209K as of Q2 2026.
  • WisdomTree US MidCap Dividend Fund was a new Wedbush Securities position in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1191 holding.
  • Wedbush Securities first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2023 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.