WB
DON icon

West Bancorporation’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

West Bancorporation’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 		– Sell
-7,031
Closed -$369K – 96
2026
Q1 		$369K Hold
7,031
– – 0.18% 66
2025
Q4 		$363K Hold
7,031
– – 0.19% 64
2025
Q3 		$368K Sell
7,031
-250
-3% -$12.9K 0.2% 64
2025
Q2 		$365K Sell
7,281
-500
-6% -$24.1K 0.23% 56
2025
Q1 		$385K Sell
7,781
-3,000
-28% -$153K 0.26% 54
2024
Q4 		$550K Sell
10,781
-5,239
-33% -$275K 0.36% 44
2024
Q3 		$819K Buy
+16,020
New +$783K 0.55% 32
2024
Q2 		– Sell
-50,394
Closed -$2.46M – 96
2024
Q1 		$2.46M Sell
50,394
-17,739
-26% -$813K 1.62% 17
2023
Q4 		$3.11M Sell
68,133
-8,211
-11% -$344K 2.01% 14
2023
Q3 		$3.13M Sell
76,344
-2,920
-4% -$124K 2.21% 13
2023
Q2 		$3.33M Buy
79,264
+571
+0.7% +$23.2K 2.24% 13
2023
Q1 		$3.22M Sell
78,693
-3,561
-4% -$151K 2.46% 12
2022
Q4 		$3.38M Buy
82,254
+17,370
+27% +$718K 2.51% 10
2022
Q3 		$2.44M Buy
64,884
+10,127
+18% +$417K 1.81% 16
2022
Q2 		$2.13M Buy
54,757
+1,394
+3% +$58.8K 1.5% 15
2022
Q1 		$2.37M Buy
53,363
+18,531
+53% +$810K 1.47% 15
2021
Q4 		$1.54M Buy
+34,832
New +$1.52M 1.21% 15
2020
Q3 		$951K Sell
32,901
-1,803
-5% -$53.1K 1.11% 14
2020
Q2 		$984K Sell
34,704
-4,031
-10% -$109K 1.14% 14
2020
Q1 		$936K Buy
38,735
+2,858
+8% +$96.2K 1.3% 12
2019
Q4 		$1.36M Buy
+35,877
New +$1.33M 1.37% 11

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

West Bancorporation's DON Position: Q2 2026 in Review

West Bancorporation sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 7,031 shares — an estimated $369K sold.

West Bancorporation first reported a position in DON in Q4 2019 and held it in 21 quarters. The position peaked at $3.38M in Q4 2022. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • West Bancorporation reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • West Bancorporation sold 7,031 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $369K.
  • West Bancorporation first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and held it in 21 quarters.
  • West Bancorporation's WisdomTree US MidCap Dividend Fund position peaked at $3.38M in Q4 2022.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on West Bancorporation's 13F filing for Q2 2026, filed 23 Jul 2026.