William Blair & Company
DON icon

William Blair & Company’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

William Blair & Company’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 		$258K Buy
4,913
+5
+0.1% +$270 ﹤0.01% 1389
2025
Q4 		$253K Buy
4,908
+525
+12% +$27.1K ﹤0.01% 1372
2025
Q3 		$229K Sell
4,383
-1,575
-26% -$81.6K ﹤0.01% 1410
2025
Q2 		$299K Buy
5,958
+206
+4% +$9.95K ﹤0.01% 1266
2025
Q1 		$285K Sell
5,752
-223
-4% -$11.4K ﹤0.01% 1276
2024
Q4 		$305K Hold
5,975
– – ﹤0.01% 1281
2024
Q3 		$306K Buy
5,975
+701
+13% +$34.3K ﹤0.01% 1276
2024
Q2 		$247K Buy
5,274
+4,025
+322% +$190K ﹤0.01% 1329
2024
Q1 		$60.9K Sell
1,249
-1,584
-56% -$72.6K ﹤0.01% 1577
2023
Q4 		$129K Buy
2,833
+1,091
+63% +$45.8K ﹤0.01% 1470
2023
Q3 		$71.4K Buy
1,742
+392
+29% +$16.7K ﹤0.01% 1547
2023
Q2 		$56.8K Sell
1,350
-500
-27% -$20.3K ﹤0.01% 1579
2023
Q1 		$75.8K Sell
1,850
-225
-11% -$9.56K ﹤0.01% 1532
2022
Q4 		$85.4K Hold
2,075
– – ﹤0.01% 1508
2022
Q3 		$78K Hold
2,075
– – ﹤0.01% 1537
2022
Q2 		$81K Sell
2,075
-225
-10% -$9.49K ﹤0.01% 1568
2022
Q1 		$102K Sell
2,300
-76
-3% -$3.32K ﹤0.01% 1634
2021
Q4 		$105K Buy
2,376
+499
+27% +$21.8K ﹤0.01% 1687
2021
Q3 		$78K Hold
1,877
– – ﹤0.01% 1642
2021
Q2 		$79K Hold
1,877
– – ﹤0.01% 1638
2021
Q1 		$76K Sell
1,877
-96
-5% -$3.65K ﹤0.01% 1626
2020
Q4 		$69K Sell
1,973
-1,124
-36% -$36.5K ﹤0.01% 1587
2020
Q3 		$90K Buy
3,097
+855
+38% +$25.2K ﹤0.01% 1443
2020
Q2 		$64K Sell
2,242
-2,104
-48% -$56.8K ﹤0.01% 1420
2020
Q1 		$105K Sell
4,346
-2,403
-36% -$80.9K ﹤0.01% 1295
2019
Q4 		$257K Sell
6,749
-75
-1% -$2.77K ﹤0.01% 1228
2019
Q3 		$248K Sell
6,824
-45
-0.7% -$1.61K ﹤0.01% 1190
2019
Q2 		$249K Sell
6,869
-650
-9% -$23.3K ﹤0.01% 1222
2019
Q1 		$269K Sell
7,519
-300
-4% -$10.5K ﹤0.01% 1183
2018
Q4 		$788K Sell
7,819
-400
-5% -$13.7K 0.01% 762
2018
Q3 		$303K Sell
8,219
-550
-6% -$20.3K ﹤0.01% 1139
2018
Q2 		$314K Sell
8,769
-6,775
-44% -$238K ﹤0.01% 1098
2018
Q1 		$530K Sell
15,544
-5,726
-27% -$200K ﹤0.01% 903
2017
Q4 		$750K Sell
21,270
-900
-4% -$30.8K 0.01% 828
2017
Q3 		$739K Hold
22,170
– – 0.01% 807
2017
Q2 		$722K Buy
22,170
+1,569
+8% +$50.8K 0.01% 852
2017
Q1 		$673K Buy
20,601
+552
+3% +$17.8K 0.01% 810
2016
Q4 		$631K Sell
20,049
-846
-4% -$25.8K 0.01% 764
2016
Q3 		$633K Buy
20,895
+969
+5% +$29.4K 0.01% 763
2016
Q2 		$594K Buy
+19,926
New +$578K 0.01% 753

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

William Blair & Company's DON Position: Q1 2026 in Review

William Blair & Company increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.1% in Q1 2026, buying an estimated $270 and bringing the position to 4,913 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

William Blair & Company first reported a position in DON in Q2 2016 and has held it in 40 quarters since. The position peaked at $788K in Q4 2018. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • William Blair & Company held 4,913 shares of WisdomTree US MidCap Dividend Fund worth $258K as of Q1 2026.
  • William Blair & Company bought 5 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $270.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1389 holding.
  • William Blair & Company first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2016 and has held it in 40 quarters since.
  • William Blair & Company's WisdomTree US MidCap Dividend Fund position peaked at $788K in Q4 2018.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.