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Winter & Associates’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Winter & Associates’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
-4,347
Closed -$231K – 90
2026
Q1 		$231K Buy
4,347
+44
+1% +$2.37K 0.2% 73
2025
Q4 		$222K Buy
+4,303
New +$222K 0.21% 76

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

Winter & Associates's DON Position: Q2 2026 in Review

Winter & Associates sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 4,347 shares — an estimated $231K sold.

Winter & Associates first reported a position in DON in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q1 2026. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Winter & Associates reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Winter & Associates sold 4,347 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $231K.
  • Winter & Associates first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and held it in 2 quarters.
  • Winter & Associates's WisdomTree US MidCap Dividend Fund position peaked at $231K in Q1 2026.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.