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Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘25
1826
16 20 4 11.4%
1827
16 107 91 35%
1828
16 70 54 8.85%
PBT
1829
Permian Basin Royalty Trust
PBT
$1.16B
16 36 20 35.9%
1830
16 78 62 100%
1831
16 195 179 33.1%
1832
16 43 27 24.9%
1833
16 53 37 28.7%
1834
16 76 60 87.4%
1835
16 39 23 43.8%
DON icon
1836
WisdomTree US MidCap Dividend Fund
DON
$3.98B
16 171 155 8.51%
1837
16 32 16 5.11%
1838
15 22 7 2.3%
1839
15 37 22 13%
1840
15 35 20 34.2%
1841
15 580 565 22.6%
1842
15 28 13 14.7%
1843
15 34 19 0.02%
1844
15 22 7 23.5%
1845
15 57 42 14.1%
1846
15 83 68 53.5%
1847
15 21 6 0.6%
1848
15 45 30 2.09%
1849
15 112 97 0.06%
1850
15 44 29 144%