🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Manning & Napier Group’s DON Holdings & Trades

First Buy
Q3 2025
Duration Held
2 Quarters
Largest Add
Q3 2025
+135 Shares
Current Position
135 Shares
$6,966 Value

Manning & Napier Group's DON Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 135 shares of WisdomTree U.S. MidCap Dividend Fund (DON) worth $6,966, representing 0.00% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.

Based on recent 13F filings, Manning & Napier Group has initiated a new position in DON, representing a fresh investment thesis on this company.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's WisdomTree US MidCap Dividend Fund (DON) Holding Value Over Time

Track share changes against reported price movement

Quarterly WisdomTree US MidCap Dividend Fund (DON) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2025 +135 New Buy 135 $52.30

Manning & Napier Group's WisdomTree US MidCap Dividend Fund Investment FAQs

Manning & Napier Group first purchased WisdomTree U.S. MidCap Dividend Fund (DON) in Q3 2025, acquiring 135 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held WisdomTree U.S. MidCap Dividend Fund (DON) for 2 quarters since Q3 2025.

Manning & Napier Group's largest addition to WisdomTree U.S. MidCap Dividend Fund (DON) was in Q3 2025, adding 135 shares worth $7,061.

According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 135 shares of WisdomTree U.S. MidCap Dividend Fund (DON), valued at approximately $6,966.

As of the Q4 2025 filing, WisdomTree U.S. MidCap Dividend Fund (DON) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in WisdomTree U.S. MidCap Dividend Fund (DON) was 135 shares, as reported at the end of Q3 2025.