FIRST HAWAIIAN BANK DON — WISDOMTREE US MIDCAP DIVIDEND FUND

Ownership history in FIRST HAWAIIAN BANK  ·  36 quarters on record

AI Ownership Summary

FIRST HAWAIIAN BANK reported WISDOMTREE US MIDCAP DIVIDEND FUND (DON) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.73% in 2025 Q2. The latest visible filing shows DON at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST HAWAIIAN BANK's position in WISDOMTREE US MIDCAP DIVIDEND FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DON was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DON stock page FIRST HAWAIIAN BANK fund profile FIRST HAWAIIAN BANK full holdings
How FIRST HAWAIIAN BANK held DON — position size vs. price
% of Fund (quarterly)    DON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 55,858 -7,038 -11.2% 0.41% $2.9M 2026-04-13 $54.49
2025 Q4 REDUCED 18.1% +2.3% ❌ 62,896 -13,935 -18.1% 0.43% $3.2M 2026-01-05 $52.41
2025 Q3 REDUCED 28.8% +0.4% ❌ 76,831 -31,055 -28.8% 0.52% $4.0M 2025-10-02 $51.63
2025 Q2 REDUCED 25.0% +4.5% ❌ 107,886 -35,919 -25.0% 0.73% $5.4M 2025-07-03 $50.71
2025 Q1 REDUCED 25.5% +1.9% ❌ 143,805 -49,288 -25.5% 0.24% $7.1M 2025-04-03 $46.18
2024 Q4 REDUCED 10.4% -2.3% ✅ 193,093 -22,358 -10.4% 0.32% $9.8M 2025-01-08 $49.22
2024 Q3 REDUCED — — — 215,451 -6,644 -3.0% 0.35% $11.0M 2024-10-04 $49.37
2024 Q2 REDUCED — — — 222,095 -3,414 -1.5% 0.35% $10.4M 2024-07-02 $44.63
2024 Q1 REDUCED — — — 225,509 -4,188 -1.8% 0.34% $11.0M 2024-04-05 $45.67
2023 Q4 REDUCED — — — 229,697 -8,068 -3.4% 0.33% $10.5M 2024-01-09 $42.96
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DON

As of 2026 Q1 — sorted by position size

Lee-Kelleher Wealth Management 6.92% Roan Capital Partners 4.75% MJT & Associates Financial Advisory Group, Inc. 4.53% Harbour Wealth Management Group, Inc. 3.28% Melone Private Wealth, LLC 3Y 3.23% PRECEDENT WEALTH PARTNERS, LLC 2.43% White Pine Investment CO 3Y 7Y 2.14% Sage Capital Management, LLC 1.97% Stonebridge Financial Group, LLC 1.68% FFG RETIREMENT ADVISORS LLC 1.66%

FAQ About FIRST HAWAIIAN BANK and DON

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST HAWAIIAN BANK reported owning DON?

FIRST HAWAIIAN BANK reported DON across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DON position in FIRST HAWAIIAN BANK's portfolio?

The largest reported portfolio weight for DON was 0.73% in 2025 Q2.

What is the latest reported DON position on this page?

The most recent filing on this page is 2026 Q1, when FIRST HAWAIIAN BANK reported 55,858 shares, equal to 0.41% of portfolio, with an estimated market value of $2.9M.

What does the chart on this DON ownership page compare?

The chart compares FIRST HAWAIIAN BANK's quarterly DON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST HAWAIIAN BANK time their DON position?

Based on 13F filing dates vs. subsequent DON price moves, FIRST HAWAIIAN BANK correctly timed 17 out of 35 reported position changes (49%). The annualised alpha on DON relative to SPY over the holding period was -4.4%.

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