AssuredPartners Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

AssuredPartners Investment Advisors’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	$836K	Sell	14,797 -221	-1%	-$12.2K	0.08%	209
2026 Q1	$797K	Sell	15,018 -150	-1%	-$8.09K	0.09%	210
2025 Q4	$783K	Buy	+15,168	New	+$782K	0.12%	166
2025 Q2	–	Sell	-11,540	Closed	-$571K	–	269
2025 Q1	$571K	Sell	11,540 -981	-8%	-$50K	0.11%	185
2024 Q4	$638K	Buy	+12,521	New	+$657K	0.12%	168

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssuredPartners Investment Advisors's DON Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 1.5% in Q2 2026, selling an estimated $12.2K and leaving 14,797 shares worth $836K. The position accounts for 0.08% of the portfolio, ranked #209.

AssuredPartners Investment Advisors first reported a position in DON in Q4 2024 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

AssuredPartners Investment Advisors held 14,797 shares of WisdomTree US MidCap Dividend Fund worth $836K as of Q2 2026.
AssuredPartners Investment Advisors sold 221 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $12.2K.
WisdomTree US MidCap Dividend Fund made up 0.08% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #209 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 5 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.