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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssuredPartners Investment Advisors's DON Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 0.99% in Q1 2026, selling an estimated $8.09K and leaving 15,018 shares worth $797K. The position accounts for 0.09% of the portfolio, ranked #210.

AssuredPartners Investment Advisors first reported a position in DON in Q4 2024 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • AssuredPartners Investment Advisors held 15,018 shares of WisdomTree US MidCap Dividend Fund worth $797K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 150 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $8.09K.
  • WisdomTree US MidCap Dividend Fund made up 0.09% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #210 holding.
  • AssuredPartners Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.