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Beacon Investment Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Beacon Investment Advisory Services’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 		$25.4K Hold
450
– – ﹤0.01% 512
2026
Q1 		$23.6K Buy
+450
New +$24.3K ﹤0.01% 516

Other funds holding DON

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Investment Advisory Services's DON Position: Q2 2026 in Review

Beacon Investment Advisory Services held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 450 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Beacon Investment Advisory Services first reported a position in DON in Q1 2026 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Beacon Investment Advisory Services held 450 shares of WisdomTree US MidCap Dividend Fund worth $25.4K as of Q2 2026.
  • Beacon Investment Advisory Services left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #512 holding.
  • Beacon Investment Advisory Services first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.