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

Bell 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	$509	Hold	9	–	–	﹤0.01%	1726
2026 Q1	$473	Buy	+9	New	+$485	﹤0.01%	1767
2022 Q4	–	Sell	-483	Closed	-$18K	–	1953
2022 Q3	$18K	Buy	483 +4	+0.8%	+$165	0.01%	277
2022 Q2	$19K	Buy	+479	New	+$20.2K	0.01%	273
2021 Q4	$21K	Buy	474 +3	+0.6%	+$131	0.01%	300
2021 Q3	$20K	Buy	+471	New	+$19.8K	0.01%	286

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

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

Bell Investment Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 9 shares worth $509. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Bell Investment Advisors first reported a position in DON in Q3 2021 and has held it in 6 quarters since. The position peaked at $21K in Q4 2021. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Bell Investment Advisors held 9 shares of WisdomTree US MidCap Dividend Fund worth $509 as of Q2 2026.
Bell Investment Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1726 holding.
Bell Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2021 and has held it in 6 quarters since.
Bell Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $21K in Q4 2021.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.