CHIAL
DON icon

Copper Harbor Investment Advisors, LLC’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$6.09M Buy
+107,806
New +$5.94M 1.29% 22

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's DON Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 107,806 shares worth $6.09M. The stake represents 1.29% of the portfolio and ranks #22 among its holdings.

139 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 107,806 shares of WisdomTree US MidCap Dividend Fund worth $6.09M as of Q2 2026.
  • WisdomTree US MidCap Dividend Fund was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 1.29% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #22 holding.
  • 139 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.