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

Cambridge Investment Research 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 		$11.9M Sell
211,011
-16,370
-7% -$902K 0.03% 592
2026
Q1 		$11.9M Sell
227,381
-23,654
-9% -$1.28M 0.03% 550
2025
Q4 		$13M Buy
251,035
+12,325
+5% +$635K 0.03% 503
2025
Q3 		$12.5M Buy
238,710
+6,846
+3% +$355K 0.03% 490
2025
Q2 		$11.6M Buy
231,864
+25,648
+12% +$1.24M 0.04% 487
2025
Q1 		$10.2M Buy
206,216
+7,746
+4% +$395K 0.03% 500
2024
Q4 		$10.1M Buy
198,470
+56,105
+39% +$2.94M 0.03% 485
2024
Q3 		$7.28M Buy
142,365
+59,313
+71% +$2.9M 0.02% 618
2024
Q2 		$3.88M Sell
83,052
-24,763
-23% -$1.17M 0.01% 900
2024
Q1 		$5.26M Buy
107,815
+12,372
+13% +$567K 0.02% 717
2023
Q4 		$4.36M Sell
95,443
-44,452
-32% -$1.86M 0.02% 771
2023
Q3 		$5.73M Buy
139,895
+460
+0.3% +$19.6K 0.03% 597
2023
Q2 		$5.86M Sell
139,435
-13,489
-9% -$547K 0.03% 585
2023
Q1 		$6.27M Sell
152,924
-217,067
-59% -$9.23M 0.03% 527
2022
Q4 		$15.2M Buy
369,991
+205,080
+124% +$8.48M 0.08% 252
2022
Q3 		$6.21M Sell
164,911
-63,417
-28% -$2.61M 0.04% 470
2022
Q2 		$8.9M Buy
228,328
+70,440
+45% +$2.97M 0.05% 364
2022
Q1 		$7.01M Sell
157,888
-6,487
-4% -$284K 0.03% 502
2021
Q4 		$7.29M Sell
164,375
-17,858
-10% -$779K 0.03% 494
2021
Q3 		$7.55M Sell
182,233
-49,325
-21% -$2.07M 0.04% 444
2021
Q2 		$9.71M Buy
231,558
+64,524
+39% +$2.73M 0.05% 379
2021
Q1 		$6.75M Sell
167,034
-78,365
-32% -$2.98M 0.04% 463
2020
Q4 		$8.54M Buy
245,399
+32,127
+15% +$1.04M 0.05% 345
2020
Q3 		$6.17M Sell
213,272
-42,293
-17% -$1.25M 0.04% 400
2020
Q2 		$7.24M Sell
255,565
-46,964
-16% -$1.27M 0.05% 323
2020
Q1 		$7.31M Sell
302,529
-26,969
-8% -$908K 0.07% 266
2019
Q4 		$12.5M Buy
329,498
+8,851
+3% +$327K 0.1% 214
2019
Q3 		$11.6M Buy
320,647
+7,514
+2% +$269K 0.1% 201
2019
Q2 		$11.3M Buy
313,133
+56,082
+22% +$2.01M 0.1% 197
2019
Q1 		$9.2M Buy
257,051
+35,772
+16% +$1.25M 0.09% 222
2018
Q4 		$7M Sell
221,279
-7,603
-3% -$261K 0.08% 246
2018
Q3 		$8.44M Buy
228,882
+12,759
+6% +$470K 0.08% 242
2018
Q2 		$7.74M Buy
216,123
+12,836
+6% +$450K 0.08% 239
2018
Q1 		$6.94M Sell
203,287
-12,704
-6% -$443K 0.08% 247
2017
Q4 		$7.62M Buy
215,991
+28,428
+15% +$973K 0.09% 215
2017
Q3 		$6.25M Sell
187,563
-13,662
-7% -$446K 0.08% 227
2017
Q2 		$6.56M Buy
201,225
+6,174
+3% +$200K 0.1% 194
2017
Q1 		$6.34M Buy
195,051
+13,467
+7% +$434K 0.11% 175
2016
Q4 		$5.71M Buy
181,584
+28,137
+18% +$859K 0.11% 173
2016
Q3 		$4.65M Buy
153,447
+12,147
+9% +$369K 0.09% 220
2016
Q2 		$4.21M Buy
141,300
+16,464
+13% +$478K 0.09% 207
2016
Q1 		$3.58M Buy
124,836
+5,145
+4% +$136K 0.08% 226
2015
Q4 		$3.21M Buy
119,691
+3,984
+3% +$108K 0.08% 254
2015
Q3 		$3M Sell
115,707
-226,818
-66% -$6.14M 0.09% 227
2015
Q2 		$9.44M Sell
342,525
-2,064
-0.6% -$58.7K 0.26% 83
2015
Q1 		$9.89M Buy
344,589
+11,625
+3% +$329K 0.28% 77
2014
Q4 		$9.29M Buy
332,964
+22,536
+7% +$610K 0.29% 73
2014
Q3 		$8.1M Buy
310,428
+34,173
+12% +$919K 0.24% 93
2014
Q2 		$7.52M Buy
276,255
+21,954
+9% +$575K 0.26% 80
2014
Q1 		$6.53M Buy
254,301
+18,837
+8% +$469K 0.25% 88
2013
Q4 		$5.86M Buy
235,464
+19,299
+9% +$466K 0.24% 93
2013
Q3 		$5.01M Buy
216,165
+15,648
+8% +$359K 0.22% 102
2013
Q2 		$4.38M Buy
+200,517
New +$4.41M 0.22% 97

Other funds holding DON

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

Cambridge Investment Research Advisors's DON Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 7.2% in Q2 2026, selling an estimated $902K and leaving 211,011 shares worth $11.9M. The position accounts for 0.03% of the portfolio, ranked #592.

Cambridge Investment Research Advisors first reported a position in DON in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.2M in Q4 2022. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Cambridge Investment Research Advisors held 211,011 shares of WisdomTree US MidCap Dividend Fund worth $11.9M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 16,370 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $902K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #592 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree US MidCap Dividend Fund position peaked at $15.2M in Q4 2022.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.