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CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$2.75M Sell
48,688
-1,271
-3% -$70K 0.04% 133
2026
Q1 		$2.62M Sell
49,959
-2,300
-4% -$124K 0.04% 128
2025
Q4 		$2.7M Hold
52,259
– – 0.04% 116
2025
Q3 		$2.73M Sell
52,259
-777
-1% -$40.2K 0.04% 111
2025
Q2 		$2.66M Sell
53,036
-1,104
-2% -$53.3K 0.04% 111
2025
Q1 		$2.68M Sell
54,140
-1,544
-3% -$78.7K 0.05% 104
2024
Q4 		$2.84M Sell
55,684
-855
-2% -$44.8K 0.06% 94
2024
Q3 		$2.89M Sell
56,539
-325
-0.6% -$15.9K 0.07% 88
2024
Q2 		$2.66M Sell
56,864
-503
-0.9% -$23.8K 0.06% 89
2024
Q1 		$2.8M Hold
57,367
– – 0.06% 83
2023
Q4 		$2.62M Sell
57,367
-897
-2% -$37.6K 0.07% 88
2023
Q3 		$2.39M Buy
58,264
+74
+0.1% +$3.15K 0.07% 84
2023
Q2 		$2.45M Hold
58,190
– – 0.07% 86
2023
Q1 		$2.38M Hold
58,190
– – 0.07% 91
2022
Q4 		$2.39M Buy
+58,190
New +$2.41M 0.09% 93
2022
Q3 		– Sell
-60,080
Closed -$2.34M – 95
2022
Q2 		$2.34M Sell
60,080
-268
-0.4% -$11.3K 0.1% 87
2022
Q1 		$2.68M Hold
60,348
– – 0.1% 86
2021
Q4 		$2.68M Buy
60,348
+831
+1% +$36.3K 0.1% 89
2021
Q3 		$2.47M Sell
59,517
-4,731
-7% -$199K 0.1% 89
2021
Q2 		$2.69M Hold
64,248
– – 0.11% 85
2021
Q1 		$2.6M Hold
64,248
– – 0.12% 82
2020
Q4 		$2.24M Sell
64,248
-3,279
-5% -$107K 0.11% 84
2020
Q3 		$1.95M Hold
67,527
– – 0.11% 85
2020
Q2 		$1.91M Buy
+67,527
New +$1.82M 0.12% 84
2019
Q4 		$3.06M Sell
80,497
-26,868
-25% -$994K 0.24% 58
2019
Q3 		$3.9M Hold
107,365
– – 0.34% 44
2019
Q2 		$3.89M Sell
107,365
-5,480
-5% -$197K 0.39% 39
2019
Q1 		$4.04M Sell
112,845
-5,670
-5% -$198K 0.44% 34
2018
Q4 		$3.75M Sell
118,515
-477
-0.4% -$16.4K 0.37% 44
2018
Q3 		$4.39M Hold
118,992
– – 0.41% 40
2018
Q2 		$4.26M Sell
118,992
-12,435
-9% -$436K 0.42% 42
2018
Q1 		$4.48M Hold
131,427
– – 0.45% 40
2017
Q4 		$4.64M Hold
131,427
– – 0.48% 39
2017
Q3 		$4.38M Sell
131,427
-1,362
-1% -$44.4K 0.46% 36
2017
Q2 		$4.33M Sell
132,789
-81
-0.1% -$2.63K 0.48% 38
2017
Q1 		$4.32M Buy
132,870
+3,360
+3% +$108K 0.48% 38
2016
Q4 		$4.07M Hold
129,510
– – 0.47% 38
2016
Q3 		$3.92M Hold
129,510
– – 0.48% 37
2016
Q2 		$3.86M Hold
129,510
– – 0.56% 33
2016
Q1 		$3.72M Sell
129,510
-16,473
-11% -$435K 0.58% 35
2015
Q4 		$3.92M Sell
145,983
-1,776
-1% -$48.3K 0.66% 34
2015
Q3 		$3.83M Hold
147,759
– – 0.72% 29
2015
Q2 		$4.07M Buy
147,759
+15,225
+11% +$433K 0.81% 27
2015
Q1 		$3.8M Sell
132,534
-3,984
-3% -$113K 0.85% 22
2014
Q4 		$3.81M Sell
136,518
-18,519
-12% -$501K 0.83% 21
2014
Q3 		$4.04M Sell
155,037
-3,243
-2% -$87.2K 0.86% 26
2014
Q2 		$4.31M Sell
158,280
-5,604
-3% -$147K 0.85% 29
2014
Q1 		$4.21M Sell
163,884
-24,390
-13% -$608K 0.93% 28
2013
Q4 		$4.68M Sell
188,274
-35,052
-16% -$846K 1.17% 25
2013
Q3 		$5.17M Buy
+223,326
New +$5.12M 1.4% 20

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
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
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DON Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 2.5% in Q2 2026, selling an estimated $70K and leaving 48,688 shares worth $2.75M. The position accounts for 0.04% of the portfolio, ranked #133.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DON in Q3 2013 and has held it in 50 quarters since. The position peaked at $5.17M in Q3 2013. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 48,688 shares of WisdomTree US MidCap Dividend Fund worth $2.75M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,271 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $70K.
  • WisdomTree US MidCap Dividend Fund made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2013 and has held it in 50 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $5.17M in Q3 2013.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.