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

Concurrent 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	$524K	Sell	9,267 -1,082	-10%	-$59.6K	﹤0.01%	1375
2026 Q1	$544K	Sell	10,349 -27,194	-72%	-$1.47M	0.01%	1172
2025 Q4	$1.94M	Buy	37,543 +5,542	+17%	+$286K	0.02%	588
2025 Q3	$1.67M	Buy	32,001 +1,200	+4%	+$62.1K	0.03%	508
2025 Q2	$1.54M	Buy	30,801 +562	+2%	+$27.1K	0.03%	496
2025 Q1	$1.5M	Buy	30,239 +23,604	+356%	+$1.2M	0.04%	432
2024 Q4	$338K	Buy	6,635 +1,311	+25%	+$68.8K	0.01%	784
2024 Q3	$272K	Buy	5,324 +527	+11%	+$25.8K	0.01%	819
2024 Q2	$224K	Buy	+4,797	New	+$227K	0.01%	834

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

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

Concurrent Investment Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 10% in Q2 2026, selling an estimated $59.6K and leaving 9,267 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Concurrent Investment Advisors first reported a position in DON in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.94M in Q4 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Concurrent Investment Advisors held 9,267 shares of WisdomTree US MidCap Dividend Fund worth $524K as of Q2 2026.
Concurrent Investment Advisors sold 1,082 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $59.6K.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1375 holding.
Concurrent Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.94M in Q4 2025.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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