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

Foundations 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 		$378K Buy
6,680
+959
+17% +$52.8K ﹤0.01% 866
2026
Q1 		$301K Buy
5,721
+492
+9% +$26.5K ﹤0.01% 905
2025
Q4 		$270K Sell
5,229
-410
-7% -$21.1K ﹤0.01% 932
2025
Q3 		$295K Buy
5,639
+167
+3% +$8.65K ﹤0.01% 858
2025
Q2 		$274K Sell
5,472
-167
-3% -$8.06K ﹤0.01% 771
2025
Q1 		$279K Buy
5,639
+309
+6% +$15.7K 0.01% 729
2024
Q4 		$272K Sell
5,330
-751
-12% -$39.4K 0.01% 681
2024
Q3 		$311K Buy
6,081
+716
+13% +$35K 0.01% 626
2024
Q2 		$251K Sell
5,365
-42
-0.8% -$1.99K 0.01% 649
2024
Q1 		$264K Buy
5,407
+55
+1% +$2.52K 0.01% 609
2023
Q4 		$241K Sell
5,352
-3,425
-39% -$144K 0.01% 604
2023
Q3 		$359K Sell
8,777
-279
-3% -$11.9K 0.01% 467
2023
Q2 		$381K Buy
+9,056
New +$367K 0.01% 418

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

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

Foundations Investment Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 17% in Q2 2026, buying an estimated $52.8K and bringing the position to 6,680 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Foundations Investment Advisors first reported a position in DON in Q2 2023 and has held it in 13 quarters since. The position peaked at $381K in Q2 2023. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Foundations Investment Advisors held 6,680 shares of WisdomTree US MidCap Dividend Fund worth $378K as of Q2 2026.
  • Foundations Investment Advisors bought 959 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $52.8K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #866 holding.
  • Foundations Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $381K in Q2 2023.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.