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

Highland 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	$931K	Buy	+16,466	New	+$907K	0.41%	32

Other funds holding DON

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Highland Investment Advisors LLC's DON Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 16,466 shares worth $931K. The stake represents 0.41% of the portfolio and ranks #32 among its holdings.

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

Highland Investment Advisors LLC held 16,466 shares of WisdomTree US MidCap Dividend Fund worth $931K as of Q2 2026.
WisdomTree US MidCap Dividend Fund was a new Highland Investment Advisors LLC position in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.41% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #32 holding.
407 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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