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IAG Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

IAG Wealth Partners’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 		$26.6M Sell
470,081
-30,618
-6% -$1.69M 2.63% 12
2026
Q1 		$26.3M Buy
500,699
+7,504
+2% +$405K 2.94% 9
2025
Q4 		$25.4M Buy
493,195
+7,865
+2% +$405K 2.95% 10
2025
Q3 		$25.4M Buy
485,330
+14,670
+3% +$760K 3.05% 9
2025
Q2 		$23.6M Sell
470,660
-14,306
-3% -$691K 3.12% 10
2025
Q1 		$24M Buy
484,966
+5,810
+1% +$296K 3.73% 7
2024
Q4 		$24.4M Sell
479,156
-10,632
-2% -$558K 4.31% 6
2024
Q3 		$25M Buy
489,788
+1,029
+0.2% +$50.3K 4.63% 6
2024
Q2 		$22.9M Sell
488,759
-4,334
-0.9% -$205K 4.59% 7
2024
Q1 		$24M Buy
493,093
+4,784
+1% +$219K 5.16% 6
2023
Q4 		$22.3M Sell
488,309
-1,306
-0.3% -$54.8K 5.09% 6
2023
Q3 		$20.1M Buy
489,615
+5,173
+1% +$221K 5.59% 8
2023
Q2 		$20.4M Buy
484,442
+6,333
+1% +$257K 5.38% 8
2023
Q1 		$19.6M Buy
478,109
+11,553
+2% +$491K 5.44% 7
2022
Q4 		$19.2M Buy
466,556
+31,709
+7% +$1.31M 5.65% 7
2022
Q3 		$16.4M Buy
434,847
+30,541
+8% +$1.26M 5.44% 6
2022
Q2 		$15.8M Buy
404,306
+33,276
+9% +$1.4M 5.16% 6
2022
Q1 		$16.5M Buy
371,030
+11,428
+3% +$500K 5.19% 7
2021
Q4 		$16M Buy
359,602
+17,227
+5% +$752K 5.11% 7
2021
Q3 		$14.2M Buy
342,375
+6,932
+2% +$291K 5.05% 7
2021
Q2 		$14.1M Sell
335,443
-6,376
-2% -$270K 5.05% 7
2021
Q1 		$13.8M Sell
341,819
-1,065
-0.3% -$40.5K 5.27% 7
2020
Q4 		$11.9M Buy
342,884
+11,636
+4% +$378K 4.87% 8
2020
Q3 		$9.58M Buy
331,248
+27,722
+9% +$817K 4.42% 9
2020
Q2 		$8.6M Buy
303,526
+68,429
+29% +$1.85M 4.17% 9
2020
Q1 		$5.68M Sell
235,097
-35,111
-13% -$1.18M 3.79% 10
2019
Q4 		$10.3M Buy
+270,208
New +$9.99M 6.71% 5

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

IAG Wealth Partners's DON Position: Q2 2026 in Review

IAG Wealth Partners reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 6.1% in Q2 2026, selling an estimated $1.69M and leaving 470,081 shares worth $26.6M. The position accounts for 2.63% of the portfolio, ranked #12.

IAG Wealth Partners first reported a position in DON in Q4 2019 and has held it in 27 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • IAG Wealth Partners held 470,081 shares of WisdomTree US MidCap Dividend Fund worth $26.6M as of Q2 2026.
  • IAG Wealth Partners sold 30,618 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.69M.
  • WisdomTree US MidCap Dividend Fund made up 2.63% of IAG Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • IAG Wealth Partners first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.