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IFC & Insurance Marketing’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-600
Closed -$31K – 213
2025
Q4 		$31K Buy
+600
New +$30.9K 0.03% 228

Other funds holding DON

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

IFC & Insurance Marketing's DON Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2026, closing a stake of 600 shares — an estimated $31K sold.

IFC & Insurance Marketing first reported a position in DON in Q4 2025 and held it in 1 quarter. The position peaked at $31K in Q4 2025. 465 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 600 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $31K.
  • IFC & Insurance Marketing first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's WisdomTree US MidCap Dividend Fund position peaked at $31K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.