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IFG Advisory’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

IFG Advisory’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 		$5.95M Buy
+105,197
New +$5.8M 0.21% 123
2026
Q1 		– Sell
-95,486
Closed -$4.93M – 460
2025
Q4 		$4.93M Buy
95,486
+3,986
+4% +$205K 0.21% 127
2025
Q3 		$4.79M Buy
91,500
+431
+0.5% +$22.3K 0.22% 122
2025
Q2 		$4.56M Buy
91,069
+10,090
+12% +$487K 0.23% 116
2025
Q1 		$4.01M Buy
80,979
+4,416
+6% +$225K 0.22% 124
2024
Q4 		$3.9M Sell
76,563
-2,887
-4% -$151K 0.22% 119
2024
Q3 		$4.06M Sell
79,450
-1,195
-1% -$58.4K 0.26% 114
2024
Q2 		$3.77M Sell
80,645
-582
-0.7% -$27.5K 0.24% 109
2024
Q1 		$3.96M Sell
81,227
-2,754
-3% -$126K 0.3% 105
2023
Q4 		$3.84M Buy
83,981
+1,100
+1% +$46.1K 0.28% 98
2023
Q3 		$3.39M Buy
82,881
+495
+0.6% +$21.1K 0.29% 91
2023
Q2 		$3.46M Buy
82,386
+382
+0.5% +$15.5K 0.31% 90
2023
Q1 		$3.36M Buy
82,004
+8,126
+11% +$345K 0.31% 76
2022
Q4 		$3.04M Buy
73,878
+4,347
+6% +$180K 0.3% 81
2022
Q3 		$2.62M Buy
69,531
+46,257
+199% +$1.9M 0.24% 95
2022
Q2 		$907K Buy
23,274
+15,061
+183% +$635K 0.1% 204
2022
Q1 		$364K Sell
8,213
-341
-4% -$14.9K 0.04% 364
2021
Q4 		$379K Sell
8,554
-140
-2% -$6.11K 0.04% 358
2021
Q3 		$360K Hold
8,694
– – 0.04% 358
2021
Q2 		$364K Hold
8,694
– – 0.04% 355
2021
Q1 		$351K Buy
8,694
+130
+2% +$4.95K 0.04% 366
2020
Q4 		$298K Sell
8,564
-410
-5% -$13.3K 0.04% 352
2020
Q3 		$259K Sell
8,974
-600
-6% -$17.7K 0.04% 347
2020
Q2 		$271K Buy
9,574
+746
+8% +$20.1K 0.05% 322
2020
Q1 		$213K Buy
8,828
+1,807
+26% +$60.8K 0.05% 329
2019
Q4 		$267K Buy
+7,021
New +$260K 0.05% 336

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

IFG Advisory's DON Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q2 2026: 105,197 shares worth $5.95M. The stake represents 0.21% of the portfolio and ranks #123 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DON as recently as Q4 2025.

IFG Advisory first reported a position in DON in Q4 2019 and has held it in 26 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • IFG Advisory held 105,197 shares of WisdomTree US MidCap Dividend Fund worth $5.95M as of Q2 2026.
  • WisdomTree US MidCap Dividend Fund was a new IFG Advisory position in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.21% of IFG Advisory's portfolio in Q2 2026, its #123 holding.
  • IFG Advisory first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.