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

IFP 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 		$390K Hold
6,902
– – 0.01% 1155
2026
Q1 		$363K Sell
6,902
-2,208
-24% -$119K 0.01% 1104
2025
Q4 		$470K Sell
9,110
-172
-2% -$8.86K 0.01% 959
2025
Q3 		$485K Buy
9,282
+538
+6% +$27.9K 0.01% 874
2025
Q2 		$438K Buy
8,744
+50
+0.6% +$2.41K 0.01% 891
2025
Q1 		$431K Sell
8,694
-18
-0.2% -$917 0.01% 825
2024
Q4 		$444K Buy
8,712
+1
+0% +$52 0.01% 780
2024
Q3 		$445K Buy
8,711
+200
+2% +$9.78K 0.02% 733
2024
Q2 		$398K Sell
8,511
-623
-7% -$29.4K 0.02% 735
2024
Q1 		$445K Sell
9,134
-233
-2% -$10.7K 0.02% 653
2023
Q4 		$428K Sell
9,367
-812
-8% -$34.1K 0.02% 634
2023
Q3 		$417K Sell
10,179
-403
-4% -$17.2K 0.02% 661
2023
Q2 		$445K Sell
10,582
-1,255
-11% -$50.9K 0.02% 694
2023
Q1 		$969K Sell
11,837
-3,748
-24% -$159K 0.04% 399
2022
Q4 		$1.28M Sell
15,585
-27
-0.2% -$1.12K 0.03% 523
2022
Q3 		$1.28M Sell
15,612
-451
-3% -$18.6K 0.03% 554
2022
Q2 		$1.31M Hold
16,063
– – 0.04% 489
2022
Q1 		$1.31M Buy
16,063
+2,786
+21% +$122K 0.04% 489
2021
Q4 		$589K Sell
13,277
-967
-7% -$42.2K 0.01% 542
2021
Q3 		$590K Buy
14,244
+2,760
+24% +$116K 0.01% 539
2021
Q2 		$481K Sell
11,484
-12,048
-51% -$510K 0.01% 561
2021
Q1 		$949K Sell
23,532
-4,615
-16% -$176K 0.02% 368
2020
Q4 		$977K Sell
28,147
-496
-2% -$16.1K 0.04% 355
2020
Q3 		$827K Buy
28,643
+6,065
+27% +$179K 0.05% 325
2020
Q2 		$631K Sell
22,578
-135
-0.6% -$3.65K 0.05% 364
2020
Q1 		$567K Sell
22,713
-1,346
-6% -$45.3K 0.06% 324
2019
Q4 		$913K Sell
24,059
-45,856
-66% -$1.7M 0.07% 302
2019
Q3 		$2.53M Buy
+69,915
New +$2.5M 0.17% 136
2019
Q1 		$2.36M Sell
65,911
-24,445
-27% -$854K 0.32% 72
2018
Q4 		$2.83M Buy
90,356
+18,780
+26% +$644K 0.17% 136
2018
Q3 		$2.64M Sell
71,576
-1,422
-2% -$52.4K 0.11% 209
2018
Q2 		$2.61M Buy
72,998
+1,874
+3% +$65.8K 0.11% 207
2018
Q1 		$2.51M Hold
71,124
– – 0.11% 207
2017
Q4 		$2.51M Buy
71,124
+13,923
+24% +$476K 0.11% 207
2017
Q3 		$1.91M Buy
57,201
+33,282
+139% +$1.09M 0.08% 274
2017
Q2 		$779K Buy
23,919
+5,211
+28% +$169K 0.03% 507
2017
Q1 		$608K Buy
18,708
+6,972
+59% +$225K 0.03% 588
2016
Q4 		$369K Buy
11,736
+4,125
+54% +$126K 0.02% 762
2016
Q3 		$231K Sell
7,611
-408
-5% -$12.4K 0.01% 934
2016
Q2 		$239K Sell
8,019
-189,714
-96% -$5.51M 0.01% 889
2016
Q1 		$2.36M Buy
197,733
+194,379
+5,795% +$5.13M 0.32% 72
2015
Q4 		$90K Buy
+3,354
New +$91.2K 0.01% 1238

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

IFP Advisors's DON Position: Q2 2026 in Review

IFP Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 6,902 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #1155.

IFP Advisors first reported a position in DON in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.83M in Q4 2018. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • IFP Advisors held 6,902 shares of WisdomTree US MidCap Dividend Fund worth $390K as of Q2 2026.
  • IFP Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1155 holding.
  • IFP Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's WisdomTree US MidCap Dividend Fund position peaked at $2.83M in Q4 2018.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.