IMG Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

IMG Wealth Management’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	$2.26K	Hold	40	–	–	﹤0.01%	463
2026 Q1	$2.09K	Hold	40	–	–	﹤0.01%	442
2025 Q4	$2.04K	Buy	40 +1	+3%	+$52	﹤0.01%	515
2025 Q3	$2.05K	Hold	39	–	–	﹤0.01%	448
2025 Q2	$1.96K	Hold	39	–	–	﹤0.01%	444
2025 Q1	$1.92K	Hold	39	–	–	﹤0.01%	266
2024 Q4	$1.97K	Buy	+39	New	+$2.04K	﹤0.01%	232

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMG Wealth Management's DON Position: Q2 2026 in Review

IMG Wealth Management held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 40 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

IMG Wealth Management first reported a position in DON in Q4 2024 and has held it in 7 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

IMG Wealth Management held 40 shares of WisdomTree US MidCap Dividend Fund worth $2.26K as of Q2 2026.
IMG Wealth Management left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #463 holding.
IMG Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.