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Independent Advisor Alliance’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Independent Advisor Alliance’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 		$3.09M Buy
+58,844
New +$3.17M 0.03% 437
2025
Q1 		– Sell
-61,641
Closed -$3.14M – 921
2024
Q4 		$3.14M Buy
+61,641
New +$3.23M 0.04% 389
2017
Q2 		– Sell
-221,400
Closed -$7.12M – 266
2017
Q1 		$7.12M Buy
+221,400
New +$7.14M 1.13% 20

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Advisor Alliance's DON Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q1 2026: 58,844 shares worth $3.09M. The stake represents 0.03% of the portfolio and ranks #437 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in DON as recently as Q4 2024.

Independent Advisor Alliance first reported a position in DON in Q1 2017 and has held it in 3 quarters since. The position peaked at $7.12M in Q1 2017. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Independent Advisor Alliance held 58,844 shares of WisdomTree US MidCap Dividend Fund worth $3.09M as of Q1 2026.
  • WisdomTree US MidCap Dividend Fund was a new Independent Advisor Alliance position in Q1 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #437 holding.
  • Independent Advisor Alliance first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2017 and has held it in 3 quarters since.
  • Independent Advisor Alliance's WisdomTree US MidCap Dividend Fund position peaked at $7.12M in Q1 2017.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.