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 Q2	–	Sell	-58,844	Closed	-$3.09M	–	1166
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 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

Independent Advisor Alliance's DON Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2026, closing a stake of 58,844 shares — an estimated $3.09M sold.

Independent Advisor Alliance first reported a position in DON in Q1 2017 and held it in 3 quarters. The position peaked at $7.12M in Q1 2017. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Independent Advisor Alliance reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 58,844 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $3.09M.
Independent Advisor Alliance first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's WisdomTree US MidCap Dividend Fund position peaked at $7.12M in Q1 2017.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.