IFG
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Independent Financial Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Independent Financial Group’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 		$357K Buy
6,315
+1,053
+20% +$58K 0.01% 1145
2026
Q1 		$276K Buy
5,262
+125
+2% +$6.74K 0.01% 1205
2025
Q4 		$265K Buy
5,137
+239
+5% +$12.3K 0.01% 1210
2025
Q3 		$256K Buy
4,898
+278
+6% +$14.4K 0.01% 1160
2025
Q2 		$232K Sell
4,620
-856
-16% -$41.3K 0.01% 1154
2025
Q1 		$271K Buy
5,476
+61
+1% +$3.11K 0.01% 971
2024
Q4 		$276K Buy
5,415
+72
+1% +$3.78K 0.01% 932
2024
Q3 		$273K Buy
5,343
+660
+14% +$32.3K 0.01% 915
2024
Q2 		$219K Sell
4,683
-243
-5% -$11.5K 0.01% 979
2024
Q1 		$240K Sell
4,926
-48
-1% -$2.2K 0.01% 888
2023
Q4 		$227K Sell
4,974
-115
-2% -$4.82K 0.01% 845
2023
Q3 		$208K Hold
5,089
– – 0.01% 813
2023
Q2 		$214K Sell
5,089
-2,772
-35% -$112K 0.01% 793
2023
Q1 		$322K Buy
7,861
+1,217
+18% +$51.7K 0.03% 580
2022
Q4 		$273K Buy
6,644
+623
+10% +$25.8K 0.02% 586
2022
Q3 		$227K Sell
6,021
-234
-4% -$9.63K 0.02% 621
2022
Q2 		$244K Buy
6,255
+580
+10% +$24.5K 0.03% 572
2022
Q1 		$252K Sell
5,675
-273
-5% -$11.9K 0.02% 668
2021
Q4 		$264K Sell
5,948
-120
-2% -$5.24K 0.02% 643
2021
Q3 		$252K Buy
6,068
+683
+13% +$28.7K 0.03% 589
2021
Q2 		$226K Buy
5,385
+191
+4% +$8.08K 0.02% 627
2021
Q1 		$210K Buy
+5,194
New +$198K 0.03% 584
2020
Q3 		– Sell
-10,299
Closed -$292K – 515
2020
Q2 		$292K Sell
10,299
-74
-0.7% -$2K 0.06% 323
2020
Q1 		$251K Buy
+10,373
New +$349K 0.07% 280

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

Independent Financial Group's DON Position: Q2 2026 in Review

Independent Financial Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 20% in Q2 2026, buying an estimated $58K and bringing the position to 6,315 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #1145.

Independent Financial Group first reported a position in DON in Q1 2020 and has held it in 24 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Independent Financial Group held 6,315 shares of WisdomTree US MidCap Dividend Fund worth $357K as of Q2 2026.
  • Independent Financial Group bought 1,053 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $58K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1145 holding.
  • Independent Financial Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2020 and has held it in 24 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.