IWM
DON icon

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

Inlight 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
Q1 		– Sell
-135
Closed -$6.97K – 92
2025
Q4 		$6.97K Hold
135
– – ﹤0.01% 163
2025
Q3 		$7.06K Hold
135
– – ﹤0.01% 167
2025
Q2 		$6.77K Hold
135
– – ﹤0.01% 170
2025
Q1 		$6.68K Buy
+135
New +$6.88K ﹤0.01% 180

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Inlight Wealth Management's DON Position: Q1 2026 in Review

Inlight Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2026, closing a stake of 135 shares — an estimated $6.97K sold.

Inlight Wealth Management first reported a position in DON in Q1 2025 and held it in 4 quarters. The position peaked at $7.06K in Q3 2025. 465 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • Inlight Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 135 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $6.97K.
  • Inlight Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and held it in 4 quarters.
  • Inlight Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $7.06K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.