IA
DON icon

Insight Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Insight Advisors’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
2025
Q2 		– Sell
-5,643
Closed -$279K – 294
2025
Q1 		$279K Sell
5,643
-9,824
-64% -$501K 0.05% 228
2024
Q4 		$786K Sell
15,467
-5,869
-28% -$308K 0.13% 104
2024
Q3 		$1.09M Sell
21,336
-53,353
-71% -$2.61M 0.19% 86
2024
Q2 		$3.49M Buy
74,689
+11,345
+18% +$536K 0.63% 24
2024
Q1 		$3.09M Buy
63,344
+16,832
+36% +$772K 0.59% 27
2023
Q4 		$2.13M Buy
46,512
+18,077
+64% +$758K 0.45% 34
2023
Q3 		$1.16M Sell
28,435
-2,844
-9% -$121K 0.27% 63
2023
Q2 		$1.32M Sell
31,279
-1,448
-4% -$58.7K 0.29% 55
2023
Q1 		$1.34M Buy
32,727
+2,951
+10% +$125K 0.31% 53
2022
Q4 		$1.22M Sell
29,776
-12,969
-30% -$536K 0.43% 57
2022
Q3 		$1.61M Buy
42,745
+1,020
+2% +$42K 0.63% 39
2022
Q2 		$1.74M Buy
41,725
+1,346
+3% +$56.8K 0.59% 39
2022
Q1 		$1.79M Buy
40,379
+3,837
+11% +$168K 0.54% 38
2021
Q4 		$1.62M Buy
36,542
+13,321
+57% +$581K 0.48% 52
2021
Q3 		$1.03M Buy
23,221
+11,991
+107% +$503K 0.31% 87
2021
Q2 		$467K Buy
11,230
+5,650
+101% +$239K 0.15% 183
2021
Q1 		$235K Buy
+5,580
New +$212K 0.07% 293

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Insight Advisors's DON Position: Q2 2025 in Review

Insight Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q2 2025, closing a stake of 5,643 shares — an estimated $279K sold.

Insight Advisors first reported a position in DON in Q1 2021 and held it in 17 quarters. The position peaked at $3.49M in Q2 2024. 433 funds tracked by Wall St. Rank hold DON as of Q2 2025.

  • Insight Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Insight Advisors sold 5,643 WisdomTree US MidCap Dividend Fund shares in Q2 2025, an estimated $279K.
  • Insight Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2021 and held it in 17 quarters.
  • Insight Advisors's WisdomTree US MidCap Dividend Fund position peaked at $3.49M in Q2 2024.
  • 433 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2025.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.