IAN
DON icon

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

Integrated Advisors Network’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 		$548K Sell
9,700
-350
-3% -$19.3K 0.03% 444
2026
Q1 		$528K Hold
10,050
– – 0.03% 446
2025
Q4 		$519K Hold
10,050
– – 0.02% 460
2025
Q3 		$526K Hold
10,050
– – 0.02% 487
2025
Q2 		$504K Hold
10,050
– – 0.02% 489
2025
Q1 		$498K Hold
10,050
– – 0.03% 463
2024
Q4 		$512K Hold
10,050
– – 0.02% 446
2024
Q3 		$514K Sell
10,050
-485
-5% -$23.7K 0.02% 463
2024
Q2 		$493K Sell
10,535
-1,550
-13% -$73.3K 0.03% 452
2024
Q1 		$589K Sell
12,085
-935
-7% -$42.9K 0.03% 422
2023
Q4 		$595K Buy
13,020
+756
+6% +$31.7K 0.03% 386
2023
Q3 		$502K Buy
12,264
+5
+0% +$213 0.03% 414
2023
Q2 		$515K Buy
12,259
+406
+3% +$16.5K 0.03% 426
2023
Q1 		$486K Buy
11,853
+179
+2% +$7.61K 0.03% 437
2022
Q4 		$480K Buy
11,674
+199
+2% +$8.23K 0.03% 423
2022
Q3 		$432K Buy
11,475
+6
+0.1% +$247 0.03% 424
2022
Q2 		$447K Buy
11,469
+5
+0% +$211 0.03% 448
2022
Q1 		$509K Buy
11,464
+177
+2% +$7.74K 0.03% 438
2021
Q4 		$501K Buy
11,287
+6
+0.1% +$262 0.03% 415
2021
Q3 		$468K Buy
11,281
+5
+0% +$210 0.03% 416
2021
Q2 		$473K Buy
11,276
+5
+0% +$212 0.03% 370
2021
Q1 		$456K Buy
11,271
+2,452
+28% +$93.3K 0.04% 343
2020
Q4 		$307K Buy
8,819
+757
+9% +$24.6K 0.03% 385
2020
Q3 		$233K Sell
8,062
-289
-3% -$8.52K 0.03% 388
2020
Q2 		$237K Sell
8,351
-420
-5% -$11.3K 0.03% 387
2020
Q1 		$212K Buy
8,771
+3,106
+55% +$105K 0.04% 339
2019
Q4 		$215K Buy
+5,665
New +$210K 0.03% 387

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

Integrated Advisors Network's DON Position: Q2 2026 in Review

Integrated Advisors Network reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 3.5% in Q2 2026, selling an estimated $19.3K and leaving 9,700 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #444.

Integrated Advisors Network first reported a position in DON in Q4 2019 and has held it in 27 quarters since. The position peaked at $595K in Q4 2023. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Integrated Advisors Network held 9,700 shares of WisdomTree US MidCap Dividend Fund worth $548K as of Q2 2026.
  • Integrated Advisors Network sold 350 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $19.3K.
  • WisdomTree US MidCap Dividend Fund made up 0.03% of Integrated Advisors Network's portfolio in Q2 2026, its #444 holding.
  • Integrated Advisors Network first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • Integrated Advisors Network's WisdomTree US MidCap Dividend Fund position peaked at $595K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.