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International Assets Investment Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

International Assets Investment 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
Q2 		$29.3K Buy
520
+1
+0.2% +$55 ﹤0.01% 1486
2026
Q1 		$27.4K Hold
519
– – ﹤0.01% 1397
2025
Q4 		$26.8K Buy
+519
New +$26.7K ﹤0.01% 1396
2024
Q3 		– Sell
-566
Closed -$26.5K – 1913
2024
Q2 		$26.5K Buy
+566
New +$26.8K ﹤0.01% 1392

Other funds holding DON

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

International Assets Investment Management's DON Position: Q2 2026 in Review

International Assets Investment Management increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.19% in Q2 2026, buying an estimated $55 and bringing the position to 520 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

International Assets Investment Management first reported a position in DON in Q2 2024 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • International Assets Investment Management held 520 shares of WisdomTree US MidCap Dividend Fund worth $29.3K as of Q2 2026.
  • International Assets Investment Management bought 1 WisdomTree US MidCap Dividend Fund share in Q2 2026, an estimated $55.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1486 holding.
  • International Assets Investment Management first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2024 and has held it in 4 quarters since.
  • 376 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.