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Intrua Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Intrua Financial’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 		$3.28M Buy
58,110
+1,360
+2% +$74.9K 0.3% 66
2026
Q1 		$2.98M Buy
56,750
+2,822
+5% +$152K 0.31% 66
2025
Q4 		$2.78M Buy
53,928
+1,593
+3% +$82.1K 0.29% 63
2025
Q3 		$2.74M Sell
52,335
-1,626
-3% -$84.2K 0.3% 66
2025
Q2 		$2.7M Buy
53,961
+3,678
+7% +$178K 0.36% 50
2025
Q1 		$2.49M Buy
50,283
+12,527
+33% +$638K 0.36% 56
2024
Q4 		$1.92M Sell
37,756
-2,472
-6% -$130K 0.3% 63
2024
Q3 		$2.06M Sell
40,228
-19,656
-33% -$961K 0.31% 60
2024
Q2 		$2.8M Buy
59,884
+26,593
+80% +$1.26M 0.42% 44
2024
Q1 		$1.62M Sell
33,291
-699
-2% -$32.1K 0.23% 92
2023
Q4 		$1.55M Sell
33,990
-115
-0.3% -$4.82K 0.23% 99
2023
Q3 		$1.4M Sell
34,105
-159
-0.5% -$6.78K 0.24% 94
2023
Q2 		$1.44M Sell
34,264
-244
-0.7% -$9.9K 0.24% 99
2023
Q1 		$1.36M Sell
34,508
-448
-1% -$19K 0.28% 90
2022
Q4 		$1.47M Buy
34,956
+161
+0.5% +$6.66K 0.34% 72
2022
Q3 		$1.31M Sell
34,795
-800
-2% -$32.9K 0.35% 59
2022
Q2 		$1.39M Sell
35,595
-185
-0.5% -$7.8K 0.3% 74
2022
Q1 		$1.59M Sell
35,780
-622
-2% -$27.2K 0.28% 71
2021
Q4 		$1.61M Buy
36,402
+278
+0.8% +$12.1K 0.28% 78
2021
Q3 		$1.54M Sell
36,124
-989
-3% -$41.5K 0.28% 80
2021
Q2 		$1.59M Buy
37,113
+213
+0.6% +$9.02K 0.38% 56
2021
Q1 		$1.56M Buy
36,900
+7,224
+24% +$275K 0.4% 54
2020
Q4 		$1.03M Sell
29,676
-1,080
-4% -$35.1K 0.46% 47
2020
Q3 		$1.01M Buy
30,756
+3,885
+14% +$114K 0.5% 44
2020
Q2 		$823K Buy
+26,871
New +$726K 0.31% 72

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

Intrua Financial's DON Position: Q2 2026 in Review

Intrua Financial increased its WisdomTree US MidCap Dividend Fund (DON) stake by 2.4% in Q2 2026, buying an estimated $74.9K and bringing the position to 58,110 shares worth $3.28M. The position accounts for 0.3% of the portfolio, ranked #66.

Intrua Financial first reported a position in DON in Q2 2020 and has held it in 25 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Intrua Financial held 58,110 shares of WisdomTree US MidCap Dividend Fund worth $3.28M as of Q2 2026.
  • Intrua Financial bought 1,360 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $74.9K.
  • WisdomTree US MidCap Dividend Fund made up 0.3% of Intrua Financial's portfolio in Q2 2026, its #66 holding.
  • Intrua Financial first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2020 and has held it in 25 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.