IRC
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Investors Research Corp’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Investors Research Corp’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 		$267K Hold
4,727
– – 0.05% 238
2026
Q1 		$248K Sell
4,727
-300
-6% -$16.2K 0.05% 242
2025
Q4 		$259K Sell
5,027
-85
-2% -$4.38K 0.05% 262
2025
Q3 		$267K Sell
5,112
-119
-2% -$6.16K 0.05% 268
2025
Q2 		$262K Sell
5,231
-119
-2% -$5.75K 0.05% 270
2025
Q1 		$265K Sell
5,350
-345
-6% -$17.6K 0.06% 255
2024
Q4 		$290K Sell
5,695
-193
-3% -$10.1K 0.06% 255
2024
Q3 		$301K Sell
5,888
-20,094
-77% -$982K 0.07% 263
2024
Q2 		$1.22M Sell
25,982
-114
-0.4% -$5.39K 0.28% 71
2024
Q1 		$1.27M Sell
26,096
-291
-1% -$13.3K 0.3% 68
2023
Q4 		$1.21M Sell
26,387
-45
-0.2% -$1.89K 0.29% 77
2023
Q3 		$1.08M Sell
26,432
-1,334
-5% -$56.9K 0.28% 83
2023
Q2 		$1.17M Buy
27,766
+30
+0.1% +$1.22K 0.29% 79
2023
Q1 		$1.14M Sell
27,736
-995
-3% -$42.3K 0.3% 84
2022
Q4 		$1.18M Buy
28,731
+18
+0.1% +$744 0.32% 76
2022
Q3 		$1.08M Sell
28,713
-115
-0.4% -$4.73K 0.33% 65
2022
Q2 		$1.12M Sell
28,828
-219
-0.8% -$9.23K 0.34% 69
2022
Q1 		$1.29M Sell
29,047
-93
-0.3% -$4.07K 0.36% 70
2021
Q4 		$1.29M Sell
29,140
-32
-0.1% -$1.4K 0.39% 68
2021
Q3 		$1.21M Sell
29,172
-103
-0.4% -$4.32K 0.41% 73
2021
Q2 		$1.23M Hold
29,275
– – 0.42% 73
2021
Q1 		$1.18M Sell
29,275
-82
-0.3% -$3.12K 0.45% 70
2020
Q4 		$1.02M Sell
29,357
-218
-0.7% -$7.09K 0.4% 59
2020
Q3 		$855K Sell
29,575
-1,300
-4% -$38.3K 0.41% 61
2020
Q2 		$875K Buy
30,875
+8,453
+38% +$228K 0.44% 56
2020
Q1 		$542K Buy
22,422
+13,996
+166% +$471K 0.34% 94
2019
Q4 		$321K Buy
8,426
+2,940
+54% +$109K 0.15% 215
2019
Q3 		$199K Buy
5,486
+1,350
+33% +$48.3K 0.1% 261
2019
Q2 		$150K Buy
+4,136
New +$149K 0.08% 297

Other funds holding DON

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investors Research Corp's DON Position: Q2 2026 in Review

Investors Research Corp held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 4,727 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #238.

Investors Research Corp first reported a position in DON in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.29M in Q4 2021. 73 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Investors Research Corp held 4,727 shares of WisdomTree US MidCap Dividend Fund worth $267K as of Q2 2026.
  • Investors Research Corp left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up 0.05% of Investors Research Corp's portfolio in Q2 2026, its #238 holding.
  • Investors Research Corp first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2019 and has held it in 29 quarters since.
  • Investors Research Corp's WisdomTree US MidCap Dividend Fund position peaked at $1.29M in Q4 2021.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.