Ironwood Investment Counsel’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Ironwood Investment Counsel’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	$697K	Buy	12,338 +6	+0%	+$331	0.09%	156
2026 Q1	$648K	Sell	12,332 -285	-2%	-$15.4K	0.09%	158
2025 Q4	$651K	Sell	12,617 -395	-3%	-$20.4K	0.09%	162
2025 Q3	$681K	Buy	13,012 +1,428	+12%	+$74K	0.1%	156
2025 Q2	$581K	Buy	11,584 +6	+0.1%	+$290	0.09%	155
2025 Q1	$573K	Buy	+11,578	New	+$590K	0.1%	150

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ironwood Investment Counsel's DON Position: Q2 2026 in Review

Ironwood Investment Counsel increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.05% in Q2 2026, buying an estimated $331 and bringing the position to 12,338 shares worth $697K. The position accounts for 0.09% of the portfolio, ranked #156.

Ironwood Investment Counsel first reported a position in DON in Q1 2025 and has held it in 6 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Ironwood Investment Counsel held 12,338 shares of WisdomTree US MidCap Dividend Fund worth $697K as of Q2 2026.
Ironwood Investment Counsel bought 6 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $331.
WisdomTree US MidCap Dividend Fund made up 0.09% of Ironwood Investment Counsel's portfolio in Q2 2026, its #156 holding.
Ironwood Investment Counsel first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.