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LRI Investments’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

LRI Investments’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
Q1 		– Sell
-600
Closed -$31K – 1440
2025
Q4 		$31K Buy
+600
New +$30.9K ﹤0.01% 618
2024
Q3 		– Sell
-414
Closed -$19.4K – 1163
2024
Q2 		$19.4K Hold
414
– – ﹤0.01% 612
2024
Q1 		$20.2K Buy
+414
New +$19K 0.01% 377

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LRI Investments's DON Position: Q1 2026 in Review

LRI Investments sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2026, closing a stake of 600 shares — an estimated $31K sold.

LRI Investments first reported a position in DON in Q1 2024 and held it in 3 quarters. The position peaked at $31K in Q4 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

  • LRI Investments reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 600 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $31K.
  • LRI Investments first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and held it in 3 quarters.
  • LRI Investments's WisdomTree US MidCap Dividend Fund position peaked at $31K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.