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Mount Yale Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Mount Yale Investment Advisors’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 		$248K Hold
4,379
– – ﹤0.01% 1061
2026
Q1 		$230K Buy
+4,379
New +$236K 0.01% 1002

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

Mount Yale Investment Advisors's DON Position: Q2 2026 in Review

Mount Yale Investment Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 4,379 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Mount Yale Investment Advisors first reported a position in DON in Q1 2026 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • Mount Yale Investment Advisors held 4,379 shares of WisdomTree US MidCap Dividend Fund worth $248K as of Q2 2026.
  • Mount Yale Investment Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1061 holding.
  • Mount Yale Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.