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 Q1	$230K	Buy	+4,379	New	+$236K	0.01%	1002

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's DON Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in WisdomTree US MidCap Dividend Fund (DON) in Q1 2026: 4,379 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #1002 among its holdings.

465 funds tracked by Wall St. Rank hold DON as of Q1 2026.

Mount Yale Investment Advisors held 4,379 shares of WisdomTree US MidCap Dividend Fund worth $230K as of Q1 2026.
WisdomTree US MidCap Dividend Fund was a new Mount Yale Investment Advisors position in Q1 2026.
WisdomTree US MidCap Dividend Fund made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1002 holding.
465 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.