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New Insight Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

New Insight Wealth 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 		$683K Buy
12,088
+185
+2% +$10.2K 0.2% 66
2026
Q1 		$625K Buy
11,903
+414
+4% +$22.3K 0.22% 63
2025
Q4 		$593K Buy
11,489
+439
+4% +$22.6K 0.21% 68
2025
Q3 		$578K Sell
11,050
-1,090
-9% -$56.4K 0.22% 69
2025
Q2 		$608K Sell
12,140
-570
-4% -$27.5K 0.25% 58
2025
Q1 		$629K Buy
12,710
+925
+8% +$47.1K 0.29% 52
2024
Q4 		$601K Buy
11,785
+3,590
+44% +$188K 0.3% 45
2024
Q3 		$419K Sell
8,195
-125
-2% -$6.11K 0.22% 55
2024
Q2 		$389K Sell
8,320
-115
-1% -$5.43K 0.23% 56
2024
Q1 		$411K Buy
8,435
+670
+9% +$30.7K 0.26% 50
2023
Q4 		$355K Buy
+7,765
New +$326K 0.24% 57

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

New Insight Wealth Advisors's DON Position: Q2 2026 in Review

New Insight Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 1.6% in Q2 2026, buying an estimated $10.2K and bringing the position to 12,088 shares worth $683K. The position accounts for 0.2% of the portfolio, ranked #66.

New Insight Wealth Advisors first reported a position in DON in Q4 2023 and has held it in 11 quarters since. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • New Insight Wealth Advisors held 12,088 shares of WisdomTree US MidCap Dividend Fund worth $683K as of Q2 2026.
  • New Insight Wealth Advisors bought 185 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $10.2K.
  • WisdomTree US MidCap Dividend Fund made up 0.2% of New Insight Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • New Insight Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.