Prime Capital Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Prime Capital 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	$251K	Buy	4,438 +27	+0.6%	+$1.49K	﹤0.01%	937
2026 Q1	$232K	Buy	4,411 +22	+0.5%	+$1.19K	﹤0.01%	933
2025 Q4	$226K	Buy	4,389 +32	+0.7%	+$1.65K	﹤0.01%	919
2025 Q3	$228K	Buy	4,357 +25	+0.6%	+$1.29K	﹤0.01%	900
2025 Q2	$217K	Buy	4,332 +29	+0.7%	+$1.4K	﹤0.01%	871
2025 Q1	$213K	Buy	4,303 +22	+0.5%	+$1.12K	﹤0.01%	960
2024 Q4	$218K	Sell	4,281 -128	-3%	-$6.71K	﹤0.01%	830
2024 Q3	$225K	Sell	4,409 -150	-3%	-$7.33K	﹤0.01%	824
2024 Q2	$213K	Buy	4,559 +150	+3%	+$7.09K	﹤0.01%	836
2024 Q1	$215K	Hold	4,409	–	–	﹤0.01%	906
2023 Q4	$201K	Buy	+4,409	New	+$185K	﹤0.01%	880

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

Prime Capital Investment Advisors's DON Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.61% in Q2 2026, buying an estimated $1.49K and bringing the position to 4,438 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Prime Capital Investment 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.

Prime Capital Investment Advisors held 4,438 shares of WisdomTree US MidCap Dividend Fund worth $251K as of Q2 2026.
Prime Capital Investment Advisors bought 27 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $1.49K.
WisdomTree US MidCap Dividend Fund made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #937 holding.
Prime Capital Investment 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 Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.