United Advisor Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

United Advisor Group’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	$8.03M	Buy	141,999 +531	+0.4%	+$29.3K	0.85%	21
2026 Q1	$7.43M	Sell	141,468 -1,308	-0.9%	-$70.5K	0.92%	18
2025 Q4	$7.37M	Sell	142,776 -4,783	-3%	-$246K	0.92%	22
2025 Q3	$7.72M	Buy	147,559 +2,301	+2%	+$119K	1.04%	20
2025 Q2	$7.28M	Buy	145,258 +1,229	+0.9%	+$59.3K	1.26%	14
2025 Q1	$7.13M	Buy	144,029 +5,772	+4%	+$294K	1.46%	13
2024 Q4	$7.05M	Buy	138,257 +14,070	+11%	+$738K	1.39%	13
2024 Q3	$6.35M	Buy	124,187 +13,901	+13%	+$679K	1.43%	12
2024 Q2	$5.16M	Buy	110,286 +19,941	+22%	+$943K	1.6%	13
2024 Q1	$4.41M	Buy	+90,345	New	+$4.14M	1.66%	14

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

United Advisor Group's DON Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.38% in Q2 2026, buying an estimated $29.3K and bringing the position to 141,999 shares worth $8.03M. The position accounts for 0.85% of the portfolio, ranked #21.

United Advisor Group first reported a position in DON in Q1 2024 and has held it in 10 quarters since. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

United Advisor Group held 141,999 shares of WisdomTree US MidCap Dividend Fund worth $8.03M as of Q2 2026.
United Advisor Group bought 531 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $29.3K.
WisdomTree US MidCap Dividend Fund made up 0.85% of United Advisor Group's portfolio in Q2 2026, its #21 holding.
United Advisor Group first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.