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

World 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	$358K	Sell	6,812 -528	-7%	-$29.1K	0.01%	1125
2026 Q1	$386K	Sell	7,340 -1,265	-15%	-$68.2K	0.01%	1121
2025 Q4	$444K	Buy	8,605 +442	+5%	+$22.8K	0.01%	978
2025 Q3	$427K	Buy	8,163 +1,455	+22%	+$75.3K	0.01%	846
2025 Q2	$336K	Sell	6,708 -53	-0.8%	-$2.56K	0.01%	875
2025 Q1	$335K	Buy	6,761 +5	+0.1%	+$255	0.01%	832
2024 Q4	$344K	Buy	+6,756	New	+$354K	0.01%	773

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

World Investment Advisors's DON Position: Q2 2026 in Review

World Investment Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 7.2% in Q2 2026, selling an estimated $29.1K and leaving 6,812 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #1125.

World Investment Advisors first reported a position in DON in Q4 2024 and has held it in 7 quarters since. The position peaked at $444K in Q4 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

World Investment Advisors held 6,812 shares of WisdomTree US MidCap Dividend Fund worth $358K as of Q2 2026.
World Investment Advisors sold 528 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $29.1K.
WisdomTree US MidCap Dividend Fund made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1125 holding.
World Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
World Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $444K in Q4 2025.
474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.