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 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 $1.37T 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 $2.25B AUM 23.36% 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

World Investment Advisors's DON Position: Q1 2026 in Review

World Investment Advisors reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 15% in Q1 2026, selling an estimated $68.2K and leaving 7,340 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #1121.

World Investment Advisors first reported a position in DON in Q4 2024 and has held it in 6 quarters since. The position peaked at $444K in Q4 2025. 463 funds tracked by Wall St. Rank hold DON as of Q1 2026.

World Investment Advisors held 7,340 shares of WisdomTree US MidCap Dividend Fund worth $386K as of Q1 2026.
World Investment Advisors sold 1,265 WisdomTree US MidCap Dividend Fund shares in Q1 2026, an estimated $68.2K.
WisdomTree US MidCap Dividend Fund made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1121 holding.
World Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
World Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $444K in Q4 2025.
463 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2026.

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