IAG Wealth Partners, LLC DON holdings history
WISDOMTREE US MIDCAP DIVIDEN · CUSIP 97717W505 · CIK 1827261
As of 2026-06-30, IAG Wealth Partners, LLC reported 470.08K DON (shares), valued at $26.57M, or 2.63% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 6.12%; reported value increased 1.00%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.63% | 470,081 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 2.94% | 500,699 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 2.95% | 493,195 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 3.05% | 485,330 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 3.12% | 470,660 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.73% | 484,966 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 4.31% | 479,156 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 4.63% | 489,788 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 4.59% | 488,759 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 5.16% | 493,093 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 5.09% | 488,309 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 5.59% | 489,615 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.59% | 489,615 | $20.05M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 5.09% | 488,309 | $22.31M | Shares decreased 0.27%; reported value increased 11.25%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 5.16% | 493,093 | $24.05M | Shares increased 0.98%; reported value increased 7.79%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 4.59% | 488,759 | $22.86M | Shares decreased 0.88%; reported value decreased 4.94%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 4.63% | 489,788 | $25.04M | Shares increased 0.21%; reported value increased 9.55%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 4.31% | 479,156 | $24.42M | Shares decreased 2.17%; reported value decreased 2.48%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 3.73% | 484,966 | $24.02M | Shares increased 1.21%; reported value decreased 1.67%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 3.12% | 470,660 | $23.59M | Shares decreased 2.95%; reported value decreased 1.77%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 3.05% | 485,330 | $25.38M | Shares increased 3.12%; reported value increased 7.60%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 2.95% | 493,195 | $25.45M | Shares increased 1.62%; reported value increased 0.26%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.94% | 500,699 | $26.31M | Shares increased 1.52%; reported value increased 3.37%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 2.63% | 470,081 | $26.57M | Shares decreased 6.12%; reported value increased 1.00%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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