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WisdomTree U.S. MidCap Dividend Fund (DON) Institutional Ownership

WisdomTree U.S. MidCap Dividend Fund logo
$51.63 +0.21 (+0.41%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON)

Number of
Institutional Buyers
(last 12 months)
245
Total
Institutional Inflows
(last 12 months)
$395.07M
Number of
Institutional Sellers
(last 12 months)
213
Total
Institutional Outflows
(last 12 months)
$138.13M
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DON Institutional Buying and Selling by Quarter

WisdomTree U.S. MidCap Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 First Hawaiian Bank107,886$5.41M0.7%-25.0%0.147%
7/1/2025 Harbor Investment Advisory LLC29,073$1.46M0.1%+2.2%0.040%
6/27/2025Goldman Sachs Group Inc.11,635$576K0.0%N/A0.016%
6/4/2025 First Hawaiian Bank143,805$7.12M0.4%-25.5%0.196%
6/2/2025Modern Wealth Management LLC10,056$498K0.0%-94.9%0.014%
5/29/2025Apeiron RIA LLC115,539$5.72M1.7%-2.1%0.158%
5/28/2025Intrua Financial LLC50,283$2.49M0.4%+33.2%0.069%
5/21/2025Geneos Wealth Management Inc.7,971$395K0.0%+4.5%0.011%
5/20/2025Belpointe Asset Management LLC5,917$293K0.0%-24.3%0.008%
5/20/2025Focus Partners Wealth253,802$12.57M0.0%+11.1%0.346%
5/20/2025Integrity Alliance LLC.6,443$319K0.0%N/A0.009%
5/16/2025Signature Estate & Investment Advisors LLC131,504$6.51M0.2%+32.6%0.179%
5/16/2025Goldman Sachs Group Inc.11,635$576K0.0%N/A0.016%
5/16/2025Kestra Investment Management LLC6,873$340K0.0%N/A0.009%
5/16/2025Jones Financial Companies Lllp242,073$11.94M0.0%-42.4%0.330%
5/16/2025Rockport Wealth LLC16,940$839K0.3%-1.5%0.023%
5/16/2025Integrated Wealth Concepts LLC4,633$229K0.0%-35.6%0.006%
5/16/2025Hancock Whitney Corp67,879$3.36M0.1%-1.2%0.093%
5/16/2025Curi RMB Capital LLC182,450$9.04M0.2%-0.3%0.249%
5/16/2025AQR Capital Management LLC7,202$357K0.0%-29.0%0.010%
5/15/2025EP Wealth Advisors LLC28,500$1.41M0.0%-10.9%0.039%
5/15/2025Capital Investment Counsel LLC132,468$6.56M1.1%+0.8%0.181%
5/15/2025Focus Partners Advisor Solutions LLC69,628$3.45M0.1%+3.2%0.095%
5/15/2025Flputnam Investment Management Co.47,938$2.37M0.0%+355.3%0.065%
5/15/2025Royal Bank of Canada772,061$38.23M0.0%+2.0%1.053%
5/15/2025Betterment LLC13,186$653K0.0%+8.1%0.018%
5/15/2025MAI Capital Management332,831$16.48M0.1%-0.8%0.454%
5/15/2025Connecticut Wealth Management LLC23,039$1.14M0.1%N/A0.031%
5/15/2025Baird Financial Group Inc.452,530$22.41M0.0%-0.5%0.617%
5/14/2025Apexium Financial LP21,923$1.09M0.1%-1.4%0.030%
5/14/2025Comerica Bank25,439$1.26M0.0%-1.4%0.035%
5/14/2025Cadence Bank27,082$1.34M0.1%-12.1%0.037%
5/14/2025Biondo Investment Advisors LLC29,093$1.44M0.2%-1.7%0.040%
5/14/2025Northwestern Mutual Wealth Management Co.205,513$10.18M0.0%+14.9%0.280%
5/14/2025Kestra Advisory Services LLC514,679$25.49M0.1%-5.5%0.702%
5/14/2025Ameriprise Financial Inc.1,515,146$75.10M0.0%+3.0%2.066%
5/14/2025Summit Financial LLC12,375$613K0.0%+6.9%0.017%
5/13/2025Seek First Inc.6,981$346K0.3%N/A0.010%
5/13/2025Cascade Financial Partners LLC92,638$4.59M0.6%-0.9%0.126%
5/13/2025Raymond James Financial Inc.1,134,230$56.17M0.0%-0.1%1.546%
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5/13/2025Redmond Asset Management LLC11,644$577K0.1%+2.6%0.016%
5/13/2025Kovitz Investment Group Partners LLC5,353$265K0.0%-6.7%0.007%
5/13/2025HighTower Advisors LLC984,799$48.77M0.1%+503.4%1.348%
5/13/2025Trajan Wealth LLC390,314$19.33M1.1%-9.4%0.534%
5/12/2025Meridian Wealth Management LLC80,782$4M0.2%+0.8%0.111%
5/12/2025Linscomb Wealth Inc.1,820,113$90.13M4.5%-1.0%2.492%
5/12/2025SouthState Corp86,919$4.30M0.2%+58.6%0.119%
5/12/2025Invesco Ltd.8,729$432K0.0%-3.2%0.012%
5/12/2025Founders Financial Alliance LLC51,603$2.56M0.6%+4.6%0.071%
5/12/2025Bristlecone Advisors LLC22,494$1.11M0.1%+4.6%0.031%
5/12/2025Ironwood Investment Counsel LLC11,578$573K0.1%N/A0.016%
5/9/2025Chicago Partners Investment Group LLC39,551$1.90M0.1%+0.6%0.054%
5/9/2025Tidemark LLC542$27K0.0%-33.3%0.001%
5/9/2025WealthShield Partners LLC26,875$1.33M0.2%+6.2%0.037%
5/9/2025Atria Wealth Solutions Inc.66,616$3.30M0.0%-3.3%0.091%
5/9/2025Commonwealth Equity Services LLC849,555$42.07M0.1%+1.3%1.163%
5/9/2025Blair William & Co. IL5,752$285K0.0%-3.7%0.008%
5/9/2025Heritage Trust Co10,370$514K0.1%-23.9%0.014%
5/9/2025Argent Trust Co38,298$1.90M0.1%-1.4%0.052%
5/9/2025PNC Financial Services Group Inc.5,024$249K0.0%+7.7%0.007%
5/8/2025IFG Advisory LLC80,979$4.01M0.2%+5.8%0.111%
5/8/2025TIAA Trust National Association4,990$247K0.0%-4.7%0.007%
5/8/2025Harbour Investments Inc.26,846$1.33M0.0%+5.5%0.037%
5/8/2025Lee Kelleher Wealth Management182,936$9.06M6.7%+8.3%0.250%
5/8/2025Collaborative Wealth Managment Inc.21,449$1.06M0.5%+2.1%0.029%
5/8/2025Natixis Advisors LLC36,676$1.82M0.0%+5.9%0.050%
5/8/2025NorthRock Partners LLC3,079$152K0.0%+295.3%0.004%
5/8/2025Modera Wealth Management LLC121,259$6.01M0.1%-5.9%0.166%
5/8/2025Arkadios Wealth Advisors5,731$284K0.0%N/A0.008%
5/8/2025FSA Advisors Inc.4,986$247K0.2%-39.9%0.007%
5/7/2025Pinnacle Wealth Management Advisory Group LLC17,036$844K0.1%-16.7%0.023%
5/7/2025Financial Management Network Inc.32,735$1.62M0.3%+30.8%0.045%
5/7/2025MJT & Associates Financial Advisory Group Inc.108,560$5.38M5.2%N/A0.149%
5/7/2025Foundations Investment Advisors LLC5,639$279K0.0%+5.8%0.008%
5/7/2025Prosperity Consulting Group LLC44,529$2.21M0.2%-2.2%0.061%
5/7/2025LPL Financial LLC2,005,165$99.30M0.0%-3.6%2.745%
5/7/2025Anson Capital Inc.10,986$544K0.5%+3.3%0.015%
5/7/2025HB Wealth Management LLC13,541$671K0.0%+24.0%0.019%
5/7/2025GLOBALT Investments LLC GA21,582$1.07M0.0%-52.6%0.030%
5/6/2025Cetera Investment Advisers533,612$26.42M0.1%+3.4%0.730%
5/6/2025Avantax Advisory Services Inc.33,624$1.67M0.0%+14.2%0.046%
5/6/2025Pinnacle Associates Ltd.20,677$1.02M0.0%-14.2%0.028%
5/6/2025AE Wealth Management LLC243,435$12.06M0.1%+9.1%0.333%
5/6/2025JPL Wealth Management LLC73,918$3.61M1.4%-12.0%0.101%
5/6/2025Vestor Capital LLC66,038$3.27M0.3%+1.9%0.090%
5/6/2025Milestone Asset Management Group LLC17,301$867K0.8%+149.2%0.024%
5/6/2025Guidance Capital Inc.15,193$733K0.2%-4.7%0.021%
5/5/2025Midwest Capital Advisors LLC12,940$641K0.4%-26.0%0.018%
5/5/2025Calton & Associates Inc.20,022$991K0.1%+226.4%0.027%
5/5/2025FAS Wealth Partners Inc.127,860$6.33M0.5%-0.7%0.175%
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5/5/2025Resurgent Financial Advisors LLC29,559$1.46M0.9%+0.9%0.040%
5/5/2025Private Advisor Group LLC69,944$3.46M0.0%-33.2%0.096%
5/5/2025Transce3nd LLC1,019$50K0.0%-26.0%0.001%
5/2/2025Concord Wealth Partners233,015$11.54M1.9%+3.4%0.319%
5/2/2025BIP Wealth LLC52,818$2.62M0.2%-1.3%0.072%
5/2/2025Concord Asset Management LLC VA156,630$7.31M1.6%+19.9%0.214%
5/2/2025Larson Financial Group LLC43,624$2.16M0.1%+40.8%0.060%
5/2/2025Apollon Wealth Management LLC51,233$2.54M0.1%+0.6%0.070%
5/2/2025Sigma Planning Corp7,433$368K0.0%+8.2%0.010%
5/1/2025Berkeley Inc7,155$354K0.2%-7.0%0.010%
(Data available from 1/1/2016 forward)

DON Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DON shares?

During the previous two years, 441 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Dividend Fund. The most heavily invested institutionals were Bank of America Corp DE ($229.75M), LPL Financial LLC ($99.30M), Linscomb Wealth Inc. ($90.13M), Linscomb & Williams Inc. ($87.89M), Creative Planning ($80.45M), Ameriprise Financial Inc. ($75.10M), and UBS Group AG ($68.70M).Learn more on WisdomTree U.S. MidCap Dividend Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. MidCap Dividend Fund's stock?

Of the 350 institutional investors that purchased WisdomTree U.S. MidCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.14M), HighTower Advisors LLC ($825.98K), LPL Financial LLC ($814.86K), Strategic Financial Concepts LLC ($655.20K), Cetera Investment Advisers ($465.84K), Stonebridge Financial Group LLC ($336.46K), and Precedent Wealth Partners LLC ($288.91K).

How much institutional buying is happening at WisdomTree U.S. MidCap Dividend Fund?

Institutional investors have bought a total of 7,861,261 shares in the last 24 months. This purchase volume represents approximately $395.07M in transactions.

Which of WisdomTree U.S. MidCap Dividend Fund's major shareholders have been selling company stock?

Of the 213 institutional investors that sold WisdomTree U.S. MidCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($404.39K), Modern Wealth Management LLC ($199.57K), Jones Financial Companies Lllp ($178.40K), First Hawaiian Bank ($156.85K), Private Advisor Group LLC ($116.39K), Commonwealth Equity Services LLC ($84.22K), and Signature Estate & Investment Advisors LLC ($81.79K).

How much institutional selling is happening at WisdomTree U.S. MidCap Dividend Fund?

Institutional investors have sold a total of 2,765,155 shares in the last 24 months. This volume of shares sold represents approximately $138.13M in transactions.


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This page (NYSEARCA:DON) was last updated on 7/5/2025 by MarketBeat.com Staff
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