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

WisdomTree U.S. MidCap Dividend Fund logo
$51.66 -0.23 (-0.43%)
As of 11:58 AM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON)

Number of
Institutional Buyers
(last 12 months)
259
Total
Institutional Inflows
(last 12 months)
$430.03M
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$152.62M
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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
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.16,903$847K0.1%-61.7%0.023%
8/15/2025Great Valley Advisor Group Inc.33,872$1.70M0.0%-14.6%0.046%
8/15/2025Curi Capital LLC222,102$11.13M0.2%+21.7%0.305%
8/15/2025Bank of America Corp DE4,857,397$243.45M0.0%+5.2%6.663%
8/15/2025Ameriprise Financial Inc.1,375,500$68.95M0.0%-9.2%1.887%
8/14/2025Connecticut Wealth Management LLC22,469$1.13M0.1%-2.5%0.031%
8/14/2025Jane Street Group LLC24,335$1.22M0.0%N/A0.033%
8/14/2025Raymond James Financial Inc.1,127,273$56.50M0.0%-0.6%1.546%
8/14/2025Betterment LLC14,198$712K0.0%+7.7%0.019%
8/14/2025Main Street Financial Solutions LLC77,139$3.87M0.3%-2.1%0.106%
8/14/2025FAS Wealth Partners Inc.130,223$6.53M0.5%+1.8%0.179%
8/14/2025NewEdge Advisors LLC10,224$512K0.0%+68.0%0.014%
8/14/2025Qube Research & Technologies Ltd20,323$1.02M0.0%+20.1%0.028%
8/14/2025 Navis Wealth Advisors LLC15,611$782K0.7%-23.7%0.021%
8/14/2025 Cerity Partners LLC10,370$520K0.0%-18.5%0.014%
8/13/2025 Rockport Wealth LLC14,265$715K0.2%-15.8%0.020%
8/13/2025 Strategic Family Wealth Counselors L.L.C.22,986$1.15M0.3%-14.9%0.032%
8/13/2025 Capital Advisors Wealth Management LLC5,431$272K0.0%+10.0%0.007%
8/13/2025 Great Diamond Partners LLC21,546$1.08M0.2%-2.8%0.030%
8/13/2025 Baird Financial Group Inc.450,491$22.58M0.0%-0.5%0.618%
8/13/2025 First Trust Advisors LP4,213$211K0.0%N/A0.006%
8/13/2025 Invesco Ltd.8,084$405K0.0%-7.4%0.011%
8/13/2025 IAG Wealth Partners LLC470,660$23.59M3.1%-2.9%0.646%
8/13/2025 Beacon Pointe Advisors LLC53,807$2.70M0.0%-7.0%0.074%
8/13/2025 Lido Advisors LLC277,530$13.91M0.1%-2.0%0.381%
8/13/2025 Northwestern Mutual Wealth Management Co.201,613$10.11M0.0%-1.9%0.277%
8/12/2025 J.W. Cole Advisors Inc.17,220$863K0.0%+52.1%0.024%
8/12/2025 Steward Partners Investment Advisory LLC21,278$1.07M0.0%+4.1%0.029%
8/12/2025 Global Retirement Partners LLC8,873$445K0.0%N/A0.012%
8/12/2025 Coldstream Capital Management Inc.522,008$26.16M0.4%+4.6%0.716%
8/12/2025 Vestor Capital LLC1,317$66K0.0%-98.0%0.002%
8/12/2025 MAI Capital Management339,307$17.01M0.1%+1.9%0.465%
8/12/2025 JPMorgan Chase & Co.314,509$15.76M0.0%+0.7%0.431%
8/12/2025 Weaver Consulting Group4,339$217K0.1%N/A0.006%
8/11/2025 TD Waterhouse Canada Inc.99,770$5.08M0.0%-2.5%0.137%
8/11/2025 Wealthspire Advisors LLC40,562$2.03M0.0%+2.1%0.056%
8/11/2025 United Advisor Group LLC145,258$7.28M1.3%+0.9%0.199%
8/11/2025 Culbertson A N & Co. Inc.28,251$1.42M0.2%-8.4%0.039%
8/11/2025 Western Wealth Management LLC9,058$454K0.0%-4.1%0.012%
8/8/2025 Rockefeller Capital Management L.P.266,789$13.37M0.0%+2.4%0.366%
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8/8/2025 Collaborative Wealth Managment Inc.20,447$1.03M0.4%-4.7%0.028%
8/8/2025 Avantax Advisory Services Inc.39,129$1.96M0.0%+16.4%0.054%
8/8/2025 Cetera Investment Advisers529,675$26.55M0.0%-0.7%0.727%
8/8/2025 Creative Planning1,517,613$76.06M0.1%-0.7%2.082%
8/8/2025 WealthShield Partners LLC25,923$1.30M0.2%-3.5%0.036%
8/8/2025 Meridian Wealth Management LLC82,247$4.12M0.2%+1.8%0.113%
8/8/2025 Intrua Financial LLC53,961$2.71M0.4%+7.3%0.074%
8/7/2025 Cascade Financial Partners LLC88,710$4.45M0.5%-4.2%0.122%
8/7/2025 Montag A & Associates Inc.3,679$184K0.0%-75.9%0.005%
8/7/2025 Midland Wealth Advisors LLC48,362$2.42M0.1%-8.7%0.066%
8/7/2025 Cahill Financial Advisors Inc.76,255$3.82M0.5%+5.2%0.105%
8/7/2025 Allworth Financial LP12,943$649K0.0%+9.3%0.018%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC14,960$750K0.1%-12.2%0.021%
8/7/2025 Midwest Trust Co69,228$3.47M0.0%N/A0.095%
8/6/2025 AE Wealth Management LLC271,347$13.60M0.1%+11.5%0.372%
8/6/2025 KCM Investment Advisors LLC7,670$384K0.0%N/A0.011%
8/6/2025 Modera Wealth Management LLC117,650$5.90M0.1%-3.0%0.161%
8/6/2025 Soltis Investment Advisors LLC32,207$1.61M0.1%-8.5%0.044%
8/6/2025 Long Run Wealth Advisors LLC106,909$5.36M1.1%+2.2%0.147%
8/6/2025 SouthState Corp91,345$4.58M0.2%+5.1%0.125%
8/6/2025 Atlantic Union Bankshares Corp390,289$19.56M0.4%N/A0.535%
8/6/2025 Moors & Cabot Inc.4,832$242K0.0%-6.1%0.007%
8/6/2025 Simmons Bank19,454$975K0.1%-9.2%0.027%
8/5/2025 NewSquare Capital LLC24,158$1.21M0.1%+8.9%0.033%
8/5/2025 Prosperity Consulting Group LLC43,391$2.18M0.2%-2.6%0.059%
8/5/2025 Huntington National Bank340,584$17.07M0.1%+2.0%0.467%
8/5/2025 Key Financial Inc7,248$363K0.1%+8.3%0.010%
8/5/2025 Marion Wealth Management269,680$13.52M3.4%+3.0%0.370%
8/5/2025 Bank of Montreal Can8,023$402K0.0%-15.7%0.011%
8/5/2025 Strategic Financial Concepts LLC6,357$319K0.0%-3.2%0.009%
8/4/2025 Linscomb Wealth Inc.1,831,348$91.79M4.2%+0.6%2.510%
8/4/2025 IFG Advisory LLC91,069$4.56M0.2%+12.5%0.125%
8/4/2025 Pinnacle Associates Ltd.18,501$927K0.0%-10.5%0.025%
8/4/2025 Prairie Wealth Advisors Inc.20,374$1.02M0.4%+3.2%0.028%
8/4/2025 Atria Investments Inc111,333$5.58M0.1%+13.4%0.153%
8/4/2025 Assetmark Inc.1,015$51K0.0%+328.3%0.001%
8/4/2025 Keybank National Association OH496,979$24.91M0.1%+1.8%0.681%
8/4/2025 Spire Wealth Management1,855$93K0.0%-46.8%0.003%
8/4/2025 Arkadios Wealth Advisors24,666$1.24M0.0%+330.4%0.034%
8/4/2025 Bristlecone Advisors LLC22,250$1.12M0.1%-1.1%0.031%
8/4/2025 Wealth Management Associates Inc.7,069$354K0.1%+7.3%0.010%
8/1/2025 Milestone Asset Management Group LLC10,482$525K0.4%-39.4%0.014%
8/1/2025 Anson Capital Inc.11,449$574K0.5%+4.2%0.016%
8/1/2025 Capital Investment Counsel LLC132,870$6.66M1.0%+0.3%0.182%
8/1/2025 Reliant Investment Partners LLC7,361$369K0.3%-9.2%0.010%
8/1/2025 Ashton Thomas Private Wealth LLC5,542$278K0.0%N/A0.008%
8/1/2025 Envestnet Asset Management Inc.376,878$18.89M0.0%+3.8%0.517%
7/31/2025 Brighton Jones LLC5,735$287K0.0%+26.0%0.008%
7/31/2025 BIP Wealth LLC46,976$2.35M0.1%-11.1%0.064%
7/31/2025 GLOBALT Investments LLC GA19,457$975K0.0%-9.8%0.027%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
7/31/2025 Opes Wealth Management LLC29,525$1.48M0.3%+12.3%0.040%
7/30/2025 Patten Group Inc.7,109$356K0.1%-15.2%0.010%
7/30/2025 Exencial Wealth Advisors LLC14,933$748K0.0%-12.5%0.020%
7/30/2025 D.A. Davidson & CO.116,780$5.85M0.0%+3.0%0.160%
7/30/2025 Pacific Sun Financial Corp22,925$1.15M0.6%-1.6%0.031%
7/29/2025 Uhlmann Price Securities LLC7,530$377K0.3%-38.5%0.010%
7/29/2025 Salomon & Ludwin LLC44,141$2.27M0.2%-0.9%0.061%
7/29/2025 Chicago Partners Investment Group LLC36,751$1.90M0.1%-7.1%0.050%
7/29/2025 Signature Estate & Investment Advisors LLC88,078$4.41M0.1%-33.0%0.121%
7/29/2025 Koshinski Asset Management Inc.6,380$320K0.0%+5.8%0.009%
(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, 444 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 ($243.45M), LPL Financial LLC ($99.30M), Linscomb Wealth Inc. ($91.79M), Linscomb & Williams Inc. ($87.89M), Creative Planning ($76.06M), Ameriprise Financial Inc. ($68.95M), 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 351 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), Atlantic Union Bankshares Corp ($390.29K), and Bank of America Corp DE ($366.17K).

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

Institutional investors have bought a total of 8,515,493 shares in the last 24 months. This purchase volume represents approximately $430.03M in transactions.

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

Of the 226 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), Ameriprise Financial Inc. ($139.65K), Private Advisor Group LLC ($105.79K), and Signature Estate & Investment Advisors LLC ($104.12K).

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

Institutional investors have sold a total of 3,033,663 shares in the last 24 months. This volume of shares sold represents approximately $152.62M in transactions.


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This page (NYSEARCA:DON) was last updated on 8/15/2025 by MarketBeat.com Staff
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