WisdomTree U.S. MidCap Dividend Fund (DON) Institutional Ownership $49.09 -0.67 (-1.35%) As of 06/13/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON)Number ofInstitutional Buyers(last 12 months)245TotalInstitutional Inflows(last 12 months)$394.46MNumber ofInstitutional Sellers(last 12 months)214TotalInstitutional Outflows(last 12 months)$136.54M Get DON Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree U.S. MidCap Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data DON Institutional Buying and Selling by Quarter WisdomTree U.S. MidCap Dividend Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails6/4/2025 First Hawaiian Bank143,805$7.12M0.4%-25.5%0.196% 6/2/2025 Modern Wealth Management LLC10,056$498K0.0%-94.9%0.014% 5/29/2025 Apeiron RIA LLC115,539$5.72M1.7%-2.1%0.158% 5/28/2025 Intrua Financial LLC50,283$2.49M0.4%+33.2%0.069% 5/21/2025 Geneos Wealth Management Inc.7,971$395K0.0%+4.5%0.011% 5/20/2025 Belpointe Asset Management LLC5,917$293K0.0%-24.3%0.008% 5/20/2025 Focus Partners Wealth253,802$12.57M0.0%+11.1%0.346% 5/20/2025 Integrity Alliance LLC.6,443$319K0.0%N/A0.009% 5/16/2025 Signature Estate & Investment Advisors LLC131,504$6.51M0.2%+32.6%0.179% 5/16/2025 Goldman Sachs Group Inc.11,635$576K0.0%N/A0.016% Get the Latest News and Ratings for DON and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree U.S. MidCap Dividend Fund and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Kestra Investment Management LLC6,873$340K0.0%N/A0.009% 5/16/2025 Jones Financial Companies Lllp242,073$11.94M0.0%-42.4%0.330% 5/16/2025 Rockport Wealth LLC16,940$839K0.3%-1.5%0.023% 5/16/2025 Integrated Wealth Concepts LLC4,633$229K0.0%-35.6%0.006% 5/16/2025 Hancock Whitney Corp67,879$3.36M0.1%-1.2%0.093% 5/16/2025 Curi RMB Capital LLC182,450$9.04M0.2%-0.3%0.249% 5/16/2025 AQR Capital Management LLC7,202$357K0.0%-29.0%0.010% 5/15/2025 EP Wealth Advisors LLC28,500$1.41M0.0%-10.9%0.039% 5/15/2025 Capital Investment Counsel LLC132,468$6.56M1.1%+0.8%0.181% 5/15/2025 Focus Partners Advisor Solutions LLC69,628$3.45M0.1%+3.2%0.095% 5/15/2025 Flputnam Investment Management Co.47,938$2.37M0.0%+355.3%0.065% 5/15/2025 Royal Bank of Canada772,061$38.23M0.0%+2.0%1.053% 5/15/2025 Betterment LLC13,186$653K0.0%+8.1%0.018% 5/15/2025 MAI Capital Management332,831$16.48M0.1%-0.8%0.454% 5/15/2025 Connecticut Wealth Management LLC23,039$1.14M0.1%N/A0.031% 5/15/2025 Baird Financial Group Inc.452,530$22.41M0.0%-0.5%0.617% 5/14/2025 Apexium Financial LP21,923$1.09M0.1%-1.4%0.030% 5/14/2025 Comerica Bank25,439$1.26M0.0%-1.4%0.035% 5/14/2025 Cadence Bank27,082$1.34M0.1%-12.1%0.037% 5/14/2025 Biondo Investment Advisors LLC29,093$1.44M0.2%-1.7%0.040% 5/14/2025 Northwestern Mutual Wealth Management Co.205,513$10.18M0.0%+14.9%0.280% 5/14/2025 Kestra Advisory Services LLC514,679$25.49M0.1%-5.5%0.702% 5/14/2025 Ameriprise Financial Inc.1,515,146$75.10M0.0%+3.0%2.066% 5/14/2025 Summit Financial LLC12,375$613K0.0%+6.9%0.017% 5/13/2025 Seek First Inc.6,981$346K0.3%N/A0.010% 5/13/2025 Cascade Financial Partners LLC92,638$4.59M0.6%-0.9%0.126% 5/13/2025 Raymond James Financial Inc.1,134,230$56.17M0.0%-0.1%1.546% 5/13/2025 Redmond Asset Management LLC11,644$577K0.1%+2.6%0.016% 5/13/2025 Kovitz Investment Group Partners LLC5,353$265K0.0%-6.7%0.007% 5/13/2025 HighTower Advisors LLC984,799$48.77M0.1%+503.4%1.348% New Rule Hits in July — The Smart Money Already Moved (Ad)A little-known regulation quietly goes into effect this July. 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We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how5/13/2025 Trajan Wealth LLC390,314$19.33M1.1%-9.4%0.534% 5/12/2025 Meridian Wealth Management LLC80,782$4M0.2%+0.8%0.111% 5/12/2025 Linscomb Wealth Inc.1,820,113$90.13M4.5%-1.0%2.492% 5/12/2025 SouthState Corp86,919$4.30M0.2%+58.6%0.119% 5/12/2025 Invesco Ltd.8,729$432K0.0%-3.2%0.012% 5/12/2025 Founders Financial Alliance LLC51,603$2.56M0.6%+4.6%0.071% 5/12/2025 Bristlecone Advisors LLC22,494$1.11M0.1%+4.6%0.031% 5/12/2025 Ironwood Investment Counsel LLC11,578$573K0.1%N/A0.016% 5/9/2025 Chicago Partners Investment Group LLC39,551$1.90M0.1%+0.6%0.054% 5/9/2025 Tidemark LLC542$27K0.0%-33.3%0.001% 5/9/2025 WealthShield Partners LLC26,875$1.33M0.2%+6.2%0.037% 5/9/2025 Atria Wealth Solutions Inc.66,616$3.30M0.0%-3.3%0.091% 5/9/2025 Commonwealth Equity Services LLC849,555$42.07M0.1%+1.3%1.163% 5/9/2025 Blair William & Co. IL5,752$285K0.0%-3.7%0.008% 5/9/2025 Heritage Trust Co10,370$514K0.1%-23.9%0.014% 5/9/2025 Argent Trust Co38,298$1.90M0.1%-1.4%0.052% 5/9/2025 PNC Financial Services Group Inc.5,024$249K0.0%+7.7%0.007% 5/8/2025 IFG Advisory LLC80,979$4.01M0.2%+5.8%0.111% 5/8/2025 TIAA Trust National Association4,990$247K0.0%-4.7%0.007% 5/8/2025 Harbour Investments Inc.26,846$1.33M0.0%+5.5%0.037% 5/8/2025 Lee Kelleher Wealth Management182,936$9.06M6.7%+8.3%0.250% 5/8/2025 Collaborative Wealth Managment Inc.21,449$1.06M0.5%+2.1%0.029% 5/8/2025 Natixis Advisors LLC36,676$1.82M0.0%+5.9%0.050% 5/8/2025 NorthRock Partners LLC3,079$152K0.0%+295.3%0.004% 5/8/2025 Modera Wealth Management LLC121,259$6.01M0.1%-5.9%0.166% 5/8/2025 Arkadios Wealth Advisors5,731$284K0.0%N/A0.008% 5/8/2025 FSA Advisors Inc.4,986$247K0.2%-39.9%0.007% 5/7/2025 Pinnacle Wealth Management Advisory Group LLC17,036$844K0.1%-16.7%0.023% 5/7/2025 Financial Management Network Inc.32,735$1.62M0.3%+30.8%0.045% 5/7/2025 MJT & Associates Financial Advisory Group Inc.108,560$5.38M5.2%N/A0.149% 5/7/2025 Foundations Investment Advisors LLC5,639$279K0.0%+5.8%0.008% 5/7/2025 Prosperity Consulting Group LLC44,529$2.21M0.2%-2.2%0.061% 5/7/2025 LPL Financial LLC2,005,165$99.30M0.0%-3.6%2.745% 5/7/2025 Anson Capital Inc.10,986$544K0.5%+3.3%0.015% 5/7/2025 HB Wealth Management LLC13,541$671K0.0%+24.0%0.019% 5/7/2025 GLOBALT Investments LLC GA21,582$1.07M0.0%-52.6%0.030% 5/6/2025 Cetera Investment Advisers533,612$26.42M0.1%+3.4%0.730% 5/6/2025 Avantax Advisory Services Inc.33,624$1.67M0.0%+14.2%0.046% 5/6/2025 Pinnacle Associates Ltd.20,677$1.02M0.0%-14.2%0.028% 5/6/2025 AE Wealth Management LLC243,435$12.06M0.1%+9.1%0.333% 5/6/2025 JPL Wealth Management LLC73,918$3.61M1.4%-12.0%0.101% 5/6/2025 Vestor Capital LLC66,038$3.27M0.3%+1.9%0.090% 5/6/2025 Milestone Asset Management Group LLC17,301$867K0.8%+149.2%0.024% 5/6/2025 Guidance Capital Inc.15,193$733K0.2%-4.7%0.021% 5/5/2025 Midwest Capital Advisors LLC12,940$641K0.4%-26.0%0.018% 5/5/2025 Calton & Associates Inc.20,022$991K0.1%+226.4%0.027% 5/5/2025 FAS Wealth Partners Inc.127,860$6.33M0.5%-0.7%0.175% 5/5/2025 Resurgent Financial Advisors LLC29,559$1.46M0.9%+0.9%0.040% 5/5/2025 Private Advisor Group LLC69,944$3.46M0.0%-33.2%0.096% 5/5/2025 Transce3nd LLC1,019$50K0.0%-26.0%0.001% Get Ready for Elon Musk’s BIGGEST Comeback Yet (Ad)Tesla's About to Prove Everyone Wrong... 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Click here to see why Tesla's about to prove everyone wrong... again.5/2/2025 Concord Wealth Partners233,015$11.54M1.9%+3.4%0.319% 5/2/2025 BIP Wealth LLC52,818$2.62M0.2%-1.3%0.072% 5/2/2025 Concord Asset Management LLC VA156,630$7.31M1.6%+19.9%0.214% 5/2/2025 Larson Financial Group LLC43,624$2.16M0.1%+40.8%0.060% 5/2/2025 Apollon Wealth Management LLC51,233$2.54M0.1%+0.6%0.070% 5/2/2025 Sigma Planning Corp7,433$368K0.0%+8.2%0.010% 5/1/2025 Berkeley Inc7,155$354K0.2%-7.0%0.010% 5/1/2025 CWM LLC93,423$4.63M0.0%-26.6%0.128% 5/1/2025 Nikulski Financial Inc.93,117$4.61M1.4%+1.9%0.127% 4/30/2025 Cerity Partners LLC12,718$630K0.0%-33.3%0.017% (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 DON's institutional investors. Which institutional investors have been buying WisdomTree U.S. MidCap Dividend Fund stock? Of the 350 institutional investors that purchased WisdomTree U.S. MidCap Dividend Fund 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 12,356,995 shares in the last 24 months. This purchase volume represents approximately $594.48M in transactions. Which WisdomTree U.S. MidCap Dividend Fund major shareholders have been selling company stock? Of the 284 institutional investors that sold WisdomTree U.S. MidCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($491.98K), Osaic Holdings Inc. ($433.61K), Soltis Investment Advisors LLC ($362.19K), JNBA Financial Advisors ($274.87K), Modern Wealth Management LLC ($199.57K), Linscomb & Williams Inc. ($180.85K), and Jones Financial Companies Lllp ($178.66K). How much institutional selling is happening at WisdomTree U.S. MidCap Dividend Fund? Institutional investors have sold a total of 5,939,027 shares in the last 24 months. This volume of shares sold represents approximately $279.43M in transactions. Related Companies Invesco S&P MidCap Momentum ETF Major Shareholders John Hancock Multifactor Mid Cap ETF Major Shareholders iShares Morningstar Mid-Cap Growth ETF Major Shareholders Fidelity Enhanced Mid Cap ETF Major Shareholders Vanguard S&P Mid-Cap 400 ETF Major Shareholders SPDR S&P 400 Mid Cap Value ETF Major Shareholders Invesco S&P MidCap Quality ETF Major Shareholders SPDR S&P 400 Mid Cap Growth ETF Major Shareholders JPMorgan BetaBuilders U.S. Mid Cap Equity ETF Major Shareholders First Trust Mid Cap Core AlphaDEX Fund Major Shareholders This page (NYSEARCA:DON) was last updated on 6/14/2025 by MarketBeat.com Staff From Our PartnersWhen This Happens, You Don’t Wait. 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