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

WisdomTree U.S. MidCap Dividend Fund logo
$52.11 -0.19 (-0.36%)
Closing price 04:10 PM Eastern
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$52.16 +0.05 (+0.09%)
As of 04:10 PM 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)
267
Total
Institutional Inflows
(last 12 months)
$431.58M
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$153.01M
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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
9/26/2025Corient Private Wealth LLC39,165$1.96M0.0%+5.9%0.054%
9/22/2025Caldwell Trust Co650$33K0.0%N/A0.001%
9/4/2025Osaic Holdings Inc.372,107$18.65M0.0%-7.7%0.510%
8/29/2025Evolution Wealth Management Inc.4,211$211K0.3%N/A0.006%
8/29/2025Total Investment Management Inc.1,000$50K0.0%N/A0.001%
8/29/2025Centaurus Financial Inc.36,322$1.82M0.1%+14.7%0.050%
8/26/2025Thrivent Financial for Lutherans46,043$2.31M0.0%N/A0.063%
8/25/2025Silverlake Wealth Management LLC44,573$2.23M0.6%-2.3%0.061%
8/19/2025B. Riley Wealth Advisors Inc.9,243$463K0.0%N/A0.013%
8/19/2025Asset Dedication LLC12,503$627K0.0%+1.6%0.017%
8/18/2025Geneos Wealth Management Inc.9,651$484K0.0%+21.1%0.013%
8/18/2025Kestra Investment Management LLC6,081$305K0.0%-11.5%0.008%
8/15/2025Nikulski Financial Inc.93,319$4.68M1.3%+0.2%0.128%
8/15/2025Tower Research Capital LLC TRC 13,219$663K0.0%N/A0.018%
8/15/2025Corient Private Wealth LLC78,330$3.93M0.0%+111.8%0.107%
8/15/2025Equitable Holdings Inc.106,535$5.34M0.0%+0.7%0.146%
8/15/2025Captrust Financial Advisors77,844$3.90M0.0%-4.2%0.107%
8/15/2025Snowden Capital Advisors LLC28,818$1.44M0.0%-5.2%0.040%
8/15/2025MML Investors Services LLC132,004$6.62M0.0%+2.6%0.181%
8/15/2025Modern Wealth Management LLC9,157$459K0.0%-8.9%0.013%
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%
8/14/2025Navis Wealth Advisors LLC15,611$782K0.7%-23.7%0.021%
8/14/2025Cerity Partners LLC10,370$520K0.0%-18.5%0.014%
8/13/2025Rockport Wealth LLC14,265$715K0.2%-15.8%0.020%
8/13/2025Strategic Family Wealth Counselors L.L.C.22,986$1.15M0.3%-14.9%0.032%
8/13/2025Capital Advisors Wealth Management LLC5,431$272K0.0%+10.0%0.007%
8/13/2025Great Diamond Partners LLC21,546$1.08M0.2%-2.8%0.030%
8/13/2025Baird Financial Group Inc.450,491$22.58M0.0%-0.5%0.618%
8/13/2025First Trust Advisors LP4,213$211K0.0%N/A0.006%
8/13/2025Invesco Ltd.8,084$405K0.0%-7.4%0.011%
8/13/2025IAG Wealth Partners LLC470,660$23.59M3.1%-2.9%0.646%
8/13/2025Beacon Pointe Advisors LLC53,807$2.70M0.0%-7.0%0.074%
8/13/2025Lido Advisors LLC277,530$13.91M0.1%-2.0%0.381%
8/13/2025Northwestern Mutual Wealth Management Co.201,613$10.11M0.0%-1.9%0.277%
8/12/2025J.W. Cole Advisors Inc.17,220$863K0.0%+52.1%0.024%
8/12/2025Steward Partners Investment Advisory LLC21,278$1.07M0.0%+4.1%0.029%
8/12/2025Global Retirement Partners LLC8,873$445K0.0%N/A0.012%
8/12/2025Coldstream Capital Management Inc.522,008$26.16M0.4%+4.6%0.716%
8/12/2025Vestor Capital LLC1,317$66K0.0%-98.0%0.002%
8/12/2025MAI Capital Management339,307$17.01M0.1%+1.9%0.465%
8/12/2025JPMorgan Chase & Co.314,509$15.76M0.0%+0.7%0.431%
8/12/2025Weaver Consulting Group4,339$217K0.1%N/A0.006%
8/11/2025TD Waterhouse Canada Inc.99,770$5.08M0.0%-2.5%0.137%
8/11/2025Wealthspire Advisors LLC40,562$2.03M0.0%+2.1%0.056%
8/11/2025United Advisor Group LLC145,258$7.28M1.3%+0.9%0.199%
8/11/2025Culbertson A N & Co. Inc.28,251$1.42M0.2%-8.4%0.039%
8/11/2025Western Wealth Management LLC9,058$454K0.0%-4.1%0.012%
8/8/2025Rockefeller Capital Management L.P.266,789$13.37M0.0%+2.4%0.366%
8/8/2025Collaborative Wealth Managment Inc.20,447$1.03M0.4%-4.7%0.028%
8/8/2025Avantax Advisory Services Inc.39,129$1.96M0.0%+16.4%0.054%
8/8/2025Cetera Investment Advisers529,675$26.55M0.0%-0.7%0.727%
8/8/2025Creative Planning1,517,613$76.06M0.1%-0.7%2.082%
8/8/2025WealthShield Partners LLC25,923$1.30M0.2%-3.5%0.036%
8/8/2025Meridian Wealth Management LLC82,247$4.12M0.2%+1.8%0.113%
8/8/2025Intrua Financial LLC53,961$2.71M0.4%+7.3%0.074%
8/7/2025Cascade Financial Partners LLC88,710$4.45M0.5%-4.2%0.122%
8/7/2025Montag A & Associates Inc.3,679$184K0.0%-75.9%0.005%
8/7/2025Midland Wealth Advisors LLC48,362$2.42M0.1%-8.7%0.066%
8/7/2025Cahill Financial Advisors Inc.76,255$3.82M0.5%+5.2%0.105%
8/7/2025Allworth Financial LP12,943$649K0.0%+9.3%0.018%
8/7/2025Pinnacle Wealth Management Advisory Group LLC14,960$750K0.1%-12.2%0.021%
8/7/2025Midwest Trust Co69,228$3.47M0.0%N/A0.095%
8/6/2025AE Wealth Management LLC271,347$13.60M0.1%+11.5%0.372%
8/6/2025KCM Investment Advisors LLC7,670$384K0.0%N/A0.011%
8/6/2025Modera Wealth Management LLC117,650$5.90M0.1%-3.0%0.161%
8/6/2025Soltis Investment Advisors LLC32,207$1.61M0.1%-8.5%0.044%
8/6/2025Long Run Wealth Advisors LLC106,909$5.36M1.1%+2.2%0.147%
8/6/2025SouthState Corp91,345$4.58M0.2%+5.1%0.125%
8/6/2025Atlantic Union Bankshares Corp390,289$19.56M0.4%N/A0.535%
8/6/2025Moors & Cabot Inc.4,832$242K0.0%-6.1%0.007%
8/6/2025Simmons Bank19,454$975K0.1%-9.2%0.027%
8/5/2025NewSquare Capital LLC24,158$1.21M0.1%+8.9%0.033%
8/5/2025Prosperity Consulting Group LLC43,391$2.18M0.2%-2.6%0.059%
8/5/2025Huntington National Bank340,584$17.07M0.1%+2.0%0.467%
8/5/2025Key Financial Inc7,248$363K0.1%+8.3%0.010%
8/5/2025Marion Wealth Management269,680$13.52M3.4%+3.0%0.370%
8/5/2025Bank of Montreal Can8,023$402K0.0%-15.7%0.011%
8/5/2025Strategic Financial Concepts LLC6,357$319K0.0%-3.2%0.009%
8/4/2025Linscomb Wealth Inc.1,831,348$91.79M4.2%+0.6%2.510%
8/4/2025IFG Advisory LLC91,069$4.56M0.2%+12.5%0.125%
8/4/2025Pinnacle Associates Ltd.18,501$927K0.0%-10.5%0.025%
8/4/2025Prairie Wealth Advisors Inc.20,374$1.02M0.4%+3.2%0.028%
8/4/2025Atria Investments Inc111,333$5.58M0.1%+13.4%0.153%
8/4/2025Assetmark Inc.1,015$51K0.0%+328.3%0.001%
8/4/2025Keybank National Association OH496,979$24.91M0.1%+1.8%0.681%
8/4/2025Spire Wealth Management1,855$93K0.0%-46.8%0.003%
8/4/2025Arkadios Wealth Advisors24,666$1.24M0.0%+330.4%0.034%
8/4/2025Bristlecone Advisors LLC22,250$1.12M0.1%-1.1%0.031%
(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, 451 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 355 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 ($650.44K), 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 8,539,545 shares in the last 24 months. This purchase volume represents approximately $431.58M 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 ($200.47K), 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 3,039,080 shares in the last 24 months. This volume of shares sold represents approximately $153.01M in transactions.


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This page (NYSEARCA:DON) was last updated on 9/29/2025 by MarketBeat.com Staff
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