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

WisdomTree U.S. MidCap Dividend Fund logo
$51.40 +0.44 (+0.86%)
Closing price 10/20/2025 04:10 PM Eastern
Extended Trading
$51.30 -0.09 (-0.18%)
As of 10/20/2025 06:19 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
271
Total
Institutional Inflows
(last 12 months)
$431.93M
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$151.16M
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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
10/20/2025Pinnacle Wealth Management Advisory Group LLC14,625$765K0.1%-2.2%0.020%
10/20/2025Stonebridge Financial Group LLC364,092$19.04M1.7%+1.2%0.505%
10/20/2025Mallini Complete Financial Planning LLC3,915$205K0.2%N/A0.005%
10/20/2025Merit Financial Group LLC31,646$1.66M0.0%-19.2%0.044%
10/20/2025OMNI 360 Wealth Inc.25,603$1.34M0.8%+1.5%0.036%
10/20/2025Meridian Financial Advisors LLC20,516$1.07M0.6%-1.3%0.028%
10/20/2025Great Diamond Partners LLC20,804$1.09M0.2%-3.4%0.029%
10/20/2025Joseph P. Lucia & Associates LLC3,871$202K0.1%N/A0.005%
10/20/2025Rooted Wealth Advisors Inc.3,936$207K0.1%N/A0.005%
10/17/2025FFG Retirement Advisors LLC34,847$1.82M1.1%+1.0%0.048%
10/17/2025Goldstone Financial Group LLC192,445$10.07M1.2%+10.4%0.267%
10/17/2025Melone Private Wealth LLC347,987$18.20M8.2%+4.0%0.482%
10/17/2025Panoramic Capital Partners LLC4,800$251K0.2%N/A0.007%
10/17/2025Perigon Wealth Management LLC3,951$207K0.0%N/A0.005%
10/17/2025Apollon Wealth Management LLC50,943$2.66M0.0%+1.1%0.071%
10/16/2025 Willner & Heller LLC3,876$203K0.2%N/A0.005%
10/16/2025 Capital Advisors Ltd. LLC32,152$1.68M0.2%-4.9%0.045%
10/15/2025 CWM LLC68,180$3.57M0.0%-26.3%0.094%
10/15/2025 World Investment Advisors8,163$427K0.0%+21.7%0.011%
10/15/2025 Brady Martz Wealth Solutions LLC55,089$2.88M0.5%+0.4%0.076%
10/15/2025 Southland Equity Partners LLC28,787$1.51M0.3%-1.5%0.040%
10/15/2025 Defined Financial Planning LLC81,593$4.25M3.5%+24.8%0.113%
10/15/2025 MJT & Associates Financial Advisory Group Inc.118,791$6.21M5.1%+7.3%0.164%
10/14/2025 GLOBALT Investments LLC GA18,464$966K0.0%-5.1%0.026%
10/14/2025 Apeiron RIA LLC102,299$5.20M1.2%-6.5%0.142%
10/14/2025 White Pine Investment CO169,518$8.87M2.1%+2.4%0.235%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC52,259$2.73M0.0%-1.5%0.072%
10/14/2025 Farther Finance Advisors LLC25,242$1.32M0.0%+185.6%0.035%
10/14/2025 Precedent Wealth Partners LLC274,941$14.38M3.2%-1.6%0.381%
10/10/2025 Marion Wealth Management271,505$14.20M3.4%+0.7%0.376%
10/10/2025 Flputnam Investment Management Co.24,747$1.29M0.0%-34.1%0.034%
10/10/2025 Envision Financial LLC39,662$2.07M1.2%-0.9%0.055%
10/10/2025 Focus Financial Network Inc.17,769$929K0.0%+1.3%0.025%
10/10/2025 Signal Advisors Wealth LLC4,372$229K0.0%N/A0.006%
10/9/2025 Marathon Strategic Advisors LLC15,590$815K0.7%+2.0%0.022%
10/9/2025 Kennebec Savings Bank1,949$102K0.1%N/A0.003%
10/9/2025 Dynamic Advisor Solutions LLC155,041$8.11M0.2%+4.4%0.215%
10/9/2025 Long Run Wealth Advisors LLC111,836$5.85M1.1%+4.6%0.155%
10/8/2025 Beacon Financial Group91,112$4.77M0.5%-13.0%0.126%
10/7/2025 Friday Financial8,826$462K0.2%+26.0%0.012%
10/7/2025 Team Financial Group LLC15,109$790K0.4%-2.7%0.021%
10/6/2025 HF Advisory Group LLC40,672$2.13M0.8%+5.6%0.056%
10/6/2025 Inspirion Wealth Advisors LLC97,986$5.01M0.7%+5.3%0.136%
10/2/2025 First Hawaiian Bank76,831$4.02M0.5%-28.8%0.105%
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%
8/13/2025 Capital 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%
(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, 453 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 358 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 8,543,252 shares in the last 24 months. This purchase volume represents approximately $431.93M in transactions.

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

Of the 225 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), First Hawaiian Bank ($187.91K), Jones Financial Companies Lllp ($178.40K), 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 3,000,672 shares in the last 24 months. This volume of shares sold represents approximately $151.16M in transactions.


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This page (NYSEARCA:DON) was last updated on 10/21/2025 by MarketBeat.com Staff
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