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

WisdomTree U.S. MidCap Dividend Fund logo
$57.89 +0.32 (+0.56%)
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)
225
Total
Institutional Inflows
(last 12 months)
$174.91M
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$190.70M
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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
8/27/2026 Corient Private Wealth LP177,698$10.04M0.0%+198.8%0.253%
8/25/2026 Financial Insights Inc.48,305$2.73M0.7%-2.5%0.069%
8/23/2026 Ameritas Advisory Services LLC1,387$78K0.0%N/A0.002%
8/23/2026 Melone Private Wealth LLC151,892$8.59M2.7%+1.0%0.217%
8/23/2026 Anson Capital Inc.20,201$1.14M0.8%+12.9%0.029%
8/23/2026 Yarger Wealth Strategies LLC33,986$1.92M0.7%-8.7%0.048%
8/23/2026 HB Wealth Management LLC11,034$624K0.0%-14.1%0.016%
8/23/2026 Kaydan Wealth Management Inc.20,045$1.13M0.3%+2.3%0.029%
8/22/2026 Highland Investment Advisors LLC16,466$931K0.4%N/A0.023%
8/22/2026 MOR Wealth Management LLC7,354$416K0.2%N/A0.010%
8/22/2026 TD Waterhouse Canada Inc.99,740$5.64M0.0%+0.8%0.142%
8/22/2026 Kickstand Ventures LLC.3,566$202K0.0%N/A0.005%
8/22/2026 Concurrent Investment Advisors LLC9,267$524K0.0%-10.5%0.013%
8/21/2026 Coppell Advisory Solutions LLC446$25K0.0%N/A0.001%
8/21/2026 Beacon Financial Advisory LLC4,627$261K0.1%-4.3%0.007%
7/10/2026 Lee Kelleher & Klein Wealth Management222,951$12.60M6.6%+0.7%0.318%
7/10/2026 Envision Financial LLC23,475$1.33M0.6%-27.7%0.033%
7/10/2026 JFS Wealth Advisors LLC94,973$5.37M0.3%+0.6%0.135%
7/10/2026 Wealthcare Advisory Partners LLC59,256$3.35M0.1%+1.5%0.085%
7/9/2026 Wealthcare Capital Partners LLC35,465$2.00M0.8%+5.4%0.051%
7/9/2026 Melone Private Wealth LLC151,892$8.59M3.3%+1.0%0.217%
7/9/2026 HF Advisory Group LLC46,776$2.64M0.8%+2.1%0.067%
7/9/2026 Roan Capital Partners109,694$6.20M5.1%+12.2%0.156%
7/8/2026 Evanson Financial LLC9,449$534K0.0%N/A0.013%
7/7/2026 Dynamic Advisor Solutions LLC150,378$8.50M0.2%-6.6%0.215%
7/7/2026 Inspirion Wealth Advisors LLC82,879$4.68M0.5%-2.8%0.118%
7/7/2026 Harbor Investment Advisory LLC33,400$1.89M0.1%+5.8%0.048%
7/6/2026 MJT & Associates Financial Advisory Group Inc.122,710$6.94M4.6%+4.6%0.175%
7/6/2026 Stonebridge Financial Group LLC396,757$22.43M1.7%+2.2%0.566%
7/2/2026 Versant Capital Management Inc2,386$135K0.0%N/A0.003%
7/2/2026 CX Institutional179,117$10.12M0.3%+0.2%0.256%
7/1/2026 Eastern Bank23,443$1.33M0.0%-91.5%0.033%
6/26/2026 WealthPoint Financial LLC9,545$501K0.4%+8.8%0.014%
6/18/2026 Western Wealth Management LLC13,548$712K0.0%+43.6%0.019%
6/11/2026 Three Bearings Fiduciary Advisors Inc.283,315$14.89M14.4%+0.3%0.403%
6/10/2026 FAS Wealth Partners Inc.147,837$7.77M0.5%+4.0%0.210%
6/8/2026 Farmers National Bank43,033$2.26M0.5%+3.2%0.061%
6/1/2026 Keel Point LLC13,940$732K0.0%N/A0.020%
5/21/2026 Compass Capital Management Inc.4,000$210K0.0%N/A0.006%
5/21/2026 Vestor Capital LLC71,961$3.78M0.3%+42,230.0%0.102%
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5/19/2026 Western Wealth Management LLC13,548$712K0.0%+43.6%0.019%
5/19/2026 NewEdge Advisors LLC4,644$244K0.0%-55.3%0.007%
5/19/2026 Bank of America Corp DE4,645,518$244.08M0.0%-0.7%6.603%
5/19/2026 Financial Insights Inc.49,551$2.60M0.8%-1.6%0.070%
5/19/2026 Arkadios Wealth Advisors49,664$2.61M0.0%+106.0%0.071%
5/18/2026Sunbelt Securities Inc.10,488$551K0.0%+9.2%0.015%
5/18/2026 Royal Bank of Canada526,235$27.65M0.0%-7.9%0.748%
5/16/2026 Quantinno Capital Management LP22,815$1.20M0.0%+256.2%0.032%
5/15/2026 Waverly Advisors LLC16,586$871K0.0%-19.8%0.024%
5/14/2026 Modern Wealth Management LLC7,646$403K0.0%-9.9%0.011%
5/14/2026 Dickmeyer Boyce Financial Management Inc.123,701$6.50M3.8%N/A0.176%
5/14/2026 Lido Advisors LLC253,829$13.34M0.0%-5.5%0.361%
5/13/2026 Cetera Investment Advisers466,862$24.53M0.0%-15.0%0.664%
5/13/2026 First Trust Advisors LP7,509$395K0.0%+38.0%0.011%
5/8/2026 PNC Financial Services Group Inc.3,514$185K0.0%-22.2%0.005%
5/7/2026 Ironwood Investment Counsel LLC12,332$648K0.1%-2.3%0.018%
5/6/2026 MTM Investment Management LLC3,596$189K0.1%-23.1%0.005%
5/6/2026 Gryphon Financial Partners LLC17,848$938K0.1%-3.2%0.025%
5/6/2026 Modera Wealth Management LLC110,358$5.80M0.1%-5.6%0.157%
5/6/2026 Bessemer Group Inc.1,430$75K0.0%+81.0%0.002%
5/6/2026 Independent Financial Group LLC5,262$276K0.0%N/A0.007%
5/6/2026 Prosperity Consulting Group LLC38,061$2M0.1%-1.5%0.054%
5/6/2026 Frazier Financial Advisors LLC91,791$4.82M2.7%+1.0%0.130%
5/5/2026 BCGM Wealth Management LLC7,335$385K0.1%-8.5%0.010%
5/5/2026 Rockport Wealth LLC4,095$215K0.0%-55.9%0.006%
5/5/2026 D.A. Davidson & CO.118,673$6.24M0.0%+0.9%0.169%
5/5/2026 Bank of New York Mellon Corp156,993$8.25M0.0%-31.4%0.223%
5/5/2026 Collaborative Wealth Managment Inc.17,331$911K0.4%-9.4%0.025%
5/5/2026 Geneos Wealth Management Inc.10,393$546K0.0%+19.1%0.015%
5/5/2026 SouthState Bank Corp87,375$4.59M0.2%-10.5%0.124%
5/5/2026 Sigma Planning Corp6,272$330K0.0%-12.4%0.009%
5/5/2026 Avantax Planning Partners Inc.233,065$12.25M0.3%+2.6%0.331%
5/4/2026 Chicago Partners Investment Group LLC32,649$1.80M0.0%-1.1%0.046%
5/4/2026 Team Financial Group LLC14,345$754K0.3%-2.0%0.020%
5/2/2026 Financial Advisory Partners LLC35,077$1.84M0.5%+9.0%0.050%
5/1/2026 Midwest Trust Co72,075$3.79M0.0%+0.5%0.102%
5/1/2026 Fifth Third Bancorp28,979$1.52M0.0%+1,487.0%0.041%
5/1/2026 Sequoia Financial Advisors LLC4,116$216K0.0%-7.5%0.006%
5/1/2026 Independence Bank of Kentucky65,069$3.42M0.4%-1.2%0.092%
5/1/2026 DMC Group LLC7,369$387K0.3%N/A0.010%
4/30/2026 Beacon Financial Group84,993$4.47M0.4%-2.3%0.121%
4/30/2026 Kestra Advisory Services LLC364,806$19.17M0.1%-33.7%0.519%
4/30/2026 IAG Wealth Partners LLC500,699$26.31M2.9%+1.5%0.712%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA50,505$2.65M0.7%+31.5%0.072%
4/29/2026 Saxon Interests Inc.10,182$535K0.2%-16.7%0.014%
4/29/2026 Marino Stram & Associates LLC16,026$842K0.2%-6.7%0.023%
4/28/2026DGS Capital Management LLC6,468$340K0.1%-5.5%0.009%
4/28/2026 Ascentis Independent Advisors1,081$57K0.0%N/A0.002%
4/28/2026 NBT Bank N A NY66,732$3.51M0.2%+46.7%0.095%
4/28/2026 Koshinski Asset Management Inc.7,825$411K0.0%-5.2%0.011%
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4/27/2026 Apeiron RIA LLC88,462$4.65M1.1%-5.7%0.126%
4/27/2026 HB Wealth Management LLC12,848$675K0.0%+3.0%0.018%
4/27/2026 Plimoth Trust Co. LLC8,653$455K0.1%-8.0%0.012%
4/27/2026 PFG Investments LLC9,325$490K0.0%-2.7%0.013%
4/27/2026 BIP Wealth LLC39,301$2.07M0.1%-15.1%0.056%
4/27/2026 World Investment Advisors7,340$386K0.0%-14.7%0.010%
4/27/2026 Private Advisor Group LLC47,760$2.51M0.0%-6.3%0.068%
4/27/2026 Elevation Point Wealth Partners LLC4,379$230K0.0%N/A0.006%
4/25/2026 Keybank National Association OH512,431$26.92M0.1%+0.8%0.728%
4/24/2026 Stock Yards Bank & Trust Co.39,728$2.09M0.1%-2.1%0.056%


DON Institutional Ownership - Frequently Asked Questions

During the previous two years, 471 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 ($244.08M), Morgan Stanley ($122.55M), LPL Financial LLC ($100.62M), Linscomb Wealth Inc. ($95.18M), UBS Group AG ($89.32M), Creative Planning ($79.56M), and Ameriprise Financial Inc. ($72.62M).Learn more on WisdomTree U.S. MidCap Dividend Fund's institutional investors.

Of the 378 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 ($821.58K), LPL Financial LLC ($528.18K), Atlantic Union Bankshares Corp ($390.29K), Stonebridge Financial Group LLC ($380.23K), Bank of America Corp DE ($366.17K), and Corient Private Wealth LLC ($325.26K).

Institutional investors have bought a total of 3,348,291 shares in the last 24 months. This purchase volume represents approximately $174.91M in transactions.

Of the 176 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: HighTower Advisors LLC ($696.67K), Envestnet Asset Management Inc. ($259.93K), Eastern Bank ($252.09K), Bank of America Corp DE ($195.66K), Melone Private Wealth LLC ($191.60K), Kestra Advisory Services LLC ($188.17K), and Commonwealth Equity Services LLC ($163.35K).

Institutional investors have sold a total of 3,636,823 shares in the last 24 months. This volume of shares sold represents approximately $190.70M in transactions.


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Institutional ownership data for NYSEARCA:DON is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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