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

WisdomTree U.S. MidCap Dividend Fund logo
$55.21 +0.46 (+0.84%)
Closing price 04:10 PM Eastern
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$55.22 +0.01 (+0.01%)
As of 06:54 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)
$287.37M
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$228.35M
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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
5/5/2026Bank of New York Mellon Corp156,993$8.25M0.0%-31.4%0.223%
5/5/2026Collaborative Wealth Managment Inc.17,331$911K0.4%-9.4%0.025%
5/5/2026Geneos Wealth Management Inc.10,393$546K0.0%+19.1%0.015%
5/5/2026SouthState 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%
4/28/2026 DGS 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%
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%
4/24/2026 Key Financial Inc6,789$357K0.1%-6.4%0.010%
4/24/2026 Harbor Investment Advisory LLC31,571$1.66M0.1%+1.9%0.045%
4/23/2026 Capital Investment Counsel LLC145,594$7.65M1.0%+3.5%0.207%
4/23/2026 Intrua Financial LLC56,750$2.98M0.3%+5.2%0.081%
4/23/2026 Simmons Bank13,554$712K0.0%-17.6%0.019%
4/23/2026 Apollon Wealth Management LLC38,896$2.04M0.0%-22.0%0.055%
4/23/2026 Pasadena Private Wealth LLC18,057$949K0.1%N/A0.026%
4/23/2026 Vicus Capital18,235$958K0.1%-2.0%0.026%
4/22/2026 Janney Montgomery Scott LLC64,983$3.41M0.0%-9.3%0.092%
4/22/2026 Meridian Financial Advisors LLC18,504$972K0.5%-8.0%0.026%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC12,976$682K0.0%-6.4%0.018%
4/21/2026 HF Advisory Group LLC45,794$2.41M0.8%+8.2%0.065%
4/21/2026 Powers Advisory Group LLC47,361$2.49M0.9%+1.1%0.067%
4/21/2026 Grey Ledge Advisors LLC137,789$7.24M1.6%+2.4%0.195%
4/20/2026 Kestra Private Wealth Services LLC7,059$371K0.0%+20.7%0.010%
4/20/2026 White Pine Investment CO175,404$9.22M2.1%+1.2%0.249%
4/17/2026 Signal Advisors Wealth LLC5,505$289K0.0%+8.3%0.008%
4/17/2026 Harbour Wealth Management Group Inc.82,893$4.36M3.3%+11.2%0.118%
4/17/2026 Financial Management Network Inc.24,413$1.33M0.2%-22.4%0.035%
4/17/2026 Capital Advisors Ltd. LLC32,012$1.68M0.2%+182.2%0.045%
4/17/2026 CPC Advisors LLC16,051$843K0.1%-3.5%0.023%
3/17/2026Rockefeller Capital Management L.P.275,013$14.19M0.0%+0.4%0.388%
3/13/2026 World Investment Advisors8,605$444K0.0%+5.4%0.012%
3/12/2026Farmers National Bank41,713$2.15M0.5%+1.2%0.059%
3/9/2026Corient Private Wealth LLC177,506$9.22M0.0%+388.2%0.250%
3/5/2026 Bayban486$25K0.0%N/A0.001%
3/4/2026SHP Wealth Management16,638$859K0.1%N/A0.023%
2/19/2026 WealthPoint Financial LLC8,773$453K0.4%N/A0.012%
2/19/2026Invesco Ltd.7,337$379K0.0%-5.7%0.010%
2/19/2026 Harbour Wealth Management Group Inc.74,526$3.85M3.0%N/A0.105%
2/19/2026Corient Private Wealth LLC176,933$9.19M0.0%+386.6%0.250%
2/18/2026Mercer Global Advisors Inc. ADV615,614$31.77M0.0%+7.4%0.868%
2/18/2026Beacon Pointe Advisors LLC61,993$3.20M0.0%-3.0%0.087%
2/18/2026FAS Wealth Partners Inc.142,219$7.34M0.5%+6.5%0.201%
2/18/2026EP Wealth Advisors LLC26,579$1.37M0.0%N/A0.037%
2/18/2026NewEdge Advisors LLC10,400$537K0.0%-3.6%0.015%
2/18/2026Empowered Funds LLC2,297$119K0.0%N/A0.003%
2/18/2026Cahill Financial Advisors Inc.85,752$4.43M0.4%+11.2%0.121%
2/18/2026Vines Capital Management LLC11,638$601K0.6%N/A0.016%
2/18/2026Private Capital Management LLC86,558$4.47M0.4%-0.6%0.122%
2/18/2026Main Street Financial Solutions LLC81,164$4.19M0.3%+2.5%0.114%
2/18/2026IHT Wealth Management LLC20,850$1.08M0.0%-9.4%0.029%
2/17/2026Cetera Investment Advisers549,466$28.35M0.0%+0.4%0.775%
2/17/2026Equitable Holdings Inc.124,584$6.43M0.0%+12.5%0.176%
2/17/2026Osaic Holdings Inc.375,667$19.39M0.0%+1.1%0.530%
2/17/2026 Private Advisor Group LLC50,976$2.63M0.0%-0.5%0.072%
2/17/2026Russell Investments Group Ltd.667$34K0.0%+53.7%0.001%
2/17/2026&PARTNERS48,520$2.50M0.0%+19.6%0.068%
2/17/2026Blair William & Co. IL4,908$253K0.0%+12.0%0.007%
2/17/2026Royal Bank of Canada571,657$29.50M0.0%-4.5%0.806%
2/17/2026 Beacon Financial Advisory LLC4,960$256K0.1%-12.1%0.007%
2/16/2026 MML Investors Services LLC130,899$6.75M0.0%+1.3%0.185%
2/16/2026Mariner LLC188,208$9.71M0.0%+58.5%0.265%
2/16/2026Focus Partners Wealth264,186$13.63M0.0%-5.1%0.373%
2/16/2026KCM Investment Advisors LLC7,471$385K0.0%-2.7%0.011%
2/16/2026Destination Wealth Management237,071$12.23M0.3%+2.3%0.334%
2/16/2026Arax Advisory Partners1,117$58K0.0%N/A0.002%
2/16/2026Biondo Investment Advisors LLC30,598$1.58M0.2%+5.6%0.043%
2/16/2026Aptus Capital Advisors LLC26,806$1.38M0.0%N/A0.038%
2/13/2026 Kestra Advisory Services LLC550,302$28.40M0.1%-0.5%0.776%
2/13/2026Segall Bryant & Hamill LLC116,379$6.01M0.1%N/A0.164%
2/13/2026 Winter & Associates Inc.4,303$222K0.2%N/A0.006%
2/13/2026Stifel Financial Corp303,081$15.64M0.0%-1.9%0.427%
2/13/2026Morgan Stanley2,374,903$122.55M0.0%+1.2%3.350%
2/13/2026Arkadios Wealth Advisors24,114$1.24M0.0%-2.9%0.034%
2/13/2026 Golden State Wealth Management LLC8,416$434K0.0%-2.9%0.012%


DON Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DON shares?

During the previous two years, 478 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 ($245.49M), 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.

Which institutional investors have been buying WisdomTree U.S. MidCap Dividend Fund's stock?

Of the 379 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), Strategic Financial Concepts LLC ($639.50K), LPL Financial LLC ($602.29K), Cetera Investment Advisers ($468.30K), Atlantic Union Bankshares Corp ($390.29K), and Stonebridge Financial Group LLC ($371.54K).

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

Institutional investors have bought a total of 5,647,453 shares in the last 24 months. This purchase volume represents approximately $287.37M in transactions.

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

Of the 210 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), Kestra Advisory Services LLC ($218.06K), Melone Private Wealth LLC ($191.60K), Modern Wealth Management LLC ($190.48K), Jones Financial Companies Lllp ($178.40K), and Bank of America Corp DE ($163.54K).

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

Institutional investors have sold a total of 4,441,888 shares in the last 24 months. This volume of shares sold represents approximately $228.35M in transactions.


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This page (NYSEARCA:DON) was last updated on 5/5/2026 by MarketBeat.com Staff.
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