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

WisdomTree U.S. MidCap Dividend Fund logo
$55.09 +0.24 (+0.44%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$55.09 0.00 (0.00%)
As of 10/13/2026 07:30 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 Massive. 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)
227
Total
Institutional Inflows
(last 12 months)
$193.89M
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$185.72M
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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
10/14/2026Signal Advisors Wealth LLC4,802$259K0.0%-8.9%0.007%
10/13/2026Fragasso Financial Advisors Inc5,982$327K0.0%N/A0.009%
10/10/2026HF Advisory Group LLC46,556$2.51M0.6%-0.5%0.067%
10/10/2026Roan Capital Partners114,108$6.16M4.5%+4.0%0.164%
10/10/2026Friday Financial14,971$813K0.2%+4.3%0.022%
10/9/2026Inspirion Wealth Advisors LLC80,693$4.35M0.5%N/A0.116%
10/9/2026Lee Kelleher & Klein Wealth Management229,463$12.38M6.7%+2.9%0.330%
10/8/2026Farther Finance Advisors LLC206,140$11.12M0.1%+4.0%0.296%
10/8/2026Dickmeyer Boyce Financial Management Inc.125,724$6.78M3.1%+0.8%0.181%
10/8/2026Apeiron RIA LLC86,685$4.71M1.1%-2.0%0.125%
10/8/2026Avidian Wealth Enterprises LLC219,166$11.82M0.3%N/A0.315%
10/8/2026MJT & Associates Financial Advisory Group Inc.129,957$7.01M4.5%+5.9%0.187%
10/7/2026Investors Research Corp2,913$157K0.0%-38.4%0.004%
10/7/2026Wealth Enhancement Trust Services Inc.28,519$1.54M0.2%-0.8%0.041%
10/5/2026Eastern Bank15,540$838K0.0%N/A0.022%
10/2/2026 CX Institutional192,858$10.41M0.3%+7.7%0.277%
10/1/2026 Stonebridge Financial Group LLC403,439$21.77M1.6%+1.7%0.580%
9/23/2026Envestnet Asset Management Inc.116,159$6.57M0.0%+14.7%0.167%
9/9/2026Cahill Financial Advisors Inc.89,047$5.03M0.5%+2.4%0.127%
9/9/2026MCF Advisors LLC10,854$613K0.0%+27.5%0.015%
9/9/2026Pinnacle Wealth Management Advisory Group LLC11,971$677K0.0%-7.7%0.017%
9/9/2026NorthRock Partners LLC8,220$465K0.0%+47.2%0.012%
9/9/2026NewEdge Advisors LLC13,391$757K0.0%+27.5%0.019%
9/9/2026Baird Financial Group Inc.359,731$20.33M0.0%+1.5%0.513%
9/8/2026Allworth Financial LP12,006$679K0.0%-5.3%0.017%
9/8/2026Waverly Advisors LLC17,951$1.02M0.0%+8.2%0.026%
8/27/2026Corient Private Wealth LP177,698$10.04M0.0%+198.8%0.253%
8/25/2026Financial Insights Inc.48,305$2.73M0.7%-2.5%0.069%
8/23/2026Ameritas Advisory Services LLC1,387$78K0.0%N/A0.002%
8/23/2026Melone Private Wealth LLC151,892$8.59M2.7%+1.0%0.217%
8/23/2026Anson Capital Inc.20,201$1.14M0.8%+12.9%0.029%
8/23/2026Yarger Wealth Strategies LLC33,986$1.92M0.7%-8.7%0.048%
8/23/2026HB Wealth Management LLC11,034$624K0.0%-14.1%0.016%
8/23/2026Kaydan Wealth Management Inc.20,045$1.13M0.3%+2.3%0.029%
8/22/2026Highland Investment Advisors LLC16,466$931K0.4%N/A0.023%
8/22/2026MOR Wealth Management LLC7,354$416K0.2%N/A0.010%
8/22/2026TD Waterhouse Canada Inc.99,740$5.64M0.0%+0.8%0.142%
8/22/2026Kickstand Ventures LLC.3,566$202K0.0%N/A0.005%
8/22/2026Concurrent Investment Advisors LLC9,267$524K0.0%-10.5%0.013%
8/21/2026Coppell Advisory Solutions LLC446$25K0.0%N/A0.001%
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8/21/2026Beacon Financial Advisory LLC4,627$261K0.1%-4.3%0.007%
7/10/2026Lee Kelleher & Klein Wealth Management222,951$12.60M6.6%+0.7%0.318%
7/10/2026Envision Financial LLC23,475$1.33M0.6%-27.7%0.033%
7/10/2026JFS Wealth Advisors LLC94,973$5.37M0.3%+0.6%0.135%
7/10/2026Wealthcare Advisory Partners LLC59,256$3.35M0.1%+1.5%0.085%
7/9/2026Wealthcare Capital Partners LLC35,465$2.00M0.8%+5.4%0.051%
7/9/2026Melone Private Wealth LLC151,892$8.59M3.3%+1.0%0.217%
7/9/2026HF Advisory Group LLC46,776$2.64M0.8%+2.1%0.067%
7/9/2026Roan Capital Partners109,694$6.20M5.1%+12.2%0.156%
7/8/2026Evanson Financial LLC9,449$534K0.0%N/A0.013%
7/7/2026Dynamic Advisor Solutions LLC150,378$8.50M0.2%-6.6%0.215%
7/7/2026Inspirion Wealth Advisors LLC82,879$4.68M0.5%-2.8%0.118%
7/7/2026Harbor Investment Advisory LLC33,400$1.89M0.1%+5.8%0.048%
7/6/2026MJT & 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%
7/1/2026Eastern Bank23,443$1.33M0.0%-91.5%0.033%
6/26/2026WealthPoint Financial LLC9,545$501K0.4%+8.8%0.014%
6/18/2026Western Wealth Management LLC13,548$712K0.0%+43.6%0.019%
6/11/2026Three Bearings Fiduciary Advisors Inc.283,315$14.89M14.4%+0.3%0.403%
6/10/2026FAS Wealth Partners Inc.147,837$7.77M0.5%+4.0%0.210%
6/8/2026Farmers National Bank43,033$2.26M0.5%+3.2%0.061%
6/1/2026Keel Point LLC13,940$732K0.0%N/A0.020%
5/21/2026Compass Capital Management Inc.4,000$210K0.0%N/A0.006%
5/21/2026Vestor Capital LLC71,961$3.78M0.3%+42,230.0%0.102%
5/19/2026Western Wealth Management LLC13,548$712K0.0%+43.6%0.019%
5/19/2026NewEdge Advisors LLC4,644$244K0.0%-55.3%0.007%
5/19/2026Bank of America Corp DE4,645,518$244.08M0.0%-0.7%6.603%
5/19/2026Financial Insights Inc.49,551$2.60M0.8%-1.6%0.070%
5/19/2026Arkadios Wealth Advisors49,664$2.61M0.0%+106.0%0.071%
5/18/2026Sunbelt Securities Inc.10,488$551K0.0%+9.2%0.015%
5/18/2026Royal Bank of Canada526,235$27.65M0.0%-7.9%0.748%
5/16/2026Quantinno Capital Management LP22,815$1.20M0.0%+256.2%0.032%
5/15/2026Waverly Advisors LLC16,586$871K0.0%-19.8%0.024%
5/14/2026Modern Wealth Management LLC7,646$403K0.0%-9.9%0.011%
5/14/2026Dickmeyer Boyce Financial Management Inc.123,701$6.50M3.8%N/A0.176%
5/14/2026Lido Advisors LLC253,829$13.34M0.0%-5.5%0.361%
5/13/2026Cetera Investment Advisers466,862$24.53M0.0%-15.0%0.664%
5/13/2026First Trust Advisors LP7,509$395K0.0%+38.0%0.011%
5/8/2026PNC Financial Services Group Inc.3,514$185K0.0%-22.2%0.005%
5/7/2026Ironwood Investment Counsel LLC12,332$648K0.1%-2.3%0.018%
5/6/2026MTM Investment Management LLC3,596$189K0.1%-23.1%0.005%
5/6/2026Gryphon Financial Partners LLC17,848$938K0.1%-3.2%0.025%
5/6/2026Modera Wealth Management LLC110,358$5.80M0.1%-5.6%0.157%
5/6/2026Bessemer Group Inc.1,430$75K0.0%+81.0%0.002%
5/6/2026Independent Financial Group LLC5,262$276K0.0%N/A0.007%
5/6/2026Prosperity Consulting Group LLC38,061$2M0.1%-1.5%0.054%
5/6/2026Frazier Financial Advisors LLC91,791$4.82M2.7%+1.0%0.130%
5/5/2026BCGM Wealth Management LLC7,335$385K0.1%-8.5%0.010%
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5/5/2026Rockport Wealth LLC4,095$215K0.0%-55.9%0.006%
5/5/2026D.A. Davidson & CO.118,673$6.24M0.0%+0.9%0.169%
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%
5/5/2026Sigma Planning Corp6,272$330K0.0%-12.4%0.009%
5/5/2026Avantax Planning Partners Inc.233,065$12.25M0.3%+2.6%0.331%
5/4/2026Chicago Partners Investment Group LLC32,649$1.80M0.0%-1.1%0.046%
5/4/2026Team Financial Group LLC14,345$754K0.3%-2.0%0.020%


DON Institutional Ownership - Frequently Asked Questions

During the previous two years, 470 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 ($386.91K), Bank of America Corp DE ($366.17K), and Corient Private Wealth LLC ($325.26K).

Institutional investors have bought a total of 3,717,349 shares in the last 24 months. This purchase volume represents approximately $194.96M in transactions.

Of the 179 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 3,553,064 shares in the last 24 months. This volume of shares sold represents approximately $186.40M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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