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

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Closing price 06/12/2026 04:10 PM Eastern

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As of 06/12/2026 04:10 PM Eastern

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Number of Institutional Buyers (last 12 months): 258
Total Institutional Inflows (last 12 months): $235.61M

Number of Institutional Sellers (last 12 months): 202
Total Institutional Outflows (last 12 months): $205.83M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/11/2026	Three Bearings Fiduciary Advisors Inc.	283,315	$14.89M	14.4%	+0.3%	0.403%
6/10/2026	FAS Wealth Partners Inc.	147,837	$7.77M	0.5%	+4.0%	0.210%
6/8/2026	Farmers National Bank	43,033	$2.26M	0.5%	+3.2%	0.061%
6/1/2026	Keel Point LLC	13,940	$732K	0.0%	N/A	0.020%
5/21/2026	Compass Capital Management Inc.	4,000	$210K	0.0%	N/A	0.006%
5/21/2026	Vestor Capital LLC	71,961	$3.78M	0.3%	+42,230.0%	0.102%
5/19/2026	Western Wealth Management LLC	13,548	$712K	0.0%	+43.6%	0.019%
5/19/2026	NewEdge Advisors LLC	4,644	$244K	0.0%	-55.3%	0.007%
5/19/2026	Bank of America Corp DE	4,645,518	$244.08M	0.0%	-0.7%	6.603%
5/19/2026	Financial Insights Inc.	49,551	$2.60M	0.8%	-1.6%	0.070%
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5/19/2026	Arkadios Wealth Advisors	49,664	$2.61M	0.0%	+106.0%	0.071%
5/18/2026	Sunbelt Securities Inc.	10,488	$551K	0.0%	+9.2%	0.015%
5/18/2026	Royal Bank of Canada	526,235	$27.65M	0.0%	-7.9%	0.748%
5/16/2026	Quantinno Capital Management LP	22,815	$1.20M	0.0%	+256.2%	0.032%
5/15/2026	Waverly Advisors LLC	16,586	$871K	0.0%	-19.8%	0.024%
5/14/2026	Modern Wealth Management LLC	7,646	$403K	0.0%	-9.9%	0.011%
5/14/2026	Dickmeyer Boyce Financial Management Inc.	123,701	$6.50M	3.8%	N/A	0.176%
5/14/2026	Lido Advisors LLC	253,829	$13.34M	0.0%	-5.5%	0.361%
5/13/2026	Cetera Investment Advisers	466,862	$24.53M	0.0%	-15.0%	0.664%
5/13/2026	First Trust Advisors LP	7,509	$395K	0.0%	+38.0%	0.011%
5/8/2026	PNC Financial Services Group Inc.	3,514	$185K	0.0%	-22.2%	0.005%
5/7/2026	Ironwood Investment Counsel LLC	12,332	$648K	0.1%	-2.3%	0.018%
5/6/2026	MTM Investment Management LLC	3,596	$189K	0.1%	-23.1%	0.005%
5/6/2026	Gryphon Financial Partners LLC	17,848	$938K	0.1%	-3.2%	0.025%
5/6/2026	Modera Wealth Management LLC	110,358	$5.80M	0.1%	-5.6%	0.157%
5/6/2026	Bessemer Group Inc.	1,430	$75K	0.0%	+81.0%	0.002%
5/6/2026	Independent Financial Group LLC	5,262	$276K	0.0%	N/A	0.007%
5/6/2026	Prosperity Consulting Group LLC	38,061	$2M	0.1%	-1.5%	0.054%
5/6/2026	Frazier Financial Advisors LLC	91,791	$4.82M	2.7%	+1.0%	0.130%
5/5/2026	BCGM Wealth Management LLC	7,335	$385K	0.1%	-8.5%	0.010%
5/5/2026	Rockport Wealth LLC	4,095	$215K	0.0%	-55.9%	0.006%
5/5/2026	D.A. Davidson & CO.	118,673	$6.24M	0.0%	+0.9%	0.169%
5/5/2026	Bank of New York Mellon Corp	156,993	$8.25M	0.0%	-31.4%	0.223%
5/5/2026	Collaborative Wealth Managment Inc.	17,331	$911K	0.4%	-9.4%	0.025%
5/5/2026	Geneos Wealth Management Inc.	10,393	$546K	0.0%	+19.1%	0.015%
5/5/2026	SouthState Bank Corp	87,375	$4.59M	0.2%	-10.5%	0.124%
5/5/2026	Sigma Planning Corp	6,272	$330K	0.0%	-12.4%	0.009%
5/5/2026	Avantax Planning Partners Inc.	233,065	$12.25M	0.3%	+2.6%	0.331%
5/4/2026	Chicago Partners Investment Group LLC	32,649	$1.80M	0.0%	-1.1%	0.046%
5/4/2026	Team Financial Group LLC	14,345	$754K	0.3%	-2.0%	0.020%
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5/2/2026	Financial Advisory Partners LLC	35,077	$1.84M	0.5%	+9.0%	0.050%
5/1/2026	Midwest Trust Co	72,075	$3.79M	0.0%	+0.5%	0.102%
5/1/2026	Fifth Third Bancorp	28,979	$1.52M	0.0%	+1,487.0%	0.041%
5/1/2026	Sequoia Financial Advisors LLC	4,116	$216K	0.0%	-7.5%	0.006%
5/1/2026	Independence Bank of Kentucky	65,069	$3.42M	0.4%	-1.2%	0.092%
5/1/2026	DMC Group LLC	7,369	$387K	0.3%	N/A	0.010%
4/30/2026	Beacon Financial Group	84,993	$4.47M	0.4%	-2.3%	0.121%
4/30/2026	Kestra Advisory Services LLC	364,806	$19.17M	0.1%	-33.7%	0.519%
4/30/2026	IAG Wealth Partners LLC	500,699	$26.31M	2.9%	+1.5%	0.712%
4/30/2026	Farmers & Merchants Trust Co of Chambersburg PA	50,505	$2.65M	0.7%	+31.5%	0.072%
4/29/2026	Saxon Interests Inc.	10,182	$535K	0.2%	-16.7%	0.014%
4/29/2026	Marino Stram & Associates LLC	16,026	$842K	0.2%	-6.7%	0.023%
4/28/2026	DGS Capital Management LLC	6,468	$340K	0.1%	-5.5%	0.009%
4/28/2026	Ascentis Independent Advisors	1,081	$57K	0.0%	N/A	0.002%
4/28/2026	NBT Bank N A NY	66,732	$3.51M	0.2%	+46.7%	0.095%
4/28/2026	Koshinski Asset Management Inc.	7,825	$411K	0.0%	-5.2%	0.011%
4/27/2026	Apeiron RIA LLC	88,462	$4.65M	1.1%	-5.7%	0.126%
4/27/2026	HB Wealth Management LLC	12,848	$675K	0.0%	+3.0%	0.018%
4/27/2026	Plimoth Trust Co. LLC	8,653	$455K	0.1%	-8.0%	0.012%
4/27/2026	PFG Investments LLC	9,325	$490K	0.0%	-2.7%	0.013%
4/27/2026	BIP Wealth LLC	39,301	$2.07M	0.1%	-15.1%	0.056%
4/27/2026	World Investment Advisors	7,340	$386K	0.0%	-14.7%	0.010%
4/27/2026	Private Advisor Group LLC	47,760	$2.51M	0.0%	-6.3%	0.068%
4/27/2026	Elevation Point Wealth Partners LLC	4,379	$230K	0.0%	N/A	0.006%
4/25/2026	Keybank National Association OH	512,431	$26.92M	0.1%	+0.8%	0.728%
4/24/2026	Stock Yards Bank & Trust Co.	39,728	$2.09M	0.1%	-2.1%	0.056%
4/24/2026	Key Financial Inc	6,789	$357K	0.1%	-6.4%	0.010%
4/24/2026	Harbor Investment Advisory LLC	31,571	$1.66M	0.1%	+1.9%	0.045%
4/23/2026	Capital Investment Counsel LLC	145,594	$7.65M	1.0%	+3.5%	0.207%
4/23/2026	Intrua Financial LLC	56,750	$2.98M	0.3%	+5.2%	0.081%
4/23/2026	Simmons Bank	13,554	$712K	0.0%	-17.6%	0.019%
4/23/2026	Apollon Wealth Management LLC	38,896	$2.04M	0.0%	-22.0%	0.055%
4/23/2026	Pasadena Private Wealth LLC	18,057	$949K	0.1%	N/A	0.026%
4/23/2026	Vicus Capital	18,235	$958K	0.1%	-2.0%	0.026%
4/22/2026	Janney Montgomery Scott LLC	64,983	$3.41M	0.0%	-9.3%	0.092%
4/22/2026	Meridian Financial Advisors LLC	18,504	$972K	0.5%	-8.0%	0.026%
4/21/2026	Pinnacle Wealth Management Advisory Group LLC	12,976	$682K	0.0%	-6.4%	0.018%
4/21/2026	HF Advisory Group LLC	45,794	$2.41M	0.8%	+8.2%	0.065%
4/21/2026	Powers Advisory Group LLC	47,361	$2.49M	0.9%	+1.1%	0.067%
4/21/2026	Grey Ledge Advisors LLC	137,789	$7.24M	1.6%	+2.4%	0.195%
4/20/2026	Kestra Private Wealth Services LLC	7,059	$371K	0.0%	+20.7%	0.010%
4/20/2026	White Pine Investment CO	175,404	$9.22M	2.1%	+1.2%	0.249%
4/17/2026	Signal Advisors Wealth LLC	5,505	$289K	0.0%	+8.3%	0.008%
4/17/2026	Harbour Wealth Management Group Inc.	82,893	$4.36M	3.3%	+11.2%	0.118%
4/17/2026	Financial Management Network Inc.	24,413	$1.33M	0.2%	-22.4%	0.035%
4/17/2026	Capital Advisors Ltd. LLC	32,012	$1.68M	0.2%	+182.2%	0.045%
4/17/2026	CPC Advisors LLC	16,051	$843K	0.1%	-3.5%	0.023%
3/17/2026	Rockefeller Capital Management L.P.	275,013	$14.19M	0.0%	+0.4%	0.388%
3/13/2026	World Investment Advisors	8,605	$444K	0.0%	+5.4%	0.012%
3/12/2026	Farmers National Bank	41,713	$2.15M	0.5%	+1.2%	0.059%
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3/9/2026	Corient Private Wealth LLC	177,506	$9.22M	0.0%	+388.2%	0.250%
3/5/2026	Bayban	486	$25K	0.0%	N/A	0.001%
3/4/2026	SHP Wealth Management	16,638	$859K	0.1%	N/A	0.023%
2/19/2026	WealthPoint Financial LLC	8,773	$453K	0.4%	N/A	0.012%
2/19/2026	Invesco Ltd.	7,337	$379K	0.0%	-5.7%	0.010%
2/19/2026	Harbour Wealth Management Group Inc.	74,526	$3.85M	3.0%	N/A	0.105%
2/19/2026	Corient Private Wealth LLC	176,933	$9.19M	0.0%	+386.6%	0.250%
2/18/2026	Mercer Global Advisors Inc. ADV	615,614	$31.77M	0.0%	+7.4%	0.868%
2/18/2026	Beacon Pointe Advisors LLC	61,993	$3.20M	0.0%	-3.0%	0.087%
2/18/2026	FAS Wealth Partners Inc.	142,219	$7.34M	0.5%	+6.5%	0.201%

DON Institutional Ownership - Frequently Asked Questions

During the previous two years, 477 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), Strategic Financial Concepts LLC ($639.50K), LPL Financial LLC ($602.29K), Atlantic Union Bankshares Corp ($390.29K), Stonebridge Financial Group LLC ($371.54K), and Bank of America Corp DE ($366.17K).

Institutional investors have bought a total of 4,585,433 shares in the last 24 months. This purchase volume represents approximately $235.61M in transactions.

Of the 202 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), Bank of America Corp DE ($195.66K), Melone Private Wealth LLC ($191.60K), Kestra Advisory Services LLC ($188.17K), Commonwealth Equity Services LLC ($163.35K), and Ameriprise Financial Inc. ($139.65K).

Institutional investors have sold a total of 3,974,763 shares in the last 24 months. This volume of shares sold represents approximately $205.83M in transactions.

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This page (NYSEARCA:DON) was last updated on 6/15/2026 by MarketBeat.com Staff.

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

DON Institutional Buying and Selling by Quarter

WisdomTree U.S. MidCap Dividend Fund Major Shareholders & Ownership History

DON Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON)

DON Institutional Buying and Selling by Quarter

WisdomTree U.S. MidCap Dividend Fund Major Shareholders & Ownership History

DON Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DON shares?

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

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

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

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

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