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

WisdomTree U.S. MidCap Dividend Fund logo
$55.25 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$54.96 -0.29 (-0.52%)
As of 05/22/2026 05:28 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)
256
Total
Institutional Inflows
(last 12 months)
$235.10M
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$217.75M
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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
5/21/2026 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%
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%
5/18/2026 Sunbelt 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%
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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%
3/17/2026 Rockefeller 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%
3/9/2026 Corient Private Wealth LLC177,506$9.22M0.0%+388.2%0.250%
3/5/2026 Bayban486$25K0.0%N/A0.001%
3/4/2026 SHP Wealth Management16,638$859K0.1%N/A0.023%
2/19/2026 WealthPoint Financial LLC8,773$453K0.4%N/A0.012%
Musk's shopping list: batteries ✓ solar ✓ data ✓ power ___ (Ad)

Elon Musk has a clear pattern: when a supplier becomes mission-critical, he acquires it. He bought SolarCity for $2.6 billion and Twitter for $44 billion. Now one small company makes the equipment his Colossus supercomputer - a million GPUs consuming nearly $1 billion a month in power - cannot run without. Analyst Dylan Jovine has identified the name and ticker. For investors who own shares before a potential move, the math could be significant.tc pixel

See the stock Musk's acquisition pattern points to next
2/19/2026 Invesco 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%
2/19/2026 Corient Private Wealth LLC176,933$9.19M0.0%+386.6%0.250%
2/18/2026 Mercer Global Advisors Inc. ADV615,614$31.77M0.0%+7.4%0.868%
2/18/2026 Beacon 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%
2/18/2026 EP Wealth Advisors LLC26,579$1.37M0.0%N/A0.037%
2/18/2026 NewEdge Advisors LLC10,400$537K0.0%-3.6%0.015%
2/18/2026 Empowered Funds LLC2,297$119K0.0%N/A0.003%
2/18/2026 Cahill Financial Advisors Inc.85,752$4.43M0.4%+11.2%0.121%


DON Institutional Ownership - Frequently Asked Questions

During the previous two years, 475 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 376 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 4,576,302 shares in the last 24 months. This purchase volume represents approximately $235.10M 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), Modern Wealth Management LLC ($191.32K), Kestra Advisory Services LLC ($188.17K), and Commonwealth Equity Services LLC ($163.35K).

Institutional investors have sold a total of 4,215,428 shares in the last 24 months. This volume of shares sold represents approximately $217.75M in transactions.


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This page (NYSEARCA:DON) was last updated on 5/26/2026 by MarketBeat.com Staff.
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