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

WisdomTree U.S. MidCap Dividend Fund logo
$57.55 +0.58 (+1.02%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$57.54 -0.01 (-0.02%)
As of 07/24/2026 07:34 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
252
Total
Institutional Inflows
(last 12 months)
$223.40M
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$212.11M
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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
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%
6/26/2026WealthPoint Financial LLC9,545$501K0.4%+8.8%0.014%
6/18/2026Western Wealth Management LLC13,548$712K0.0%+43.6%0.019%
6/11/2026 Three 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%
5/14/2026 Dickmeyer 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%
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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%
5/6/2026 Independent 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%
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%
5/4/2026 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%
5/1/2026Midwest Trust Co72,075$3.79M0.0%+0.5%0.102%
5/1/2026Fifth 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%
5/1/2026DMC Group LLC7,369$387K0.3%N/A0.010%
4/30/2026 Beacon Financial Group84,993$4.47M0.4%-2.3%0.121%
4/30/2026Kestra Advisory Services LLC364,806$19.17M0.1%-33.7%0.519%
4/30/2026IAG Wealth Partners LLC500,699$26.31M2.9%+1.5%0.712%
4/30/2026Farmers & Merchants Trust Co of Chambersburg PA50,505$2.65M0.7%+31.5%0.072%
4/29/2026Saxon Interests Inc.10,182$535K0.2%-16.7%0.014%
4/29/2026Marino Stram & Associates LLC16,026$842K0.2%-6.7%0.023%
4/28/2026DGS Capital Management LLC6,468$340K0.1%-5.5%0.009%
4/28/2026Ascentis Independent Advisors1,081$57K0.0%N/A0.002%
4/28/2026NBT Bank N A NY66,732$3.51M0.2%+46.7%0.095%
4/28/2026Koshinski 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%
4/27/2026HB Wealth Management LLC12,848$675K0.0%+3.0%0.018%
4/27/2026Plimoth Trust Co. LLC8,653$455K0.1%-8.0%0.012%
4/27/2026 PFG Investments LLC9,325$490K0.0%-2.7%0.013%
4/27/2026BIP Wealth LLC39,301$2.07M0.1%-15.1%0.056%
4/27/2026World Investment Advisors7,340$386K0.0%-14.7%0.010%
4/27/2026Private Advisor Group LLC47,760$2.51M0.0%-6.3%0.068%
4/27/2026Elevation Point Wealth Partners LLC4,379$230K0.0%N/A0.006%
4/25/2026Keybank National Association OH512,431$26.92M0.1%+0.8%0.728%
4/24/2026Stock Yards Bank & Trust Co.39,728$2.09M0.1%-2.1%0.056%
4/24/2026Key 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%
4/23/2026Intrua Financial LLC56,750$2.98M0.3%+5.2%0.081%
4/23/2026Simmons Bank13,554$712K0.0%-17.6%0.019%
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4/23/2026 Apollon Wealth Management LLC38,896$2.04M0.0%-22.0%0.055%
4/23/2026Pasadena Private Wealth LLC18,057$949K0.1%N/A0.026%
4/23/2026Vicus Capital18,235$958K0.1%-2.0%0.026%
4/22/2026Janney 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%
4/21/2026Pinnacle 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%
4/21/2026Powers Advisory Group LLC47,361$2.49M0.9%+1.1%0.067%
4/21/2026Grey Ledge Advisors LLC137,789$7.24M1.6%+2.4%0.195%
4/20/2026Kestra Private Wealth Services LLC7,059$371K0.0%+20.7%0.010%


DON Institutional Ownership - Frequently Asked Questions

During the previous two years, 472 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 377 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 ($380.23K), and Bank of America Corp DE ($366.17K).

Institutional investors have bought a total of 4,335,327 shares in the last 24 months. This purchase volume represents approximately $223.40M in transactions.

Of the 192 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 4,064,936 shares in the last 24 months. This volume of shares sold represents approximately $212.11M in transactions.


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This page (NYSEARCA:DON) was last updated on 7/25/2026 by MarketBeat.com Staff.
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