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

WisdomTree U.S. MidCap Dividend Fund logo
$51.22 -0.58 (-1.12%)
Closing price 02/21/2025 04:10 PM Eastern
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$51.22 0.00 (-0.01%)
As of 02/21/2025 04:32 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)
233
Total
Institutional Inflows
(last 12 months)
$350.00M
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$137.20M
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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
2/18/2025 Focus Partners Advisor Solutions LLC67,443$3.44M0.1%+459.4%0.090%
2/17/2025 Waverly Advisors LLC18,494$943K0.0%-4.4%0.025%
2/17/2025 Royal Bank of Canada756,976$38.58M0.0%+0.4%1.013%
2/17/2025 Private Capital Management LLC77,031$3.93M0.4%-3.7%0.103%
2/17/2025 Focus Partners Wealth228,543$11.65M0.0%N/A0.306%
2/17/2025 EP Wealth Advisors LLC31,998$1.63M0.0%+4.4%0.043%
2/17/2025 CoreCap Advisors LLC3,437$175K0.0%-25.9%0.005%
2/17/2025 Cetera Investment Advisers515,904$26.30M0.1%-1.0%0.691%
2/17/2025 Blue Capital Inc.16,420$837K0.6%N/A0.022%
2/17/2025 Cahill Financial Advisors Inc.71,579$3.65M0.5%+3.1%0.096%
2/17/2025 Captrust Financial Advisors83,809$4.27M0.0%-1.5%0.112%
2/17/2025 Baird Financial Group Inc.454,793$23.18M0.0%+2.0%0.609%
2/17/2025 Bank of America Corp DE4,507,537$229.75M0.0%+2.8%6.034%
2/17/2025 Benjamin Edwards Inc.28,271$1.44M0.0%+3.6%0.038%
2/17/2025 BIP Wealth LLC53,505$2.73M0.2%-3.3%0.072%
2/17/2025 Ameriprise Financial Inc.1,470,854$74.98M0.0%+1.3%1.969%
2/17/2025 Ancora Advisors LLC10,545$537K0.0%-1.9%0.014%
2/14/2025 Mercer Global Advisors Inc. ADV299,095$15.25M0.0%-2.2%0.400%
2/14/2025 FAS Wealth Partners Inc.128,786$6.56M0.6%-3.9%0.172%
2/14/2025 Jane Street Group LLC18,074$921K0.0%N/A0.024%
2/14/2025 Lido Advisors LLC290,157$14.79M0.1%+1,887.9%0.388%
2/14/2025 Northern Trust Corp36,304$1.85M0.0%-2.3%0.049%
2/14/2025 Beacon Pointe Advisors LLC58,158$2.96M0.0%+2.6%0.078%
2/14/2025 Betterment LLC12,194$622K0.0%-3.5%0.016%
2/14/2025 Berger Financial Group Inc4,519$230K0.0%-11.5%0.006%
2/14/2025 Prosperity Consulting Group LLC45,524$2.32M0.2%-2.0%0.061%
2/14/2025 Coldstream Capital Management Inc.528,326$26.93M0.6%-2.7%0.707%
2/14/2025 Arkos Global Advisors15,541$792K0.1%-5.0%0.021%
2/14/2025 Kovitz Investment Group Partners LLC5,739$293K0.0%N/A0.008%
2/14/2025 Susquehanna International Group LLP58,383$2.98M0.0%+88.8%0.078%
2/14/2025 IHT Wealth Management LLC22,483$1.15M0.0%+2.4%0.030%
2/14/2025 Stifel Financial Corp312,639$15.94M0.0%+5.0%0.419%
2/14/2025 TD Waterhouse Canada Inc.90,109$4.59M0.0%+18.6%0.121%
2/14/2025 Transce3nd LLC1,377$70K0.0%N/A0.002%
2/14/2025 Trajan Wealth LLC431,033$21.97M1.2%-2.0%0.577%
2/14/2025 MML Investors Services LLC128,890$6.57M0.0%-5.1%0.173%
2/14/2025 Curi RMB Capital LLC182,997$9.33M0.2%-0.3%0.245%
2/14/2025 Concourse Financial Group Securities Inc.87,117$4.58M0.3%-1.8%0.117%
2/14/2025 Cadence Bank30,804$1.57M0.1%-1.2%0.041%
2/13/2025 NewEdge Advisors LLC6,073$310K0.0%-45.4%0.008%
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2/13/2025 Resurgent Financial Advisors LLC29,293$1.49M0.9%+2.3%0.039%
2/13/2025 United Capital Financial Advisors LLC64,083$3.27M0.0%-4.8%0.086%
2/13/2025 Defined Financial Planning LLC50,997$2.60M2.8%N/A0.068%
2/13/2025 Mariner LLC140,903$7.18M0.0%-8.7%0.189%
2/13/2025 Trustmark National Bank Trust Department15,078$769K0.1%-4.1%0.020%
2/13/2025 Synovus Financial Corp6,457$329K0.0%-42.7%0.009%
2/13/2025 Townsquare Capital LLC4,338$221K0.0%N/A0.006%
2/13/2025 Crux Wealth Advisors4,444$227K0.1%N/A0.006%
2/13/2025 Rockefeller Capital Management L.P.243,227$12.40M0.0%+9.9%0.326%
2/13/2025 Heritage Trust Co13,624$694K0.1%N/A0.018%
2/13/2025 Argent Trust Co38,848$1.98M0.1%+7.4%0.052%
2/13/2025 Renaissance Technologies LLC13,900$708K0.0%N/A0.019%
2/13/2025 Bank of Montreal Can112,624$5.74M0.0%+223.7%0.151%
2/13/2025 Cerity Partners LLC19,067$972K0.0%+44.8%0.026%
2/13/2025 Envestnet Asset Management Inc.399,423$20.36M0.0%-2.2%0.535%
2/13/2025 Wells Fargo & Company MN1,094,422$55.78M0.0%+1.3%1.465%
2/12/2025 World Investment Advisors6,756$344K0.0%N/A0.009%
2/12/2025 Huntington National Bank334,934$17.07M0.1%+1.4%0.448%
2/12/2025 Kiely Wealth Advisory Group Inc.29,296$1.51M1.0%+322.5%0.039%
2/12/2025 Invenio Wealth Partners LLC191,051$9.74M4.1%-11.3%0.256%
2/12/2025 National Bank of Canada FI660$34K0.0%-31.3%0.001%
2/12/2025 O Shaughnessy Asset Management LLC15,117$771K0.0%+22.0%0.020%
2/12/2025 Biondo Investment Advisors LLC29,603$1.51M0.2%-1.1%0.040%
2/12/2025 Frazier Financial Advisors LLC89,090$4.53M3.6%-1.7%0.119%
2/12/2025 AssuredPartners Investment Advisors LLC12,521$638K0.1%N/A0.017%
2/12/2025 JPMorgan Chase & Co.306,136$15.60M0.0%-6.7%0.410%
2/12/2025 Worth Financial Advisory Group LLC5,431$277K0.2%+8.0%0.007%
2/12/2025 Financial Counselors Inc.69,247$3.53M0.1%-5.4%0.093%
2/11/2025 Signature Estate & Investment Advisors LLC99,151$5.05M0.1%+73.9%0.133%
2/11/2025 TIAA Trust National Association5,236$267K0.0%+17.5%0.007%
2/11/2025 Modern Wealth Management LLC188,587$9.74M0.3%-5.4%0.252%
2/11/2025 LPL Financial LLC2,080,768$106.06M0.0%-13.6%2.785%
2/11/2025 Vestor Capital LLC64,776$3.30M0.3%+1.5%0.087%
2/11/2025 HUB Investment Partners LLC5,866$299K0.0%-4.4%0.008%
2/11/2025 Sandy Spring Bank525,366$26.78M1.1%-9.9%0.703%
2/10/2025 Clearwater Capital Advisors LLC6,035$308K0.0%-25.6%0.008%
2/10/2025 SouthState Corp54,820$2.79M0.2%+116.1%0.073%
2/10/2025 Creative Financial Designs Inc. ADV839$43K0.0%-28.7%0.001%
2/10/2025 GLOBALT Investments LLC GA45,534$2.32M0.1%-2.9%0.061%
2/10/2025 Diversified Enterprises LLC5,979$305K0.0%+16.8%0.008%
2/10/2025 Natixis Advisors LLC34,638$1.77M0.0%+10.9%0.046%
2/10/2025 JPL Wealth Management LLC83,973$4.28M1.2%N/A0.112%
2/10/2025 Commonwealth Equity Services LLC838,639$42.75M0.1%+4.0%1.123%
2/10/2025 IAG Wealth Partners LLC479,156$24.42M4.3%-2.2%0.641%
2/10/2025 Wintrust Investments LLC886$45K0.0%-64.7%0.001%
2/10/2025 Avantax Advisory Services Inc.29,449$1.50M0.0%+31.3%0.039%
2/7/2025 Sequoia Financial Advisors LLC4,513$230K0.0%-4.2%0.006%
2/7/2025 Cascade Financial Partners LLC93,488$4.77M0.6%+1.0%0.125%
2/7/2025 Avantax Planning Partners Inc.230,089$11.73M0.4%-2.4%0.308%
2/7/2025 Founders Financial Alliance LLC49,344$2.52M0.7%+4.2%0.066%
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2/7/2025 Citizens Financial Group Inc. RI8,221$419K0.0%+8.0%0.011%
2/7/2025 Independent Advisor Alliance61,641$3.14M0.0%N/A0.083%
2/7/2025 Johnson Investment Counsel Inc.14,893$759K0.0%-3.3%0.020%
2/7/2025 Midland Wealth Advisors LLC55,027$2.81M0.2%-2.9%0.074%
2/7/2025 New Insight Wealth Advisors11,785$601K0.3%+43.8%0.016%
2/7/2025 NBT Bank N A NY70,499$3.59M0.3%+2.8%0.094%
2/7/2025 Larson Financial Group LLC30,993$1.58M0.1%+2.8%0.041%
2/7/2025 PNC Financial Services Group Inc.4,664$238K0.0%-35.9%0.006%
2/7/2025 Berkshire Asset Management LLC PA4,257$224K0.0%N/A0.006%
2/7/2025 Destination Wealth Management228,287$11.64M0.4%-2.9%0.306%
(Data available from 1/1/2016 forward)

DON Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DON shares?

During the previous two years, 431 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Dividend Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($23.36B), Bank of America Corp DE ($229.75M), LPL Financial LLC ($106.06M), Linscomb Wealth Inc. ($93.75M), Linscomb & Williams Inc. ($87.89M), Creative Planning ($80.45M), and Ameriprise Financial Inc. ($74.98M).Learn more on DON's institutional investors.

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

Of the 351 institutional investors that purchased WisdomTree U.S. MidCap Dividend Fund 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), LPL Financial LLC ($988.52K), Strategic Financial Concepts LLC ($655.20K), Cetera Investment Advisers ($448.14K), Stonebridge Financial Group LLC ($324.47K), Lido Advisors LLC ($280.27K), and Precedent Wealth Partners LLC ($268.57K).

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

Institutional investors have bought a total of 11,988,689 shares in the last 24 months. This purchase volume represents approximately $563.39M in transactions.

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

Of the 267 institutional investors that sold WisdomTree U.S. MidCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($433.61K), LPL Financial LLC ($416.38K), Soltis Investment Advisors LLC ($362.19K), Cambridge Investment Research Advisors Inc. ($299.77K), JNBA Financial Advisors ($266.61K), Linscomb & Williams Inc. ($228.46K), and Vestor Capital LLC ($132.47K).

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

Institutional investors have sold a total of 5,583,451 shares in the last 24 months. This volume of shares sold represents approximately $256.06M in transactions.


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This page (NYSEARCA:DON) was last updated on 2/22/2025 by MarketBeat.com Staff
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