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

WisdomTree U.S. MidCap Dividend Fund logo
$50.02 -0.59 (-1.17%)
Closing price 08/1/2025 04:10 PM Eastern
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$49.99 -0.03 (-0.06%)
As of 08/1/2025 04:10 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 Polygon.io. 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)
245
Total
Institutional Inflows
(last 12 months)
$403.50M
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$137.99M
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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
8/1/2025Anson Capital Inc.11,449$574K0.5%+4.2%0.016%
8/1/2025Capital Investment Counsel LLC132,870$6.66M1.0%+0.3%0.182%
8/1/2025Reliant Investment Partners LLC7,361$369K0.3%-9.2%0.010%
8/1/2025Ashton Thomas Private Wealth LLC5,542$278K0.0%N/A0.008%
8/1/2025Envestnet Asset Management Inc.376,878$18.89M0.0%+3.8%0.517%
7/31/2025Brighton Jones LLC5,735$287K0.0%+26.0%0.008%
7/31/2025BIP Wealth LLC46,976$2.35M0.1%-11.1%0.064%
7/31/2025GLOBALT Investments LLC GA19,457$975K0.0%-9.8%0.027%
7/31/2025Opes Wealth Management LLC29,525$1.48M0.3%+12.3%0.040%
7/30/2025 Patten Group Inc.7,109$356K0.1%-15.2%0.010%
7/30/2025 Exencial Wealth Advisors LLC14,933$748K0.0%-12.5%0.020%
7/30/2025 D.A. Davidson & CO.116,780$5.85M0.0%+3.0%0.160%
7/30/2025 Pacific Sun Financial Corp22,925$1.15M0.6%-1.6%0.031%
7/29/2025 Uhlmann Price Securities LLC7,530$377K0.3%-38.5%0.010%
7/29/2025 Salomon & Ludwin LLC44,141$2.27M0.2%-0.9%0.061%
7/29/2025 Chicago Partners Investment Group LLC36,751$1.90M0.1%-7.1%0.050%
7/29/2025 Signature Estate & Investment Advisors LLC88,078$4.41M0.1%-33.0%0.121%
7/29/2025 Koshinski Asset Management Inc.6,380$320K0.0%+5.8%0.009%
7/29/2025 Private Trust Co. NA7,687$385K0.0%-12.7%0.011%
7/28/2025 Harbour Investments Inc.32,674$1.64M0.0%+21.7%0.045%
7/28/2025 Frazier Financial Advisors LLC90,445$4.53M3.2%-2.1%0.124%
7/28/2025 Founders Grove Wealth Partners LLC60,011$3.01M0.8%-3.4%0.082%
7/28/2025 RFG Advisory LLC6,587$330K0.0%-3.8%0.009%
7/25/2025 NorthRock Partners LLC6,919$347K0.0%+124.7%0.009%
7/25/2025 Atria Wealth Solutions Inc.11,339$584K0.0%-83.0%0.016%
7/25/2025 Concord Asset Management LLC VA237,086$11.88M1.8%+51.4%0.325%
7/25/2025 Sequoia Financial Advisors LLC4,807$241K0.0%+6.5%0.007%
7/25/2025 Yarger Wealth Strategies LLC38,116$1.91M1.0%+0.7%0.052%
7/25/2025 Midwest Capital Advisors LLC4,255$213K0.1%-67.1%0.006%
7/25/2025 CWM LLC92,490$4.64M0.0%-1.0%0.127%
7/25/2025 Concurrent Investment Advisors LLC30,801$1.54M0.0%+1.9%0.042%
7/25/2025 Apollon Wealth Management LLC50,397$2.53M0.0%-1.6%0.069%
7/24/2025 West Bancorporation Inc.7,281$365K0.2%-6.4%0.010%
7/24/2025 JNBA Financial Advisors58,980$2.96M0.3%-6.3%0.081%
7/24/2025 JFS Wealth Advisors LLC101,306$5.08M0.3%-0.6%0.139%
7/24/2025 Stonebridge Financial Group LLC359,764$18.03M1.8%+6.9%0.493%
7/24/2025 Blair William & Co. IL5,958$299K0.0%+3.6%0.008%
7/24/2025 True Link Financial Advisors LLC20,286$1.02M0.1%-1.9%0.028%
7/24/2025 Leo Wealth LLC8,266$414K0.0%N/A0.011%
7/23/2025 NBT Bank N A NY67,044$3.36M0.2%-5.3%0.092%
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7/23/2025 Defined Financial Planning LLC65,375$3.29M2.9%+20.4%0.090%
7/22/2025 Duncan Williams Asset Management LLC4,484$225K0.0%N/A0.006%
7/22/2025 Plimoth Trust Co. LLC9,438$473K0.1%-3.2%0.013%
7/22/2025 Beacon Financial Advisory LLC6,245$313K0.1%-17.3%0.009%
7/22/2025 Kickstand Ventures LLC.4,484$225K0.1%-7.7%0.006%
7/22/2025 Wealthcare Capital Partners LLC22,792$1.14M0.6%+13.3%0.031%
7/22/2025 Wealthcare Advisory Partners LLC66,616$3.34M0.1%+5.6%0.091%
7/22/2025 Financial Insights Inc.55,296$2.77M1.0%-6.4%0.076%
7/22/2025 Apexium Financial LP21,676$1.09M0.1%-1.1%0.030%
7/21/2025 Precedent Wealth Partners LLC279,484$14.01M3.4%+4.4%0.383%
7/21/2025 Stock Yards Bank & Trust Co.41,741$2.09M0.1%-4.7%0.057%
7/21/2025 River Street Advisors LLC3,716$186K0.1%N/A0.005%
7/21/2025 TFG Advisers LLC64,340$3.23M1.1%-0.6%0.088%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC53,036$2.66M0.0%-2.0%0.073%
7/18/2025 Vicus Capital17,592$882K0.1%+13.5%0.024%
7/18/2025 Marino Stram & Associates LLC17,152$860K0.2%-1.4%0.023%
7/18/2025 Truist Financial Corp29,876$1.50M0.0%+3.6%0.041%
7/18/2025 Powers Advisory Group LLC46,073$2.31M1.0%+0.7%0.063%
7/17/2025 Centennial Wealth Advisory LLC11,084$555K0.2%+7.6%0.015%
7/17/2025 White Pine Investment CO165,549$8.30M2.1%-1.4%0.227%
7/17/2025 Janney Montgomery Scott LLC95,816$4.80M0.0%-24.3%0.131%
7/17/2025 Independence Bank of Kentucky65,984$3.31M0.5%-0.7%0.090%
7/17/2025 Chatham Capital Group Inc.7,000$351K0.1%N/A0.010%
7/16/2025 ORG Partners LLC44,325$2.26M0.5%+14.8%0.061%
7/16/2025 MJT & Associates Financial Advisory Group Inc.110,684$5.55M6.9%+2.0%0.152%
7/16/2025 New Insight Wealth Advisors12,140$608K0.3%-4.5%0.017%
7/16/2025 Octavia Wealth Advisors LLC17,052$855K0.1%-2.3%0.023%
7/16/2025 Meridian Financial LLC20,794$1.04M0.7%-2.8%0.028%
7/15/2025 Oxinas Partners Wealth Management LLC41,340$2.07M1.1%+3.3%0.057%
7/15/2025 Mather Group LLC.26,221$1.31M0.0%-1.7%0.036%
7/15/2025 IMS Capital Management23,735$1.19M0.6%N/A0.033%
7/15/2025 GSB Wealth Management LLC123,149$6.17M1.5%+12.5%0.169%
7/14/2025 Brady Martz Wealth Solutions LLC54,885$2.75M0.5%-2.1%0.075%
7/14/2025 Lee Kelleher Wealth Management190,705$9.56M6.4%+4.2%0.261%
7/14/2025 Financial Advisory Partners LLC31,204$1.56M0.5%+10.0%0.043%
7/14/2025 Park Avenue Securities LLC28,288$1.42M0.0%+93.5%0.039%
7/11/2025 Farther Finance Advisors LLC8,839$443K0.0%+529.1%0.012%
7/11/2025 CX Institutional163,539$8.20M0.3%+6.6%0.224%
7/11/2025 Kaydan Wealth Management Inc.19,444$975K0.3%-10.6%0.027%
7/10/2025 Oliver Lagore Vanvalin Investment Group851$42K0.0%N/A0.001%
7/10/2025 HF Advisory Group LLC38,519$1.93M0.8%-3.2%0.053%
7/10/2025 Envision Financial LLC40,032$2.01M1.3%-2.4%0.055%
7/10/2025 Weinberger Asset Management Inc5,012$251K0.1%-4.9%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC232,438$12.00M0.0%+0.3%0.318%
7/10/2025 Capital Advisory Group Advisory Services LLC5,628$282K0.1%-67.5%0.008%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA40,063$2.01M0.6%+25.1%0.055%
7/10/2025 Focus Financial Network Inc.17,548$879K0.0%+5.2%0.024%
7/10/2025 Financial Management Network Inc.37,644$1.94M0.3%+15.0%0.051%
7/9/2025 Dynamic Advisor Solutions LLC148,454$7.44M0.2%+2.3%0.203%
7/9/2025 Inspirion Wealth Advisors LLC93,084$4.67M0.6%-3.1%0.127%
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7/9/2025 Beacon Financial Group104,718$5.25M0.5%-6.2%0.143%
7/8/2025 Melone Private Wealth LLC334,530$16.72M8.6%+2.4%0.457%
7/8/2025 Goldstone Financial Group LLC174,349$9.00M1.2%+4.4%0.238%
7/7/2025 Wesbanco Bank Inc.30,615$1.53M0.0%+7.1%0.042%
7/7/2025 OMNI 360 Wealth Inc.25,227$1.26M0.6%+0.8%0.034%
7/3/2025 First Hawaiian Bank107,886$5.41M0.7%-25.0%0.147%
7/1/2025 Harbor Investment Advisory LLC29,073$1.46M0.1%+2.2%0.040%
6/27/2025Goldman Sachs Group Inc.11,635$576K0.0%N/A0.016%
6/4/2025 First Hawaiian Bank143,805$7.12M0.4%-25.5%0.196%
6/2/2025Modern Wealth Management LLC10,056$498K0.0%-94.9%0.014%
(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, 439 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 ($229.75M), LPL Financial LLC ($99.30M), Linscomb Wealth Inc. ($90.13M), Linscomb & Williams Inc. ($87.89M), Creative Planning ($80.45M), Ameriprise Financial Inc. ($75.10M), and UBS Group AG ($68.70M).Learn more on WisdomTree U.S. MidCap Dividend Fund's institutional investors.

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

Of the 348 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 ($825.98K), LPL Financial LLC ($814.86K), Strategic Financial Concepts LLC ($655.20K), Cetera Investment Advisers ($465.84K), Stonebridge Financial Group LLC ($359.76K), and Precedent Wealth Partners LLC ($300.74K).

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

Institutional investors have bought a total of 7,981,147 shares in the last 24 months. This purchase volume represents approximately $401.76M in transactions.

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

Of the 212 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: LPL Financial LLC ($404.39K), Modern Wealth Management LLC ($199.57K), Jones Financial Companies Lllp ($178.40K), First Hawaiian Bank ($156.85K), Private Advisor Group LLC ($116.39K), Signature Estate & Investment Advisors LLC ($104.12K), and Linscomb Wealth Inc. ($80.37K).

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

Institutional investors have sold a total of 2,749,122 shares in the last 24 months. This volume of shares sold represents approximately $138.13M in transactions.


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This page (NYSEARCA:DON) was last updated on 8/2/2025 by MarketBeat.com Staff
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