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

WisdomTree U.S. MidCap Dividend Fund logo
$46.24 +0.59 (+1.29%)
As of 04/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
230
Total
Institutional Inflows
(last 12 months)
$360.46M
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$144.14M
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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
4/17/2025NBT Bank N A NY70,775$3.51M0.3%+0.4%0.097%
4/17/2025Vicus Capital15,493$767K0.1%-7.1%0.021%
4/17/2025Precedent Wealth Partners LLC267,655$13.25M3.7%+8.2%0.366%
4/17/2025Janney Montgomery Scott LLC126,552$6.27M0.0%-13.4%0.173%
4/17/2025RiverTree Advisors LLC21,507$1.07M0.7%N/A0.029%
4/17/2025Howard Bailey Securities LLC70,122$3.47M1.4%-23.6%0.096%
4/17/2025Pacific Sun Financial Corp23,305$1.15M0.7%+2.6%0.032%
4/17/2025Ritholtz Wealth Management4,105$203K0.0%-14.4%0.006%
4/17/2025Dynamic Advisor Solutions LLC145,105$7.19M0.2%N/A0.198%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC54,140$2.68M0.1%-2.8%0.074%
4/16/2025 IAG Wealth Partners LLC484,966$24.02M3.7%+1.2%0.663%
4/16/2025 Wealth Enhancement Advisory Services LLC231,718$11.48M0.0%-3.9%0.317%
4/16/2025 Stock Yards Bank & Trust Co.43,796$2.17M0.1%-20.2%0.060%
4/16/2025 Goldstone Financial Group LLC167,021$8.27M1.3%+4.2%0.228%
4/16/2025 Powers Advisory Group LLC45,736$2.27M1.1%-3.8%0.062%
4/16/2025 Founders Grove Wealth Partners LLC62,115$3.08M0.9%-1.0%0.085%
4/16/2025 Defined Financial Planning LLC54,288$2.70M2.7%+6.5%0.074%
4/15/2025 Fifth Third Bancorp1,307$65K0.0%N/A0.002%
4/15/2025 Alpha Omega Wealth Management LLC5,460$270K0.1%+12.9%0.007%
4/15/2025 Capital Advisory Group Advisory Services LLC17,336$858K0.3%+17.9%0.024%
4/15/2025 Focus Financial Network Inc.16,688$826K0.0%-3.5%0.023%
4/15/2025 CX Institutional153,470$7.60M0.3%-0.7%0.210%
4/15/2025 Wealthcare Advisory Partners LLC63,064$3.12M0.1%-2.8%0.086%
4/14/2025 Midland Wealth Advisors LLC52,949$2.62M0.2%-3.8%0.072%
4/14/2025 Farther Finance Advisors LLC1,405$70K0.0%+68.7%0.002%
4/14/2025 NewSquare Capital LLC22,190$1.10M0.1%+1.1%0.030%
4/14/2025 Wesbanco Bank Inc.28,596$1.42M0.0%+5.6%0.039%
4/14/2025 Park Avenue Securities LLC14,619$724K0.0%+78.0%0.020%
4/14/2025 Wealthcare Capital Partners LLC20,109$996K0.5%+7.1%0.027%
4/14/2025 Miracle Mile Advisors LLC23,174$1.15M0.0%-4.7%0.032%
4/14/2025 Patriot Financial Group Insurance Agency LLC4,353$216K0.0%-15.4%0.006%
4/14/2025 FFG Retirement Advisors LLC31,152$1.54M1.1%-2.1%0.043%
4/11/2025 Oxinas Partners Wealth Management LLC40,004$1.98M1.2%+25.9%0.055%
4/11/2025 Melone Private Wealth LLC326,789$16.18M8.5%+1.8%0.446%
4/11/2025 Insight Advisors LLC PA5,643$279K0.0%-63.5%0.008%
4/10/2025 HF Advisory Group LLC39,786$1.97M0.9%+7.1%0.054%
4/10/2025 Beacon Financial Group111,660$5.53M0.6%-10.7%0.153%
4/10/2025 Long Run Wealth Advisors LLC104,587$5.18M1.2%+20.6%0.143%
4/10/2025 Financial Advisory Partners LLC28,368$1.41M0.5%-10.7%0.039%
4/9/2025 RFG Advisory LLC6,849$339K0.0%-5.4%0.009%
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4/9/2025 Merit Financial Group LLC36,286$1.80M0.0%+2.3%0.050%
4/9/2025 Harbor Investment Advisory LLC28,453$1.41M0.1%-2.9%0.039%
4/9/2025 NBC Securities Inc.10,574$523K0.0%+105,640.0%0.014%
4/8/2025 Marion Wealth Management261,885$12.97M3.5%+0.6%0.358%
4/8/2025 Rooted Wealth Advisors Inc.10,197$505K0.2%+90.8%0.014%
4/8/2025 Weinberger Asset Management Inc5,270$261K0.1%-11.7%0.007%
4/8/2025 Investors Research Corp5,350$265K0.1%-6.1%0.007%
4/8/2025 New Hampshire Trust11,805$585K0.1%+3.6%0.016%
4/7/2025 GAMMA Investing LLC941$47K0.0%+431.6%0.001%
4/3/2025 First Hawaiian Bank143,805$7.12M0.4%-25.5%0.196%
3/28/2025Berkeley Inc7,690$392K0.2%-51.3%0.011%
3/27/2025Milestone Asset Management Group LLC6,944$354K0.3%N/A0.009%
3/17/2025 Wealth Enhancement Advisory Services LLC241,232$12.30M0.0%+1.1%0.330%
3/12/2025Centaurus Financial Inc.30,379$1.55M0.1%-16.8%0.041%
3/5/2025Financial Insights Inc.62,455$3.18M1.2%-4.3%0.085%
2/25/2025Heck Capital Advisors LLC750$38K0.0%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.11,225$572K0.0%-13.1%0.015%
2/25/2025Armis Advisers LLC7,301$372K0.0%N/A0.010%
2/24/2025Great Valley Advisor Group Inc.31,823$1.62M0.0%+0.9%0.043%
2/24/2025Ameriflex Group Inc.821$43K0.0%N/A0.001%
2/24/2025United Advisor Group LLC138,257$7.05M1.4%+11.3%0.185%
2/18/2025Focus Partners Advisor Solutions LLC67,443$3.44M0.1%+459.4%0.090%
2/17/2025Waverly Advisors LLC18,494$943K0.0%-4.4%0.025%
2/17/2025Royal Bank of Canada756,976$38.58M0.0%+0.4%1.013%
2/17/2025Private Capital Management LLC77,031$3.93M0.4%-3.7%0.103%
2/17/2025Focus Partners Wealth228,543$11.65M0.0%N/A0.306%
2/17/2025EP Wealth Advisors LLC31,998$1.63M0.0%+4.4%0.043%
2/17/2025CoreCap Advisors LLC3,437$175K0.0%-25.9%0.005%
2/17/2025Cetera Investment Advisers515,904$26.30M0.1%-1.0%0.691%
2/17/2025Blue Capital Inc.16,420$837K0.6%N/A0.022%
2/17/2025Cahill Financial Advisors Inc.71,579$3.65M0.5%+3.1%0.096%
2/17/2025Captrust Financial Advisors83,809$4.27M0.0%-1.5%0.112%
2/17/2025Baird Financial Group Inc.454,793$23.18M0.0%+2.0%0.609%
2/17/2025Bank of America Corp DE4,507,537$229.75M0.0%+2.8%6.034%
2/17/2025Benjamin Edwards Inc.28,271$1.44M0.0%+3.6%0.038%
2/17/2025BIP Wealth LLC53,505$2.73M0.2%-3.3%0.072%
2/17/2025Ameriprise Financial Inc.1,470,854$74.98M0.0%+1.3%1.969%
2/17/2025Ancora Advisors LLC10,545$537K0.0%-1.9%0.014%
2/14/2025Mercer Global Advisors Inc. ADV299,095$15.25M0.0%-2.2%0.400%
2/14/2025FAS Wealth Partners Inc.128,786$6.56M0.6%-3.9%0.172%
2/14/2025Jane Street Group LLC18,074$921K0.0%N/A0.024%
2/14/2025Lido Advisors LLC290,157$14.79M0.1%+1,887.9%0.388%
2/14/2025Northern Trust Corp36,304$1.85M0.0%-2.3%0.049%
2/14/2025Beacon Pointe Advisors LLC58,158$2.96M0.0%+2.6%0.078%
2/14/2025Betterment LLC12,194$622K0.0%-3.5%0.016%
2/14/2025Berger Financial Group Inc4,519$230K0.0%-11.5%0.006%
2/14/2025Prosperity Consulting Group LLC45,524$2.32M0.2%-2.0%0.061%
2/14/2025Coldstream Capital Management Inc.528,326$26.93M0.6%-2.7%0.707%
2/14/2025Arkos Global Advisors15,541$792K0.1%-5.0%0.021%
2/14/2025Kovitz Investment Group Partners LLC5,739$293K0.0%N/A0.008%
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2/14/2025Susquehanna International Group LLP58,383$2.98M0.0%+88.8%0.078%
2/14/2025IHT Wealth Management LLC22,483$1.15M0.0%+2.4%0.030%
2/14/2025Stifel Financial Corp312,639$15.94M0.0%+5.0%0.419%
2/14/2025TD Waterhouse Canada Inc.90,109$4.59M0.0%+18.6%0.121%
2/14/2025Transce3nd LLC1,377$70K0.0%N/A0.002%
2/14/2025Trajan Wealth LLC431,033$21.97M1.2%-2.0%0.577%
2/14/2025MML Investors Services LLC128,890$6.57M0.0%-5.1%0.173%
2/14/2025Curi RMB Capital LLC182,997$9.33M0.2%-0.3%0.245%
2/14/2025Concourse Financial Group Securities Inc.87,117$4.58M0.3%-1.8%0.117%
2/14/2025Cadence Bank30,804$1.57M0.1%-1.2%0.041%
(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, 436 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 354 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), Precedent Wealth Partners LLC ($288.91K), and Lido Advisors LLC ($280.27K).

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

Institutional investors have bought a total of 12,146,224 shares in the last 24 months. This purchase volume represents approximately $572.48M in transactions.

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

Of the 270 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 5,725,434 shares in the last 24 months. This volume of shares sold represents approximately $263.39M in transactions.


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This page (NYSEARCA:DON) was last updated on 4/18/2025 by MarketBeat.com Staff
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