WISDOMTREE US MIDCAP DIVIDEN (DON) Institutional Ownership

DON is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $216,255 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $216,255 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's DON position is now estimated to be worth approximately $228,849.6, representing an estimated gain of +5.82% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward WISDOMTREE US MIDCAP DIVIDEN (DON).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$216,2554,116
Q4 20251$229,6944,451
Q3 20251$251,4294,807
Q2 20251$240,9474,807
Q1 20251$223,5014,513
Q4 20242$938,52718,413
Q3 20241$240,9904,713
Q2 20241$220,4384,713
Q1 20241$229,8144,712
Q4 20232$215,61011,512
Q3 20232$235,46616,438
Q2 20231$241,1875,736
DON Institutional Ownership and 13F Activity Q1 2026 | InsiderSet