WISDOMTREE US MIDCAP DIVIDEN (DON) Institutional Ownership Changes & 13F Activity

WISDOMTREE US MIDCAP DIVIDEN (DON). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jones Financial Companies Lllp, Mercer Global Advisors Inc, Bank Of America Corp, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+1+0.0%31,111$1.76MQ2 2026Sep 09, 2026
Corient Private Wealth LlcBuy+118,236+198.8%177,698$10.04MQ2 2026Aug 27, 2026
Financial Insights, Inc.Sell-1,246-2.5%48,305$2.73MQ2 2026Aug 25, 2026
Mercer Global Advisors IncBuy+149,397+21.0%862,327$48.74MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-3,341-8.4%36,387$2.06MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-2,151-2.7%77,269$4.37MQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+9,585+24.4%48,835$2.76MQ2 2026Aug 17, 2026
Switchpoint Financial Planning, LlcBuy+3,7583,758$212.40KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-3,686-3.1%114,206$6.45MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-2,582-3.9%63,098$3.57MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,391,5301,391,530$78.65MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+168,011+10.1%1,826,895$103.72MQ2 2026Aug 14, 2026
Bank Of America CorpSell-123,152-2.7%4,522,366$255.60MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+110,422+710.8%125,957$7.12MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+105,197105,197$5.95MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+73,262+18.1%478,941$27.07MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+44,28744,287$2.50MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+33,067+3.3%1,036,786$58.60MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-23,827-50.1%23,713$1.34MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+12,532+16.7%87,443$4.94MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+11,50911,509$650.49KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+8,1288,128$459.39KQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-7,770-1.7%458,200$25.90MQ2 2026Aug 14, 2026
Curi Capital, LlcSell-6,842-3.1%214,530$12.13MQ2 2026Aug 14, 2026
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.Sell-6,000-17.4%28,503$1.61MQ2 2026Aug 14, 2026
Perspective Wealth Advisors LlcBuy+5,3755,375$303.80KQ2 2026Aug 14, 2026
&PartnersBuy+5,223+10.8%53,534$3.03MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-5,024-1.5%323,917$18.31MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+4,654+34.2%18,280$1.03MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+4,0334,033$227.00KQ2 2026Aug 14, 2026
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Frequently asked questions about DON activity

  • Which institutional owners are buying DON?

    Institutional owners buying DON include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DON activity?

    "Buy" means an investor increased their reported position in DON compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US MIDCAP DIVIDEN (DON) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DON increasing?

    Institutional interest in DON can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.