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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +1 | +0.0% | 31,111 | $1.76M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Buy | +118,236 | +198.8% | 177,698 | $10.04M | Q2 2026 | Aug 27, 2026 |
| Financial Insights, Inc. | Sell | -1,246 | -2.5% | 48,305 | $2.73M | Q2 2026 | Aug 25, 2026 |
| Mercer Global Advisors Inc | Buy | +149,397 | +21.0% | 862,327 | $48.74M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -3,341 | -8.4% | 36,387 | $2.06M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -2,151 | -2.7% | 77,269 | $4.37M | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Buy | +9,585 | +24.4% | 48,835 | $2.76M | Q2 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Buy | +3,758 | — | 3,758 | $212.40K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -3,686 | -3.1% | 114,206 | $6.45M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -2,582 | -3.9% | 63,098 | $3.57M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,391,530 | — | 1,391,530 | $78.65M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +168,011 | +10.1% | 1,826,895 | $103.72M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -123,152 | -2.7% | 4,522,366 | $255.60M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +110,422 | +710.8% | 125,957 | $7.12M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +105,197 | — | 105,197 | $5.95M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +73,262 | +18.1% | 478,941 | $27.07M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +44,287 | — | 44,287 | $2.50M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +33,067 | +3.3% | 1,036,786 | $58.60M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -23,827 | -50.1% | 23,713 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +12,532 | +16.7% | 87,443 | $4.94M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +11,509 | — | 11,509 | $650.49K | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +8,128 | — | 8,128 | $459.39K | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -7,770 | -1.7% | 458,200 | $25.90M | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Sell | -6,842 | -3.1% | 214,530 | $12.13M | Q2 2026 | Aug 14, 2026 |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | Sell | -6,000 | -17.4% | 28,503 | $1.61M | Q2 2026 | Aug 14, 2026 |
| Perspective Wealth Advisors Llc | Buy | +5,375 | — | 5,375 | $303.80K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +5,223 | +10.8% | 53,534 | $3.03M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -5,024 | -1.5% | 323,917 | $18.31M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +4,654 | +34.2% | 18,280 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +4,033 | — | 4,033 | $227.00K | Q2 2026 | Aug 14, 2026 |
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.