WISDOMTREE US MIDCAP DIVIDEN (DON) Institutional Ownership and Insiders Activity
WISDOMTREE US MIDCAP DIVIDEN (DON) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $232,637 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $232,637 in DON holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$232,637
Largest Holder
Sequoia Financial Advisors
Largest Position
$232,637
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$232,637
DON News
All news- Linscomb Wealth Inc Portfolio Changes Q2 2026
Aug 3, 2026 · valut.ai
- Marion Wealth Management: Significant ETF Purchases & Sales Observed for Q2 2026
Jul 18, 2026 · valut.ai
- Lee-Kelleher Wealth Management: Concentrated S&P Holdings and Selective ETF Purchases in Q2 2026
Jul 13, 2026 · valut.ai
- Three Bearings Fiduciary Advisors Increases Holdings Across Portfolio
Jul 12, 2026 · valut.ai
- Roan Capital Partners' Q2 2026 Portfolio Adjustments
Jul 12, 2026 · valut.ai
- Mjt & Associates Financial Advisory Group Inc. Adjusts Portfolio: Focus on Bonds, Dividends and Growth ETFs
Jul 9, 2026 · valut.ai
Related DON Institutional Insights:
- DON Institutional Ownership & Insiders Activity
- DON Institutional Ownership & 13F Activity
- DON Top Institutional Shareholders
- DON Institutional Buying Activity
- DON Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- DON Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings