WISDOMTREE US MIDCAP DIVIDEN (DON) Institutional Ownership and Insiders Activity
WISDOMTREE US MIDCAP DIVIDEN (DON) is widely held by institutional investors, with 467 firms reporting positions valued at approximately $2.17B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is the largest disclosed holder, reporting approximately $255.60M in DON holdings in its latest filing.
Institutional Holders
467
Total Reported Value
$2.17B
Largest Holder
Bank Of America Corp
Largest Position
$255.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
42
Top Institutional Owners
View allInvestorReported Balance
- Bank Of America Corp$255.60M
- Morgan Stanley$139.90M
- Ubs Group Ag$105.41M
- Jones Financial Companies Lllp$103.72M
- Lpl Financial Llc$99.66M
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