WISDOMTREE US MIDCAP DIVIDEN (DON) Top Institutional Shareholders
WISDOMTREE US MIDCAP DIVIDEN (DON) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.07B in DON holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of DON tracked by InsiderSet, reporting ownership valued at approximately $244.08M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $258.29M, representing an estimated gain of +5.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed DON value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Ubs Group Ag, and several other long-term asset managers with concentrated positions in WISDOMTREE US MIDCAP DIVIDEN (DON).
This page ranks the largest institutional DON shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
459
Total Reported Value
$2.07B
Largest Holder
Bank Of America Corp
Largest Position
$244.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 4,645,518 | $244,075,503 | $258,290,801 | +$14,215,298 | +5.82% | |
| Morgan Stanley | 0.01% | 2,390,779 | $125,611,570 | $132,927,312 | +$7,315,742 | +5.82% | |
| Ubs Group Ag | 0.02% | 1,883,131 | $98,939,702 | $104,702,084 | +$5,762,382 | +5.82% | |
| Lpl Financial Llc | 0.03% | 1,848,389 | $97,114,352 | $102,770,428 | +$5,656,076 | +5.82% | |
| Jones Financial Companies Lllp | 0.04% | 1,658,884 | $85,772,671 | $92,233,950 | +$6,461,279 | +7.53% | |
| Linscomb Wealth, Inc. | 3.69% | 1,578,807 | $82,950,499 | $87,781,669 | +$4,831,170 | +5.82% | |
| Creative Planning | 0.05% | 1,518,247 | $79,768,685 | $84,414,533 | +$4,645,848 | +5.82% | |
| Ameriprise Financial Inc | 0.02% | 1,353,416 | $71,103,423 | $75,249,930 | +$4,146,507 | +5.83% | |
| Raymond James Financial Inc | 0.02% | 1,003,719 | $52,735,371 | $55,806,776 | +$3,071,405 | +5.82% | |
| Wells Fargo & Company/Mn | 0.01% | 1,001,100 | $52,597,812 | $55,661,160 | +$3,063,348 | +5.82% | |
| Mercer Global Advisors Inc | 0.06% | 712,930 | $37,457,325 | $39,638,908 | +$2,181,583 | +5.82% | |
| Royal Bank Of Canada | 0.01% | 526,235 | $27,648,000 | $29,258,666 | +$1,610,666 | +5.83% | |
| Commonwealth Equity Services, Llc | 0.04% | 520,381 | $27,340,831 | $28,933,184 | +$1,592,353 | +5.82% | |
| Keybank National Association/Oh | 0.10% | 512,431 | $26,923,139 | $28,491,164 | +$1,568,025 | +5.82% | |
| Iag Wealth Partners, Llc | 2.94% | 500,699 | $26,306,715 | $27,838,864 | +$1,532,149 | +5.82% | |
| Cetera Investment Advisers | 0.03% | 466,862 | $24,528,938 | $25,957,527 | +$1,428,589 | +5.82% | |
| Coldstream Capital Management Inc | 0.30% | 465,970 | $24,482,066 | $25,907,932 | +$1,425,866 | +5.82% | |
| Osaic Holdings, Inc. | 0.03% | 405,679 | $21,315,359 | $22,555,752 | +$1,240,393 | +5.82% | |
| Stonebridge Financial Group, Llc | 1.68% | 388,062 | $20,388,763 | $21,576,247 | +$1,187,484 | +5.82% | |
| Trajan Wealth Llc | 0.77% | 365,015 | $19,177,900 | $20,294,834 | +$1,116,934 | +5.82% | |
| Kestra Advisory Services, Llc | 0.07% | 364,806 | $19,166,926 | $20,283,214 | +$1,116,288 | +5.82% | |
| Ae Wealth Management Llc | 0.10% | 357,738 | $18,795,505 | $19,890,233 | +$1,094,728 | +5.82% | |
| Huntington National Bank | 0.10% | 357,562 | $18,786,309 | $19,880,447 | +$1,094,138 | +5.82% | |
| Baird Financial Group, Inc. | 0.03% | 354,423 | $18,621,384 | $19,705,919 | +$1,084,535 | +5.82% | |
| Mai Capital Management | 0.10% | 328,941 | $17,282,573 | $18,289,120 | +$1,006,547 | +5.82% | |
| Stifel Financial Corp | 0.01% | 304,356 | $15,990,901 | $16,922,194 | +$931,293 | +5.82% | |
| Marion Wealth Management | 3.50% | 299,971 | $15,760,459 | $16,678,388 | +$917,929 | +5.82% | |
| Hightower Advisors, Llc | 0.02% | 295,524 | $15,526,764 | $16,431,134 | +$904,370 | +5.82% | |
| Eastern Bank | 0.25% | 275,531 | $14,476,399 | $15,319,524 | +$843,125 | +5.82% | |
| Rockefeller Capital Management L.P. | 0.03% | 274,964 | $14,446,623 | $15,287,998 | +$841,375 | +5.82% | |
| Focus Partners Wealth | 0.02% | 263,494 | $13,844,019 | $14,650,266 | +$806,247 | +5.82% | |
| Lido Advisors, Llc | 0.05% | 253,829 | $13,336,238 | $14,112,892 | +$776,654 | +5.82% | |
| Atlantic Union Bankshares Corp | 0.24% | 241,866 | $12,707,640 | $13,447,750 | +$740,110 | +5.82% | |
| Concord Wealth Partners | 1.62% | 237,162 | $12,460,479 | $13,186,207 | +$725,728 | +5.82% | |
| Destination Wealth Management | 0.32% | 236,414 | $12,421,200 | $13,144,618 | +$723,418 | +5.82% | |
| Avantax Planning Partners, Inc. | 0.34% | 233,065 | $12,245,238 | $12,958,414 | +$713,176 | +5.82% | |
| Avidian Wealth Enterprises, Llc | 0.39% | 231,196 | $12,147,021 | $12,854,498 | +$707,477 | +5.82% | |
| Precedent Wealth Partners, Llc | 2.43% | 231,191 | $12,146,781 | $12,854,220 | +$707,439 | +5.82% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 226,934 | $11,923,141 | $12,617,530 | +$694,389 | +5.82% | |
| Curi Capital, Llc | 0.21% | 221,372 | $11,630,899 | $12,308,283 | +$677,384 | +5.82% | |
| Lee-Kelleher Wealth Management | 6.92% | 221,346 | $11,629,534 | $12,306,838 | +$677,304 | +5.82% | |
| Mariner, Llc | 0.01% | 183,155 | $9,622,941 | $10,183,418 | +$560,477 | +5.82% | |
| Concord Asset Management, Llc/Va | 1.54% | 172,926 | $9,085,520 | $9,614,686 | +$529,166 | +5.82% | |
| Farther Finance Advisors, Llc | 0.08% | 167,577 | $8,841,351 | $9,317,281 | +$475,930 | +5.38% | |
| Goldstone Financial Group, Llc | 0.92% | 161,651 | $8,493,137 | $8,987,796 | +$494,659 | +5.82% | |
| Dynamic Advisor Solutions Llc | 0.27% | 161,013 | $8,459,626 | $8,952,323 | +$492,697 | +5.82% | |
| Bank Of New York Mellon Corp | 0.00% | 156,993 | $8,248,398 | $8,728,811 | +$480,413 | +5.82% | |
| Melone Private Wealth, Llc | 3.23% | 150,438 | $7,904,000 | $8,364,353 | +$460,353 | +5.82% | |
| Capital Investment Counsel, Llc | 1.05% | 145,594 | $7,649,501 | $8,095,026 | +$445,525 | +5.82% | |
| Cornerstone Wealth Management, Llc | 0.38% | 142,778 | $7,501,590 | $7,938,457 | +$436,867 | +5.82% |
Frequently asked questions about DON
Who owns the most DON stock?
The largest holders of DON are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US MIDCAP DIVIDEN (DON).
Is DON widely held by superinvestors?
Many widely followed stocks like DON appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DON is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.