WISDOMTREE US MIDCAP DIVIDEN (DON) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.17B 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 $255.60M in its June 30, 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 $251.67M, representing an estimated loss of -1.54% 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
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
30
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% | 4,522,366 | $255,604,109 | $251,669,668 | -$3,934,441 | -1.54% | |
| Morgan Stanley | 0.01% | 2,475,172 | $139,896,820 | $137,743,322 | -$2,153,498 | -1.54% | |
| Ubs Group Ag | 0.02% | 1,865,075 | $105,414,039 | $103,791,424 | -$1,622,615 | -1.54% | |
| Jones Financial Companies Lllp | 0.04% | 1,826,895 | $103,723,301 | $101,666,707 | -$2,056,594 | -1.98% | |
| Lpl Financial Llc | 0.02% | 1,763,190 | $99,655,473 | $98,121,524 | -$1,533,950 | -1.54% | |
| Linscomb Wealth, Inc. | 3.74% | 1,527,377 | $86,327,323 | $84,998,530 | -$1,328,793 | -1.54% | |
| Ameriprise Financial Inc | 0.02% | 1,391,530 | $78,653,865 | $77,438,645 | -$1,215,221 | -1.55% | |
| Raymond James Financial Inc | 0.02% | 1,036,786 | $58,599,137 | $57,697,141 | -$901,996 | -1.54% | |
| Wells Fargo & Company/Mn | 0.01% | 998,779 | $56,450,949 | $55,582,051 | -$868,898 | -1.54% | |
| Mercer Global Advisors Inc | 0.06% | 862,327 | $48,738,722 | $47,988,498 | -$750,224 | -1.54% | |
| Keybank National Association/Oh | 0.11% | 567,317 | $32,064,763 | $31,571,191 | -$493,572 | -1.54% | |
| Royal Bank Of Canada | 0.01% | 527,892 | $29,835,000 | $29,377,190 | -$457,810 | -1.53% | |
| Commonwealth Equity Services, Llc | 0.04% | 503,822 | $28,476,034 | $28,037,694 | -$438,340 | -1.54% | |
| Osaic Holdings, Inc. | 0.03% | 478,941 | $27,071,049 | $26,653,067 | -$417,982 | -1.54% | |
| Iag Wealth Partners, Llc | 2.63% | 470,081 | $26,568,939 | $26,160,008 | -$408,931 | -1.54% | |
| Coldstream Capital Management Inc | 0.32% | 458,200 | $25,897,460 | $25,498,830 | -$398,630 | -1.54% | |
| Cetera Investment Advisers | 0.02% | 439,529 | $24,842,199 | $24,459,789 | -$382,410 | -1.54% | |
| Stonebridge Financial Group, Llc | 1.70% | 396,757 | $22,424,690 | $22,079,527 | -$345,163 | -1.54% | |
| Trajan Wealth Llc | 0.80% | 372,990 | $21,081,405 | $20,756,894 | -$324,512 | -1.54% | |
| Baird Financial Group, Inc. | 0.03% | 359,731 | $20,332,007 | $20,019,030 | -$312,977 | -1.54% | |
| Huntington National Bank | 0.10% | 350,872 | $19,831,279 | $19,526,027 | -$305,252 | -1.54% | |
| Mai Capital Management | 0.07% | 323,917 | $18,307,791 | $18,025,981 | -$281,810 | -1.54% | |
| Marion Wealth Management | 3.66% | 317,689 | $17,955,799 | $17,679,393 | -$276,406 | -1.54% | |
| Stifel Financial Corp | 0.01% | 300,151 | $16,964,286 | $16,703,403 | -$260,883 | -1.54% | |
| Rockefeller Capital Management L.P. | 0.03% | 291,122 | $16,454,271 | $16,200,939 | -$253,332 | -1.54% | |
| Three Bearings Fiduciary Advisors, Inc. | 14.40% | 284,239 | $16,065,173 | $15,817,900 | -$247,273 | -1.54% | |
| Kestra Advisory Services, Llc | 0.05% | 282,809 | $15,984,360 | $15,738,321 | -$246,039 | -1.54% | |
| Jpmorgan Chase & Co | 0.00% | 245,561 | $13,893,926 | $13,665,470 | -$228,456 | -1.64% | |
| Destination Wealth Management | 0.32% | 239,935 | $13,561,107 | $13,352,383 | -$208,724 | -1.54% | |
| Avantax Planning Partners, Inc. | 0.33% | 235,598 | $13,316,016 | $13,111,029 | -$204,987 | -1.54% | |
| Concord Wealth Partners | 1.52% | 234,616 | $13,260,483 | $13,056,380 | -$204,103 | -1.54% | |
| Focus Partners Wealth | 0.01% | 230,956 | $13,053,693 | $12,852,701 | -$200,992 | -1.54% | |
| Avidian Wealth Enterprises, Llc | 0.36% | 229,415 | $12,966,532 | $12,766,945 | -$199,587 | -1.54% | |
| Precedent Wealth Partners, Llc | 2.10% | 223,446 | $12,629,193 | $12,434,770 | -$194,423 | -1.54% | |
| Lee-Kelleher Wealth Management | 6.59% | 222,951 | $12,601,207 | $12,407,223 | -$193,984 | -1.54% | |
| Curi Capital, Llc | 0.19% | 214,530 | $12,125,246 | $11,938,595 | -$186,652 | -1.54% | |
| Farther Finance Advisors, Llc | 0.09% | 198,304 | $11,208,168 | $11,035,618 | -$172,550 | -1.54% | |
| Atlantic Union Bankshares Corp | 0.18% | 191,626 | $10,830,702 | $10,663,987 | -$166,715 | -1.54% | |
| Cx Institutional | 0.29% | 179,117 | $10,124,000 | $9,967,861 | -$156,139 | -1.54% | |
| Corient Private Wealth Llc | 0.01% | 177,698 | $10,043,474 | $9,888,894 | -$154,580 | -1.54% | |
| White Pine Investment Co | 2.14% | 177,549 | $10,035,000 | $9,880,602 | -$154,398 | -1.54% | |
| Bank Of New York Mellon Corp | 0.00% | 177,150 | $10,012,534 | $9,858,398 | -$154,137 | -1.54% | |
| Concord Asset Management, Llc/Va | 1.46% | 167,105 | $9,444,761 | $9,299,393 | -$145,368 | -1.54% | |
| Fas Wealth Partners, Inc. | 0.49% | 166,625 | $9,417,640 | $9,272,681 | -$144,959 | -1.54% | |
| Melone Private Wealth, Llc | 3.27% | 151,892 | $8,584,940 | $8,452,790 | -$132,150 | -1.54% | |
| Dynamic Advisor Solutions Llc | 0.24% | 150,378 | $8,499,342 | $8,368,536 | -$130,806 | -1.54% | |
| Capital Investment Counsel, Llc | 1.04% | 148,059 | $8,368,277 | $8,239,483 | -$128,794 | -1.54% | |
| Cornerstone Wealth Management, Llc | 0.35% | 142,402 | $8,048,541 | $7,924,671 | -$123,870 | -1.54% | |
| United Advisor Group, Llc | 0.85% | 141,999 | $8,025,800 | $7,902,244 | -$123,556 | -1.54% | |
| Goldstone Financial Group, Llc | 0.72% | 139,716 | $7,896,776 | $7,775,195 | -$121,581 | -1.54% |
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.