DON Institutional Ownership & Shareholders
WISDOMTREE US MIDCAP DIVIDEN (DON) is currently held by 462 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.19B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $261.89M, representing an estimated gain of +2.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
462
Total Reported Value
$2.19B
Largest Holder
Bank Of America Corp
Largest Position
$255.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
1
| 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 | $261,890,215 | +$6,286,106 | +2.46% | |
| Morgan Stanley | 0.01% | 2,475,172 | $139,896,820 | $143,337,211 | +$3,440,391 | +2.46% | |
| Ubs Group Ag | 0.02% | 1,865,075 | $105,414,039 | $108,006,493 | +$2,592,454 | +2.46% | |
| Jones Financial Companies Lllp | 0.04% | 1,826,895 | $103,723,301 | $105,795,489 | +$2,072,188 | +2.00% | |
| Lpl Financial Llc | 0.02% | 1,763,190 | $99,655,473 | $102,106,333 | +$2,450,860 | +2.46% | |
| Linscomb Wealth, Inc. | 3.74% | 1,527,377 | $86,327,323 | $88,450,402 | +$2,123,079 | +2.46% | |
| Creative Planning | 0.05% | 1,520,968 | $82,056,239 | $88,079,257 | +$6,023,018 | +7.34% | |
| Ameriprise Financial Inc | 0.02% | 1,391,530 | $78,653,865 | $80,583,502 | +$1,929,637 | +2.45% | |
| Raymond James Financial Inc | 0.02% | 1,036,786 | $58,599,137 | $60,040,277 | +$1,441,140 | +2.46% | |
| Wells Fargo & Company/Mn | 0.01% | 998,779 | $56,450,949 | $57,839,292 | +$1,388,343 | +2.46% | |
| Mercer Global Advisors Inc | 0.06% | 862,327 | $48,738,722 | $49,937,357 | +$1,198,635 | +2.46% | |
| Keybank National Association/Oh | 0.11% | 567,317 | $32,064,763 | $32,853,327 | +$788,564 | +2.46% | |
| Royal Bank Of Canada | 0.01% | 527,892 | $29,835,000 | $30,570,226 | +$735,226 | +2.46% | |
| Osaic Holdings, Inc. | 0.03% | 478,941 | $27,071,049 | $27,735,473 | +$664,424 | +2.45% | |
| Iag Wealth Partners, Llc | 2.63% | 470,081 | $26,568,939 | $27,222,391 | +$653,452 | +2.46% | |
| Coldstream Capital Management Inc | 0.32% | 458,200 | $25,897,460 | $26,534,362 | +$636,902 | +2.46% | |
| Cetera Investment Advisers | 0.02% | 439,529 | $24,842,199 | $25,453,124 | +$610,925 | +2.46% | |
| Stonebridge Financial Group, Llc | 1.60% | 403,439 | $21,765,537 | $23,363,152 | +$1,597,615 | +7.34% | |
| Commonwealth Equity Services, Llc | 0.03% | 393,971 | $21,254,722 | $22,814,861 | +$1,560,139 | +7.34% | |
| Trajan Wealth Llc | 0.80% | 372,990 | $21,081,405 | $21,599,851 | +$518,446 | +2.46% | |
| Baird Financial Group, Inc. | 0.03% | 359,731 | $20,332,007 | $20,832,022 | +$500,015 | +2.46% | |
| Huntington National Bank | 0.10% | 350,872 | $19,831,279 | $20,318,998 | +$487,719 | +2.46% | |
| Mai Capital Management | 0.07% | 323,917 | $18,307,791 | $18,758,033 | +$450,242 | +2.46% | |
| Marion Wealth Management | 3.49% | 327,099 | $17,647,013 | $18,942,303 | +$1,295,290 | +7.34% | |
| Stifel Financial Corp | 0.01% | 300,151 | $16,964,286 | $17,381,744 | +$417,458 | +2.46% | |
| Rockefeller Capital Management L.P. | 0.03% | 291,122 | $16,454,271 | $16,858,875 | +$404,604 | +2.46% | |
| Three Bearings Fiduciary Advisors, Inc. | 14.40% | 284,239 | $16,065,173 | $16,460,280 | +$395,107 | +2.46% | |
| Kestra Advisory Services, Llc | 0.04% | 291,262 | $15,713,601 | $16,866,982 | +$1,153,381 | +7.34% | |
| Jpmorgan Chase & Co | 0.00% | 245,561 | $13,893,926 | $14,220,438 | +$326,512 | +2.35% | |
| Destination Wealth Management | 0.32% | 239,935 | $13,561,107 | $13,894,636 | +$333,529 | +2.46% | |
| Avantax Planning Partners, Inc. | 0.33% | 235,598 | $13,316,016 | $13,643,480 | +$327,464 | +2.46% | |
| Focus Partners Wealth | 0.01% | 230,956 | $13,053,693 | $13,374,662 | +$320,969 | +2.46% | |
| Concord Wealth Partners | 1.47% | 234,852 | $12,670,265 | $13,600,279 | +$930,014 | +7.34% | |
| Lee-Kelleher Wealth Management | 6.37% | 229,463 | $12,379,532 | $13,288,202 | +$908,670 | +7.34% | |
| Precedent Wealth Partners, Llc | 1.87% | 225,372 | $12,158,809 | $13,051,293 | +$892,484 | +7.34% | |
| Curi Capital, Llc | 0.19% | 214,530 | $12,125,246 | $12,423,432 | +$298,186 | +2.46% | |
| Avidian Wealth Enterprises, Llc | 0.33% | 219,166 | $11,823,998 | $12,691,903 | +$867,905 | +7.34% | |
| Farther Finance Advisors, Llc | 0.08% | 206,140 | $11,121,264 | $11,937,567 | +$816,303 | +7.34% | |
| Atlantic Union Bankshares Corp | 0.18% | 191,626 | $10,830,702 | $11,097,062 | +$266,360 | +2.46% | |
| Corient Private Wealth Llc | 0.01% | 177,698 | $10,043,474 | $10,290,491 | +$247,017 | +2.46% | |
| Bank Of New York Mellon Corp | 0.00% | 177,150 | $10,012,534 | $10,258,757 | +$246,223 | +2.46% | |
| Fas Wealth Partners, Inc. | 0.49% | 166,625 | $9,417,640 | $9,649,254 | +$231,614 | +2.46% | |
| Concord Asset Management, Llc/Va | 1.39% | 167,539 | $9,038,729 | $9,702,183 | +$663,454 | +7.34% | |
| Melone Private Wealth, Llc | 3.23% | 152,467 | $8,225,597 | $8,829,364 | +$603,767 | +7.34% | |
| Dynamic Advisor Solutions Llc | 0.23% | 151,952 | $8,197,822 | $8,799,540 | +$601,718 | +7.34% | |
| Cornerstone Wealth Management, Llc | 0.35% | 142,402 | $8,048,541 | $8,246,500 | +$197,959 | +2.46% | |
| United Advisor Group, Llc | 0.85% | 141,999 | $8,025,800 | $8,223,162 | +$197,362 | +2.46% | |
| Capital Investment Counsel, Llc | 1.00% | 148,689 | $8,021,776 | $8,610,580 | +$588,804 | +7.34% | |
| Goldstone Financial Group, Llc | 0.72% | 139,716 | $7,896,776 | $8,090,954 | +$194,178 | +2.46% | |
| Vestor Capital, Llc | 0.49% | 93,887 | $7,759,000 | $5,436,996 | -$2,322,004 | -29.93% |
Frequently asked questions about DON
Who are the largest institutional holders of DON?
The largest institutional holders of DON reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Ubs Group Ag, Jones Financial Companies Lllp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported DON position.
What is DON institutional ownership?
This page tracks DON positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US MIDCAP DIVIDEN (DON) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DON?
InsiderSet currently tracks 462 institutional managers reporting DON holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DON shareholders.
How much DON stock do institutions own?
Institutional investment managers disclosed approximately $2.19B in DON holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DON institutional ownership last updated?
The latest DON institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DON holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DON position after the reporting date.
Are institutions buying or selling DON?
Institutional buying and selling can be analyzed by comparing DON positions across consecutive 13F reporting periods. InsiderSet's DON Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DON ownership changes.
How has DON institutional ownership changed over time?
InsiderSet tracks DON institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.