Wisdomtree US Midcap DividenDONETF
13F holders, Q2 2026 (June 30)474holders +9
34new positions
25sold out
1famous investor
$56.65avg. 13F price*
At the end of Q2 2026, 474 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, up 9 from Q1 2026. 34 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($255.6M), Morgan Stanley ($139.9M) and UBS Group AG ($105.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Midcap Dividen
- CUSIP
- 97717W505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $15.6M |
| Exits | 25 | $13.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,599,578 shares bought and 1,783,943 shares sold, net −184,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 474 holders
| Bank of America Corp. | 0.02% | Reduce -2.6% | 4,522,366 | $255.6M |
| Morgan Stanley | 0.01% | Add +3.5% | 2,475,172 | $139.9M |
| UBS Group AG | 0.02% | Reduce -1.0% | 1,865,075 | $105.4M |
| Jones Financial Companies LLLP | 0.04% | Add +10.1% | 1,826,895 | $103.7M |
| LPL Financial LLC | 0.02% | Reduce -4.6% | 1,763,190 | $99.7M |
| Linscomb Wealth, Inc. | 3.74% | Reduce -3.3% | 1,527,377 | $86.3M |
| Creative Planning | 0.05% | Reduce -0.1% | 1,516,308 | $85.7M |
| Ameriprise Financial Inc. | 0.02% | Add +2.8% | 1,391,530 | $78.7M |
| Raymond James Financial Inc. | 0.02% | Add +3.3% | 1,036,786 | $58.6M |
| Wells Fargo & Company | 0.01% | Reduce -0.2% | 998,779 | $56.5M |
| Mercer Global Advisors Inc. | 0.06% | Add +21.0% | 862,327 | $48.7M |
| Keybank National Association | 0.11% | Add +10.7% | 567,317 | $32.1M |
| Royal Bank of Canada | 0.01% | Add +0.3% | 527,892 | $29.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.2% | 503,822 | $28.5M |
| Osaic Holdings, Inc. | 0.03% | Add +18.1% | 478,941 | $27.1M |
| IAG Wealth Partners, LLC | 2.63% | Reduce -6.1% | 470,081 | $26.6M |
| Coldstream Capital Management Inc. | 0.33% | Reduce -1.7% | 458,200 | $25.9M |
| Cetera Investment Advisers | 0.02% | Reduce -5.8% | 439,529 | $24.8M |
| Stonebridge Financial Group, LLC | 1.70% | Add +2.2% | 396,757 | $22.4M |
| Trajan Wealth LLC | 0.80% | Add +2.2% | 372,990 | $21.1M |
| Baird Financial Group, Inc. | 0.03% | Add +1.5% | 359,731 | $20.3M |
| AE Wealth Management LLC | 0.09% | Reduce -0.7% | 355,863 | $20.1M |
| MAI Capital Management | 0.07% | Reduce -1.5% | 323,917 | $18.3M |
| Marion Wealth Management | 3.66% | Add +5.9% | 317,689 | $18.0M |
| Stifel Financial Corp. | 0.01% | Reduce -1.4% | 300,151 | $17.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.3% | 291,812 | $16.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.9% | 291,122 | $16.5M |
| Three Bearings Fiduciary Advisors, Inc. | 14.40% | Add +0.3% | 284,239 | $16.1M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -22.5% | 282,809 | $16.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 245,561 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.9% | 242,608 | $13.7M |
| Destination Wealth Management | 0.32% | Add +1.5% | 239,935 | $13.6M |
| Avantax Planning Partners, Inc. | 0.33% | Add +1.1% | 235,598 | $13.3M |
| Concord Wealth Partners | 1.52% | Reduce -1.1% | 234,616 | $13.3M |
| Focus Partners Wealth | 0.01% | Reduce -12.3% | 230,956 | $13.1M |
| Avidian Wealth Enterprises, LLC | 0.36% | Reduce -0.8% | 229,415 | $13.0M |
| Precedent Wealth Partners, LLC | 2.10% | Reduce -3.4% | 223,446 | $12.6M |
| Lee, Kelleher & Klein Wealth Management | 6.59% | Add +0.7% | 222,951 | $12.6M |
| Curi Capital, LLC | 0.19% | Reduce -3.1% | 214,530 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.2% | 211,011 | $11.9M |
| Farther Finance Advisors, LLC | 0.09% | Add +18.3% | 198,304 | $11.2M |
| Atlantic Union Bankshares Corp | 0.18% | Reduce -20.8% | 191,626 | $10.8M |
| CX Institutional | 0.29% | Add +0.2% | 179,117 | $10.1M |
| Corient Private Wealth LP | 0.01% | Add +198.8% | 177,698 | $10.0M |
| White Pine Investment CO | 2.14% | Add +1.2% | 177,549 | $10.0M |
| Bank of New York Mellon Corp | 0.00% | Add +12.8% | 177,150 | $10.0M |
| Concord Asset Management, LLC | 1.46% | Reduce -3.4% | 167,105 | $9.4M |
| FAS Wealth Partners, Inc. | 0.49% | Add +12.7% | 166,625 | $9.4M |
| Melone Private Wealth, LLC | 3.27% | Add +1.0% | 151,892 | $8.6M |
| Dynamic Advisor Solutions LLC | 0.24% | Reduce -6.6% | 150,378 | $8.5M |
| Capital Investment Counsel, LLC | 1.04% | Add +1.7% | 148,059 | $8.4M |
| Cornerstone Wealth Management, LLC | 0.35% | Reduce -0.3% | 142,402 | $8.0M |
| United Advisor Group, LLC | 0.85% | Add +0.4% | 141,999 | $8.0M |
| Goldstone Financial Group, LLC | 0.72% | Reduce -13.6% | 139,716 | $7.9M |
| Grey Ledge Advisors, LLC | 1.58% | Add +0.7% | 138,793 | $7.8M |
| Vestor Capital, LLC | 0.49% | Add +30.5% | 93,887 | $7.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +710.8% | 125,957 | $7.1M |
| Dickmeyer Boyce Financial Management, Inc. | 3.65% | Add +0.8% | 124,755 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.0% | 123,429 | $7.0M |
| MJT & Associates Financial Advisory Group, Inc. | 4.59% | Add +4.6% | 122,710 | $6.9M |
| Mariner, LLC | 0.01% | Reduce -33.6% | 121,630 | $6.9M |
| MML Investors Services, LLC | 0.01% | Add +36.2% | 117,538 | $6.6M |
| Main Street Financial Solutions, LLC | 0.43% | Add +3.3% | 117,357 | $6.6M |
| Segall Bryant & Hamill, LLC | 0.08% | Reduce -0.1% | 116,310 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.7% | 116,159 | $6.6M |
| D.A. Davidson & Co. | 0.04% | Reduce -3.1% | 114,929 | $6.5M |
| Equitable Holdings, Inc. | 0.04% | Reduce -3.1% | 114,206 | $6.5M |
| Roan Capital Partners | 5.14% | Add +12.2% | 109,694 | $6.2M |
| Modera Wealth Management, LLC | 0.07% | Reduce -1.1% | 109,088 | $6.2M |
| Copper Harbor Investment Advisors, LLC | 1.29% | — | 107,806 | $6.1M |
| IFG Advisory, LLC | 0.21% | New | 105,197 | $5.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.8% | 99,740 | $5.6M |
| Atria Investments, Inc | 0.06% | Reduce -19.5% | 99,412 | $5.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -3.0% | 98,669 | $5.6M |
| JFS Wealth Advisors, LLC | 0.27% | Add +0.6% | 94,973 | $5.4M |
| Frazier Financial Advisors, LLC | 2.71% | Add +3.4% | 94,923 | $5.4M |
| Private Capital Management, LLC | 0.48% | Add +0.7% | 92,847 | $5.2M |
| Cahill Financial Advisors Inc. | 0.48% | Add +2.4% | 89,047 | $5.0M |
| Apeiron RIA LLC | 1.28% | Add +0.0% | 88,465 | $5.0M |
| Natixis Advisors, LLC | 0.01% | Add +16.7% | 87,443 | $4.9M |
| JPL Wealth Management, LLC | 0.97% | Reduce -3.0% | 86,608 | $4.9M |
| Harbour Wealth Management Group, Inc. | 3.29% | Add +3.9% | 86,114 | $4.9M |
| Cascade Financial Partners, LLC | 0.42% | Reduce -0.6% | 85,460 | $4.8M |
| Inspirion Wealth Advisors, LLC | 0.54% | Reduce -2.8% | 82,879 | $4.7M |
| Viaable, LLC | 3.84% | — | 81,845 | $4.6M |
| Nikulski Financial, Inc. | 0.98% | Reduce -3.0% | 80,685 | $4.6M |
| Larson Financial Group LLC | 0.12% | Add +3.9% | 80,053 | $4.5M |
| Sage Capital Management, LLC | 1.76% | Add +0.3% | 79,919 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.7% | 77,269 | $4.4M |
| SouthState Bank Corp | 0.18% | Reduce -11.8% | 77,046 | $4.4M |
| Meridian Wealth Management, LLC | 0.13% | Reduce -8.1% | 76,429 | $4.3M |
| Beacon Financial Group | 0.39% | Reduce -10.2% | 76,334 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +54.6% | 73,854 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.7% | 73,289 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -1.4% | 72,124 | $4.1M |
| Midwest Trust Co | 0.05% | Reduce -0.3% | 71,841 | $4.1M |
| Hancock Whitney Corp. | 0.06% | Reduce -0.0% | 68,053 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.6% | 67,355 | $3.8M |
| Independence Bank of Kentucky | 0.41% | Add +0.1% | 65,149 | $3.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.9% | 63,098 | $3.6M |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.