Wisdomtree US Midcap DividenDONETF
13F holders, Q1 2026 (March 31)465holders +10
31new positions
18sold out
2famous investors
$52.53avg. 13F price*
At the end of Q1 2026, 465 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, up 10 from Q4 2025. 31 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($244.1M), Morgan Stanley ($125.6M) and UBS Group AG ($98.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $24.1M |
| Exits | 18 | $7.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,891,453 shares bought and 1,980,724 shares sold, net −89,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 465 holders
| Bank of America Corp. | 0.02% | Reduce -0.7% | 4,645,518 | $244.1M |
| Morgan Stanley | 0.01% | Add +0.7% | 2,390,779 | $125.6M |
| UBS Group AG | 0.02% | Add +8.8% | 1,883,131 | $98.9M |
| LPL Financial LLC | 0.03% | Reduce -5.2% | 1,848,389 | $97.1M |
| Jones Financial Companies LLLP | 0.04% | Add +23.1% | 1,658,884 | $85.8M |
| Linscomb Wealth, Inc. | 3.69% | Reduce -14.4% | 1,578,807 | $83.0M |
| Creative Planning | 0.05% | Reduce -0.0% | 1,518,247 | $79.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.0% | 1,353,416 | $71.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.0% | 1,003,719 | $52.7M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 1,001,100 | $52.6M |
| Mercer Global Advisors Inc. | 0.06% | Add +15.8% | 712,930 | $37.5M |
| Royal Bank of Canada | 0.01% | Reduce -8.0% | 526,235 | $27.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -11.3% | 520,381 | $27.3M |
| Keybank National Association | 0.10% | Add +0.8% | 512,431 | $26.9M |
| IAG Wealth Partners, LLC | 2.94% | Add +1.5% | 500,699 | $26.3M |
| Cetera Investment Advisers | 0.03% | Reduce -15.0% | 466,862 | $24.5M |
| Coldstream Capital Management Inc. | 0.30% | Reduce -5.0% | 465,970 | $24.5M |
| Osaic Holdings, Inc. | 0.03% | Add +8.0% | 405,679 | $21.3M |
| Stonebridge Financial Group, LLC | 1.68% | Add +4.5% | 388,062 | $20.4M |
| Trajan Wealth LLC | 0.77% | Add +2.0% | 365,015 | $19.2M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -33.7% | 364,806 | $19.2M |
| AE Wealth Management LLC | 0.10% | Add +6.8% | 358,439 | $18.8M |
| Baird Financial Group, Inc. | 0.03% | Add +3.4% | 354,423 | $18.6M |
| MAI Capital Management | 0.10% | Reduce -1.1% | 328,941 | $17.3M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 304,356 | $16.0M |
| Marion Wealth Management | 3.50% | Add +7.8% | 299,971 | $15.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -5.5% | 295,524 | $15.5M |
| Three Bearings Fiduciary Advisors, Inc. | 14.40% | Add +0.3% | 283,315 | $14.9M |
| Eastern Bank | 0.25% | Add +24.3% | 275,531 | $14.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.0% | 274,964 | $14.4M |
| Focus Partners Wealth | 0.02% | Reduce -0.3% | 263,494 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 263,167 | $13.6M |
| Lido Advisors, LLC | 0.05% | Reduce -5.5% | 253,829 | $13.3M |
| Atlantic Union Bankshares Corp | 0.24% | Reduce -17.2% | 241,866 | $12.7M |
| Concord Wealth Partners | 1.62% | Add +3.6% | 237,162 | $12.5M |
| Destination Wealth Management | 0.32% | Reduce -0.3% | 236,414 | $12.4M |
| Avantax Planning Partners, Inc. | 0.34% | Add +2.6% | 233,065 | $12.2M |
| Avidian Wealth Enterprises, LLC | 0.39% | New | 231,196 | $12.1M |
| Precedent Wealth Partners, LLC | 2.43% | Reduce -8.0% | 231,191 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -9.4% | 227,381 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.5% | 226,934 | $11.9M |
| Curi Capital, LLC | 0.21% | Add +3.8% | 221,372 | $11.6M |
| Lee, Kelleher & Klein Wealth Management | 6.92% | Add +3.5% | 221,346 | $11.6M |
| Mariner, LLC | 0.01% | Reduce -2.7% | 183,155 | $9.6M |
| CX Institutional | 0.29% | Add +0.6% | 178,692 | $9.4M |
| White Pine Investment CO | 2.14% | Add +1.2% | 175,404 | $9.2M |
| Concord Asset Management, LLC | 1.54% | Add +6.5% | 172,926 | $9.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +439.9% | 167,577 | $8.8M |
| Goldstone Financial Group, LLC | 0.92% | Reduce -21.1% | 161,651 | $8.5M |
| Dynamic Advisor Solutions LLC | 0.27% | Add +1.1% | 161,013 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.4% | 156,993 | $8.2M |
| Melone Private Wealth, LLC | 3.23% | Reduce -3.8% | 150,438 | $7.9M |
| FAS Wealth Partners, Inc. | 0.48% | Add +4.0% | 147,837 | $7.8M |
| Capital Investment Counsel, LLC | 1.05% | Add +3.5% | 145,594 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.38% | Add +0.9% | 142,778 | $7.5M |
| United Advisor Group, LLC | 0.92% | Reduce -0.9% | 141,468 | $7.4M |
| Grey Ledge Advisors, LLC | 1.63% | Add +2.4% | 137,789 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -41.6% | 124,710 | $6.6M |
| Dickmeyer Boyce Financial Management, Inc. | 3.82% | — | 123,701 | $6.5M |
| Atria Investments, Inc | 0.07% | Reduce -1.0% | 123,521 | $6.5M |
| D.A. Davidson & Co. | 0.04% | Add +0.9% | 118,673 | $6.2M |
| MJT & Associates Financial Advisory Group, Inc. | 4.53% | Reduce -1.6% | 117,327 | $6.2M |
| Segall Bryant & Hamill, LLC | 0.09% | No change | 116,379 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Reduce -5.4% | 117,892 | $6.1M |
| Main Street Financial Solutions, LLC | 0.44% | Add +39.9% | 113,577 | $6.0M |
| Modera Wealth Management, LLC | 0.07% | Reduce -5.6% | 110,358 | $5.8M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -1.2% | 101,760 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 101,245 | $5.3M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.1% | 98,959 | $5.2M |
| Roan Capital Partners | 4.75% | — | 97,778 | $5.1M |
| JFS Wealth Advisors, LLC | 0.28% | Reduce -5.9% | 94,416 | $5.0M |
| Private Capital Management, LLC | 0.49% | Add +6.5% | 92,190 | $4.8M |
| Frazier Financial Advisors, LLC | 2.67% | Add +1.0% | 91,791 | $4.8M |
| JPL Wealth Management, LLC | 1.08% | Reduce -0.8% | 89,314 | $4.7M |
| Apeiron RIA LLC | 1.08% | Reduce -5.7% | 88,462 | $4.6M |
| SouthState Bank Corp | 0.21% | Reduce -10.5% | 87,375 | $4.6M |
| Cahill Financial Advisors Inc. | 0.49% | Add +1.4% | 86,936 | $4.6M |
| MML Investors Services, LLC | 0.01% | Reduce -34.1% | 86,271 | $4.5M |
| Cascade Financial Partners, LLC | 0.47% | Reduce -0.9% | 85,960 | $4.5M |
| Inspirion Wealth Advisors, LLC | 0.56% | Reduce -2.6% | 85,247 | $4.5M |
| Beacon Financial Group | 0.45% | Reduce -2.3% | 84,993 | $4.5M |
| Meridian Wealth Management, LLC | 0.16% | Reduce -1.4% | 83,196 | $4.4M |
| Nikulski Financial, Inc. | 1.08% | Reduce -4.8% | 83,173 | $4.4M |
| Harbour Wealth Management Group, Inc. | 3.28% | Add +11.2% | 82,893 | $4.4M |
| Sage Capital Management, LLC | 1.97% | Reduce -0.5% | 79,639 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +28.1% | 79,420 | $4.2M |
| Larson Financial Group LLC | 0.13% | Add +3.5% | 77,051 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +9.6% | 74,911 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -5.6% | 73,152 | $3.8M |
| Midwest Trust Co | 0.05% | Add +0.5% | 72,075 | $3.8M |
| Vestor Capital, LLC | 0.27% | Add +42230.0% | 71,961 | $3.8M |
| Hancock Whitney Corp. | 0.07% | Add +5.1% | 68,062 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.0% | 71,337 | $3.7M |
| NBT Bank, N.A. | 0.23% | Add +46.7% | 66,732 | $3.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.5% | 65,680 | $3.5M |
| Independence Bank of Kentucky | 0.43% | Reduce -1.2% | 65,069 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.3% | 64,983 | $3.4M |
| Corient Private Wealth LP | 0.00% | Reduce -66.5% | 59,462 | $3.1M |
| Independent Advisor Alliance | 0.03% | New | 58,844 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -0.9% | 58,378 | $3.1M |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.