Who owns WisdomTree U.S. MidCap Dividend Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DON from SEC Form 13F filings across 476 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 476 institutions disclosed 41.2M shares of WisdomTree U.S. MidCap Dividend Fund worth $2.33B — about 59.7% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
476
13F holders
$2.33B
value, 2026 filers
59.7%
of shares outstanding (41.2M sh)
47
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DON's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4.5M | $255.6M | 0.0% | 6.6% | -2.7% |
| 2 | MORGAN STANLEY | 2.5M | $139.9M | 0.0% | 3.6% | +3.5% |
| 3 | UBS Group AG | 1.9M | $105.4M | 0.0% | 2.7% | -1.0% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 1.8M | $103.7M | 0.0% | 2.7% | +10.1% |
| 5 | LPL Financial LLC | 1.8M | $99.7M | 0.0% | 2.6% | -4.6% |
| 6 | Linscomb Wealth, Inc. | 1.5M | $86.3M | 3.7% | 2.2% | -3.3% |
| 7 | Creative Planning | 1.5M | $85.7M | 0.1% | 2.2% | -0.1% |
| 8 | AMERIPRISE FINANCIAL INC | 1.4M | $78.7M | 0.0% | 2% | +2.8% |
| 9 | RAYMOND JAMES FINANCIAL INC | 1.0M | $58.6M | 0.0% | 1.5% | +3.3% |
| 10 | WELLS FARGO & COMPANY/MN | 998,779 | $56.5M | 0.0% | 1.4% | -0.2% |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | 862,327 | $48.7M | 0.1% | 1.3% | +21.0% |
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 567,317 | $32.1M | 0.1% | 0.8% | +10.7% |
| 13 | ROYAL BANK OF CANADA | 527,892 | $29.8M | 0.0% | 0.8% | +0.3% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 503,822 | $28.5M | 0.0% | 0.7% | -3.2% |
| 15 | OSAIC HOLDINGS, INC. | 478,941 | $27.1M | 0.0% | 0.7% | +18.1% |
| 16 | IAG Wealth Partners, LLC | 470,081 | $26.6M | 2.6% | 0.7% | -6.1% |
| 17 | COLDSTREAM CAPITAL MANAGEMENT INC | 458,200 | $25.9M | 0.3% | 0.7% | -1.7% |
| 18 | Cetera Investment Advisers | 439,529 | $24.8M | 0.0% | 0.6% | -5.9% |
| 19 | Stonebridge Financial Group, LLC | 396,757 | $22.4M | 1.7% | 0.6% | +2.2% |
| 20 | Trajan Wealth LLC | 372,990 | $21.1M | 0.8% | 0.5% | +2.2% |
| 21 | Baird Financial Group, Inc. | 359,731 | $20.3M | 0.0% | 0.5% | +1.5% |
| 22 | AE Wealth Management LLC | 355,863 | $20.1M | 0.1% | 0.5% | -0.7% |
| 23 | HUNTINGTON NATIONAL BANK | 350,872 | $19.8M | 0.1% | 0.5% | -1.9% |
| 24 | MAI Capital Management | 323,917 | $18.3M | 0.1% | 0.5% | -1.5% |
| 25 | Marion Wealth Management | 317,689 | $18.0M | 3.7% | 0.5% | +5.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.