Who owns WisdomTree U.S. MidCap Dividend Fund?
Institutional ownership of DON from SEC Form 13F filings across 294 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.
294
13F holders
$1.77B
value, 2026 filers
46.7%
of shares outstanding (32.2M sh)
25
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 | Creative Planning | 1.5M | $85.7M | 0.1% | 2.2% | -0.1% |
| 7 | AMERIPRISE FINANCIAL INC | 1.4M | $78.7M | 0.0% | 2% | +2.8% |
| 8 | RAYMOND JAMES FINANCIAL INC | 1.0M | $58.6M | 0.0% | 1.5% | +3.3% |
| 9 | WELLS FARGO & COMPANY/MN | 998,779 | $56.5M | 0.0% | 1.4% | -0.2% |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 745,051 | $42.1M | 0.1% | 1.1% | +4.5% |
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | 567,317 | $32.1M | 0.1% | 0.8% | +10.7% |
| 12 | ROYAL BANK OF CANADA | 527,892 | $29.8M | 0.0% | 0.8% | +0.3% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 503,822 | $28.5M | 0.0% | 0.7% | -3.2% |
| 14 | OSAIC HOLDINGS, INC. | 478,941 | $27.1M | 0.0% | 0.7% | +18.1% |
| 15 | IAG Wealth Partners, LLC | 470,081 | $26.6M | 2.6% | 0.7% | -6.1% |
| 16 | COLDSTREAM CAPITAL MANAGEMENT INC | 458,200 | $25.9M | 0.3% | 0.7% | -1.7% |
| 17 | Cetera Investment Advisers | 439,529 | $24.8M | 0.0% | 0.6% | -5.9% |
| 18 | Cambridge Investment Research Advisors, Inc. | 421,971 | $23,849 | 0.1% | 0.6% | +85.6% |
| 19 | Baird Financial Group, Inc. | 359,731 | $20.3M | 0.0% | 0.5% | +1.5% |
| 20 | AE Wealth Management LLC | 355,863 | $20.1M | 0.1% | 0.5% | -0.7% |
| 21 | MAI Capital Management | 323,917 | $18.3M | 0.1% | 0.5% | -1.5% |
| 22 | STIFEL FINANCIAL CORP | 300,151 | $17.0M | 0.0% | 0.4% | -1.4% |
| 23 | HighTower Advisors, LLC | 291,812 | $16.5M | 0.0% | 0.4% | -1.3% |
| 24 | Rockefeller Capital Management L.P. | 291,122 | $16.5M | 0.0% | 0.4% | +5.9% |
| 25 | Kestra Advisory Services, LLC | 282,809 | $16.0M | 0.1% | 0.4% | -22.5% |
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.