Who Owns DON?

WisdomTree U.S. MidCap Dividend Fund — Institutional Ownership & 13F Holdings

$52.15

+0.84 (+1.63%)

Market Cap

$3.9B

Shares Outstanding

73,317,834

Institutional Holders

1,360

Total Inst. Value

$14.2B

% of Float Held

QoQ Holder Change

+613

Institutional data as of Q1 2025

New Positions

1,360

Closed Positions

0

Increased

0

Decreased

0

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEYNew$2.1B7,133,067
2BANK OF AMERICA CORP /DE/New$1.4B7,348,375
3GOLDMAN SACHS GROUP INCNew$1.2B2,844,698
4LPL Financial LLCNew$769.2M3,600,636
5WELLS FARGO & COMPANY/MNNew$620.5M2,397,788
6CITADEL ADVISORS LLCNew$498.7M1,202,613
7UBS Group AGNew$411.5M2,402,422
8Hancock Prospecting Pty LtdNew$356.8M849,769
9ROYAL BANK OF CANADANew$334.5M1,477,594
10AMERIPRISE FINANCIAL INCNew$324.4M2,106,922

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
MORGAN STANLEYNew+7.1M$2.1B
BANK OF AMERICA CORP /DE/New+7.3M$1.4B
GOLDMAN SACHS GROUP INCNew+2.8M$1.2B
LPL Financial LLCNew+3.6M$769.2M
WELLS FARGO & COMPANY/MNNew+2.4M$620.5M

Top Sellers

FundShares RemovedValue

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Frequently Asked Questions

How many institutional investors hold DON?

As of Q1 2025, 1360 institutional investors report holding DON (WisdomTree U.S. MidCap Dividend Fund) in their 13F filings.

Which hedge fund owns the most DON?

The largest institutional holder of DON is MORGAN STANLEY with $2.1B in shares.

Are institutions buying or selling DON?

This quarter, 1360 institutions opened new positions in DON and 0 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.