DON

Wisdomtree US Midcap Dividen

+$10.2M

Net Activity

Institutions Holding

460

Popularity Rank

#1226

Avg Weight

0.23%

Total Value

$2.1B

Ownership Trend

460 institutions currently hold DON, with 179 net buyers and 197 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

197

Net Buying Institutions

179

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$244.1M
MS
Morgan Stanley
$125.6M
UG
UBS Group AG
$98.9M
LF
LPL Financial LLC
$97.1M
JF
Jones Financial Companies Lllp
$85.8M

Top 5 by Conviction

LW
Lee-Kelleher Wealth Management
6.92%
LW
Linscomb Wealth, Inc.
3.69%
MW
Marion Wealth Management
3.49%
IW
IAG Wealth Partners, LLC
2.94%
PW
Precedent Wealth Partners, LLC
2.43%
View all 460 holding institutions

Quarterly Activity

Recent Activity

+$977.1M

Total Buy Value

$1.2B

Total Sell Value

New buy31
Trim178
Add148
Sold out19

179

Net Buyers

197

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE US MIDCAP DIVIDEN (DON)?
Major stakeholders currently include Bank Of America CORP /de/ ($244.1M), Morgan Stanley ($125.6M), UBS Group AG ($98.9M). Based on the latest 13F filings, there are a total of 460 tracked investment funds and institutions maintaining positions in DON.
What is the overall institutional sentiment toward DON recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $10.2M, driven by 179 managers accumulating shares while 197 reduced their exposure.
Which institutions have been selling or reducing their DON positions?
In the latest period, 178 funds trimmed their holdings, and 19 managers completely exited their positions. The aggregate reported sell value was $1.2B.
Are there any notable investors adding DON to their portfolios?
Yes, buying activity remains notable. 31 institutions opened new positions in {ticker}, and 148 existing holders added to their shares. The total reported buy value for the quarter amounted to $977.1M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail