DON · WisdomTree U.S. Midcap Dividend Fund ETF
$57.77
-0.12 (-0.21%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $12,773,688
Total Shares: 226,003
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
78.6%
+67.2 pts
Top 5
100.0%
+69.4 pts
Top 10
100.0%
+53.5 pts
HHI
6,639
Highly concentrated+6,332
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
459
Unchanged
0
Holder count:
-459
Institutional value:
-99.4%
Shares held:
-99.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +118,236 | 177,698 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Financial Insights, Inc. | −1,246 | 48,305 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 4,645,518 | $244,075,514 | |
| Mega MORGAN STANLEY | 2,390,779 | $125,611,527 | |
| Mega UBS Group AG | 1,883,131 | $98,939,702 | |
| Mega LPL Financial LLC | 1,848,389 | $97,114,358 | |
| Large JONES FINANCIAL COMPANIES LLLP | 1,658,884 | $87,157,764 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DON | $10,043,490 | 78.63% | 177,698 | Shares | 2026-08-27 | |
| Small Financial Insights, Inc. DON | $2,730,198 | 21.37% | 48,305 | Shares | 2026-08-25 |