WisdomTree U.S. MidCap Dividend Fund (DON)
WisdomTree U.S. MidCap Dividend Fund (DON) is listed on NYSE Arca, where it has traded since June 16, 2006.
- Listed On
- NYSE Arca
- Listed Since
- June 16, 2006
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 473 institutions reported holding DON, with 40.9 million shares worth $2.3 billion in aggregate. The largest reported holder was Bank of America, with 4.5 million shares worth $255.6 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bank of America | 4,522,366 | $256M | Reduced 2.65% |
| Morgan Stanley | 2,475,172 | $140M | Added 3.53% |
| UBS Group | 1,879,313 | $106M | Reduced 0.96% |
| Jones Financial Companies Lllp | 1,826,895 | $104M | Added 10.13% |
| Lpl Financial | 1,763,190 | $100M | Reduced 4.61% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is DON?
WisdomTree U.S. MidCap Dividend Fund (DON) is listed on NYSE Arca, where it has traded since June 16, 2006.
Who are the largest institutional holders of DON?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of DON were Bank of America, Morgan Stanley and UBS Group.
How many institutions own DON?
473 institutions reported a position in DON for the quarter ended June 30, 2026, worth $2.3 billion in total.
Did institutions buy or sell DON last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for DON.
Every reported institutional holder, plus insider and congressional trades in DON, on SentiSense.