Who owns DON?
WisdomTree U.S. MidCap Dividend Fund · WisdomTree
475 institutions reported holding DON, worth $2.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DON
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $255.6M | 4,522,366 | −123,152 shares |
| Morgan Stanley | New York, NY | $139.9M | 2,475,172 | +84,393 shares |
| UBS Group AG | Zurich, Switzerland | $105.4M | 1,865,075 | −18,056 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $103.7M | 1,826,895 | +168,011 shares |
| LPL Financial LLC | Fort Mill, SC | $99.7M | 1,763,190 | −85,199 shares |
| Linscomb Wealth, Inc. | Houston, TX | $86.3M | 1,527,377 | −51,430 shares |
| Creative Planning | Overland Park, KS | $85.7M | 1,516,308 | −1,939 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $78.7M | 1,391,530 | +38,114 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $58.6M | 1,036,786 | +33,067 shares |
| Wells Fargo & Company | San Francisco, CA | $56.5M | 998,779 | −2,321 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DON?
475 institutional managers reported holding DON in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by Bank of America Corp., at $255.6M.
Did institutions buy or sell DON last quarter?
Reported 13F value rose 10.1% from March 31, 2026, which includes price moves as well as buying and selling. 45 firms reported a new position and 24 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DON ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.