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WisdomTree US MidCap Dividend Fund
DON

433 hedge funds and large institutions have $2.09B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 167 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 156

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

1% more capital invested

Capital invested by funds: $2.06B → $2.09B (+$27.1M)

0.04% less ownership

Funds ownership: 56.44% → 56.4% (-0.04%)

0% less funds holding

Funds holding: 434 → 433 (-1)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
433
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.7%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
31
Increased
167
Reduced
156
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$22.5M
2
AUB
Atlantic Union Bankshares
Virginia
+$18.8M
3
Bank of America
Bank of America
North Carolina
+$11.7M
4
UBS Group
UBS Group
Switzerland
+$8.48M
5
CAMV
Concord Asset Management (Virginia)
Virginia
+$3.88M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.2M
2
IWP
Invenio Wealth Partners
Florida
-$9.9M
3
Ameriprise
Ameriprise
Minnesota
-$6.74M
4
Two Sigma Investments
Two Sigma Investments
New York
-$5.88M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
301
Brighton Jones LLC
Washington
$287K +$57.1K +1,182 +26%
CA
302
Calton & Associates
Florida
$285K -$22.8K -472 -8%
MA
303
MCF Advisors
Kentucky
$284K – – –
EFA
304
Edge Financial Advisors
Illinois
$283K +$1.83K +38 +0.7%
CAGAS
305
Capital Advisory Group Advisory Services
Minnesota
$282K -$565K -11,708 -68%
SFI
306
SPC Financial Inc
Maryland
$281K – – –
WFAG
307
Worth Financial Advisory Group
North Carolina
$281K +$579 +12 +0.2%
AOWM
308
Alpha Omega Wealth Management
Virginia
$278K +$4.63K +96 +2%
ATPW
309
Ashton Thomas Private Wealth
Arizona
$278K +$268K +5,542 New
FIA
310
Foundations Investment Advisors
Arizona
$274K -$8.06K -167 -3%
CAWM
311
Capital Advisors Wealth Management
Washington
$272K +$23.9K +495 +10%
Neuberger Berman Group
312
Neuberger Berman Group
New York
$270K +$22.7K +471 +10%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$269K +$22.1K +457 +9%
CSA
314
Cottage Street Advisors
Massachusetts
$267K – – –
IRC
315
Investors Research Corp
Georgia
$262K -$5.75K -119 -2%
PFA
316
Portland Financial Advisors
New York
$258K – – –
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$255K +$55.4K +1,148 +29%
TIAA Trust, National Association
318
TIAA Trust, National Association
North Carolina
$253K +$2.56K +53 +1%
DWP
319
Daymark Wealth Partners
Ohio
$253K +$1.01K +21 +0.4%
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$252K – – –
WAM
321
Weinberger Asset Management
California
$251K -$12.5K -258 -5%
MC
322
Moors & Cabot
Massachusetts
$242K -$15.2K -315 -6%
SFA
323
Sequoia Financial Advisors
Ohio
$241K +$14.2K +294 +7%
SMC
324
Smith, Moore & Co
Missouri
$240K -$386 -8 -0.2%
QWM
325
Quadcap Wealth Management
Texas
$239K +$1.21K +25 +0.5%
11 12
13
14 15

DON Hedge Fund Activity: Q2 2025 in Review

433 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q2 2025, worth a combined $2.09B — up 1.3% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DON positions and 30 closed out — a net gain of 1 holder — while 167 added to existing stakes and 156 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $22.5M. The largest seller was Royal Bank of Canada, cutting an estimated $10.2M.

  • 433 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q2 2025, down from 434 in Q1 2025.
  • Funds reported $2.09B of WisdomTree US MidCap Dividend Fund stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 31 funds opened new WisdomTree US MidCap Dividend Fund positions in Q2 2025 and 30 closed out, a net change of +1 holder.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q2 2025 was Jones Financial Companies, an estimated $22.5M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q2 2025 was Royal Bank of Canada, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2025.