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WisdomTree US MidCap Dividend Fund
DON

463 hedge funds and large institutions have $2.16B invested in WisdomTree US MidCap Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

2% more funds holding

Funds holding: 455 → 463 (+8)

1% more capital invested

Capital invested by funds: $2.15B → $2.16B (+$10.8M)

0.15% more ownership

Funds ownership: 57.49% → 57.64% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

Holders
463
Holders Change
+8
Holders Change %
+1.76%
% of All Funds
5.7%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.15%
New
35
Increased
150
Reduced
179
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.8M
2
AWE
Avidian Wealth Enterprises
Texas
+$12.5M
3
UBS Group
UBS Group
Switzerland
+$8.21M
4
FFA
Farther Finance Advisors
California
+$7.36M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.25M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$15.9M
2
LW
Linscomb Wealth
Texas
-$14.3M
3
KAS
Kestra Advisory Services
Texas
-$10M
4
Raymond James Financial
Raymond James Financial
Florida
-$6M
5
LPL Financial
LPL Financial
California
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
326
Calton & Associates
Florida
$265K -$10.1K -188 -4%
SF
327
Seek First
California
$262K -$44.7K -828 -14%
MW
328
Marble Wealth
Alabama
$261K – – –
KIM
329
Kestra Investment Management
Texas
$259K – – –
William Blair & Company
330
William Blair & Company
Illinois
$258K +$270 +5 +0.1%
BFA
331
Beacon Financial Advisory
Ohio
$254K -$6.74K -125 -3%
QWM
332
Quadcap Wealth Management
Texas
$253K -$971 -18 -0.4%
PCP
333
Panoramic Capital Partners
Oregon
$252K – – –
PG
334
Patten Group
Tennessee
$250K -$3.56K -66 -1%
IRC
335
Investors Research Corp
Georgia
$248K -$16.2K -300 -6%
MC
336
Moors & Cabot
Massachusetts
$246K -$5.12K -95 -2%
AP
337
Appleton Partners
Massachusetts
$246K – – –
BFG
338
Berger Financial Group
Minnesota
$243K +$54 +1 +0%
PWA
339
Pitcairn Wealth Advisors
Pennsylvania
$243K – – –
Neuberger Berman Group
340
Neuberger Berman Group
New York
$241K – – –
SMC
341
Smith, Moore & Co
Missouri
$241K – – –
CWA
342
Crux Wealth Advisors
California
$241K +$1.24K +23 +0.5%
Pathstone Holdings
343
Pathstone Holdings
New Jersey
$236K – – –
SPWM
344
Smith Partners Wealth Management
North Carolina
$235K – – –
RA
345
RFG Advisory
Alabama
$235K +$3.56K +66 +1%
AIM
346
Alhambra Investment Management
Florida
$232K – – –
PCIA
347
Prime Capital Investment Advisors
Kansas
$232K +$1.19K +22 +0.5%
WA
348
Winter & Associates
Minnesota
$231K +$2.37K +44 +1%
MYIA
349
Mount Yale Investment Advisors
Colorado
$230K +$236K +4,379 New
VAS
350
Vestmark Advisory Solutions
Massachusetts
$230K +$236K +4,379 New
12 13
14
15 16

DON Hedge Fund Activity: Q1 2026 in Review

463 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q1 2026, worth a combined $2.16B — up 0.5% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DON positions and 19 closed out — a net gain of 16 holders — while 150 added to existing stakes and 179 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $16.8M. The largest seller was Corient Private Wealth, cutting an estimated $15.9M.

  • 463 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q1 2026, up from 455 in Q4 2025.
  • Funds reported $2.16B of WisdomTree US MidCap Dividend Fund stock for Q1 2026, up 0.5% quarter-over-quarter.
  • 35 funds opened new WisdomTree US MidCap Dividend Fund positions in Q1 2026 and 19 closed out, a net change of +16 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q1 2026 was Jones Financial Companies, an estimated $16.8M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q1 2026 was Corient Private Wealth, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2026.