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WisdomTree US MidCap Dividend Fund
DON

431 hedge funds and large institutions have $2.13B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 171 increasing their positions, 155 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

10% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 155

2% more capital invested

Capital invested by funds: $2.09B → $2.13B (+$42.9M)

0% less funds holding

Funds holding: 433 → 431 (-2)

0.54% less ownership

Funds ownership: 56.4% → 55.87% (-0.54%)

Holders
431
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
5.66%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
29
Increased
171
Reduced
155
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.6M
2
Two Sigma Investments
Two Sigma Investments
New York
+$7.05M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.35M
4
VC
Vestor Capital
Illinois
+$3.45M
5
KWA
Kingswood Wealth Advisors
California
+$2.43M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$32.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.5M
3
Bank of America
Bank of America
North Carolina
-$8.47M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.31M
5
CAMV
Concord Asset Management (Virginia)
Virginia
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
FW
376
Fairway Wealth
Ohio
$52.7K – – –
AAS
377
Ameritas Advisory Services
Nebraska
$51K +$30.6K +590 +153%
VNA
378
Valley National Advisers
Pennsylvania
$48K – – –
CFB
379
Cullen/Frost Bankers
Texas
$44.8K – – –
Bessemer Group
380
Bessemer Group
New Jersey
$41K +$40.9K +790 New
SWA
381
SOA Wealth Advisors
New York
$39.7K +$259 +5 +0.7%
PCTC
382
Perkins Coie Trust Company
Washington
$38.7K – – –
CT
383
Caldwell Trust
Florida
$34K – – –
CFFP
384
Center for Financial Planning
Michigan
$28.9K – – –
ABWM
385
Alpine Bank Wealth Management
Colorado
$27.7K – – –
CIAS
386
Capital Investment Advisory Services
North Carolina
$27.5K – – –
CFD
387
Creative Financial Designs
Indiana
$26.8K – – –
PWA
388
Provenance Wealth Advisors
Florida
$25.9K -$9.48K -183 -27%
CAM
389
Creekmur Asset Management
Illinois
$25.9K -$4.87K -94 -16%
WWM
390
Wolff Wiese Magana
California
$23.5K – – –
Russell Investments Group
391
Russell Investments Group
United Kingdom
$22.7K +$19.8K +382 +735%
NWMP
392
Noble Wealth Management PBC
Colorado
$22.6K +$22.4K +432 New
MEG
393
Millstone Evans Group
Colorado
$22.3K +$52 +1 +0.2%
BCWM
394
Bartlett & Co Wealth Management
Ohio
$22.2K – – –
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$19.9K – – –
AF
396
Advisornet Financial
Minnesota
$18.7K – – –
BlackRock
397
BlackRock
New York
$17.6K +$3.63K +70 +26%
RF
398
Roxbury Financial
New Jersey
$16.6K +$52 +1 +0.3%
UCB
399
United Community Bank
South Carolina
$16.3K – – –
SAM
400
Smartleaf Asset Management
Massachusetts
$15.9K -$725 -14 -4%
14 15
16
17 18

DON Hedge Fund Activity: Q3 2025 in Review

431 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Dividend Fund (DON) for Q3 2025, worth a combined $2.13B — up 2.1% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DON positions and 23 closed out — a net gain of 6 holders — while 171 added to existing stakes and 155 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $8.6M. The largest seller was HighTower Advisors, cutting an estimated $32.8M.

  • 431 institutional investors held WisdomTree US MidCap Dividend Fund (DON) as of Q3 2025, down from 433 in Q2 2025.
  • Funds reported $2.13B of WisdomTree US MidCap Dividend Fund stock for Q3 2025, up 2.1% quarter-over-quarter.
  • 29 funds opened new WisdomTree US MidCap Dividend Fund positions in Q3 2025 and 23 closed out, a net change of +6 holders.
  • The largest WisdomTree US MidCap Dividend Fund buyer in Q3 2025 was Mercer Global Advisors, an estimated $8.6M added.
  • The largest WisdomTree US MidCap Dividend Fund seller in Q3 2025 was HighTower Advisors, an estimated $32.8M sold.

Based on aggregated 13F filings for Q3 2025.