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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
RFG
451
REAP Financial Group
Texas
$3.36K – – –
AWM
452
Abound Wealth Management
Tennessee
$2.73K – – –
QCG
453
Quadrant Capital Group
Ohio
$2.58K – – –
IWM
454
IMG Wealth Management
Florida
$2.09K – – –
MCA
455
McGuire Capital Advisors
Oklahoma
$1.79K – – –
UB
456
UMB Bank
Missouri
$1.42K – – –
SAS
457
Spurstone Advisory Services
Connecticut
$1.37K – – –
KA
458
Kozak & Associates
Colorado
$1.36K – – –
FRA
459
Front Row Advisors
California
$1.1K – – –
MHR
460
Matthew Hamilton Rosenberg
$1.1K +$1.13K +21 New
SIS
461
Sound Income Strategies
Florida
$580 – – –
BIA
462
Bell Investment Advisors
California
$473 +$485 +9 New
TRCT
463
Tower Research Capital (TRC)
New York
$158 -$738K -13,691 -100%
PWM
464
Provident Wealth Management
Tennessee
$53 – – –
RCM
465
Raleigh Capital Management
North Carolina
$41 – – –
IA
466
IFG Advisory
Georgia
– -$4.93M -95,486 Closed
FTUS
467
Flow Traders U.S.
New York
– -$1.36M -26,377 Closed
WFAG
468
Worth Financial Advisory Group
North Carolina
– -$328K -6,350 Closed
CAGAS
469
Capital Advisory Group Advisory Services
Minnesota
– -$314K -6,078 Closed
NW
470
NewEdge Wealth
Pennsylvania
– -$221K -4,284 Closed
DF
471
Daviman Financial
Indiana
– -$202K -3,909 Closed
FFS
472
Founders Financial Securities
Maryland
– -$200K -3,881 Closed
IIM
473
IFC & Insurance Marketing
California
– -$31K -600 Closed
LI
474
LRI Investments
Florida
– -$31K -600 Closed
BCWM
475
Bartlett & Co Wealth Management
Ohio
– -$20.3K -393 Closed
16 17 18
19
20

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.