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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
TC
451
TownSquare Capital
Utah
– -$201K -4,051 Closed
PA
452
PSI Advisors
Florida
– -$123K -2,483 Closed
S
453
SignatureFD
Georgia
– -$60K -1,211 Closed
CCM
454
Chilton Capital Management
Texas
– -$55.2K -1,115 Closed
SIM
455
Synergy Investment Management
Florida
– -$53.4K -1,079 Closed
T
456
Tidemark
California
– -$26.8K -542 Closed
AAG
457
Armstrong Advisory Group
Massachusetts
– -$23K -451 Closed
WBC
458
West Branch Capital
Massachusetts
– -$18.6K -375 Closed
SIS
459
Sound Income Strategies
Florida
– -$8.32K -168 Closed
JFGIW
460
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$5.94K -120 Closed
OSNBOA
461
Old Second National Bank of Aurora
Illinois
– -$5.94K -120 Closed
NCM
462
Northwest Capital Management
Oregon
– -$2.98K -60 Closed
FFWM
463
Future Financial Wealth Management
Ohio
– -$554 -11 Closed
IHWM
464
Iron Horse Wealth Management
Iowa
– -$396 -8 Closed
15 16 17 18
19

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.