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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
HNB
26
Huntington National Bank
Ohio
$17.1M – – –
MCM
27
MAI Capital Management
Ohio
$17M +$313K +6,476 +2%
MPW
28
Melone Private Wealth
Michigan
$16.7M +$374K +7,741 +2%
JP Morgan Chase
29
JP Morgan Chase
New York
$15.8M +$99.7K +2,064 +0.7%
Stifel Financial
30
Stifel Financial
Missouri
$15.6M -$171K -3,545 -1%
PWP
31
Precedent Wealth Partners
Texas
$14M +$571K +11,829 +4%
Lido Advisors
32
Lido Advisors
California
$13.9M -$279K -5,777 -2%
AWM
33
AE Wealth Management
Kansas
$13.6M +$1.35M +27,912 +11%
MWM
34
Marion Wealth Management
Pennsylvania
$13.5M +$376K +7,795 +3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$13.4M +$302K +6,254 +2%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$13M +$317K +6,562 +3%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$12M +$34.8K +720 +0.3%
CWP
38
Concord Wealth Partners
Virginia
$11.9M +$197K +4,071 +2%
CAMV
39
Concord Asset Management (Virginia)
Virginia
$11.9M +$3.88M +80,456 +51%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$11.6M +$1.24M +25,648 +12%
APP
41
Avantax Planning Partners
Iowa
$11.6M +$37.2K +770 +0.3%
DWM
42
Destination Wealth Management
California
$11.4M +$184K +3,816 +2%
CRC
43
Curi RMB Capital
Illinois
$11.1M +$1.91M +39,652 +22%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$188K -3,900 -2%
LKWM
45
Lee-Kelleher Wealth Management
Maryland
$9.56M +$375K +7,769 +4%
GFG
46
Goldstone Financial Group
Illinois
$9M +$354K +7,328 +4%
WPIC
47
White Pine Investment Company
Michigan
$8.3M -$117K -2,413 -1%
CI
48
CX Institutional
Indiana
$8.2M +$486K +10,069 +7%
DAS
49
Dynamic Advisor Solutions
Arizona
$7.44M +$162K +3,349 +2%
UAG
50
United Advisor Group
Ohio
$7.28M +$59.3K +1,229 +0.9%
1
2
3 4 5

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.