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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
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$2.09M +$1.47M +28,356 +246%
EF
127
Envision Financial
Wisconsin
$2.07M -$19.2K -370 -0.9%
MWA
128
Midland Wealth Advisors
Illinois
$2.06M -$462K -8,915 -18%
FMTCOCP
129
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.02M -$72.5K -1,399 -3%
YWS
130
Yarger Wealth Strategies
Ohio
$2M +$6.42K +124 +0.3%
ATC
131
Argent Trust Co
Tennessee
$1.98M -$23.3K -450 -1%
RA
132
Rodgers & Associates
Pennsylvania
$1.95M -$154K -2,972 -7%
FMN
133
Financial Management Network
California
$1.91M -$64K -1,235 -3%
Corient Private Wealth
134
Corient Private Wealth
Florida
$1.9M -$145K -2,803 -7%
CF
135
Centaurus Financial
California
$1.9M -$1.19K -23 -0.1%
PAS
136
Park Avenue Securities
New York
$1.88M +$396K +7,656 +27%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$1.87M +$737K +14,232 +66%
FRA
138
FFG Retirement Advisors
Colorado
$1.82M +$18.7K +361 +1%
CPIG
139
Chicago Partners Investment Group
Illinois
$1.82M -$68.2K -1,316 -4%
HI
140
Harbour Investments
Wisconsin
$1.79M +$78.9K +1,524 +5%
Truist Financial
141
Truist Financial
North Carolina
$1.78M +$212K +4,086 +14%
GVAG
142
Great Valley Advisor Group
Delaware
$1.74M -$33.9K -654 -2%
CAL
143
Capital Advisors Ltd
Ohio
$1.68M -$86.2K -1,664 -5%
FAP
144
Financial Advisory Partners
Florida
$1.67M +$41.3K +798 +3%
CIA
145
Concurrent Investment Advisors
Florida
$1.67M +$62.1K +1,200 +4%
MFG
146
Merit Financial Group
Georgia
$1.66M -$388K -7,501 -19%
Goldman Sachs
147
Goldman Sachs
New York
$1.63M +$805K +15,545 +100%
IWC
148
Integrated Wealth Concepts
Massachusetts
$1.62M +$1.36M +26,273 +553%
SIA
149
Soltis Investment Advisors
Utah
$1.62M -$63.8K -1,231 -4%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$1.62M +$187K +3,620 +13%
4 5
6
7 8

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.