We are live on ! Find out more
DON icon

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
WB
151
WesBanco Bank
West Virginia
$1.61M +$10K +194 +0.6%
BEI
152
Benjamin Edwards Inc
Missouri
$1.57M +$1.55M +30,013 New
OWM
153
Opes Wealth Management
California
$1.57M +$26K +503 +2%
HIA
154
Harbor Investment Advisory
Maryland
$1.57M +$47.2K +912 +3%
RFA
155
Resurgent Financial Advisors
Georgia
$1.52M -$40K -772 -3%
BIA
156
Biondo Investment Advisors
Pennsylvania
$1.51M -$8.03K -155 -0.5%
SEP
157
Southland Equity Partners
Missouri
$1.51M -$22.8K -440 -2%
Comerica Bank
158
Comerica Bank
Texas
$1.5M -$67.7K -1,307 -4%
CANC
159
Culbertson A N & Co
Virginia
$1.48M – – –
WCP
160
Wealthcare Capital Partners
Pennsylvania
$1.46M +$261K +5,038 +22%
SCA
161
Snowden Capital Advisors
New York
$1.41M -$97.5K -1,882 -7%
MG
162
Mather Group
Illinois
$1.4M +$28.6K +552 +2%
CB
163
Cadence Bank
Mississippi
$1.35M -$67.1K -1,296 -5%
O3W
164
Omni 360 Wealth
New Jersey
$1.34M +$19.5K +376 +1%
GIA
165
Gladstone Institutional Advisory
Florida
$1.34M +$71.6K +1,382 +6%
Financial Engines Advisors
166
Financial Engines Advisors
California
$1.33M +$2.02K +39 +0.2%
FFA
167
Farther Finance Advisors
California
$1.32M +$849K +16,403 +186%
AWA
168
Arkadios Wealth Advisors
Georgia
$1.3M +$8.34K +161 +0.7%
PWP
169
Principle Wealth Partners
Connecticut
$1.3M – – –
FLPIM
170
F.L. Putnam Investment Management
Massachusetts
$1.29M -$663K -12,808 -34%
NC
171
NewSquare Capital
Pennsylvania
$1.29M +$28.6K +553 +2%
WP
172
WealthShield Partners
North Carolina
$1.28M -$74.3K -1,435 -6%
MMA
173
Miracle Mile Advisors
California
$1.26M +$2.33K +45 +0.2%
CWL
174
Causey Wealth LLC
Colorado
$1.25M -$62.2K -1,201 -5%
IWM
175
IHT Wealth Management
Illinois
$1.2M +$27.7K +534 +2%
5 6
7
8 9

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.