Who Owns DON?
WisdomTree U.S. MidCap Dividend Fund — Institutional Ownership & 13F Holdings
$55.07
-0.08 (-0.15%)
Market Cap
$3.9B
Shares Outstanding
67,018,063
Institutional Holders
1,360
Total Inst. Value
$13.2B
% of Float Held
—
QoQ Holder Change
+613
Institutional data as of Q1 2025
New Positions
399
Closed Positions
113
Increased
367
Decreased
375
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $2.1B | 7,133,067 |
| 2 | BANK OF AMERICA CORP /DE/ | $1.4B | 7,348,375 |
| 3 | GOLDMAN SACHS GROUP INC | $1.2B | 2,844,698 |
| 4 | WELLS FARGO & COMPANY/MN | $620.5M | 2,397,788 |
| 5 | UBS Group AG | $411.5M | 2,402,422 |
| 6 | BNP PARIBAS FINANCIAL MARKETS | $376.3M | 896,260 |
| 7 | Hancock Prospecting Pty Ltd | $356.8M | 849,769 |
| 8 | ROYAL BANK OF CANADA | $334.5M | 1,477,594 |
| 9 | AMERIPRISE FINANCIAL INC | $324.4M | 2,106,922 |
| 10 | RAYMOND JAMES FINANCIAL INC | $234.5M | 1,558,895 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +663K | $2.1B |
| BANK OF AMERICA CORP /DE/ | +126K | $1.4B |
| GOLDMAN SACHS GROUP INC | +841K | $1.2B |
| BNP PARIBAS FINANCIAL MARKETS | +430K | $376.3M |
| Hancock Prospecting Pty Ltd | +404K | $356.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ROYAL BANK OF CANADA | -1.5M | $334.5M |
| AIA Group Ltd | -311K | $19.0M |
| JANE STREET GROUP, LLC | -264K | $11.0M |
| UBS Group AG | -247K | $411.5M |
| CIBC WORLD MARKET INC. | -209K | $41.9M |
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Frequently Asked Questions
How many institutional investors hold DON?
As of Q1 2025, 1360 institutional investors report holding DON (WisdomTree U.S. MidCap Dividend Fund) in their 13F filings.
Which hedge fund owns the most DON?
The largest institutional holder of DON is MORGAN STANLEY with $2.1B in shares.
Are institutions buying or selling DON?
This quarter, 399 institutions opened new positions in DON and 113 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.