WisdomTree US Midcap Dividen ETF (DON): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow DON for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 475

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$56.52

+7.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of DON (all 13F filers)

Bank of America4.5 MBank or trading desk−123 K
Morgan Stanley2.5 MBank or trading desk+84 K
UBS Group1.9 MBank or trading desk−18 K
Jones Financial Companies Lllp1.8 MWealth adviser+168 K
LPL Financial1.8 MWealth adviser−85 K
Linscomb Wealth1.5 MWealth adviser−51 K
Creative Planning1.5 MWealth adviser−1,939
Ameriprise Financial1.4 MWealth adviser+38 K
Raymond James Financial1.0 MWealth adviser+33 K
Wells Fargo999 KBank or trading desk−2,321

Filer	Type
Bank of America	Bank or trading desk	4.5 M	−123 K	$256M
Morgan Stanley	Bank or trading desk	2.5 M	+84 K	$140M
UBS Group	Bank or trading desk	1.9 M	−18 K	$105M
Jones Financial Companies Lllp	Wealth adviser	1.8 M	+168 K	$104M
LPL Financial	Wealth adviser	1.8 M	−85 K	$99.7M
Linscomb Wealth	Wealth adviser	1.5 M	−51 K	$86.3M
Creative Planning	Wealth adviser	1.5 M	−1,939	$85.7M
Ameriprise Financial	Wealth adviser	1.4 M	+38 K	$78.7M
Raymond James Financial	Wealth adviser	1.0 M	+33 K	$58.6M
Wells Fargo	Bank or trading desk	999 K	−2,321	$56.5M

Bank of America
Shares
4.5 M
Change
−123 K
See more
Type
Bank or trading desk
Value
$256M
Morgan Stanley
Shares
2.5 M
Change
+84 K
See more
Type
Bank or trading desk
Value
$140M
UBS Group
Shares
1.9 M
Change
−18 K
See more
Type
Bank or trading desk
Value
$105M
Jones Financial Companies Lllp
Shares
1.8 M
Change
+168 K
See more
Type
Wealth adviser
Value
$104M
LPL Financial
Shares
1.8 M
Change
−85 K
See more
Type
Wealth adviser
Value
$99.7M
Linscomb Wealth
Shares
1.5 M
Change
−51 K
See more
Type
Wealth adviser
Value
$86.3M
Creative Planning
Shares
1.5 M
Change
−1,939
See more
Type
Wealth adviser
Value
$85.7M
Ameriprise Financial
Shares
1.4 M
Change
+38 K
See more
Type
Wealth adviser
Value
$78.7M
Raymond James Financial
Shares
1.0 M
Change
+33 K
See more
Type
Wealth adviser
Value
$58.6M
Wells Fargo
Shares
999 K
Change
−2,321
See more
Type
Bank or trading desk
Value
$56.5M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗