DON — WISDOMTREE US MIDCAP DIVIDEN
As of Q2 2026, 14 SEC-registered investment managers reported holding DON (WISDOMTREE US MIDCAP DIVIDEN) in their latest 13F filings, with a combined reported value of $596.63M across 10.56M shares. That is +2.7% by share count (+272.85K shares) versus the previous quarter, while reported value moved +10.4%. Ownership is concentrated: the five largest holders account for 95.7% of reported value and the top ten for 99.7%.
Compared with the prior quarter, 1 opened new positions, 8 added to existing stakes, 3 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 4.52M | $255.60M | 0.02% | Reduce |
| Morgan Stanley history | Q2 2026 | 2.48M | $139.90M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 1.87M | $105.41M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 998.78K | $56.45M | 0.01% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 245.56K | $13.89M | 0.00% | New |
| BNY Mellon history | Q2 2026 | 177.15K | $10.01M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 125.96K | $7.12M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 46.49K | $2.63M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 46.41K | $2.62M | 0.00% | Add |
| Citadel Advisors history | Q1 2026 | 35.09K | $1.84M | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 17.58K | $993.64K | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 12.68K | $716.89K | 0.00% | Add |
| Renaissance Technologies history | Q4 2024 | 13.90K | $708.48K | 0.00% | New |
| Citigroup Inc history | Q1 2026 | 12.08K | $634.49K | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 10.92K | $617.42K | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 8.13K | $459.39K | 0.00% | Add |
| Two Sigma Investments history | Q1 2026 | 6.90K | $362.53K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 3.51K | $198.61K | 0.00% | Hold |
| Deutsche Bank AG history | Q1 2023 | 330 | $13.52K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 245.56K sh · $13.89M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 35.09K sh · $1.84M
- Citigroup Inc sold 12.08K sh · $634.49K
- Two Sigma Investments sold 6.90K sh · $362.53K
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 2.71M | 2.96M | 3.05M | 3.32M | 3.45M | 4.27M | 4.47M | 4.39M | 4.32M | 4.25M | 4.53M | 4.53M | 4.38M | 4.51M | 4.62M | 4.86M | 4.69M | 4.68M | 4.65M | 4.52M |
| Morgan Stanley | 3.32M | 3.44M | 3.57M | 3.54M | 3.46M | 3.45M | 3.40M | 3.40M | 3.39M | 2.64M | 2.60M | 2.45M | 2.46M | 2.49M | 2.46M | 2.37M | 2.35M | 2.37M | 2.39M | 2.48M |
| UBS Group AG | 1.46M | 1.49M | 1.52M | 1.52M | 1.70M | 1.71M | 1.79M | 1.76M | 1.68M | 1.68M | — | 1.66M | 1.61M | 1.59M | 1.61M | 1.79M | 1.77M | 1.73M | 1.88M | 1.87M |
| Wells Fargo & Co | 966.71K | 803.33K | 821.89K | 842.10K | 848.85K | 1.07M | 1.04M | 988.88K | 938.16K | 993.58K | 942.92K | 1.07M | 1.08M | 1.09M | 1.04M | 983.08K | 935.36K | 998.42K | 1.00M | 998.78K |
| JPMorgan Chase & Co | 249.15K | 257.10K | 258.71K | 248.79K | 247.71K | 274.49K | 317.47K | 317.25K | 325.26K | 351.35K | 346.03K | 344.96K | 328.21K | 306.14K | 312.44K | 314.51K | 338.83K | 292.13K | — | 245.56K |
| BNY Mellon | 21.75K | 247.64K | 79.27K | 62.71K | 42.94K | 30.80K | 30.14K | 86.93K | 9.56K | 190.92K | 79.24K | 77.38K | 52.61K | 162.22K | 186.84K | 110.25K | 124.98K | 228.99K | 156.99K | 177.15K |
| Goldman Sachs Group | 16.80K | 10.30K | 25.80K | 11.87K | 18.59K | 66.29K | 15.87K | 10.30K | 7.90K | 10.81K | 21.78K | 18.98K | 27.09K | — | 11.63K | 15.54K | 31.08K | 18.47K | 15.54K | 125.96K |
| Northern Trust Corp | 33.83K | 32.80K | 39.29K | 46.19K | 43.61K | 43.59K | 43.59K | 46.38K | 43.59K | 39.58K | 37.15K | 37.15K | 37.15K | 36.30K | 47.39K | 36.30K | 41.14K | 47.84K | 48.27K | 46.49K |
| Fidelity Management & Research (FMR) | 5.99K | 7.98K | 7.65K | 7.33K | 6.67K | 8.45K | 9.16K | 11.68K | 13.85K | 14.17K | 21.89K | 23.02K | 24.22K | 25.47K | 27.12K | 27.32K | 30.94K | 41.11K | 37.86K | 46.41K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 267 | 266 | 266 | 266 | 336 | 336 | 16.93K | 17.58K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.14K | 7.20K | — | — | — | 10.74K | 12.68K |
| Franklin Resources | 400 | 1.62K | 1.82K | 1.62K | 2.62K | 2.62K | 2.62K | 2.62K | 2.62K | 2.50K | 2.45K | 2.45K | 2.45K | 2.33K | 2.27K | 2.27K | 2.27K | 10.12K | 10.62K | 10.92K |
| Invesco Ltd | 13.52K | 11.51K | 10.19K | 9.91K | 9.14K | 10.30K | 9.43K | 11.87K | 12.01K | 12.66K | 12.84K | 10.78K | 9.14K | 9.02K | 8.73K | 8.08K | 7.78K | 7.34K | 7.87K | 8.13K |
| PNC Financial Services | 1.78K | 5.05K | 4.84K | 6.03K | 4.82K | 7.26K | 6.50K | 6.50K | 7.13K | 6.73K | 6.46K | 7.25K | 7.28K | 4.66K | 5.02K | 5.02K | 6.20K | 4.51K | 3.51K | 3.51K |
| Citadel Advisors | — | 30.43K | — | — | — | 47.24K | 125.90K | 22.38K | 36.88K | 93.75K | 49.69K | 124.56K | — | 5.73K | 16.89K | 21.38K | 10.80K | 50.34K | 35.09K | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | 36.80K | — | — | 56.20K | — | 134.10K | 12.40K | 148.50K | 65.60K | 6.90K | — |
| Citigroup Inc | 2.17K | — | 2.30K | 2.30K | 2.30K | 10.24K | 14.53K | 14.94K | 14.73K | 13.93K | 13.86K | 14.67K | 15.13K | 10.82K | 11.01K | 11.05K | 11.43K | 11.42K | 12.08K | — |
| Deutsche Bank AG | 515 | 515 | 515 | 515 | 515 | 515 | 330 | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | — | 8.90K | 10.40K | — | 11.90K | 12.00K | — | — | 10.70K | 6.80K | — | — | — | 13.90K | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details