Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
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Equity / US MIDCAP DIVID
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Number of holders
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427
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Total 13F shares, excl. options
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41.5M
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Shares change
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+349K
-
Total reported value, excl. options
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$2.08B
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Value change
-
+$17.6M
-
Number of buys
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191
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Number of sells
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-183
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Price
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$50.12
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q2 2025
459 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q2 2025.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 427 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41.5M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (4.86M shares), MORGAN STANLEY (2.37M shares), LPL Financial LLC (2.02M shares), Linscomb Wealth, Inc. (1.83M shares), UBS Group AG (1.79M shares), Creative Planning (1.52M shares), AMERIPRISE FINANCIAL INC (1.38M shares), RAYMOND JAMES FINANCIAL INC (1.13M shares), JONES FINANCIAL COMPANIES LLLP (1.09M shares), and HighTower Advisors, LLC (1.01M shares).
This table shows the top 427 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.