Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / US MIDCAP DIVID
-
Number of holders
-
422
-
Total 13F shares, excl. options
-
40.5M
-
Shares change
-
-771K
-
Total reported value, excl. options
-
$2.12B
-
Value change
-
-$40M
-
Number of buys
-
195
-
Number of sells
-
-173
-
Price
-
$52.30
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q3 2025
445 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q3 2025.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 422 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40.5M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (4.69M shares), MORGAN STANLEY (2.35M shares), LPL Financial LLC (1.99M shares), Linscomb Wealth, Inc. (1.83M shares), UBS Group AG (1.77M shares), Creative Planning (1.52M shares), AMERIPRISE FINANCIAL INC (1.39M shares), JONES FINANCIAL COMPANIES LLLP (1.17M shares), RAYMOND JAMES FINANCIAL INC (1.06M shares), and WELLS FARGO & COMPANY/MN (935K shares).
This table shows the top 422 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.