WisdomTree U.S. MidCap Dividend

DON • ARCA

WisdomTree U.S. MidCap Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 421 institutional investors hold shares in this ETF, with total holdings valued at $2.1B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $245.5M.

Overview

Overview of institutional ownership in DON as of Q3 2025

All Institutions

Institutions: 421
Value Held: $2.1B
Shares Held: 40.4M
Avg Position: $5.0M
Median Position: $725.5K

Hedge Funds

Hedge Funds: 4
Value Held: $9.4M
Shares Held: 179.1K
Avg Position: $2.3M
Median Position: $698.2K

Biggest Investors

Institutions with the largest positions in DON as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$245.5M 0.02% of portfolio	4.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$122.7M 0.01% of portfolio	2.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
L LPL Financial LLC Institution	-	$104.1M 0.03% of portfolio	2.0M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
Linscomb & Williams, Inc. RIA/Wealth	Phillip Paul Hamman CEO	$95.6M 4.12% of portfolio	1.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.3B
UBS Group AG Institution	Sergio P. Ermotti CEO	$92.4M 0.02% of portfolio	1.8M shares	Q4 2014 Held for 10y 11m	$511.54B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$79.6M 0.06% of portfolio	1.5M shares	≤ Q2 2013 Held for 12y 5m+	$130.86B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$72.6M 0.02% of portfolio	1.4M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
J JONES FINANCIAL COMPANIES LLLP Institution	-	$61.3M 0.04% of portfolio	1.2M shares	Q4 2020 Held for 4y 11m	$146.70B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$55.3M 0.02% of portfolio	1.1M shares	Q4 2024 Held for 11 months	$310.43B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$48.9M 0.01% of portfolio	935.4K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B

Net Capital Flow

Institutional buying and selling activity for DON in Q3 2025

Traded: −$40.8M
Buyers: 198
Sellers: 171
Total Bought: +$65.2M
Total Sold: −$106.0M
Avg Position: $4.8M

Biggest Buyers

Institution	Net Bought	Current Position
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$8.7M +166.1K shares	$30.0M 573.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$7.1M +136.1K shares	$7.8M 148.5K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$4.4M +83.9K shares	$61.3M 1.2M shares
VESTOR CAPITAL CORP RIA/Wealth	+$3.5M +66.7K shares	$3.6M 68.0K shares
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth	+$2.5M +46.8K shares	$2.5M 46.8K shares
R ROYAL BANK OF CANADA Institution	+$2.0M +38.2K shares	$31.3M 598.7K shares
AE Wealth Management LLC RIA/Wealth	+$1.9M +36.6K shares	$16.1M 307.9K shares
B BENJAMIN EDWARDS INC Institution	+$1.6M +30.0K shares	$1.6M 30.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.5M +28.4K shares	$2.1M 39.9K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$1.4M +26.3K shares	$1.6M 31.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
HighTower Advisors, LLC RIA/Wealth	−$33.1M −633.4K shares	$19.7M 376.0K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$13.6M −259.9K shares	$6.1M 116.9K shares
BANK OF AMERICA CORP /DE/ Institution	−$8.6M −163.5K shares	$245.5M 4.7M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$7.4M −141.1K shares	$31.9M 609.1K shares
C Concord Asset Management, LLC/VA RIA/Wealth	−$3.7M −71.6K shares	$8.7M 165.4K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$3.7M −69.9K shares	$55.3M 1.1M shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$2.9M −58.8K shares	Sold Off 0 shares
Union Bankshares Corp Institution	−$2.6M −49.7K shares	$17.8M 340.6K shares
WELLS FARGO & COMPANY/MN Institution	−$2.5M −47.7K shares	$48.9M 935.4K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$1.8M −34.8K shares	$590.4K 11.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DON in Q3 2025

New Positions: 15
New Value: $2.0M
Exited Positions: 23
Exited Value: $7.4M

New Positions

Institution	Position Value
BRIDGES INVESTMENT MANAGEMENT INC RIA/Wealth	$725.5K 13.9K shares
Panoramic Capital Partners, LLC RIA/Wealth	$251.0K 4.8K shares
APPLETON PARTNERS INC/MA RIA/Wealth	$245.2K 4.7K shares
Sightline Wealth Advisors, LLC RIA/Wealth	$206.5K 3.9K shares
M Mallini Complete Financial Planning LLC RIA/Wealth	$204.8K 3.9K shares
K Kennebec Savings Bank Institution	$101.9K 1.9K shares
Steigerwald, Gordon & Koch Inc. RIA/Wealth	$78.5K 1.5K shares
FINANCIAL CONSULATE, INC RIA/Wealth	$74.2K 1.4K shares
R Root Financial Partners, LLC RIA/Wealth	$62.7K 1.2K shares
Triumph Capital Management RIA/Wealth	$12.1K 232.0 shares

Exited Positions

Institution	Previous Position
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$2.9M 58.8K shares
J JANE STREET GROUP, LLC Institution	$1.2M 24.3K shares
Q Qube Research & Technologies Ltd Institution	$1.0M 20.3K shares
L Leo Wealth, LLC Institution	$414.3K 8.3K shares
S Strategic Financial Concepts, LLC RIA/Wealth	$318.6K 6.4K shares
T TCG Advisory Services, LLC RIA/Wealth	$287.9K 5.7K shares
CALTON & ASSOCIATES, INC. RIA/Wealth	$285.3K 5.7K shares
Harvest Investment Services, LLC RIA/Wealth	$227.0K 4.5K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$224.7K 4.5K shares
River Street Advisors LLC RIA/Wealth	$186.2K 3.7K shares

Options Activity

Institutions with the largest Call and Put options positions in DON as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DON as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Melone Private Wealth, LLC RIA/Wealth	Louis J Melone Managing Partner	8.24% $18.2M	348.0K shares	Q4 2021 Held for 3y 11m	$220.7M
L Lee-Kelleher Wealth Management RIA/Wealth	William Paul Kelleher Owner	6.57% $10.7M	203.9K shares	Q4 2024 Held for 11 months	$162.4M
MJT & Associates Financial Advisory Group, Inc. RIA/Wealth	Paul George Anthes President	5.05% $6.2M	118.8K shares	Q1 2025 Held for 8 months	$122.9M
Linscomb & Williams, Inc. RIA/Wealth	Phillip Paul Hamman CEO	4.12% $95.6M	1.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.3B
D Defined Financial Planning LLC RIA/Wealth	James Barber Twining CEO	3.60% $4.2M	81.6K shares	Q4 2024 Held for 11 months	$118.0M
Marion Wealth Management RIA/Wealth	Jeffrey Donald Lott Managing Partner	3.37% $14.2M	271.5K shares	Q4 2021 Held for 3y 11m	$421.6M
P PRECEDENT WEALTH PARTNERS, LLC RIA/Wealth	Grant Jonathan Williams Founder	3.27% $14.4M	274.9K shares	Q4 2023 Held for 1y 11m	$439.8M
IAG Wealth Partners, LLC RIA/Wealth	Lori Ann Watt President	3.05% $25.4M	485.3K shares	Q4 2019 Held for 5y 11m	$832.4M
Frazier Financial Advisors, LLC RIA/Wealth	Joshua James Frazier CEO	2.95% $4.8M	91.6K shares	Q4 2023 Held for 1y 11m	$162.4M
White Pine Investment CO RIA/Wealth	Anthony Joseph Digiovanni CIO	2.27% $8.9M	169.5K shares	Q1 2019 Held for 6y 8m	$390.0M

Hedge Fund Spotlight

Discover hedge funds investing in DON

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in WisdomTree U.S. MidCap Dividend

Market Value: $7.8M
Shares Held: 148.5K
Portfolio Weight: 0.01%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%