DON

Wisdomtree US Midcap Dividen
UnclassifiedUSCUSIP 97717W505◍ Confluence graph
Tracked 13F Holders
439
-102 QoQ
13F Value (tracked)
$2.1B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)19 adding · 13 trimming
Insider net (180d)$0

Who owns DON?

439 tracked 13F filers

439 tracked 13F filers disclose a position in DON as of the latest SEC 13F filings, a combined $2.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$244.1M
4.6M
−0.7%
Reduced · −32K sh
Q1 2026
2MORGAN STANLEY
$125.6M
2.4M
+0.7%
Added · +16K sh
Q1 2026
3UBS Group AG
$98.9M
1.9M
+8.8%
Added · +152K sh
Q1 2026
4LPL Financial LLC
$97.1M
1.8M
−5.2%
Reduced · −102K sh
Q1 2026
5JONES FINANCIAL COMPANIES LLLP
$85.8M
1.7M
+23%
Added · +312K sh
Q1 2026
6Linscomb Wealth, Inc.
$86.3M
1.5M
−3.3%
Reduced · −51K sh
Q2 2026
7Creative Planning
$79.8M
1.5M
~0%
Reduced · −264 sh
Q1 2026
8AMERIPRISE FINANCIAL INC
$71.1M
1.4M
−2.0%
Reduced · −28K sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$52.7M
1.0M
−10.0%
Reduced · −111K sh
Q1 2026
10WELLS FARGO & COMPANY/MN
$52.6M
1.0M
+0.3%
Added · +3K sh
Q1 2026
11MERCER GLOBAL ADVISORS INC /ADV
$37.5M
713K
+16%
Added · +97K sh
Q1 2026
12ROYAL BANK OF CANADA
$27.6M
526K
−7.9%
Reduced · −45K sh
Q1 2026
13COMMONWEALTH EQUITY SERVICES, LLC
$27.3M
520K
−11%
Reduced · −67K sh
Q1 2026
14KEYBANK NATIONAL ASSOCIATION/OH
$26.9M
512K
+0.8%
Added · +4K sh
Q1 2026
15IAG Wealth Partners, LLC
$26.6M
470K
−6.1%
Reduced · −31K sh
Q2 2026
16Cetera Investment Advisers
$24.5M
467K
−15%
Reduced · −83K sh
Q1 2026
17COLDSTREAM CAPITAL MANAGEMENT INC
$24.5M
466K
−5.0%
Reduced · −25K sh
Q1 2026
18OSAIC HOLDINGS, INC.
$21.3M
406K
+8.0%
Added · +30K sh
Q1 2026
19Stonebridge Financial Group, LLC
$22.4M
397K
+2.2%
Added · +9K sh
Q2 2026
20Trajan Wealth LLC
$19.2M
365K
+2.0%
Added · +7K sh
Q1 2026
21AE Wealth Management LLC
$18.8M
358K
+6.8%
Added · +23K sh
Q1 2026
22Baird Financial Group, Inc.
$18.6M
354K
+3.4%
Added · +12K sh
Q1 2026
23HUNTINGTON NATIONAL BANK
$19.8M
351K
−1.9%
Reduced · −7K sh
Q2 2026
24MAI Capital Management
$17.3M
329K
−1.1%
Reduced · −4K sh
Q1 2026
25Marion Wealth Management
$18.0M
318K
+5.9%
Added · +18K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DON being bought or sold by institutions?

Last quarter, 1 fund opened a new position in DON and 18 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
18
funds
Reduced
13
funds
Exited
0
funds

Funds that own DON also own

CompanyCo-held byCombined value
APPLE INCAAPL231 funds$75.7B
MICROSOFT CORPMSFT227 funds$64.7B
NVIDIA CORPNVDA226 funds$92.7B
AMAZON.COM INCAMZN223 funds$49.1B
ALPHABET INC-CL AGOOGL223 funds$41.8B
JPMORGAN CHASE & COJPM221 funds$21.2B
ALPHABET INC-CL CGOOG218 funds$27.6B
ELI LILLY & COLLY215 funds$18.5B
SS SPDR S&P 500 ETF TRUST-USSPY214 funds$11.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B213 funds$12.7B
META PLATFORMS INC-CLASS AMETA212 funds$23.3B
JOHNSON & JOHNSONJNJ212 funds$14.4B

Ranked by how many of DON's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

309 funds+32 since Q3 2024
0206411Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $680.2M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for DON

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Ask your agent what changed in DON

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DON/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DON.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.