Latest Period
Q1 2026
Security Snapshot
WISDOMTREE TR - US MIDCAP DIVID (DON) Institutional Ownership
CUSIP: 97717W505
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
464
Shares (Excl. Options)
41,120,012
Price
$52.54
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- Security type / class
- Equity / US MIDCAP DIVID
- Symbol
- DON
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 41,120,012
- Total 13F value
- $2,159,170,534
- Portfolio coverage rank
- 0.01%
- Share change
- -198,394
- Value change
- -$10,525,544
- Number of holders
- 464
- SEC-reported price per share
- $56.52
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DON - WISDOMTREE TR - US MIDCAP DIVID is tracked under CUSIP 97717W505.
- 464 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 464 to 141 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,159,170,534 to $318,269,040.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 464 institutions filings for Q1 2026.
Security key
97717W505
Latest holder period
Q1 2026
13F holders
464
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717W505:
As of 31 Mar 2026, 464 institutional investors reported holding 41,120,012 shares of WISDOMTREE TR - US MIDCAP DIVID (DON).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 5,631,227 | $318,269,040 | -$16,011,366 | $56.52 | 141 |
| 2026 Q1 | 41,120,012 | $2,159,170,534 | -$10,525,544 | $52.54 | 464 |
| 2025 Q4 | 41,328,286 | $2,134,531,600 | +$13,369,812 | $51.60 | 456 |
| 2025 Q3 | 40,699,413 | $2,128,193,744 | -$39,882,007 | $52.30 | 429 |
| 2025 Q2 | 41,522,463 | $2,081,692,900 | +$17,591,783 | $50.12 | 429 |
| 2025 Q1 | 41,506,548 | $2,054,476,773 | +$53,641,034 | $49.52 | 430 |
| 2024 Q4 | 40,456,703 | $2,062,388,076 | +$47,473,285 | $50.97 | 439 |
| 2024 Q3 | 39,580,380 | $2,023,712,581 | -$31,490,523 | $51.13 | 417 |
| 2024 Q2 | 40,511,758 | $1,895,228,666 | +$66,390,348 | $46.77 | 410 |
| 2024 Q1 | 39,067,170 | $1,904,449,877 | -$104,501,911 | $48.77 | 422 |
| 2023 Q4 | 41,169,605 | $1,879,865,041 | -$35,456,734 | $45.69 | 408 |
| 2023 Q3 | 41,109,008 | $1,683,908,755 | -$5,287,623 | $40.96 | 379 |
| 2023 Q2 | 41,079,048 | $1,727,740,042 | -$21,748,055 | $42.05 | 370 |
| 2023 Q1 | 41,488,970 | $1,699,700,992 | +$11,767,735 | $40.98 | 364 |
| 2022 Q4 | 41,094,720 | $1,691,030,794 | +$126,070,046 | $41.14 | 364 |
| 2022 Q3 | 37,639,869 | $1,418,576,849 | +$4,848,454 | $37.67 | 334 |
| 2022 Q2 | 38,228,582 | $1,491,241,860 | +$90,618,015 | $38.98 | 351 |
| 2022 Q1 | 36,017,947 | $1,599,476,107 | +$26,507,479 | $44.42 | 351 |
| 2021 Q4 | 35,665,043 | $1,581,800,748 | +$53,082,155 | $44.36 | 346 |
| 2021 Q3 | 33,405,168 | $1,385,684,897 | -$38,272,124 | $41.45 | 312 |
| 2021 Q2 | 34,149,622 | $1,432,360,859 | +$43,775,002 | $41.95 | 307 |
| 2021 Q1 | 33,700,066 | $1,363,605,692 | -$135,370,134 | $40.42 | 307 |
| 2020 Q4 | 37,584,356 | $1,309,850,967 | -$108,464,724 | $34.81 | 306 |
| 2020 Q3 | 38,809,080 | $1,122,212,651 | -$108,732,130 | $28.92 | 275 |
| 2020 Q2 | 41,675,611 | $1,181,311,311 | -$203,467,671 | $28.34 | 281 |