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Public ownership evidence

WisdomTree U.S. MidCap Dividend Fund (DON) Ownership Disclosures

Read DON insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2910,796$534,595None
Corient Private Wealth LP2026-06-302026-08-28177,698$10,043,474None
Financial Insights, Inc.2026-06-302026-08-2648,305$2,730,224None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-204,000$226,080None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2032,387$1,830,513None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20862,327$48,738,722None
Beacon Pointe Advisors, LLC2026-06-302026-08-1977,269$4,367,252None
SwitchPoint Financial Planning, LLC2026-06-302026-08-183,758$212,402None
Corient Private Wealth LP2026-06-302026-08-18177,699$10,043,474None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1863,098$3,567,538None
Equitable Holdings, Inc.2026-06-302026-08-18114,206$6,454,913None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1848,835$2,760,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1534$1,922None
Vines Capital Management, LLC2026-06-302026-08-1511,373$642,802None
Synergy Investment Management, LLC2026-06-302026-08-151,000$56,520None
Glen Eagle Advisors, LLC2026-06-302026-08-151,797$101,592None
JPL Wealth Management, LLC2026-06-302026-08-15208$11,728None
JPL Wealth Management, LLC2026-06-302026-08-1586,400$4,883,331None
Modern Wealth Management, LLC2026-06-302026-08-157,697$435,025None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15135$7,630None
Viaable, LLC2026-06-302026-08-1581,845$4,622,623None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-155,375$303,795None
Navis Wealth Advisors, LLC2026-06-302026-08-1516,240$917,869None
Vertex Planning Partners, LLC2026-06-302026-08-159,093$513,947None
Resurgent Financial Advisors LLC2026-06-302026-08-1525,820$1,459,337None
Wick Capital Partners, LLC2026-06-302026-08-156,468$365,571None
Ameritas Advisory Services, LLC2026-06-302026-08-151,387$78,402None
WCG Wealth Advisors LLC2026-06-302026-08-1511,072$625,811None
XTX Topco Ltd2026-06-302026-08-1511,509$650,489None
Arkos Global Advisors2026-06-302026-08-1514,567$823,000None
Western Wealth Management, LLC2026-06-302026-08-159,393$530,869None
Western Wealth Management, LLC2026-06-302026-08-153,769$213,040None
Foundations Investment Advisors, LLC2026-06-302026-08-156,680$377,564None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-1526,862$1,518,225None
IFG Advisory, LLC2026-06-302026-08-15105,197$5,945,728None
OSAIC HOLDINGS, INC.2026-06-302026-08-15975$55,107None
OSAIC HOLDINGS, INC.2026-06-302026-08-15251,999$14,242,983None
OSAIC HOLDINGS, INC.2026-06-302026-08-15225,967$12,772,959None
Betterment LLC2026-06-302026-08-1513,202$746,000None
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.2026-06-302026-08-1528,503$1,610,990None
Redmond Asset Management, LLC2026-06-302026-08-1512,408$701,300None
HRT FINANCIAL LP2026-06-302026-08-154,033$227,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1523,713$1,340,259None
Ancora Advisors LLC2026-06-302026-08-1510,251$579,387None
Medallion Wealth Advisors, LLC2026-06-302026-08-157,834$442,768None
Quantum Portfolio Management LLC2026-06-302026-08-15225$12,717None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1528$1,564None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15120$6,782None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15112$6,330None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15579$32,725None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Financial Insights, Inc. ↗STOCK YARDS BANK & TRUST CO ↗STOCK YARDS BANK & TRUST CO ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗SwitchPoint Financial Planning, LLC ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.