13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
DON

WISDOMTREE US MIDCAP DIVIDEN

488 institutions still hold WISDOMTREE US MIDCAP DIVIDEN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W505·Exchange Traded Fund·488 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.6%
vs prior quarter
13F value held
$1.2B
66.0% inst. owned
of float
Holders
488
+136 QoQ
filers reporting
Activity
+20 / −106
+1,037 added · −877 reduced
this quarter
Concentration
19.55%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

488 institutions reported DON in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 19.5% of the visible book. +136 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$244M4.6M0.02%Q1 202602
MORGAN STANLEY
CIK 0000895421
$126M2.4M0.01%Q1 202603
UBS Group AG
CIK 0001610520
$99M1.9M0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$97M1.8M0.03%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$86M1.7M0.04%Q1 202606
Linscomb Wealth, Inc.
CIK 0001313294
$83M1.6M3.69%Q1 202607
Creative Planning
CIK 0001540235
$80M1.5M0.05%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$71M1.4M0.02%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$53M1.0M0.02%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$53M1.0M0.01%Q1 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$37M713K0.06%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$28M526K0.00%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$27M520K0.04%Q1 202614
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$27M512K0.10%Q1 202615
IAG Wealth Partners, LLC
CIK 0001827261
$26M501K2.94%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$25M467K0.03%Q1 202617
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$24M466K0.30%Q1 202618
Sandy Spring Bank
CIK 0001457833
$21M433K0.90%Q1 202519
OSAIC HOLDINGS, INC.
CIK 0001677044
$21M406K0.03%Q1 202620
Stonebridge Financial Group, LLC
CIK 0002009367
$20M388K1.68%Q1 2026
Page 1 of 25
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