13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DON

WISDOMTREE US MIDCAP DIVIDEN

500 institutions still hold WISDOMTREE US MIDCAP DIVIDEN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W505·Exchange Traded Fund·500 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
500
filers reporting
Concentration
18.83%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

500 institutions reported DON in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$256M4.5M0.02%Q2 202602
MORGAN STANLEY
CIK 0000895421
$140M2.5M0.01%Q2 202603
UBS Group AG
CIK 0001610520
$105M1.9M0.01%Q2 202604
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$104M1.8M0.04%Q2 202605
LPL Financial LLC
CIK 0001403438
$100M1.8M0.02%Q2 202606
Linscomb Wealth, Inc.
CIK 0001313294
$86M1.5M3.74%Q2 202607
Creative Planning
CIK 0001540235
$86M1.5M0.05%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$79M1.4M0.02%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$59M1.0M0.02%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$56M999K0.01%Q2 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$49M862K0.06%Q2 202612
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$32M567K0.11%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$30M528K0.00%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$28M504K0.04%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$27M479K0.03%Q2 202616
IAG Wealth Partners, LLC
CIK 0001827261
$27M470K2.63%Q2 202617
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$26M458K0.32%Q2 202618
Cetera Investment Advisers
CIK 0001666741
$25M440K0.02%Q2 202619
Stonebridge Financial Group, LLC
CIK 0002009367
$22M397K1.70%Q2 202620
Sandy Spring Bank
CIK 0001457833
$21M433K0.90%Q1 2025
Page 1 of 25
480 more holders available. Log in →