§ EQUITY
USDDON
WISDOMTREE US MIDCAP DIVIDEN
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 2.4M | 0.0% | −50% |
| UBS Group AG | 1.9M | 0.0% | +9% |
| Bank of America Corp | 1.9M | 0.0% | −1% |
| LPL Financial LLC | 1.8M | 0.0% | −5% |
| Bank of America Corp | 1.8M | 0.0% | n/a |
| JONES FINANCIAL COMPANIES LLLP | 1.6M | 0.0% | +23% |
◇ AC INTELLIGENCE
Top institutional owners for DON as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER64.5% · 407 holders
DEALER / BANK31.1% · 40 holders
QUALITY / COMPOUNDER3.5% · 7 holders
INCOME / DEFENSIVE0.7% · 2 holders
TACTICAL / MACRO0.1% · 1 holder
PASSIVE / INDEX0.1% · 3 holders
SYSTEMATIC / QUANT0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DON in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
DON
ARTICLE3W
Treasury "Buybacks" Are Yield Curve Control—History Says It Won't Cap 10-Year Yields (Aug 23)
DON
ARTICLE4M
$430M Crude Short Lands 15 Minutes Before Trump's Iran Ceasefire. Fourth Time This Month. (Apr 23)
DON
ARTICLE5M