Stock ownership · SEC 13F · Q4 2025

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

Who owns WISDOMTREE U.S. MIDCAP DIVIDEND FUND (CUSIP 97717W505)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$353K
Reported value
1
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 1 institutions report $353K in WISDOMTREE U.S. MIDCAP DIVIDEND FUND positions, ownership that is dominated by its top few institutional owners.

1
institutions hold it
$353K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 97717W505 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $0.4M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - WISDOMTREE U.S. MIDCAP DIVIDEND FUND's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a WISDOMTREE U.S. MIDCAP DIVIDEND FUND position has fallen from 3 to 1 over the last 8 quarters of 13F filings.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 1
Distinct 13F filers holding WISDOMTREE U.S. MIDCAP DIVIDEND FUND, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 DGS Capital Management, LLC 6,843 $353K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among WISDOMTREE U.S. MIDCAP DIVIDEND FUND's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

DGS Capital Management, LLC $353K

Complete exits (5)

Opes Wealth Management LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Asset Dedication, LLC exited
CIBC Private Wealth Group LLC exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold WISDOMTREE U.S. MIDCAP DIVIDEND FUND?▼
WISDOMTREE U.S. MIDCAP DIVIDEND FUND is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of WISDOMTREE U.S. MIDCAP DIVIDEND FUND?▼
Institutions report $353K of WISDOMTREE U.S. MIDCAP DIVIDEND FUND as of Q4 2025.
How concentrated is ownership of WISDOMTREE U.S. MIDCAP DIVIDEND FUND?▼
The top five institutional holders account for 100% of the reported institutional value in WISDOMTREE U.S. MIDCAP DIVIDEND FUND, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of WISDOMTREE U.S. MIDCAP DIVIDEND FUND?▼
DGS Capital Management, LLC is the largest reported holder of WISDOMTREE U.S. MIDCAP DIVIDEND FUND with $353K across 6,843 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.