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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

466 managers (475 13F filers) reported a position in DON shares at 2026-06-30, 40,831,977 shares in all. 34 filers opened a position and 25 filers sold out during the quarter.

Managers
466
13F filers
475
New
34
Added
157
Reduced
175
Sold out
25
Shares held by filers
40,831,977

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,522,366$256M0.02%-123,15213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,475,172$140M0.01%+84,39313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,879,313$106M-18,124Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,826,895$104M0.04%+168,01113F-HRTimelineGroup
LPL Financial LLC1,763,190$99.7M0.02%-85,19913F-HRTimeline
Linscomb Wealth, Inc.1,527,377$86.3M3.74%-51,43013F-HRTimeline
Creative Planningin group Creative Planning1,516,308$85.7M0.05%-1,93913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,391,530$78.7M0.02%+38,11413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,036,786$58.6M0.02%+33,06713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN998,779$56.5M0.01%-2,32113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV862,327$48.7M0.06%+149,39713F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…567,317$32.1M0.11%+54,88613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA527,892$29.8M0.01%+1,65713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC503,822$28.5M0.04%-16,55913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.478,941$27.1M0.03%+73,26213F-HRTimelineGroup
IAG Wealth Partners, LLC470,081$26.6M2.63%-30,61813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC458,200$25.9M0.32%-7,77013F-HRTimeline
Cetera Investment Advisers439,529$24.8M0.02%-27,33313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding401,721$22.7M-8,367Timeline
Stonebridge Financial Group, LLC396,757$22.4M1.7%+8,69513F-HRTimeline
Trajan Wealth LLC372,990$21.1M0.8%+7,97513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.359,731$20.3M0.03%+5,30813F-HRTimelineGroup
AE Wealth Management LLC355,863$20.1M0.09%-2,57613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding329,625$18.6M-35,629Timeline
MAI Capital Management323,917$18.3M0.07%-5,02413F-HRTimeline
Marion Wealth Management317,689$18M3.66%+17,71813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP300,151$17M0.01%-4,20513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding295,090$16.7M-81,706Timeline
HighTower Advisors, LLC291,812$16.5M0.02%-3,71213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…291,122$16.5M0.03%+16,15813F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.284,239$16.1M14.4%+92413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO245,561$13.9M<0.01%-17,60613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…242,608$13.7M0.01%+15,67413F-HRTimelineGroup
Destination Wealth Management239,935$13.6M0.32%+3,52113F-HRTimeline
Avantax Planning Partners, Inc.235,598$13.3M0.33%+2,53313F-HRTimeline
Avidian Wealth Enterprises, LLC229,415$13M0.36%-1,78113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC223,446$12.6M2.1%-7,74513F-HRTimeline
Lee, Kelleher & Klein Wealth Management222,951$12.6M6.59%+1,60513F-HRTimeline
Curi Capital, LLC214,530$12.1M0.19%-6,84213F-HRTimeline
Cambridge Investment Research Advisors,…211,011$11.9M0.03%-16,37013F-HR/ATimeline
Farther Finance Advisors, LLC198,304$11.2M0.09%+30,72713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp191,626$10.8M0.18%-50,24013F-HRTimelineGroup
CX Institutional179,117$10.1M0.29%+42513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP177,698$10M0.01%+118,23613F-HR/ATimelineGroup
White Pine Investment CO177,549$10M2.14%+2,14513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp177,150$10M<0.01%+20,15713F-HRTimelineGroup
FAS Wealth Partners, Inc.166,625$9.42M0.49%+18,78813F-HRTimeline
Melone Private Wealth, LLC151,892$8.58M3.27%+1,45413F-HRTimeline
Dynamic Advisor Solutions LLC150,378$8.5M0.24%-10,63513F-HRTimeline
Capital Investment Counsel, LLC148,059$8.37M1.04%+2,46513F-HRTimeline
Cornerstone Wealth Management, LLC142,402$8.05M0.35%-37613F-HRTimeline
United Advisor Group, LLC141,999$8.03M0.85%+53113F-HRTimeline
Goldstone Financial Group, LLC139,716$7.9M0.72%-21,93513F-HRTimeline
Grey Ledge Advisors, LLC138,793$7.84M1.58%+1,00413F-HRTimeline
VESTOR CAPITAL, LLC93,887$7.76M0.49%+21,92613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC125,957$7.12M<0.01%+110,42213F-HRTimelineGroup
Dickmeyer Boyce Financial Management, I…124,755$7.05M3.65%+1,05413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…123,429$6.97M0.01%-1,28113F-HRTimeline
MJT & Associates Financial Advisory Gro…122,710$6.94M4.59%+5,38313F-HRTimeline
Mariner, LLCin group Mariner, LLC121,630$6.87M0.01%-61,52513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC117,538$6.64M0.01%+31,26713F-HRTimeline
Main Street Financial Solutions, LLC117,357$6.63M0.43%+3,78013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC116,310$6.57M0.08%-6913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,159$6.57M<0.01%+14,91413F-HRTimelineGroup
D.A. DAVIDSON & CO.114,929$6.5M0.04%-3,74413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.114,206$6.45M0.04%-3,68613F-HRTimelineGroup
Roan Capital Partners109,694$6.2M5.14%+11,91613F-HRTimeline
Modera Wealth Management, LLC109,088$6.17M0.07%-1,27013F-HRTimeline
Copper Harbor Investment Advisors, LLC107,806$6.09M1.29%13F-HRTimeline
IFG Advisory, LLC105,197$5.95M0.21%new13F-HRTimeline
TD Waterhouse Canada Inc.99,740$5.64M0.01%+78113F-HRTimeline
Atria Investments, Inc99,412$5.62M0.06%-24,10913F-HRTimeline
JFS WEALTH ADVISORS, LLC94,973$5.37M0.27%+55713F-HRTimeline
Frazier Financial Advisors, LLC94,923$5.37M2.71%+3,13213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding94,721$5.35M+2,697Timeline
Private Capital Management, LLC92,847$5.25M0.48%+65713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC89,047$5.03M0.48%+2,11113F-HRTimeline
Apeiron RIA LLC88,465$5M1.28%+313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers87,443$4.94M0.01%+12,53213F-HRTimelineGroup
JPL Wealth Management, LLC86,608$4.9M0.97%-2,70613F-HRTimeline
Harbour Wealth Management Group, Inc.86,114$4.87M3.29%+3,22113F-HRTimeline
Cascade Financial Partners, LLC85,460$4.83M0.42%-50013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC82,879$4.68M0.54%-2,36813F-HRTimeline
Viaable, LLC81,845$4.62M3.84%13F-HRTimeline
Nikulski Financial, Inc.80,685$4.56M0.98%-2,48813F-HRTimeline
Larson Financial Group LLC80,053$4.52M0.12%+3,00213F-HRTimeline
Sage Capital Management, LLC79,919$4.52M1.76%+28013F-HRTimeline
Beacon Pointe Advisors, LLC77,269$4.37M0.02%-2,15113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp77,046$4.35M0.18%-10,32913F-HRTimelineGroup
Meridian Wealth Management, LLC76,429$4.32M0.13%-6,76713F-HRTimeline
BEACON FINANCIAL GROUP76,334$4.31M0.39%-8,65913F-HRTimeline
Private Advisor Group, LLC73,854$4.17M0.02%+26,09413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…73,289$4.14M0.01%+1,95213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS72,124$4.08M0.01%-1,02813F-HRTimeline
Midwest Trust Co71,841$4.06M0.05%-23413F-HRTimeline
HANCOCK WHITNEY CORP68,053$3.85M0.06%-913F-HRTimeline
Janney Montgomery Scott LLC67,355$3.81M0.01%+2,37213F-HRTimeline
Independence Bank of Kentucky65,149$3.68M0.41%+8013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…63,098$3.57M0.02%-2,58213F-HRTimelineGroup
EP Wealth Advisors, LLC60,561$3.42M0.01%+32,20113F-HRTimeline
Intrua Financial, LLC58,110$3.28M0.31%+1,36013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC57,442$3.25M0.65%-28113F-HRTimeline
Brady Martz Wealth Solutions, LLC55,699$3.15M0.48%+29013F-HRTimeline
Sanctuary Advisors, LLC55,604$3.14M0.01%-1,86113F-HRTimeline
&PARTNERS53,534$3.03M0.01%+5,22313F-HRTimeline
Arkadios Wealth Advisors52,367$2.96M0.05%+2,70313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…51,966$2.94M0.75%+1,46113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS51,826$2.93M0.3%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC51,428$2.91M0.02%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.50,573$2.86M0.19%-16,15913F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO50,187$2.84M0.23%+92413F-HRTimeline
Oxinas Partners, LLC49,112$2.78M1.09%+1,00013F-HRTimeline
CENTAURUS FINANCIAL, INC.48,835$2.76M0.11%+9,58513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC48,688$2.75M0.04%-1,27113F-HRTimeline
Financial Insights, Inc.48,305$2.73M0.72%-1,24613F-HRTimeline
Powers Advisory Group, LLC46,923$2.65M0.83%-43813F-HRTimeline
HF Advisory Group, LLC46,776$2.64M0.82%+98213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP46,487$2.63M<0.01%-1,78513F-HRTimelineGroup
JNBA Financial Advisors46,431$2.62M0.2%-1,94913F-HRTimeline
FMR LLCin group FMR LLC46,409$2.62M<0.01%+8,54713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.46,014$2.6M0.04%+1,63013F-HRTimeline
Savant Capital, LLC46,370$2.58M0.01%+29,89013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC45,006$2.54M0.03%+2,01913F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK43,846$2.48M0.31%-12,01213F-HRTimelineGroup
Farmers National Bank43,639$2.47M0.51%+60613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC43,422$2.45M0.47%+35013F-HRTimeline
BIP Wealth, LLC43,408$2.45M0.07%+4,10713F-HRTimeline
Well Done, LLC41,070$2.32M0.31%-65413F-HRTimeline
Wealthspire Advisors, LLC40,999$2.32M0.01%-30813F-HRTimeline
Composition Wealth, LLC39,640$2.24M0.03%+11,04913F-HRTimeline
TopTier Wealth Management, LLC38,931$2.2M1.33%+10313F-HRTimeline
Salomon & Ludwin, LLC38,454$2.17M0.18%-49213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,219$2.16M0.09%-55713F-HRTimeline
Prosperity Consulting Group, LLC37,725$2.13M0.08%-33613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC36,505$2.06M0.03%-2,39113F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO36,387$2.06M0.06%-3,34113F-HR/ATimeline
FINANCIAL ADVISORY PARTNERS, LLC36,288$2.05M0.54%+1,21113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,212$1.99M0.01%-7,26413F-HRTimeline
Integrated Wealth Concepts LLC34,382$1.94M0.01%+3,27213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC33,986$1.92M0.69%-3,24613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,767$1.91M0.01%-15,15813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC33,400$1.89M0.13%+1,82913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC32,519$1.84M0.09%-4,62113F-HRTimeline
Chicago Partners Investment Group LLC32,192$1.83M0.04%-45713F-HRTimeline
WESBANCO BANK INC32,406$1.83M0.05%+63613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.32,375$1.83M0.03%-56413F-HRTimeline
Capital Advisors, Ltd. LLC32,019$1.81M0.18%+713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,983$1.81M0.02%+81613F-HRTimelineGroup
Biondo Investment Advisors, LLC31,653$1.79M0.22%+80513F-HRTimeline
Argent Trust Co30,787$1.74M0.05%-81013F-HRTimeline
NewSquare Capital LLC30,457$1.72M0.13%+1,20613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…29,475$1.67M<0.01%+49613F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.28,743$1.62M0.18%-2,20013F-HR/ATimeline
Holt Capital Advisors, L.L.C. dba Holt …28,503$1.61M0.19%-6,00013F-HRTimeline
CULBERTSON A N & CO INC28,441$1.61M0.19%+19013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,997$1.58M<0.01%-3,22613F-HRTimelineGroup
Southland Equity Partners LLC27,504$1.55M0.27%-27313F-HRTimeline
Coppell Advisory Solutions LLC446$1.55M0.17%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…26,862$1.52M0.35%+2,11013F-HRTimeline
Aptus Capital Advisors, LLC26,806$1.52M0.01%013F-HRTimeline
Soltis Investment Advisors LLC26,466$1.5M0.09%-1,73413F-HRTimeline
Gladstone Institutional Advisory LLC25,905$1.46M0.05%+96113F-HRTimeline
Resurgent Financial Advisors LLC25,820$1.46M0.41%-1,65013F-HRTimeline
Quantinno Capital Management LP25,591$1.45M<0.01%+2,77613F-HRTimeline
Snowden Capital Advisors LLC25,483$1.44M0.03%-79813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK24,759$1.4M0.01%-5813F-HRTimelineGroup
Financial Engines Advisors L.L.C.24,664$1.39M<0.01%-96313F-HRTimeline
Merit Financial Group, LLC24,097$1.36M0.01%+2,41513F-HR/ATimeline
Pasadena Private Wealth, LLC23,956$1.35M0.17%+5,89913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC23,408$1.34M0.19%-1,00513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,713$1.34M<0.01%-23,82713F-HRTimelineGroup
Envision Financial LLC23,475$1.33M0.61%-8,97513F-HRTimeline
EASTERN BANK23,443$1.32M0.02%-252,08813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,567$1.28M0.01%+87013F-HRTimelineGroup
IHT Wealth Management, LLC22,375$1.26M0.03%-57913F-HRTimeline
OMNI 360 Wealth, Inc.22,056$1.25M0.58%-3,40213F-HRTimeline
Mosley Wealth Management21,523$1.22M0.39%+20,31513F-HRTimeline
Steward Partners Investment Advisory, L…21,344$1.21M0.01%-1,73213F-HRTimeline
Principle Wealth Partners LLC21,045$1.19M0.06%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC20,634$1.17M<0.01%-233,19513F-HRTimelineGroup
Anson Capital, Inc.20,201$1.14M0.74%+2,30913F-HRTimeline
Kaydan Wealth Management, Inc.20,045$1.13M0.35%+45813F-HRTimeline
Pacific Sun Financial Corp19,900$1.12M0.46%-1,89013F-HRTimeline
MATHER GROUP, LLC.19,873$1.12M0.01%-5,29413F-HRTimeline
Holos Integrated Wealth LLC18,721$1.06M0.5%+1613F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.06M0.25%013F-HRTimelineAmount filed as zero, left out of ratios.
Meridian Financial Advisors, LLC18,511$1.05M0.5%+713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,280$1.03M<0.01%+4,65413F-HRTimelineGroup
Gryphon Financial Partners LLC18,073$1.02M0.09%+22513F-HRTimeline
VICUS CAPITAL17,953$1.01M0.07%-28213F-HRTimeline
Waverly Advisors, LLC17,951$1.01M0.01%+1,36513F-HRTimeline
Causey Wealth LLC17,885$1.01M0.4%-7313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.17,580$994K<0.01%+64613F-HRTimelineGroup
WealthPlan Investment Management, LLC17,433$985K0.05%+5,08913F-HRTimeline
Collaborative Wealth Managment Inc.17,406$984K0.41%+7513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.17,331$980K0.28%-47313F-HRTimeline
Focus Financial Network, Inc.17,300$978K0.03%+12213F-HRTimeline
Platform Technology Partners17,251$975K0.16%013F-HRTimeline
Geneos Wealth Management Inc.17,205$972K0.02%+6,81213F-HRTimeline
GLOBALT Investments LLC / GA17,205$972K0.03%-86013F-HRTimeline