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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
Stonebridge Financial Group, LLC/CA16,896$954K0.13%13F-HRTimeline
Highland Investment Advisors LLC16,466$931K0.41%13F-HRTimeline
Navis Wealth Advisors, LLC16,240$918K0.35%-77413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC16,037$906K0.14%+1113F-HRTimeline
BRADY FAMILY WEALTH, LLC16,034$906K0.26%013F-HRTimeline
Selby Wealth Management, LLC15,959$902K0.32%-1,50313F-HRTimeline
PINNACLE ASSOCIATES LTD15,794$893K0.01%-55513F-HRTimeline
Milestone Asset Management Group, LLC15,662$885K0.45%+64113F-HRTimeline
Marathon Strategic Advisors, LLC15,590$881K0.5%013F-HRTimeline
LANARK FINANCIAL, INC.15,394$870K0.06%-1,13813F-HRTimeline
CPC Advisors, LLC14,955$845K0.11%-1,09613F-HRTimeline
Summit Financial, LLC14,810$837K0.01%-53913F-HRTimeline
AssuredPartners Investment Advisors, LLC14,797$836K0.08%-22113F-HRTimeline
Arkos Global Advisors14,567$823K0.1%-12513F-HRTimeline
Global Retirement Partners, LLC14,521$821K0.01%13F-HRTimeline
Friday Financial14,350$813K0.22%013F-HRTimeline
Octavia Wealth Advisors, LLC14,098$797K0.07%-11113F-HRTimeline
Team Financial Group, LLC13,780$779K0.33%-56513F-HRTimeline
HighPoint Advisor Group LLC13,574$767K0.03%-24913F-HRTimeline
SHP Wealth Management13,420$759K0.05%-92713F-HRTimeline
NewEdge Advisors, LLC13,391$757K<0.01%+2,89213F-HRTimeline
J.W. COLE ADVISORS, INC.13,322$753K0.01%-1,07113F-HRTimeline
Betterment LLC13,202$746K<0.01%-9413F-HRTimeline
Western Wealth Management, LLC13,162$744K0.02%-38613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC13,094$740K0.01%+813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,684$717K<0.01%+1,94213F-HRTimelineGroup
Redmond Asset Management, LLC12,408$701K0.18%+76813F-HRTimeline
Ironwood Investment Counsel, LLC12,338$697K0.09%+613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,308$696K0.01%+1,62413F-HRTimeline
Asset Dedication, LLC12,303$695K0.04%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,169$688K0.03%-20713F-HRTimeline
New Insight Wealth Advisors12,088$683K0.2%+18513F-HRTimeline
Allworth Financial LP12,006$679K<0.01%-67813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…11,971$677K0.04%-1,00513F-HRTimeline
Simmons Bankin group Simmons Bank11,954$676K0.04%-1,60013F-HRTimelineGroup
HANOVER ADVISORS INC11,871$671K0.24%013F-HRTimeline
New Hampshire Trust11,805$667K0.13%013F-HRTimeline
Centennial Wealth Advisory LLC11,684$660K0.14%-5813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,509$650K0.01%new13F-HRTimelineGroup
Vines Capital Management, LLC11,373$643K0.53%-20013F-HR/ATimeline
CAPE ANN SAVINGS BANK11,208$633K0.3%-9013F-HRTimeline
WCG Wealth Advisors LLC11,072$626K0.01%-24313F-HRTimeline
HB Wealth Management, LLC11,034$624K<0.01%-1,81413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,924$617K<0.01%+30013F-HRTimelineGroup
MCF Advisors LLC10,854$613K0.02%+2,33913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,258$580K-91Timeline
Ancora Advisors LLCin group Ancora Advisors LLC10,251$579K0.01%013F-HRTimelineGroup
SAXON INTERESTS, INC.10,182$575K0.16%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding9,896$559KnewTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,809$554K0.03%-3,04713F-HRTimeline
WealthPoint Financial, LLC9,765$552K0.4%+22013F-HRTimeline
Integrated Advisors Network LLC9,700$548K0.03%-35013F-HRTimeline
Aspen Investment Management Inc9,630$544K0.15%013F-HRTimeline
Evanson Financial, LLC9,449$534K0.03%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,267$524K<0.01%-1,08213F-HRTimelineGroup
PFG Investments, LLC9,259$523K0.02%-6613F-HRTimeline
Vertex Planning Partners, LLC9,093$514K0.08%+1013F-HRTimeline
Heritage Trust Co8,863$501K0.04%013F-HRTimeline
PLIMOTH TRUST CO LLC8,653$489K0.1%013F-HRTimeline
Boston Common Asset Management, LLC8,500$480K0.03%013F-HRTimeline
Institute for Wealth Management, LLC.8,464$478K0.04%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,221$465K0.01%013F-HRTimelineGroup
NorthRock Partners, LLC8,220$465K0.01%+2,63413F-HRTimeline
True Link Financial Advisors, LLC8,196$463K0.03%-11,09013F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC8,176$462K0.17%-1,30713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.8,128$459K<0.01%+26013F-HRTimelineGroup
Rossby Financial, LCC8,106$458K0.08%-9,48013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,037$454K<0.01%+10013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,996$452K<0.01%-16113F-HRTimelineGroup
Koshinski Asset Management, Inc.7,962$450K0.02%+13713F-HRTimeline
Medallion Wealth Advisors, LLC7,834$443K0.14%+713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,800$441K0.26%-36113F-HRTimeline
Modern Wealth Management, LLC7,697$435K0.01%+5113F-HRTimeline
Golden State Wealth Management, LLC7,537$426K0.04%-88013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,509$424K<0.01%013F-HRTimelineGroup
MOR Wealth Management, LLC7,354$416K0.17%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,198$407K<0.01%+2,69713F-HRTimelineGroup
Reliant Investment Partners, LLC7,137$403K0.27%-2813F-HRTimeline
Connecticut Wealth Management, LLC7,015$396K0.01%-11,69113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,000$396K0.05%013F-HRTimeline
Prospera Financial Services Inc6,917$391K0.01%-39413F-HRTimeline
IFP Advisors, Inc6,902$390K0.01%013F-HRTimeline
Wealth Management Associates, Inc.6,894$390K0.11%-19413F-HRTimeline
Berkeley, Inc6,865$388K0.12%-10013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,853$387K<0.01%-11013F-HRTimelineGroup
Key Financial Inc6,789$384K0.06%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST6,747$381K0.14%-38113F-HRTimeline
Foundations Investment Advisors, LLC6,680$378K<0.01%+95913F-HRTimeline
Wick Capital Partners, LLC6,468$366K0.06%013F-HRTimeline
World Investment Advisors6,812$358K0.01%-52813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,315$357K0.01%+1,05313F-HRTimeline
Sigma Planning Corp6,280$355K0.01%+813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,207$351K0.01%-93713F-HRTimeline
Worth Financial Advisory Group, LLC6,201$350K0.15%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/6,142$347K0.01%-2,01213F-HRTimeline
Diversified Enterprises, LLC6,072$343K0.02%+313F-HRTimeline
RMR Wealth Builders6,069$343K0.02%-5013F-HRTimeline
MONECO ADVISORS, LLC5,966$337K0.02%+2313F-HRTimeline
PRIVATE TRUST CO NA5,961$337K0.03%013F-HRTimeline
Fragasso Financial Advisors Inc5,956$337K0.02%+1413F-HRTimeline
BRIGHTON JONES LLC5,872$332K0.01%+913F-HRTimeline
NewCorp Financial Services, Inc.5,808$328K0.25%+1413F-HRTimeline
Sun Financial Inc5,531$322K0.15%-10813F-HRTimeline
Clearwater Capital Advisors, LLC5,687$321K0.02%-3013F-HRTimeline
Alpha Omega Wealth Management LLC5,662$320K0.05%-17713F-HRTimeline
Coquina Private Wealth LLC5,564$314K0.21%+413F-HRTimeline
Ashton Thomas Private Wealth, LLC5,542$313K0.01%013F-HRTimeline
Capital Advisors Wealth Management, LLC5,522$312K0.04%+2313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,430$307K0.01%013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC5,375$304K0.17%new13F-HRTimeline
Weinberger Asset Management, Inc5,260$303K0.1%-15313F-HRTimeline
Cottage Street Advisors LLC5,326$301K0.12%013F-HRTimeline
Signal Advisors Wealth, LLC5,271$298K0.02%-23413F-HRTimeline
Arax Advisory Partners5,243$296K<0.01%+4,12513F-HRTimeline
Kovack Advisors, Inc.5,240$296K0.01%+3013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,078$287K<0.01%-213F-HRTimelineGroup
BCGM Wealth Management, LLC5,068$286K0.06%-2,26713F-HRTimeline
Portland Financial Advisors Inc5,060$286K0.52%-7913F-HRTimeline
Advisory Services Network, LLC5,038$285K<0.01%+2,24013F-HRTimeline
Seek First Inc.5,010$283K0.18%+3113F-HRTimeline
Quadcap Wealth Management, LLC4,967$281K0.03%+16113F-HRTimeline
Marble Wealth, LLC4,961$280K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.4,890$276K<0.01%-32913F-HRTimeline
Summit Trail Advisors, LLC4,882$276K<0.01%-22813F-HRTimeline
Panoramic Capital Partners, LLC4,800$271K0.13%013F-HRTimeline
Investors Research Corp4,727$267K0.05%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO4,700$266K0.03%013F-HRTimelineGroup
APPLETON PARTNERS INC/MA4,689$265K0.02%013F-HRTimeline
Beacon Financial Advisory LLC4,627$261K0.05%-20813F-HRTimeline
Berger Financial Group, Inc4,626$261K0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,594$260K<0.01%013F-HRTimelineGroup
SMITH, MOORE & CO.4,584$259K0.02%013F-HRTimeline
Nuveen, LLCin group TIAA4,556$258K<0.01%new13F-HRTimelineGroup
Patten Group, Inc.4,536$256K0.04%-21813F-HRTimeline
RFG Advisory, LLC4,453$252K<0.01%-1713F-HRTimeline
Prime Capital Investment Advisors, LLC4,438$251K<0.01%+2713F-HRTimeline
Alhambra Investment Management LLC4,409$249K0.11%-1013F-HRTimeline
Smith Partners Wealth Management, LLC4,393$248K0.2%-8013F-HRTimeline
Vestmark Advisory Solutions, Inc.4,379$248K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,379$248K<0.01%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,257$241K0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.4,190$237K0.03%-84813F-HRTimeline
BLAIR WILLIAM & CO/IL4,150$235K<0.01%-76313F-HRTimeline
CRUX WEALTH ADVISORS4,145$234K0.08%-43413F-HRTimeline
Northern Financial Advisors Inc4,118$233K0.15%013F-HRTimeline
Sequoia Financial Advisors, LLC4,116$233K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC4,110$232K0.09%-513F-HRTimeline
Rockport Wealth LLC4,095$231K0.04%013F-HRTimeline
Sightline Wealth Advisors, LLC4,022$227K0.08%+2413F-HRTimeline
HRT FINANCIAL LP4,033$227K<0.01%new13F-HRTimeline
WILLNER & HELLER, LLC3,948$223K0.14%+2413F-HRTimeline
Avant Capital LLC3,941$223K0.14%+1213F-HRTimeline
BANTAMAC CAPITAL, LLC3,900$220K0.16%013F-HRTimeline
Joseph P. Lucia & Associates, LLC3,871$219K0.07%013F-HRTimeline
RAM Investment Partners, LLC3,851$218K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,850$218K<0.01%-313F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC3,816$216K<0.01%013F-HRTimeline
Rooted Wealth Advisors, Inc.3,807$215K0.05%-913F-HRTimeline
Sowell Financial Services LLC3,794$214K0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC3,778$214K0.03%new13F-HRTimeline
SwitchPoint Financial Planning, LLC3,758$212K0.12%new13F-HRTimeline
WEDBUSH SECURITIES INC3,703$209K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC3,679$208K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC3,645$206K0.01%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,606$204K0.04%new13F-HRTimeline
Valmark Advisers, Inc.3,602$204K<0.01%new13F-HRTimeline
MWA Asset Management3,600$203K0.09%-26013F-HRTimeline
Stenger Family Office, LLC3,585$203K0.03%new13F-HRTimeline
KICKSTAND VENTURES, LLC.3,566$202K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,514$199K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,464$196K<0.01%+3,46113F-HRTimelineGroup
CoreCap Advisors, LLC3,422$193K0.01%-9713F-HRTimeline
River Street Advisors LLC3,408$193K0.06%new13F-HRTimeline
MTM Investment Management, LLC3,371$191K0.05%-22513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,348$189K0.04%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,277$185K0.01%+64413F-HRTimelineGroup
Hickory Point Bank & Trust3,108$176K0.11%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,068$173K0.1%-6113F-HRTimeline
Clearstead Advisors, LLC2,771$157K<0.01%+1,35213F-HRTimeline
Viewpoint Capital Management LLC2,550$144K0.07%013F-HRTimeline
AlphaCore Capital LLC2,440$138K<0.01%-56013F-HRTimeline
Versant Capital Management, Inc2,386$135K0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC2,288$129K0.01%+87013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,242$127K+1,387Timeline
CHILTON CAPITAL MANAGEMENT LLC2,230$126K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,012$114K0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,968$111K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,928$109K0.01%-52,73413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,810$102K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,797$102K0.01%+16913F-HRTimeline
SBI Securities Co., Ltd.1,506$85.1K<0.01%+113F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,500$84.8K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,492$84.3K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC1,440$81.4K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,430$81K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank1,418$80.1K0.06%-53113F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,373$77.6K0.01%-1,97413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,276$72.1K0.03%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,200$67.8K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,159$65.5K0.02%+23113F-HRTimeline