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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

439 managers (443 13F filers) reported a position in DON shares at 2024-12-31, 40,188,283 shares in all. 24 filers opened a position and 20 filers sold out during the quarter.

Managers
439
13F filers
443
New
24
Added
148
Reduced
163
Sold out
20
Shares held by filers
40,188,283

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Platform Technology Partners17,251$879K0.27%013F-HRTimeline
Rockport Wealth LLC17,200$876K0.39%-10413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC17,089$871K0.03%-1,32213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,856$859K0.01%+6,85013F-HRTimelineGroup
VICUS CAPITAL16,684$850K0.08%-25313F-HRTimeline
GUIDANCE CAPITAL, INC15,945$840K0.26%+2,96913F-HRTimeline
Blue Capital, Inc.16,420$837K0.59%13F-HRTimeline
BRADY FAMILY WEALTH, LLC16,034$817K0.25%013F-HRTimeline
J.W. COLE ADVISORS, INC.15,952$813K0.03%+83313F-HRTimeline
Arkos Global Advisors15,541$792K0.12%-81713F-HRTimeline
CPC Advisors, LLC15,510$791K0.11%-75013F-HRTimeline
Insight Advisors, LLC/ PA15,467$786K0.13%-5,86913F-HRTimeline
Marathon Strategic Advisors, LLC15,310$780K0.84%-28213F-HRTimeline
MONTAG A & ASSOCIATES INC15,253$778K0.04%-6,69113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,117$771K0.01%+2,72613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT15,078$769K0.06%-64913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,893$759K0.01%-50113F-HRTimeline
ORG Partners LLC14,884$759K0.1%+9,63413F-HRTimeline
Qube Research & Technologies Ltd14,720$750K<0.01%+7,30813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…14,709$750K0.27%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,900$708K<0.01%new13F-HRTimeline
Heritage Trust Co13,624$694K0.08%13F-HRTimeline
&PARTNERS13,040$667K0.01%+27713F-HRTimeline
Financial Advocates Investment Manageme…12,813$653K0.04%+2613F-HRTimeline
AssuredPartners Investment Advisors, LLC12,521$638K0.12%13F-HRTimeline
Asset Dedication, LLC12,303$627K0.05%013F-HRTimeline
Betterment LLC12,194$622K<0.01%-44213F-HRTimeline
Allworth Financial LP11,607$610K<0.01%-7113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC11,934$608K0.46%+25613F-HRTimeline
HANOVER ADVISORS INC11,871$605K0.25%013F-HRTimeline
New Insight Wealth Advisors11,785$601K0.3%+3,59013F-HRTimeline
Summit Financial, LLC11,578$590K0.02%+19213F-HRTimeline
SAXON INTERESTS, INC.11,487$585K0.26%-3,13313F-HRTimeline
New Hampshire Trust11,400$581K0.12%013F-HRTimeline
Redmond Asset Management, LLC11,350$579K0.14%+1,49613F-HRTimeline
B. Riley Wealth Advisors, Inc.11,225$572K0.02%-1,69013F-HRTimeline
HB Wealth Management, LLC10,916$556K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,819$551K<0.01%-4,30913F-HRTimelineGroup
WEST BANCORPORATION INC10,781$550K0.36%-5,23913F-HRTimeline
CAPE ANN SAVINGS BANK10,768$549K0.32%013F-HRTimeline
Anson Capital, Inc.10,635$542K0.47%-10313F-HRTimeline
Sunbelt Securities, Inc.10,672$542K0.05%013F-HRTimeline
PROMETHIUM ADVISORS,LLC10,621$541K0.37%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,545$537K0.01%-20013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO10,530$537K0.01%-28213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,474$534K+12Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC10,201$520K0.13%-2,09013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,145$517K<0.01%new13F-HRTimelineGroup
Integrated Advisors Network LLC10,050$512K0.02%013F-HRTimeline
PLIMOTH TRUST CO LLC9,793$499K0.13%-6013F-HRTimeline
Aspen Investment Management Inc9,630$491K0.23%013F-HRTimeline
PFG Investments, LLC9,554$487K0.03%-2,21713F-HRTimeline
Vertex Planning Partners, LLC9,530$486K0.11%+1913F-HRTimeline
Evanson Asset Management, LLC9,189$468K0.03%+5613F-HRTimeline
Western Wealth Management, LLC9,167$467K0.03%-21,47813F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.9,017$460K<0.01%-12513F-HRTimelineGroup
IFP Advisors, Inc8,712$444K0.01%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,709$444K0.02%-1,34913F-HRTimeline
Institute for Wealth Management, LLC.8,478$432K0.05%-19513F-HRTimeline
Leo Wealth, LLC8,466$432K0.04%013F-HRTimeline
PRIVATE TRUST CO NA8,439$430K0.04%013F-HRTimeline
Golden State Wealth Management, LLC8,372$427K0.06%13F-HRTimeline
OLD NATIONAL BANCORP /IN/8,318$424K0.01%013F-HRTimeline
FSA Advisors, Inc.8,298$423K0.52%-27613F-HRTimeline
BCGM Wealth Management, LLC8,258$421K0.13%+3513F-HRTimeline
OneDigital Investment Advisors LLC8,244$420K<0.01%-6913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,221$419K0.01%+60613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,212$419K<0.01%+2,03013F-HRTimelineGroup
Reliant Investment Partners, LLC8,182$417K0.37%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC8,161$416K0.35%013F-HRTimeline
Prospera Financial Services Inc8,140$415K0.01%+2613F-HRTimeline
Transcendent Capital Group LLC4,858$413K0.21%+4,82013F-HRTimeline
Patten Group, Inc.8,077$412K0.09%-82113F-HRTimeline
Centennial Wealth Advisory LLC8,024$409K0.16%-5613F-HRTimeline
Belpointe Asset Management LLC7,817$393K0.02%013F-HRTimeline
Berkeley, Inc7,690$392K0.2%-8,09013F-HR/ATimeline
Geneos Wealth Management Inc.7,627$389K0.01%-4613F-HRTimeline
Medallion Wealth Advisors, LLC7,461$380K0.19%13F-HRTimeline
Bison Wealth, LLC7,301$372K0.05%13F-HRTimeline
RFG Advisory, LLC7,240$369K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC7,192$367K<0.01%-13913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,126$363K<0.01%-13713F-HRTimelineGroup
Wedmont Private Capital7,232$360K0.02%+213F-HRTimeline
Milestone Asset Management Group, LLC6,944$354K0.32%13F-HRTimeline
Sigma Planning Corp6,871$350K0.01%-28713F-HRTimeline
RMR Wealth Builders6,822$348K0.04%-2313F-HR/ATimeline
World Investment Advisors6,756$344K0.01%new13F-HRTimeline
Key Financial Inc6,693$341K0.08%-42013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,635$338K0.01%+1,31113F-HRTimelineGroup
Wealth Management Associates, Inc.6,607$337K0.14%-24913F-HRTimeline
Strategic Financial Concepts, LLC6,512$332K0.06%-12013F-HR/ATimeline
Friday Financial6,504$332K0.23%13F-HRTimeline
SYNOVUS FINANCIAL CORP6,457$329K<0.01%-4,80913F-HRTimeline
CALTON & ASSOCIATES, INC.6,134$313K0.14%+70413F-HRTimeline
Edge Financial Advisors LLC6,079$310K0.28%+3713F-HRTimeline
NewEdge Advisors, LLC6,073$310K<0.01%-5,05713F-HRTimeline
MONECO ADVISORS, LLC6,071$309K0.03%+2613F-HR/ATimeline
Clearwater Capital Advisors, LLC6,035$308K0.03%-2,07813F-HRTimeline
Diversified Enterprises, LLC5,979$305K0.03%+85913F-HRTimeline
BLAIR WILLIAM & CO/IL5,975$305K<0.01%013F-HRTimeline
Weinberger Asset Management, Inc5,971$304K0.13%+2913F-HRTimeline
HUB Investment Partners, LLC5,866$299K0.01%-27213F-HRTimeline
NorthCoast Asset Management LLC5,739$293K<0.01%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,732$292K<0.01%new13F-HRTimelineGroup
Investors Research Corp5,695$290K0.06%-19313F-HRTimeline
MCF Advisors LLC5,676$289K0.02%013F-HRTimeline
Fragasso Financial Advisors Inc5,663$289K0.02%-1,41913F-HRTimeline
SPC Financial, Inc.5,600$285K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,429$284K0.04%013F-HRTimelineGroup
Koshinski Asset Management, Inc.5,489$280K0.03%+42213F-HRTimeline
Worth Financial Advisory Group, LLC5,431$277K0.17%+40413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,415$276K0.01%+7213F-HRTimeline
Clarity Capital Advisors, LLC5,379$274K0.18%+1213F-HRTimeline
Foundations Investment Advisors, LLC5,330$272K0.01%-75113F-HRTimeline
Cottage Street Advisors LLC5,326$271K0.14%+113F-HRTimeline
Rooted Wealth Advisors, Inc.5,345$271K0.11%-1,13913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,236$267K<0.01%+78113F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…5,143$262K0.04%-1,30013F-HRTimeline
Portland Financial Advisors Inc5,139$262K0.7%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,112$261K<0.01%-10013F-HRTimelineGroup
Moors & Cabot, Inc.5,081$259K0.01%+113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,003$255K0.01%+1913F-HR/ATimeline
Capital Advisors Wealth Management, LLC4,917$251K0.04%-40513F-HRTimeline
KICKSTAND VENTURES, LLC.4,873$248K0.06%-27713F-HRTimeline
Alpha Omega Wealth Management LLC4,836$246K0.05%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,793$244K0.01%new13F-HRTimeline
SMITH, MOORE & CO.4,789$244K0.02%013F-HRTimeline
UPTICK PARTNERS, LLC4,737$241K0.09%-97513F-HRTimeline
Quadcap Wealth Management, LLC4,731$241K0.04%+2313F-HRTimeline
MTM Investment Management, LLC4,676$238K0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,664$238K<0.01%-2,61113F-HRTimelineGroup
Beacon Financial Advisory LLC4,559$232K0.08%new13F-HRTimeline
BRIGHTON JONES LLC4,552$232K0.01%+113F-HR/ATimeline
Berger Financial Group, Inc4,519$230K0.02%-58613F-HRTimeline
Sequoia Financial Advisors, LLC4,513$230K<0.01%-20013F-HR/ATimeline
Alhambra Investment Management LLC4,470$228K0.12%013F-HRTimeline
Harvest Investment Services, LLC4,457$227K0.06%-15413F-HRTimeline
CRUX WEALTH ADVISORS4,444$227K0.13%13F-HRTimeline
Peak Planning Group, LLC4,443$226K0.09%-20013F-HRTimeline
RVW Wealth, LLC4,428$226K0.02%-30013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,257$224K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,377$222K<0.01%+1913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC4,338$221K<0.01%new13F-HRTimeline
RAM Investment Partners, LLC4,301$219K0.05%+5613F-HRTimeline
Prime Capital Investment Advisors, LLC4,281$218K<0.01%-12813F-HRTimeline
Avant Capital LLC4,219$215K0.18%13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,184$213K0.05%013F-HRTimeline
WILLNER & HELLER, LLC4,143$211K0.18%+2613F-HRTimeline
Private Portfolio Partners LLC4,111$210K0.04%+7513F-HRTimeline
MWA Asset Management4,070$207K0.14%-113F-HRTimeline
Northern Financial Advisors Inc4,069$207K0.17%+2513F-HRTimeline
Perigon Wealth Management, LLC3,906$203K<0.01%new13F-HRTimeline
Farrell Financial LLC3,959$202K0.14%-4013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,673$187K0.06%13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,479$177K0.01%-5213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,446$176K<0.01%+813F-HRTimelineGroup
CoreCap Advisors, LLC3,437$175K0.01%-1,20413F-HRTimeline
PSI Advisors, LLC2,745$140K0.04%-12713F-HRTimeline
Viewpoint Capital Management LLC2,550$130K0.07%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,326$119K<0.01%-12013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,810$92.3K0.01%013F-HRTimelineGroup
MITCHELL SINKLER & STARR/PA1,800$91.7K0.02%013F-HRTimeline
SBI Securities Co., Ltd.1,776$90.5K<0.01%13F-HRTimeline
Empirical Asset Management, LLC19,693$83.5K0.03%+94513F-HRTimeline
Pinnacle Financial Partners Inc1,599$81.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,581$80.6K0.01%+8513F-HRTimeline
Element Wealth, LLC1,463$74.6K0.04%+913F-HRTimeline
BOKF, NAin group BOKF, NA1,492$74.3K<0.01%013F-HRTimelineGroup
Transce3nd, LLC1,377$70.2K0.02%13F-HRTimeline
Clearstead Advisors, LLC1,357$69.2K<0.01%+213F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,245$63.5K<0.01%-6513F-HRTimelineGroup
SIGNATUREFD, LLC1,211$61.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,050$53.5K0.02%013F-HRTimeline
Missouri Trust & Investment Co1,025$52.2K0.02%+30013F-HRTimeline
Fairway Wealth LLC1,007$51.3K0.02%013F-HRTimeline
Synergy Investment Management, LLC1,000$51K0.02%13F-HRTimeline
Provenance Wealth Advisors, LLC977$49.8K0.01%013F-HRTimeline
Global Retirement Partners, LLC970$49.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC930$47K0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC886$45K0.04%-1,62613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.856$43.6K<0.01%+1313F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP851$43.4K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.821$43K0.02%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV839$42.8K<0.01%-33813F-HRTimeline
Farther Finance Advisors, LLC833$42.5K<0.01%013F-HRTimeline
Tidemark, LLC812$41.4K0.02%013F-HRTimeline
NorthRock Partners, LLC779$39.7K<0.01%+213F-HR/ATimeline
SOA Wealth Advisors, LLC.745$38K0.01%+413F-HR/ATimeline
Rice Partnership, LLC744$37.9K0.01%new13F-HRTimeline
Perkins Coie Trust Co740$37.7K0.01%013F-HRTimeline
Creekmur Asset Management LLC704$35.9K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/660$33.6K<0.01%-30013F-HRTimelineGroup
Caldwell Trust Co650$33.1K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…575$29.3K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB565$28.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC548$27.9K0.02%13F-HRTimeline
Capital Investment Advisory Services, L…526$26.8K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC451$23K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC450$22.9K0.02%013F-HRTimeline
Millstone Evans Group, LLC426$21.7K0.01%13F-HRTimeline