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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

431 managers (436 13F filers) reported a position in DON shares at 2025-03-31, 41,326,301 shares in all. 26 filers opened a position and 28 filers sold out during the quarter.

Managers
431
13F filers
436
New
26
Added
188
Reduced
151
Sold out
28
Shares held by filers
41,326,301

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
EXENCIAL WEALTH ADVISORS, LLC17,063$845K0.03%-2613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…17,036$844K0.08%-3,41013F-HRTimeline
Rockport Wealth LLC16,940$839K0.3%-26013F-HRTimeline
Qube Research & Technologies Ltd16,915$838K<0.01%+2,19513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,895$837K<0.01%+11,16313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC16,836$834K0.01%-2013F-HR/ATimelineGroup
Focus Financial Network, Inc.16,688$826K0.03%-60013F-HRTimeline
BRADY FAMILY WEALTH, LLC16,034$794K0.25%013F-HRTimeline
CPC Advisors, LLC15,970$791K0.11%+46013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,918$788K0.01%+80113F-HRTimeline
VICUS CAPITAL15,493$767K0.07%-1,19113F-HRTimeline
Marathon Strategic Advisors, LLC15,280$757K0.81%-3013F-HRTimeline
MONTAG A & ASSOCIATES INC15,267$756K0.04%+1413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,899$738K0.01%+613F-HRTimeline
Arkos Global Advisors14,876$737K0.11%-66513F-HRTimeline
GUIDANCE CAPITAL, INC15,193$733K0.22%-75213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,619$724K0.01%+6,40713F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT14,595$723K0.05%-48313F-HRTimeline
SAXON INTERESTS, INC.14,418$714K0.33%+2,93113F-HRTimeline
HB Wealth Management, LLC13,541$671K0.01%+2,62513F-HRTimeline
Betterment LLC13,186$653K<0.01%+99213F-HRTimeline
Midwest Capital Advisors, LLC12,940$641K0.39%-4,55113F-HRTimeline
Financial Advocates Investment Manageme…12,833$636K0.04%+2013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,718$630K<0.01%-6,34913F-HRTimelineGroup
New Insight Wealth Advisors12,710$629K0.29%+92513F-HRTimeline
Summit Financial, LLC12,375$613K0.02%+79713F-HRTimeline
Asset Dedication, LLC12,303$609K0.05%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,242$606K0.45%+30813F-HRTimeline
HANOVER ADVISORS INC11,871$588K0.25%013F-HRTimeline
New Hampshire Trust11,805$585K0.13%+40513F-HRTimeline
Redmond Asset Management, LLC11,644$577K0.15%+29413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,635$576K<0.01%new13F-HR/ATimelineGroup
Ironwood Investment Counsel, LLC11,578$573K0.1%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC11,540$571K0.11%-98113F-HRTimeline
Allworth Financial LP11,846$562K<0.01%+23913F-HRTimeline
J.W. COLE ADVISORS, INC.11,320$561K0.02%-4,63213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,006$545K<0.01%+18713F-HRTimelineGroup
Anson Capital, Inc.10,986$544K0.47%+35113F-HRTimeline
B. Riley Wealth Advisors, Inc.10,796$535K0.02%-42913F-HRTimeline
CAPE ANN SAVINGS BANK10,693$530K0.33%-7513F-HRTimeline
Sunbelt Securities, Inc.10,672$528K0.05%013F-HRTimeline
LANARK FINANCIAL, INC.10,574$523K0.04%+10,56413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,545$522K0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding10,485$519K+11Timeline
Heritage Trust Co10,370$514K0.06%-3,25413F-HRTimeline
Centennial Wealth Advisory LLC10,305$510K0.19%+2,28113F-HRTimeline
Modern Wealth Management, LLC10,056$498K0.02%-188,90613F-HR/ATimeline
Integrated Advisors Network LLC10,050$498K0.03%013F-HRTimeline
PLIMOTH TRUST CO LLC9,753$483K0.13%-4013F-HRTimeline
Aspen Investment Management Inc9,630$477K0.22%013F-HRTimeline
PFG Investments, LLC9,582$474K0.03%+2813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,515$471K<0.01%-103,10913F-HRTimelineGroup
Vertex Planning Partners, LLC9,486$470K0.1%-4413F-HRTimeline
Western Wealth Management, LLC9,450$468K0.03%+28313F-HRTimeline
Evanson Asset Management, LLC9,202$456K0.03%+1313F-HRTimeline
PRIVATE TRUST CO NA8,810$436K0.04%+37113F-HRTimeline
Golden State Wealth Management, LLC8,747$433K0.06%+37513F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.8,729$432K<0.01%-28813F-HRTimelineGroup
IFP Advisors, Inc8,694$431K0.01%-1813F-HRTimeline
Institute for Wealth Management, LLC.8,478$420K0.05%013F-HRTimeline
Patten Group, Inc.8,381$415K0.1%+30413F-HRTimeline
OLD NATIONAL BANCORP /IN/8,318$412K0.01%013F-HRTimeline
BCGM Wealth Management, LLC8,287$410K0.13%+2913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,221$407K0.01%013F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC8,161$404K0.34%013F-HR/ATimeline
Reliant Investment Partners, LLC8,111$402K0.41%-7113F-HRTimeline
Prospera Financial Services Inc7,942$393K0.01%-19813F-HRTimeline
WEST BANCORPORATION INC7,781$385K0.26%-3,00013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC7,665$380K0.1%-2,53613F-HRTimelineGroup
Medallion Wealth Advisors, LLC7,619$378K0.17%+15813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,602$376K0.02%-1,10713F-HRTimeline
Beacon Financial Advisory LLC7,554$374K0.11%+2,99513F-HRTimeline
Sigma Planning Corp7,433$368K0.01%+56213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,202$357K<0.01%-2,94313F-HRTimelineGroup
Berkeley, Inc7,155$354K0.17%-53513F-HRTimeline
Friday Financial7,004$352K0.21%+50013F-HRTimeline
Seek First Inc.6,981$346K0.31%13F-HRTimeline
RMR Wealth Builders6,857$340K0.04%+3513F-HRTimeline
RFG Advisory, LLC6,849$339K0.01%-39113F-HRTimeline
World Investment Advisors6,761$335K0.01%+513F-HRTimeline
Key Financial Inc6,693$331K0.07%013F-HRTimeline
Wealth Management Associates, Inc.6,588$326K0.14%-1913F-HRTimeline
Strategic Financial Concepts, LLC6,569$325K0.06%+5713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,543$324K<0.01%-58313F-HRTimelineGroup
Wick Capital Partners, LLC6,468$320K0.1%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,443$319K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC6,210$308K0.03%+13913F-HR/ATimeline
CALTON & ASSOCIATES, INC.6,164$305K0.07%+3013F-HR/ATimeline
NewEdge Advisors, LLC6,085$301K<0.01%+1213F-HRTimeline
Diversified Enterprises, LLC6,057$300K0.03%+7813F-HRTimeline
Clearwater Capital Advisors, LLC6,032$299K0.03%-313F-HRTimeline
Koshinski Asset Management, Inc.6,031$299K0.03%+54213F-HRTimeline
Belpointe Asset Management LLC5,917$293K0.02%-1,90013F-HRTimeline
Fragasso Financial Advisors Inc5,760$285K0.02%+9713F-HRTimeline
BLAIR WILLIAM & CO/IL5,752$285K<0.01%-22313F-HRTimeline
HUB Investment Partners, LLC5,744$284K0.01%-12213F-HRTimeline
Arkadios Wealth Advisors5,731$284K0.01%new13F-HRTimeline
MCF Advisors LLC5,676$281K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA5,643$279K0.05%-9,82413F-HRTimeline
Foundations Investment Advisors, LLC5,639$279K0.01%+30913F-HRTimeline
Edge Financial Advisors LLC5,614$278K0.18%-46513F-HRTimeline
SPC Financial, Inc.5,600$277K0.02%013F-HRTimeline
Worth Financial Advisory Group, LLC5,588$277K0.18%+15713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,476$271K0.01%+6113F-HRTimeline
Alpha Omega Wealth Management LLC5,460$270K0.05%+62413F-HRTimeline
NorthCoast Asset Management LLC5,353$265K<0.01%-38613F-HR/ATimeline
Investors Research Corp5,350$265K0.06%-34513F-HRTimeline
Cottage Street Advisors LLC5,326$264K0.13%013F-HRTimeline
Weinberger Asset Management, Inc5,270$261K0.11%-70113F-HRTimeline
Moors & Cabot, Inc.5,147$255K0.01%+6613F-HRTimeline
Portland Financial Advisors Inc5,139$254K0.65%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,024$249K<0.01%+36013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC5,019$249K0.01%+1613F-HR/ATimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,990$247K<0.01%-24613F-HRTimelineGroup
FSA Advisors, Inc.4,986$247K0.2%-3,31213F-HRTimeline
Capital Advisors Wealth Management, LLC4,936$244K0.04%+1913F-HRTimeline
CIBC WORLD MARKET INC.4,912$243K<0.01%-13,09313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,912$243K<0.01%-20013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.4,856$240K0.06%-1713F-HRTimeline
SMITH, MOORE & CO.4,797$238K0.02%+813F-HRTimeline
Quadcap Wealth Management, LLC4,750$235K0.03%+1913F-HRTimeline
UPTICK PARTNERS, LLC4,737$235K0.08%013F-HRTimeline
MTM Investment Management, LLC4,676$232K0.09%013F-HRTimeline
Integrated Wealth Concepts LLC4,633$229K<0.01%-2,55913F-HRTimeline
BRIGHTON JONES LLC4,553$225K0.01%+113F-HRTimeline
Berger Financial Group, Inc4,520$224K0.02%+113F-HRTimeline
Sequoia Financial Advisors, LLC4,513$224K<0.01%013F-HRTimeline
Alhambra Investment Management LLC4,470$221K0.11%013F-HRTimeline
CRUX WEALTH ADVISORS4,467$221K0.12%+2313F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,464$221K0.01%new13F-HRTimeline
Harvest Investment Services, LLC4,461$221K0.06%+413F-HRTimeline
RVW Wealth, LLC4,428$219K0.02%013F-HRTimeline
Rooted Wealth Advisors, Inc.10,197$218K0.09%+4,85213F-HRTimeline
Patriot Financial Group Insurance Agenc…4,353$216K0.03%-79013F-HRTimeline
Prime Capital Investment Advisors, LLC4,303$213K<0.01%+2213F-HRTimeline
Avant Capital LLC4,228$209K0.17%+913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,184$207K0.05%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,257$206K0.01%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,105$203K0.01%-68813F-HRTimeline
Northern Financial Advisors Inc4,091$203K0.17%+2213F-HRTimeline
MWA Asset Management4,070$202K0.14%013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,051$201K<0.01%-28713F-HRTimeline
CoreCap Advisors, LLC3,783$187K0.01%+34613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,554$176K<0.01%+10813F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department3,534$175K0.06%-13913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,486$173K0.01%+713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,943$171K<0.01%-43413F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors3,293$162K0.03%-2,13613F-HRTimelineGroup
NorthRock Partners, LLC3,079$152K0.01%+2,30013F-HRTimeline
Viewpoint Capital Management LLC2,550$126K0.07%013F-HRTimeline
PSI Advisors, LLC2,483$123K0.04%-26213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,274$113K<0.01%-5213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,199$109K0.01%+38913F-HRTimelineGroup
SBI Securities Co., Ltd.1,767$87.5K<0.01%-913F-HRTimeline
Pinnacle Financial Partners Inc1,599$81.5K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,589$78.7K0.01%+813F-HRTimeline
BOKF, NAin group BOKF, NA1,492$73.9K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,405$69.7K<0.01%+57213F-HRTimeline
Clearstead Advisors, LLC1,358$67.3K<0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,307$64.7K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,211$60K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,185$58.7K<0.01%-6013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,115$55.2K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC1,079$53.4K0.02%+7913F-HRTimeline
BARRETT & COMPANY, INC.1,050$52K0.02%013F-HRTimeline
Missouri Trust & Investment Co1,025$50.8K0.02%013F-HRTimeline
Transce3nd, LLC1,019$50.5K0.02%-35813F-HRTimeline
Fairway Wealth LLC1,007$49.9K0.02%013F-HRTimeline
Provenance Wealth Advisors, LLC977$48.4K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC930$46K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.856$42.4K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.822$40.7K0.02%+113F-HRTimeline
SOA Wealth Advisors, LLC.749$37.1K0.01%+413F-HRTimeline
Perkins Coie Trust Co740$36.6K0.01%013F-HRTimeline
Creekmur Asset Management LLC705$34.9K0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/660$32.6K<0.01%013F-HRTimelineGroup
Caldwell Trust Co650$32.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB565$28K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.552$27.3K<0.01%new13F-HRTimeline
Noble Wealth Management PBC548$27.1K0.02%013F-HRTimeline
Tidemark, LLC542$26.8K0.01%-27013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management530$26.2K<0.01%13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV529$26.2K<0.01%-31013F-HRTimeline
Capital Investment Advisory Services, L…526$26K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC451$23K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC450$22.3K0.02%013F-HRTimeline
Millstone Evans Group, LLC426$21.1K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC425$21K<0.01%013F-HRTimeline
West Branch Capital LLC375$18.6K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc357$17.7K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…355$17.6K0.01%013F-HRTimelineGroup
Roxbury Financial LLC314$16.2K0.02%+113F-HRTimeline
Smartleaf Asset Management LLC314$15.4K<0.01%+1513F-HRTimeline
United Community Bankin group United Community Bank311$15.4K0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.266$13.2K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.245$12.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.238$11.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC237$11.7K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC235$11.6K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.223$11K<0.01%+113F-HRTimeline