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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

428 managers (434 13F filers) reported a position in DON shares at 2025-06-30, 41,309,336 shares in all. 24 filers opened a position and 30 filers sold out during the quarter.

Managers
428
13F filers
434
New
24
Added
166
Reduced
158
Sold out
30
Shares held by filers
41,309,336

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BRADY FAMILY WEALTH, LLC16,034$804K0.25%013F-HRTimeline
CPC Advisors, LLC16,032$804K0.1%+6213F-HRTimeline
Navis Wealth Advisors, LLC15,611$782K0.66%-4,84713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,535$779K<0.01%+3,90013F-HRTimelineGroup
Team Financial Group, LLC15,524$778K0.38%-3,11413F-HRTimeline
GUIDANCE CAPITAL, INC15,396$770K0.22%+20313F-HRTimeline
Marathon Strategic Advisors, LLC15,280$766K0.71%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC15,088$756K0.01%+18913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,960$750K0.06%-2,07613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,933$748K0.03%-2,13013F-HRTimeline
Arkos Global Advisors14,803$742K0.1%-7313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT14,504$727K0.05%-9113F-HRTimeline
Rockport Wealth LLC14,265$715K0.17%-2,67513F-HRTimeline
SAXON INTERESTS, INC.14,418$714K0.33%013F-HRTimeline
Betterment LLC14,198$712K<0.01%+1,01213F-HRTimeline
HB Wealth Management, LLC13,541$679K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,219$663K0.02%new13F-HRTimelineGroup
Allworth Financial LP12,943$649K<0.01%+1,09713F-HRTimeline
Asset Dedication, LLC12,503$627K0.05%+20013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,400$621K<0.01%-121,70013F-HRTimelineGroup
Summit Financial, LLC12,340$618K0.01%-3513F-HRTimeline
New Insight Wealth Advisors12,140$608K0.25%-57013F-HRTimeline
HANOVER ADVISORS INC11,871$595K0.24%013F-HRTimeline
New Hampshire Trust11,805$592K0.12%013F-HRTimeline
Redmond Asset Management, LLC11,765$590K0.14%+12113F-HRTimeline
Atria Wealth Solutions, Inc.11,339$584K0.01%-55,27713F-HRTimeline
Ironwood Investment Counsel, LLC11,584$581K0.09%+613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,526$578K<0.01%-41,30013F-HRTimelineGroup
Anson Capital, Inc.11,449$574K0.46%+46313F-HRTimeline
Centennial Wealth Advisory LLC11,084$555K0.18%+77913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,048$554K<0.01%+4213F-HRTimelineGroup
Sunbelt Securities, Inc.10,672$544K0.05%013F-HRTimeline
CAPE ANN SAVINGS BANK10,593$531K0.32%-10013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,545$529K0.01%013F-HRTimelineGroup
Milestone Asset Management Group, LLC10,482$525K0.39%-6,81913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,370$520K<0.01%-2,34813F-HRTimelineGroup
Heritage Trust Co10,370$520K0.06%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,319$517K-166Timeline
NewEdge Advisors, LLC10,224$512K<0.01%+4,13913F-HRTimeline
Integrated Advisors Network LLC10,050$504K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.10,015$501K0.04%-55913F-HRTimeline
Geneos Wealth Management Inc.9,651$484K0.01%-8,90113F-HRTimeline
Aspen Investment Management Inc9,630$483K0.2%013F-HRTimeline
PFG Investments, LLC9,619$482K0.03%+3713F-HRTimeline
PLIMOTH TRUST CO LLC9,438$473K0.11%-31513F-HRTimeline
Vertex Planning Partners, LLC9,435$473K0.1%-5113F-HRTimeline
Evanson Asset Management, LLC9,265$464K0.03%+6313F-HRTimeline
B. Riley Wealth Advisors, Inc.9,243$463K0.02%-1,55313F-HRTimeline
Modern Wealth Management, LLC9,157$459K0.01%-89913F-HR/ATimeline
Western Wealth Management, LLC9,058$454K0.03%-39213F-HRTimeline
Global Retirement Partners, LLC8,873$445K0.01%13F-HRTimeline
Farther Finance Advisors, LLC8,839$443K0.01%+7,43413F-HRTimeline
IFP Advisors, Inc8,744$438K0.01%+5013F-HRTimeline
Golden State Wealth Management, LLC8,683$435K0.05%-6413F-HRTimeline
Institute for Wealth Management, LLC.8,478$425K0.05%013F-HRTimeline
BCGM Wealth Management, LLC8,325$417K0.12%+3813F-HRTimeline
OLD NATIONAL BANCORP /IN/8,318$417K0.01%013F-HRTimeline
Leo Wealth, LLC8,266$414K0.03%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,221$412K0.01%013F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC8,161$409K0.33%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.8,084$405K<0.01%-64513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,023$402K<0.01%-1,49213F-HRTimelineGroup
Prospera Financial Services Inc7,753$389K0.01%-18913F-HRTimeline
PRIVATE TRUST CO NA7,687$385K0.04%-1,12313F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,670$384K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC7,474$381K0.15%-14513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,564$379K0.02%-3813F-HRTimeline
Sigma Planning Corp7,551$378K0.01%+11813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC7,530$377K0.27%-4,71213F-HRTimeline
Reliant Investment Partners, LLC7,361$369K0.32%-75013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC7,311$366K0.08%-35413F-HRTimelineGroup
WEST BANCORPORATION INC7,281$365K0.23%-50013F-HRTimeline
Key Financial Inc7,248$363K0.07%+55513F-HRTimeline
Berkeley, Inc7,155$359K0.13%013F-HRTimeline
Patten Group, Inc.7,109$356K0.08%-1,27213F-HRTimeline
Wealth Management Associates, Inc.7,069$354K0.14%+48113F-HRTimeline
Seek First Inc.7,028$352K0.29%+4713F-HR/ATimeline
Friday Financial7,004$351K0.18%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,000$351K0.05%new13F-HRTimeline
NorthRock Partners, LLC6,919$347K0.01%+3,84013F-HR/ATimeline
RMR Wealth Builders6,808$341K0.03%-4913F-HRTimeline
World Investment Advisors6,708$336K0.01%-5313F-HRTimeline
MONECO ADVISORS, LLC6,663$334K0.03%+45313F-HRTimeline
RFG Advisory, LLC6,587$330K0.01%-26213F-HRTimeline
Wick Capital Partners, LLC9,976$324K0.08%+3,50813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,442$323K<0.01%-10113F-HRTimelineGroup
Koshinski Asset Management, Inc.6,380$320K0.02%+34913F-HRTimeline
Strategic Financial Concepts, LLC6,357$319K0.04%-21213F-HRTimeline
Beacon Financial Advisory LLC6,245$313K0.08%-1,30913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,081$305K<0.01%new13F-HRTimelineGroup
Diversified Enterprises, LLC6,060$304K0.02%+313F-HRTimeline
Clearwater Capital Advisors, LLC6,032$302K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,958$299K<0.01%+20613F-HRTimeline
Fragasso Financial Advisors Inc5,790$290K0.02%+3013F-HRTimeline
HUB Investment Partners, LLC5,744$288K0.01%013F-HRTimeline
BRIGHTON JONES LLC5,735$287K0.01%+1,18213F-HRTimeline
CALTON & ASSOCIATES, INC.5,692$285K0.05%-47213F-HRTimeline
MCF Advisors LLC5,676$284K0.02%013F-HRTimeline
Edge Financial Advisors LLC5,652$283K0.15%+3813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…5,628$282K0.1%-11,70813F-HRTimeline
SPC Financial, Inc.5,600$281K0.02%013F-HRTimeline
Worth Financial Advisory Group, LLC5,600$281K0.17%+1213F-HRTimeline
Alpha Omega Wealth Management LLC5,556$278K0.05%+9613F-HRTimeline
Ashton Thomas Private Wealth, LLC5,542$278K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC5,472$274K<0.01%-16713F-HRTimeline
Capital Advisors Wealth Management, LLC5,431$272K0.04%+49513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,383$270K<0.01%+47113F-HR/ATimelineGroup
CIBC WORLD MARKET INC.5,369$269K<0.01%+45713F-HRTimeline
Cottage Street Advisors LLC5,326$267K0.14%013F-HRTimeline
Investors Research Corp5,231$262K0.05%-11913F-HRTimeline
Portland Financial Advisors Inc5,139$258K0.62%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,091$255K<0.01%+1,14813F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,043$253K<0.01%+5313F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC5,040$253K0.01%+2113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,024$252K<0.01%013F-HRTimelineGroup
Weinberger Asset Management, Inc5,012$251K0.1%-25813F-HRTimeline
Moors & Cabot, Inc.4,832$242K0.01%-31513F-HRTimeline
Sequoia Financial Advisors, LLC4,807$241K<0.01%+29413F-HRTimeline
SMITH, MOORE & CO.4,789$240K0.02%-813F-HRTimeline
Quadcap Wealth Management, LLC4,775$239K0.03%+2513F-HRTimeline
Integrated Wealth Concepts LLC4,747$238K<0.01%+11413F-HRTimeline
MTM Investment Management, LLC4,676$234K0.08%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,620$232K0.01%-85613F-HRTimeline
Harvest Investment Services, LLC4,529$227K0.05%+6813F-HRTimeline
Berger Financial Group, Inc4,521$227K0.01%+113F-HRTimeline
CRUX WEALTH ADVISORS4,498$225K0.1%+3113F-HRTimeline
KICKSTAND VENTURES, LLC.4,484$225K0.05%-37213F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,464$224K<0.01%013F-HRTimeline
Alhambra Investment Management LLC4,449$223K0.11%-2113F-HRTimeline
RVW Wealth, LLC4,428$222K0.02%013F-HRTimeline
MWA Asset Management4,385$220K0.13%+31513F-HRTimeline
Weaver Consulting Group4,339$217K0.06%new13F-HRTimeline
Prime Capital Investment Advisors, LLC4,332$217K<0.01%+2913F-HRTimeline
SYNOVUS FINANCIAL CORP4,313$216K<0.01%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,257$213K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC4,255$213K0.11%-8,68513F-HRTimeline
Avant Capital LLC4,239$212K0.16%+1113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,213$211K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.4,211$211K0.26%13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,184$210K0.04%013F-HRTimeline
Northern Financial Advisors Inc4,118$206K0.15%+2713F-HRTimeline
River Street Advisors LLC3,716$186K0.08%new13F-HRTimeline
MONTAG A & ASSOCIATES INC3,679$184K0.01%-11,58813F-HRTimeline
CoreCap Advisors, LLC3,547$178K0.01%-23613F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,534$177K0.05%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,431$172K<0.01%-12313F-HRTimelineGroup
Viewpoint Capital Management LLC2,550$128K0.06%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,274$114K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,199$110K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors2,067$103K0.02%-1,22613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,855$93K<0.01%-1,63113F-HRTimelineGroup
SBI Securities Co., Ltd.1,767$88.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,599$80.2K0.01%+1013F-HRTimeline
Pinnacle Financial Partners Inc1,599$80.1K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,570$78.7K+385Timeline
BOKF, NAin group BOKF, NA1,492$74.8K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,413$70.8K<0.01%+5513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,307$65.5K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.1,050$52.6K0.02%013F-HRTimeline
Missouri Trust & Investment Co1,025$51.4K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,015$50.9K<0.01%+77813F-HRTimelineGroup
Fairway Wealth LLC1,007$50.5K0.02%013F-HRTimeline
Transce3nd, LLC1,003$50.3K0.02%-1613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,000$50.1K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC930$46K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.857$42.9K<0.01%+113F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP851$42.1K0.02%13F-HRTimeline
VESTOR CAPITAL, LLC1,317$42K<0.01%-64,72113F-HRTimeline
AMERIFLEX GROUP, INC.822$41K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.754$37.8K0.01%+513F-HRTimeline
Perkins Coie Trust Co740$37.1K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC679$34K<0.01%-29813F-HRTimeline
Caldwell Trust Co650$32.6K<0.01%013F-HRTimeline
Creekmur Asset Management LLC589$29.5K0.01%-11613F-HRTimeline
Center for Financial Planning, Inc.552$27.7K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management530$26.6K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…526$26.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV513$25.7K<0.01%-1613F-HRTimeline
Capital A Wealth Management, LLC517$23.6K0.26%+49713F-HRTimeline
WOLFF WIESE MAGANA LLC450$22.6K0.01%013F-HRTimeline
Millstone Evans Group, LLC426$21.4K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC425$21.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB381$19.1K<0.01%-18413F-HRTimeline
AdvisorNet Financial, Inc358$17.9K<0.01%+113F-HRTimeline
Legacy Investment Solutions, LLC355$17.8K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…355$17.8K0.01%013F-HRTimelineGroup
Costello Asset Management, INC320$16K0.01%+19813F-HRTimeline
Smartleaf Asset Management LLC319$15.9K<0.01%+513F-HRTimeline
Roxbury Financial LLC316$15.8K0.02%+213F-HRTimeline
United Community Bankin group United Community Bank311$15.6K0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$15K<0.01%-36013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.266$13.3K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.238$11.9K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC237$11.9K<0.01%new13F-HRTimeline
Financial Freedom, LLC235$11.8K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC222$11.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.225$11K<0.01%+213F-HRTimeline
Beaird Harris Wealth Management, LLC206$10.3K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners200$10K<0.01%new13F-HRTimeline
Arax Advisory Partners188$9.44K<0.01%+113F-HRTimeline