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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

425 managers (431 13F filers) reported a position in DON shares at 2025-09-30, 40,393,053 shares in all. 28 filers opened a position and 23 filers sold out during the quarter.

Managers
425
13F filers
431
New
28
Added
171
Reduced
154
Sold out
23
Shares held by filers
40,393,053

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$839K0.26%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …15,903$832K0.13%-1,00013F-HRTimeline
CPC Advisors, LLC15,825$828K0.09%-20713F-HRTimeline
Marathon Strategic Advisors, LLC15,590$815K0.65%+31013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC15,557$814K0.01%+46913F-HRTimeline
Summit Financial, LLC15,299$800K0.01%+2,95913F-HRTimeline
Team Financial Group, LLC15,109$790K0.37%-41513F-HRTimeline
Arkos Global Advisors14,803$774K0.1%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,625$765K0.06%-33513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,520$759K0.02%-41313F-HRTimeline
Betterment LLC14,449$756K<0.01%+25113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT14,242$745K0.05%-26213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC13,871$725K0.01%new13F-HRTimeline
GUIDANCE CAPITAL, INC13,821$714K0.19%-1,57513F-HRTimeline
HB Wealth Management, LLC13,541$708K<0.01%013F-HRTimeline
Ironwood Investment Counsel, LLC13,012$681K0.1%+1,42813F-HRTimeline
Rockport Wealth LLC12,964$678K0.14%-1,30113F-HRTimeline
Allworth Financial LP12,818$670K<0.01%-12513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,570$657K0.4%+5,04013F-HRTimeline
SAXON INTERESTS, INC.12,224$645K0.25%-2,19413F-HRTimeline
Asset Dedication, LLC12,303$643K0.04%-20013F-HRTimeline
Anson Capital, Inc.12,110$633K0.47%+66113F-HRTimeline
HANOVER ADVISORS INC11,871$621K0.24%013F-HRTimeline
New Hampshire Trust11,805$617K0.12%013F-HRTimeline
Redmond Asset Management, LLC11,666$610K0.15%-9913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,429$598K<0.01%+38113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,289$590K<0.01%-34,75413F-HRTimelineGroup
Milestone Asset Management Group, LLC11,215$587K0.37%+73313F-HRTimeline
Centennial Wealth Advisory LLC11,154$583K0.16%+7013F-HRTimeline
New Insight Wealth Advisors11,050$578K0.22%-1,09013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,968$573K<0.01%+59813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,797$565K<0.01%-10,58313F-HRTimelineGroup
NewEdge Advisors, LLC10,783$564K<0.01%+55913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,601$554K0.01%+5613F-HRTimelineGroup
CAPE ANN SAVINGS BANK10,593$554K0.3%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,329$540K+10Timeline
B. Riley Wealth Advisors, Inc.10,142$530K0.03%+89913F-HRTimeline
Integrated Advisors Network LLC10,050$526K0.02%013F-HRTimeline
Global Retirement Partners, LLC9,800$513K0.01%+92713F-HRTimeline
PFG Investments, LLC9,651$505K0.03%+3213F-HRTimeline
Aspen Investment Management Inc9,630$504K0.19%013F-HRTimeline
Sunbelt Securities, Inc.9,603$502K0.03%-1,06913F-HRTimeline
Vertex Planning Partners, LLC9,460$495K0.09%+2513F-HRTimeline
PLIMOTH TRUST CO LLC9,403$492K0.11%-3513F-HRTimeline
Evanson Asset Management, LLC9,317$487K0.03%+5213F-HRTimeline
IFP Advisors, Inc9,282$485K0.01%+53813F-HR/ATimeline
Heritage Trust Co9,256$484K0.05%-1,11413F-HRTimeline
Western Wealth Management, LLC9,231$483K0.03%+17313F-HRTimeline
LANARK FINANCIAL, INC.8,972$469K0.04%-1,04313F-HRTimeline
Friday Financial8,826$462K0.19%+1,82213F-HRTimeline
Geneos Wealth Management Inc.8,824$461K0.01%-82713F-HRTimeline
Golden State Wealth Management, LLC8,664$453K0.05%-1913F-HRTimeline
Modern Wealth Management, LLC8,484$444K0.01%-67313F-HRTimeline
Institute for Wealth Management, LLC.8,478$443K0.05%013F-HRTimeline
BCGM Wealth Management, LLC8,357$437K0.11%+3213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,221$430K0.01%013F-HRTimelineGroup
World Investment Advisors8,163$427K0.01%+1,45513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC8,161$427K0.31%013F-HRTimeline
OLD NATIONAL BANCORP /IN/8,154$426K0.01%-16413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,023$420K<0.01%013F-HRTimelineGroup
Koshinski Asset Management, Inc.7,958$416K0.03%+1,57813F-HRTimeline
Prospera Financial Services Inc7,777$407K0.01%+2413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.7,778$407K<0.01%-30613F-HRTimelineGroup
Medallion Wealth Advisors, LLC7,719$404K0.14%+24513F-HRTimeline
PRIVATE TRUST CO NA7,687$402K0.04%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,675$401K0.01%+513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,563$396K0.02%-113F-HRTimeline
Reliant Investment Partners, LLC7,361$387K0.3%013F-HRTimeline
MCF Advisors LLC7,340$384K0.02%+1,66413F-HRTimeline
Key Financial Inc7,254$379K0.07%+613F-HRTimeline
Sigma Planning Corp7,136$373K0.01%-41513F-HRTimeline
Wealth Management Associates, Inc.7,075$370K0.13%+613F-HRTimeline
Berkeley, Inc7,065$370K0.12%-9013F-HRTimeline
WEST BANCORPORATION INC7,031$368K0.2%-25013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,000$366K0.05%013F-HRTimeline
RMR Wealth Builders6,769$354K0.03%-3913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,732$352K0.06%-57913F-HRTimelineGroup
MONECO ADVISORS, LLC6,689$350K0.03%+2613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,593$345K<0.01%+1,50213F-HRTimelineGroup
Wick Capital Partners, LLC6,468$338K0.08%-3,50813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,282$329K<0.01%-16013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,195$324K<0.01%+1,17113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,081$318K<0.01%013F-HRTimelineGroup
Diversified Enterprises, LLC6,063$317K0.02%+313F-HRTimeline
Worth Financial Advisory Group, LLC6,010$314K0.18%+41013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…5,990$313K0.1%+36213F-HRTimeline
Patten Group, Inc.5,973$312K0.06%-1,13613F-HRTimeline
Clearwater Capital Advisors, LLC5,933$310K0.03%-9913F-HRTimeline
BRIGHTON JONES LLC5,845$306K0.01%+11013F-HRTimeline
Fragasso Financial Advisors Inc5,815$305K0.02%+2513F-HRTimeline
NorthRock Partners, LLC5,786$303K0.01%-1,13313F-HRTimeline
Seek First Inc.5,765$302K0.22%-1,26313F-HRTimeline
Edge Financial Advisors LLC5,681$297K0.13%+2913F-HRTimeline
Beacon Financial Advisory LLC5,645$295K0.07%-60013F-HRTimeline
Foundations Investment Advisors, LLC5,639$295K<0.01%+16713F-HRTimeline
Alpha Omega Wealth Management LLC5,569$291K0.05%+1313F-HR/ATimeline
Ashton Thomas Private Wealth, LLC5,542$290K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,529$289K0.01%+48913F-HRTimeline
Capital Advisors Wealth Management, LLC5,452$285K0.04%+2113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,443$285K<0.01%+1,23013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,437$284K0.01%-7,78213F-HRTimelineGroup
CIBC WORLD MARKET INC.5,329$279K<0.01%-4013F-HRTimeline
Cottage Street Advisors LLC5,326$278K0.12%013F-HRTimeline
Portland Financial Advisors Inc5,139$269K0.57%013F-HRTimeline
Investors Research Corp5,112$267K0.05%-11913F-HRTimeline
Weinberger Asset Management, Inc4,922$257K0.09%-9013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,898$256K0.01%+27813F-HRTimeline
Sequoia Financial Advisors, LLC4,807$251K<0.01%013F-HRTimeline
Panoramic Capital Partners, LLC4,800$251K0.16%new13F-HRTimeline
Quadcap Wealth Management, LLC4,797$251K0.03%+2213F-HRTimeline
SMITH, MOORE & CO.4,789$250K0.02%013F-HRTimeline
Moors & Cabot, Inc.4,783$250K0.01%-4913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,762$249K<0.01%-62113F-HRTimelineGroup
APPLETON PARTNERS INC/MA4,689$245K0.02%new13F-HRTimeline
MTM Investment Management, LLC4,676$245K0.08%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,654$243K<0.01%-38913F-HRTimelineGroup
Berger Financial Group, Inc4,624$242K0.01%+10313F-HRTimeline
Avant Capital LLC4,563$239K0.17%+32413F-HRTimeline
CRUX WEALTH ADVISORS4,523$237K0.09%+2513F-HRTimeline
SPC Financial, Inc.4,500$235K0.02%-1,10013F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,464$233K<0.01%013F-HRTimeline
Alhambra Investment Management LLC4,449$233K0.11%013F-HRTimeline
RVW Wealth, LLC4,428$232K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,383$229K<0.01%-1,57513F-HRTimeline
Signal Advisors Wealth, LLC4,372$229K0.02%new13F-HRTimeline
Prime Capital Investment Advisors, LLC4,357$228K<0.01%+2513F-HRTimeline
RFG Advisory, LLC4,348$227K<0.01%-2,23913F-HRTimeline
Weaver Consulting Group4,339$227K0.06%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,288$224K<0.01%-2513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,257$223K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC4,186$219K0.11%-6913F-HRTimeline
Cornerstone Planning Group LLC2,620$219K0.04%+2,54913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,184$219K0.05%013F-HRTimeline
Northern Financial Advisors Inc4,118$215K0.11%013F-HRTimeline
MWA Asset Management4,035$211K0.12%-35013F-HRTimeline
KICKSTAND VENTURES, LLC.4,012$210K0.05%-47213F-HRTimeline
Rooted Wealth Advisors, Inc.3,936$207K0.06%new13F-HRTimeline
RAM Investment Partners, LLC3,951$207K0.04%new13F-HRTimeline
Perigon Wealth Management, LLC3,951$207K<0.01%new13F-HRTimeline
Sightline Wealth Advisors, LLC3,949$207K0.09%new13F-HRTimeline
BANTAMAC CAPITAL, LLC3,900$204K0.15%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,880$203K0.21%-33113F-HR/ATimeline
WILLNER & HELLER, LLC3,876$203K0.16%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC3,871$202K0.08%new13F-HRTimeline
WEDBUSH SECURITIES INC3,838$201K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC3,679$192K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,534$185K0.05%013F-HRTimelineGroup
CoreCap Advisors, LLC3,471$182K0.01%-7613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,389$177K<0.01%-4213F-HRTimelineGroup
Viewpoint Capital Management LLC2,550$133K0.06%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,457$129K<0.01%+1,15013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources2,274$119K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding2,090$109K+520Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,067$108K0.01%013F-HRTimelineGroup
Kennebec Savings Bank1,949$102K0.09%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,864$97.5K<0.01%+913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,810$94.7K<0.01%-38913F-HRTimelineGroup
SBI Securities Co., Ltd.1,798$94K<0.01%+3113F-HRTimeline
Glen Eagle Advisors, LLC1,765$92.3K0.01%+16613F-HRTimeline
Advisory Services Network, LLC1,530$80K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,500$78.5K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,492$78K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC1,418$74.2K0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,415$74K<0.01%+213F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,373$71.8K0.02%new13F-HRTimeline
Root Financial Partners, LLC1,198$62.7K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.1,050$54.9K0.02%013F-HRTimeline
Missouri Trust & Investment Co1,025$53.6K0.02%013F-HRTimeline
Fairway Wealth LLC1,007$52.7K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC930$48K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.857$44.8K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC790$41K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.759$39.7K0.01%+513F-HRTimeline
Perkins Coie Trust Co740$38.7K0.01%013F-HRTimeline
Caldwell Trust Co650$34K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.552$28.9K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management530$27.7K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…526$27.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV513$26.8K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC496$25.9K<0.01%-18313F-HRTimeline
Creekmur Asset Management LLC495$25.9K<0.01%-9413F-HRTimeline
WOLFF WIESE MAGANA LLC450$23.5K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…434$22.7K<0.01%+38213F-HRTimelineGroup
Noble Wealth Management PBC432$22.6K0.01%13F-HRTimeline
Millstone Evans Group, LLC427$22.3K0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC425$22.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB381$19.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc358$18.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.336$17.6K<0.01%+7013F-HRTimelineGroup
Roxbury Financial LLC317$16.6K0.02%+113F-HRTimeline
United Community Bankin group United Community Bank311$16.3K0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC305$15.9K<0.01%-1413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$15.7K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.260$13.6K<0.01%+15613F-HRTimeline
Register Financial Advisors LLC241$12.6K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.238$12.4K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC237$12.4K<0.01%013F-HRTimeline
Financial Freedom, LLC235$12.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.226$12K<0.01%+113F-HRTimeline
Lowe Wealth Advisors, LLC222$11.6K<0.01%013F-HRTimeline