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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

449 managers (456 13F filers) reported a position in DON shares at 2025-12-31, 40,987,880 shares in all. 31 filers opened a position and 26 filers sold out during the quarter.

Managers
449
13F filers
456
New
31
Added
141
Reduced
173
Sold out
26
Shares held by filers
40,987,880

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SHP Wealth Management16,638$859K0.07%13F-HRTimeline
CPC Advisors, LLC16,628$858K0.09%+80313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,480$850K<0.01%-35613F-HRTimelineGroup
Simmons Bankin group Simmons Bank16,454$849K0.06%013F-HRTimelineGroup
BRADY FAMILY WEALTH, LLC16,034$827K0.26%013F-HRTimeline
Marathon Strategic Advisors, LLC15,590$804K0.61%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC15,574$804K0.01%+1713F-HRTimeline
AssuredPartners Investment Advisors, LLC15,168$783K0.12%new13F-HRTimeline
Summit Financial, LLC15,130$781K0.01%-16913F-HRTimeline
Arkos Global Advisors14,723$760K0.1%-8013F-HRTimeline
Team Financial Group, LLC14,643$756K0.34%-46613F-HRTimeline
Octavia Wealth Advisors, LLC14,448$746K0.07%-2,36313F-HRTimeline
Friday Financial14,350$740K0.26%+5,52413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT14,150$730K0.05%-9213F-HRTimeline
Betterment LLC14,115$728K<0.01%-33413F-HRTimeline
HighPoint Advisor Group LLC13,939$719K0.02%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…13,868$716K0.05%-75713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,694$707K0.02%+8,25713F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC13,410$692K0.02%-1,11013F-HRTimeline
Global Retirement Partners, LLC13,130$678K0.01%+3,33013F-HRTimeline
Allworth Financial LP12,646$653K<0.01%-17213F-HRTimeline
Ironwood Investment Counsel, LLC12,617$651K0.09%-39513F-HRTimeline
Milestone Asset Management Group, LLC12,581$649K0.37%+1,36613F-HRTimeline
HB Wealth Management, LLC12,473$644K<0.01%-1,06813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,443$642K0.01%-75,49313F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC12,324$636K0.38%-24613F-HRTimeline
Asset Dedication, LLC12,303$635K0.04%013F-HRTimeline
SAXON INTERESTS, INC.12,224$631K0.22%013F-HRTimeline
HANOVER ADVISORS INC11,871$613K0.24%013F-HRTimeline
Centennial Wealth Advisory LLC11,821$610K0.16%+66713F-HRTimeline
New Hampshire Trust11,805$609K0.12%013F-HRTimeline
Vines Capital Management, LLC11,638$601K0.59%13F-HRTimeline
Redmond Asset Management, LLC11,593$598K0.15%-7313F-HRTimeline
New Insight Wealth Advisors11,489$593K0.21%+43913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,418$589K<0.01%-1113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.15,755$579K0.01%-1,31013F-HRTimeline
WCG Wealth Advisors LLC11,154$576K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC11,342$571K0.06%-20,81013F-HRTimeline
LANARK FINANCIAL, INC.10,776$556K0.04%+1,80413F-HRTimeline
CAPE ANN SAVINGS BANK10,593$547K0.28%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,404$537K<0.01%-56413F-HRTimelineGroup
NewEdge Advisors, LLC10,400$537K<0.01%-38313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,342$534K+13Timeline
Ancora Advisors LLCin group Ancora Advisors LLC10,251$529K0.01%-35013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources10,124$522K<0.01%+7,85013F-HRTimelineGroup
Integrated Advisors Network LLC10,050$519K0.02%013F-HRTimeline
Aspen Investment Management Inc9,630$497K0.15%013F-HRTimeline
Sunbelt Securities, Inc.9,603$496K0.03%013F-HRTimeline
PFG Investments, LLC9,582$494K0.02%-6913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC9,542$492K0.19%-105,66413F-HRTimeline
Western Wealth Management, LLC9,434$487K0.02%+20313F-HRTimeline
PLIMOTH TRUST CO LLC9,403$485K0.11%013F-HRTimeline
Evanson Asset Management, LLC9,385$484K0.03%+6813F-HRTimeline
Vertex Planning Partners, LLC9,322$481K0.11%-13813F-HRTimeline
Rockport Wealth LLC9,278$479K0.09%-3,68613F-HRTimeline
IFP Advisors, Inc9,110$470K0.01%-17213F-HRTimeline
B. Riley Wealth Advisors, Inc.9,037$466K0.02%-1,10513F-HRTimeline
Heritage Trust Co8,863$457K0.05%-39313F-HRTimeline
WealthPoint Financial, LLC8,773$453K0.39%13F-HRTimeline
Geneos Wealth Management Inc.8,724$450K0.01%-10013F-HRTimeline
World Investment Advisors8,605$444K0.01%+44213F-HR/ATimeline
Boston Common Asset Management, LLC8,500$439K0.03%new13F-HR/ATimeline
Modern Wealth Management, LLC8,485$438K0.01%+113F-HRTimeline
Institute for Wealth Management, LLC.8,478$437K0.05%013F-HRTimeline
Golden State Wealth Management, LLC8,416$434K0.05%-24813F-HRTimeline
MCF Advisors LLC8,392$433K0.02%+1,05213F-HRTimeline
Koshinski Asset Management, Inc.8,256$426K0.03%+29813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,221$424K0.01%013F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC8,161$421K0.29%013F-HRTimeline
OLD NATIONAL BANCORP /IN/8,154$421K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC8,104$418K0.14%+38513F-HRTimeline
BCGM Wealth Management, LLC8,014$414K0.11%-34313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,807$403K<0.01%-21613F-HRTimelineGroup
PRIVATE TRUST CO NA7,749$400K0.04%+6213F-HRTimeline
Leo Wealth, LLC7,613$393K0.03%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,563$390K0.02%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,471$385K0.01%-20413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.7,337$379K<0.01%-44113F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,285$376K<0.01%+1,00313F-HRTimelineGroup
Key Financial Inc7,254$374K0.07%013F-HRTimeline
Prospera Financial Services Inc7,218$372K0.01%-55913F-HRTimeline
Reliant Investment Partners, LLC7,165$370K0.29%-19613F-HRTimeline
Sigma Planning Corp7,156$369K0.01%+2013F-HRTimeline
Wealth Management Associates, Inc.7,083$365K0.13%+813F-HRTimeline
WEST BANCORPORATION INC7,031$363K0.19%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,000$361K0.05%013F-HRTimeline
Berkeley, Inc6,965$359K0.11%-10013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,843$353K0.06%+11113F-HRTimelineGroup
RMR Wealth Builders6,818$352K0.03%+4913F-HRTimeline
MONECO ADVISORS, LLC6,558$338K0.03%-13113F-HRTimeline
Wick Capital Partners, LLC6,468$334K0.06%013F-HR/ATimeline
Quantinno Capital Management LP6,405$331K<0.01%new13F-HRTimeline
Worth Financial Advisory Group, LLC6,350$328K0.16%+34013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,293$325K<0.01%-30013F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…6,078$314K0.09%+8813F-HRTimeline
Diversified Enterprises, LLC6,067$313K0.02%+413F-HRTimeline
NewCorp Financial Services, Inc.5,911$305K0.27%13F-HRTimeline
Clearwater Capital Advisors, LLC5,867$303K0.03%-6613F-HRTimeline
Fragasso Financial Advisors Inc5,847$302K0.02%+3213F-HRTimeline
Seek First Inc.5,807$300K0.21%+4213F-HRTimeline
Edge Financial Advisors LLC5,720$295K0.12%+3913F-HRTimeline
Alpha Omega Wealth Management LLC5,688$294K0.05%+11913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,627$290K<0.01%-34,25513F-HRTimelineGroup
Sun Financial Inc5,622$290K0.16%13F-HRTimeline
NorthRock Partners, LLC5,590$288K<0.01%-19613F-HRTimeline
Coquina Private Wealth LLC5,558$287K0.23%13F-HRTimeline
Ashton Thomas Private Wealth, LLC5,542$286K0.01%013F-HRTimeline
Capital Advisors Wealth Management, LLC5,480$283K0.04%+2813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,443$281K<0.01%013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC5,430$280K0.01%-9913F-HRTimeline
Cottage Street Advisors LLC5,326$275K0.12%013F-HRTimeline
Foundations Investment Advisors, LLC5,229$270K<0.01%-41013F-HRTimeline
CALTON & ASSOCIATES, INC.5,226$270K0.04%new13F-HRTimeline
CIBC WORLD MARKET INC.5,179$267K<0.01%-15013F-HRTimeline
Portland Financial Advisors Inc5,139$265K0.56%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,137$265K0.01%+23913F-HRTimeline
Signal Advisors Wealth, LLC5,085$262K0.02%+71313F-HRTimeline
Investors Research Corp5,027$259K0.05%-8513F-HRTimeline
Marble Wealth, LLC4,961$256K0.04%13F-HRTimeline
Beacon Financial Advisory LLC4,960$256K0.06%-68513F-HRTimeline
BLAIR WILLIAM & CO/IL4,908$253K<0.01%+52513F-HRTimeline
Weinberger Asset Management, Inc4,905$253K0.09%-1713F-HRTimeline
Quadcap Wealth Management, LLC4,824$249K0.03%+2713F-HRTimeline
Patten Group, Inc.4,820$249K0.05%-1,15313F-HRTimeline
WealthPlan Investment Management, LLC4,819$249K0.02%new13F-HRTimeline
Panoramic Capital Partners, LLC4,800$248K0.15%013F-HRTimeline
Moors & Cabot, Inc.4,783$247K0.01%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO4,700$243K0.02%13F-HRTimelineGroup
APPLETON PARTNERS INC/MA4,689$242K0.02%013F-HRTimeline
MTM Investment Management, LLC4,676$241K0.08%013F-HRTimeline
Berger Financial Group, Inc4,625$239K0.01%+113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,594$237K<0.01%-16813F-HRTimelineGroup
SMITH, MOORE & CO.4,584$237K0.02%-20513F-HRTimeline
Avant Capital LLC4,577$236K0.16%+1413F-HRTimeline
CRUX WEALTH ADVISORS4,556$235K0.09%+3313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,514$233K<0.01%-1,68113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,501$232K<0.01%-1,58013F-HRTimelineGroup
Smith Partners Wealth Management, LLC4,473$231K0.21%13F-HRTimeline
Sequoia Financial Advisors, LLC4,451$230K<0.01%-35613F-HRTimeline
Alhambra Investment Management LLC4,419$228K0.11%-3013F-HRTimeline
RFG Advisory, LLC4,404$227K<0.01%+5613F-HRTimeline
Prime Capital Investment Advisors, LLC4,389$226K<0.01%+3213F-HRTimeline
Winter & Associates, Inc.4,303$222K0.21%13F-HRTimeline
NewEdge Wealth, LLC4,284$221K<0.01%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,257$220K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC4,155$214K0.1%-3113F-HRTimeline
Rooted Wealth Advisors, Inc.3,898$214K0.06%-3813F-HRTimeline
AlphaCore Capital LLC4,000$207K<0.01%new13F-HRTimeline
Sightline Wealth Advisors, LLC3,978$205K0.09%+2913F-HRTimeline
MWA Asset Management3,955$204K0.11%-8013F-HRTimeline
Daviman Financial, LLC3,909$202K0.12%13F-HRTimeline
WILLNER & HELLER, LLC3,904$201K0.14%+2813F-HRTimeline
BANTAMAC CAPITAL, LLC3,900$201K0.14%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,881$200K0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,878$200K<0.01%13F-HR/ATimelineGroup
MONTAG A & ASSOCIATES INC3,679$190K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,534$182K0.05%013F-HRTimelineGroup
CoreCap Advisors, LLC3,516$181K0.01%+4513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,419$176K<0.01%+3013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,126$161K0.13%-75413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,836$146K<0.01%+97213F-HRTimelineGroup
Viewpoint Capital Management LLC2,550$132K0.06%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,067$108K0.01%013F-HRTimelineGroup
Kennebec Savings Bank1,949$101K0.09%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,826$94.2K<0.01%-63113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,810$93.4K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.1,793$92.5K<0.01%-513F-HRTimeline
Glen Eagle Advisors, LLC1,620$83.6K0.01%-14513F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,500$77.4K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,492$77K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC1,418$73.2K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,417$73.1K<0.01%+213F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,373$70.8K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,200$61.8K<0.01%+90013F-HRTimelineGroup
Root Financial Partners, LLC1,198$61.8K<0.01%013F-HRTimeline
Arax Advisory Partners1,117$57.6K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,085$56K-1,005Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,053$54.3K<0.01%+19613F-HRTimelineGroup
BARRETT & COMPANY, INC.1,050$54.2K0.02%013F-HRTimeline
Missouri Trust & Investment Co1,025$52.9K0.02%013F-HRTimeline
Fairway Wealth LLC1,007$52K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC930$47K0.01%013F-HRTimeline
McMillan Office, Inc.900$46.4K0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC790$41K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.764$39.4K0.01%+513F-HRTimeline
Perkins Coie Trust Co740$38.2K0.01%013F-HRTimeline
Hoese & Co LLP709$36.6K0.03%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…667$34.4K<0.01%+23313F-HRTimelineGroup
Caldwell Trust Co650$33.5K<0.01%013F-HRTimeline
Basepoint Wealth LLC612$31.6K0.02%new13F-HRTimeline
IFC & Insurance Marketing, Inc.600$31K0.03%13F-HRTimeline
LRI Investments, LLC600$31K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.552$28.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…526$27.1K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…519$26.8K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC496$25.6K<0.01%013F-HRTimeline
BAYBAN486$25.1K0.02%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV474$24.5K<0.01%-3913F-HRTimeline
WOLFF WIESE MAGANA LLC450$23.2K0.01%013F-HRTimeline
SFAM, LLC442$22.8K0.02%13F-HRTimeline