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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

459 managers (466 13F filers) reported a position in DON shares at 2026-03-31, 40,902,792 shares in all. 31 filers opened a position and 19 filers sold out during the quarter.

Managers
459
13F filers
466
New
31
Added
151
Reduced
179
Sold out
19
Shares held by filers
40,902,792

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Waverly Advisors, LLC16,586$871K0.01%-4,08913F-HRTimeline
LANARK FINANCIAL, INC.16,532$869K0.07%+5,75613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,480$866K<0.01%013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD16,349$859K0.01%-1,06113F-HRTimeline
CPC Advisors, LLC16,051$843K0.14%-57713F-HRTimeline
BRADY FAMILY WEALTH, LLC16,034$842K0.26%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC16,026$842K0.15%-1,15613F-HRTimeline
Marathon Strategic Advisors, LLC15,590$819K0.59%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,535$816K<0.01%-2,93313F-HRTimelineGroup
Summit Financial, LLC15,349$806K0.01%+21913F-HRTimeline
AssuredPartners Investment Advisors, LLC15,018$797K0.09%-15013F-HRTimeline
Milestone Asset Management Group, LLC15,021$789K0.46%+2,44013F-HRTimeline
Arkos Global Advisors14,692$772K0.1%-3113F-HRTimeline
J.W. COLE ADVISORS, INC.14,393$756K0.03%-1,36213F-HRTimeline
Friday Financial14,350$754K0.26%013F-HRTimeline
SHP Wealth Management14,347$754K0.06%-2,29113F-HRTimeline
Team Financial Group, LLC14,345$754K0.34%-29813F-HRTimeline
Octavia Wealth Advisors, LLC14,209$747K0.07%-23913F-HRTimeline
Keel Point, LLC13,940$732K0.05%new13F-HRTimeline
HighPoint Advisor Group LLC13,823$726K0.03%-11613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,626$716K<0.01%+3,22213F-HRTimelineGroup
Simmons Bankin group Simmons Bank13,554$712K0.05%-2,90013F-HRTimelineGroup
Western Wealth Management, LLC13,548$712K0.03%+4,11413F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC13,322$700K0.02%-8813F-HRTimeline
Betterment LLC13,296$699K<0.01%-81913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC13,086$688K0.01%-2,48813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…12,976$682K0.05%-89213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT12,856$675K0.04%-1,29413F-HRTimeline
HB Wealth Management, LLC12,848$675K<0.01%+37513F-HRTimeline
Allworth Financial LP12,684$666K<0.01%+3813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,376$650K0.04%+5213F-HRTimeline
WealthPlan Investment Management, LLC12,344$649K0.04%+7,52513F-HRTimeline
Ironwood Investment Counsel, LLC12,332$648K0.09%-28513F-HRTimeline
Asset Dedication, LLC12,303$646K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,076$634K<0.01%+65813F-HRTimelineGroup
New Insight Wealth Advisors11,903$625K0.22%+41413F-HRTimeline
HANOVER ADVISORS INC11,871$624K0.25%013F-HRTimeline
New Hampshire Trust11,805$620K0.13%013F-HRTimeline
Centennial Wealth Advisory LLC11,742$617K0.15%-7913F-HRTimeline
Redmond Asset Management, LLC11,640$612K0.17%+4713F-HRTimeline
Vines Capital Management, LLC11,573$608K0.6%-6513F-HRTimeline
WCG Wealth Advisors LLC11,315$594K0.02%+16113F-HRTimeline
CAPE ANN SAVINGS BANK11,298$594K0.3%+70513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,742$564K<0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO10,684$561K0.01%-6,48013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,624$558K<0.01%+50013F-HRTimelineGroup
NewEdge Advisors, LLC10,499$552K<0.01%+9913F-HR/ATimeline
Sunbelt Securities, Inc.10,488$551K0.03%+88513F-HRTimeline
Geneos Wealth Management Inc.10,393$546K0.01%+1,66913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,349$544K+7Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,349$544K0.01%-27,19413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC10,251$539K0.01%013F-HRTimelineGroup
SAXON INTERESTS, INC.10,182$535K0.18%-2,04213F-HRTimeline
Integrated Advisors Network LLC10,050$528K0.03%013F-HRTimeline
Aspen Investment Management Inc9,630$506K0.15%013F-HRTimeline
WealthPoint Financial, LLC9,545$501K0.42%+77213F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC9,483$498K0.2%-5913F-HRTimeline
Evanson Asset Management, LLC9,432$496K0.03%+4713F-HRTimeline
PFG Investments, LLC9,325$490K0.02%-25713F-HRTimeline
Vertex Planning Partners, LLC9,083$477K0.09%-23913F-HRTimeline
Heritage Trust Co8,863$466K0.05%013F-HRTimeline
PLIMOTH TRUST CO LLC8,653$455K0.1%-75013F-HRTimeline
MCF Advisors LLC8,515$447K0.02%+12313F-HRTimeline
Boston Common Asset Management, LLC8,500$447K0.03%013F-HRTimeline
Institute for Wealth Management, LLC.8,464$445K0.05%-1413F-HRTimeline
Golden State Wealth Management, LLC8,417$442K0.05%+113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,221$432K0.01%013F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC8,161$429K0.29%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,157$429K<0.01%+4,27913F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/8,154$428K0.01%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,937$417K<0.01%+65213F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.8,017$414K0.03%-1,02013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.7,868$413K<0.01%+53113F-HRTimelineGroup
Medallion Wealth Advisors, LLC7,827$411K0.13%-27713F-HRTimeline
Koshinski Asset Management, Inc.7,825$411K0.03%-43113F-HRTimeline
Modern Wealth Management, LLC7,646$403K0.01%-83913F-HRTimeline
Leo Wealth, LLC7,614$400K0.03%+113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,509$395K<0.01%+2,06613F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC7,475$393K0.01%+413F-HRTimeline
DMC Group, LLC7,369$387K0.26%new13F-HRTimeline
World Investment Advisors7,340$386K0.01%-1,26513F-HRTimeline
BCGM Wealth Management, LLC7,335$385K0.1%-67913F-HRTimeline
Prospera Financial Services Inc7,311$384K0.01%+9313F-HRTimeline
Reliant Investment Partners, LLC7,165$376K0.31%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,144$375K0.02%-41913F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST7,128$375K0.14%13F-HRTimeline
Wealth Management Associates, Inc.7,088$372K0.13%+513F-HRTimeline
WEST BANCORPORATION INC7,031$369K0.18%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,000$368K0.05%013F-HRTimeline
Berkeley, Inc6,965$366K0.12%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,963$366K<0.01%-84413F-HRTimelineGroup
IFP Advisors, Inc6,902$363K0.01%-2,20813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP6,900$363K<0.01%-58,70013F-HRTimelineGroup
Key Financial Inc6,789$357K0.06%-46513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,468$340K0.06%-37513F-HRTimelineGroup
Wick Capital Partners, LLC6,468$340K0.06%013F-HRTimeline
Sigma Planning Corp6,272$330K0.01%-88413F-HRTimeline
RMR Wealth Builders6,119$322K0.03%-69913F-HRTimeline
Diversified Enterprises, LLC6,069$319K0.02%+213F-HRTimeline
Fragasso Financial Advisors Inc5,942$315K0.02%+9513F-HRTimeline
PRIVATE TRUST CO NA5,961$313K0.03%-1,78813F-HRTimeline
MONECO ADVISORS, LLC5,943$312K0.02%-61513F-HRTimeline
Sun Financial Inc5,639$308K0.15%+1713F-HRTimeline
BRIGHTON JONES LLC5,863$308K0.01%new13F-HR/ATimeline
Alpha Omega Wealth Management LLC5,839$307K0.05%+15113F-HRTimeline
NewCorp Financial Services, Inc.5,794$304K0.26%-11713F-HRTimeline
Foundations Investment Advisors, LLC5,721$301K<0.01%+49213F-HRTimeline
Clearwater Capital Advisors, LLC5,717$300K0.02%-15013F-HRTimeline
NorthRock Partners, LLC5,586$294K<0.01%-413F-HRTimeline
Coquina Private Wealth LLC5,560$292K0.23%+213F-HRTimeline
Ashton Thomas Private Wealth, LLC5,542$291K0.01%013F-HRTimeline
Signal Advisors Wealth, LLC5,505$289K0.02%+42013F-HRTimeline
Capital Advisors Wealth Management, LLC5,499$289K0.04%+1913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,430$285K0.01%013F-HRTimeline
Weinberger Asset Management, Inc5,413$284K0.11%+50813F-HRTimeline
Cottage Street Advisors LLC5,326$280K0.12%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,262$276K0.01%+12513F-HR/ATimeline
Kovack Advisors, Inc.5,210$275K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.5,219$274K<0.01%+4013F-HRTimeline
Portland Financial Advisors Inc5,139$270K0.56%013F-HRTimeline
Summit Trail Advisors, LLC5,110$268K<0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,080$267K<0.01%13F-HRTimelineGroup
CALTON & ASSOCIATES, INC.5,038$265K0.04%-18813F-HRTimeline
Seek First Inc.4,979$262K0.18%-82813F-HRTimeline
Marble Wealth, LLC4,961$261K0.05%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,913$258K<0.01%+513F-HRTimeline
Beacon Financial Advisory LLC4,835$254K0.06%-12513F-HRTimeline
Quadcap Wealth Management, LLC4,806$253K0.03%-1813F-HRTimeline
Panoramic Capital Partners, LLC4,800$252K0.16%013F-HRTimeline
Patten Group, Inc.4,754$250K0.04%-6613F-HRTimeline
Investors Research Corp4,727$248K0.05%-30013F-HRTimeline
Moors & Cabot, Inc.4,688$246K0.01%-9513F-HRTimeline
APPLETON PARTNERS INC/MA4,689$246K0.02%013F-HRTimeline
Berger Financial Group, Inc4,626$243K0.01%+113F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO4,700$243K0.02%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,594$241K<0.01%013F-HRTimelineGroup
SMITH, MOORE & CO.4,584$241K0.02%013F-HRTimeline
CRUX WEALTH ADVISORS4,579$241K0.09%+2313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,501$236K<0.01%013F-HRTimelineGroup
Smith Partners Wealth Management, LLC4,473$235K0.21%013F-HRTimeline
RFG Advisory, LLC4,470$235K<0.01%+6613F-HRTimeline
Alhambra Investment Management LLC4,419$232K0.11%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,411$232K<0.01%+2213F-HRTimeline
Winter & Associates, Inc.4,347$231K0.2%+4413F-HRTimeline
Vestmark Advisory Solutions, Inc.4,379$230K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,379$230K0.01%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA4,257$224K0.01%013F-HRTimeline
Northern Financial Advisors Inc4,118$216K0.16%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,116$216K<0.01%-33513F-HRTimeline
Midwest Capital Advisors, LLC4,115$216K0.1%-4013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,098$215K<0.01%-8,34513F-HRTimelineGroup
Rockport Wealth LLC4,095$215K0.04%-5,18313F-HRTimeline
Rooted Wealth Advisors, Inc.3,816$212K0.06%-8213F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC4,000$210K0.01%new13F-HRTimeline
Sightline Wealth Advisors, LLC3,998$210K0.09%+2013F-HRTimeline
Avant Capital LLC3,929$206K0.15%-64813F-HRTimeline
WILLNER & HELLER, LLC3,924$206K0.15%+2013F-HRTimeline
BANTAMAC CAPITAL, LLC3,900$205K0.15%013F-HRTimeline
Joseph P. Lucia & Associates, LLC3,871$203K0.07%new13F-HRTimeline
MWA Asset Management3,860$203K0.11%-9513F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\3,853$202K<0.01%+43413F-HRTimelineGroup
RAM Investment Partners, LLC3,851$202K0.04%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC3,816$200K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC3,679$193K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC3,645$192K0.01%new13F-HRTimeline
MTM Investment Management, LLC3,596$189K0.06%-1,08013F-HRTimeline
CoreCap Advisors, LLC3,519$185K0.01%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,514$185K<0.01%-1,00013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department3,348$176K0.05%-18613F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS3,347$168K0.04%+1,97413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,129$164K0.12%+313F-HRTimeline
Hickory Point Bank & Trust3,108$163K0.11%new13F-HRTimeline
AlphaCore Capital LLC3,000$158K<0.01%-1,00013F-HRTimeline
Advisory Services Network, LLC2,798$147K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,633$138K<0.01%-20313F-HRTimelineGroup
Viewpoint Capital Management LLC2,550$134K0.06%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,012$104K0.01%-5513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,968$103K0.01%+1,65613F-HRTimeline
Kennebec Savings Bank1,949$102K0.09%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,810$95.1K<0.01%013F-HR/ATimelineGroup
Glen Eagle Advisors, LLC1,628$85.5K0.01%+813F-HRTimeline
SBI Securities Co., Ltd.1,505$79.1K<0.01%-28813F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,500$78.8K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,492$78.4K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC1,440$75.7K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,430$75K<0.01%+64013F-HRTimelineGroup
Clearstead Advisors, LLC1,419$74.5K<0.01%+213F-HRTimeline
FINANCIAL CONSULATE, INC1,418$74.5K0.01%013F-HRTimeline
Mosley Wealth Management1,208$63.2K0.03%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,200$63K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC1,198$62.9K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,139$60K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners1,118$58.7K<0.01%+113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,081$56.8K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,053$55.3K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.1,050$55.2K0.02%013F-HRTimeline
Missouri Trust & Investment Co1,025$53.9K0.02%013F-HRTimeline
Fairway Wealth LLC1,007$52.9K0.01%013F-HRTimeline
Synergy Investment Management, LLC1,000$52.5K0.02%new13F-HRTimeline
Glass Jacobson Investment Advisors llc928$48.8K0.02%new13F-HRTimeline