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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

466 managers (475 13F filers) reported a position in DON shares at 2026-06-30, 40,831,977 shares in all. 34 filers opened a position and 25 filers sold out during the quarter.

Managers
466
13F filers
475
New
34
Added
157
Reduced
175
Sold out
25
Shares held by filers
40,831,977

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,081$61.1K0.16%013F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,053$59.5K<0.01%013F-HRTimelineGroup
Fairway Wealth LLC1,007$56.9K0.01%013F-HRTimeline
Synergy Investment Management, LLC1,000$56.5K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC930$52.6K0.01%013F-HRTimeline
McMillan Office, Inc.900$50.9K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…824$46.6K<0.01%+14513F-HRTimelineGroup
Perkins Coie Trust Co740$41.8K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC709$40.1K<0.01%+27613F-HRTimelineGroup
Hoese & Co LLP709$40.1K0.03%013F-HRTimeline
Caldwell Trust Co650$36.7K<0.01%013F-HRTimeline
WealthCollab, LLC645$36.5K0.01%new13F-HRTimeline
Basepoint Wealth LLC615$34.8K0.02%+113F-HRTimeline
RMG Wealth Management LLC543$31.7K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.552$31.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…526$29.7K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…520$29.3K<0.01%+113F-HRTimeline
Provenance Wealth Advisors, LLC496$28K<0.01%013F-HRTimeline
BAYBAN486$27.5K0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…480$27.1K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV474$26.8K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…450$25.4K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC450$25.4K0.01%013F-HRTimeline
LifeSteps Financial, Inc.447$25.3K0.01%new13F-HRTimeline
Noble Wealth Management PBC432$24.4K0.01%013F-HRTimeline
Millstone Evans Group, LLC426$24.1K0.01%013F-HRTimeline
SFAM, LLC389$22K0.02%-4913F-HRTimeline
MassMutual Private Wealth & Trust, FSB381$21.5K<0.01%-40013F-HRTimeline
Smartleaf Asset Management LLC377$21.3K<0.01%013F-HRTimeline
Frankly Finances, LLC362$20.5K0.02%013F-HR/ATimeline
AdvisorNet Financial, Inc359$20.3K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC335$18.9K<0.01%13F-HRTimeline
Roxbury Financial LLC319$18K0.01%+113F-HRTimeline
United Community Bankin group United Community Bank311$17.6K0.01%013F-HRTimelineGroup
Register Financial Advisors LLC301$17K0.01%+6013F-HRTimeline
Triumph Capital Management242$13.7K<0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.238$13.5K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC237$13.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.230$13K<0.01%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC227$12.8K<0.01%-12413F-HRTimelineGroup
Quantum Portfolio Management LLC225$12.7K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC190$10.7K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC188$10.6K0.01%-7313F-HRTimeline
MANNING & NAPIER ADVISORS LLC135$7.63K<0.01%013F-HRTimeline
REAP Financial Group, LLC100$5.65K<0.01%+3613F-HRTimeline
DHJJ Financial Advisors, Ltd.99$5.58K<0.01%013F-HRTimeline
RHL GROUP, LLC90$5.13K<0.01%+113F-HRTimeline
Vision Retirement, LLC89$5.03K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC71$4.08K<0.01%013F-HRTimeline
Covestor Ltd68$4K<0.01%-113F-HRTimeline
Abound Wealth Management52$2.94K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.46$2.61K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.40$2.26K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC34$1.92K<0.01%013F-HRTimeline
UMB Bank, n.a.27$1.53K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spurstone Advisory Services, LLC26$1.47K0.02%013F-HRTimeline
Kozak & Associates, Inc.25$1.41K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC23$1.3K<0.01%new13F-HRTimeline
Front Row Advisors LLC21$1.23K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton21$1.19K<0.01%013F-HRTimeline
CENTRAL TRUST Co17$961<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.16$904<0.01%-5513F-HRTimeline
Key Capital Management, INC14$791<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc9$509<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$57<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$44<0.01%013F-HRTimeline