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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

439 managers (443 13F filers) reported a position in DON shares at 2024-12-31, 40,188,283 shares in all. 24 filers opened a position and 20 filers sold out during the quarter.

Managers
439
13F filers
443
New
24
Added
148
Reduced
163
Sold out
20
Shares held by filers
40,188,283

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BARTLETT & CO. WEALTH MANAGEMENT LLC425$21.7K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC355$18.3K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…355$18.3K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc357$18.2K<0.01%+113F-HRTimeline
Roxbury Financial LLC313$17.4K0.02%13F-HRTimeline
Coppell Advisory Solutions LLC331$16.8K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank311$15.9K0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC299$15.2K<0.01%+5313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.266$13.6K<0.01%-113F-HRTimelineGroup
GHP Investment Advisors, Inc.245$12.5K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.238$12.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC237$12.1K<0.01%new13F-HRTimelineGroup
Financial Freedom, LLC235$12K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC222$11.3K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.222$11K<0.01%-22113F-HRTimeline
Fortitude Family Office, LLC211$10.8K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC209$10.7K0.03%13F-HRTimeline
Arax Advisory Partners186$9.49K<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.181$9.23K0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA180$9.18K<0.01%013F-HRTimeline
GAMMA Investing LLC177$9.02K<0.01%new13F-HRTimeline
CENTRAL TRUST Co176$8.97K<0.01%013F-HRTimeline
Pacifica Partners Inc.166$8.41K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC164$8.36K<0.01%013F-HRTimeline
Costello Asset Management, INC121$6.18K<0.01%-2,60113F-HRTimeline
GPS Wealth Strategies Group, LLC93$4.75K<0.01%-5013F-HRTimeline
Ridgewood Investments LLC85$4.33K<0.01%013F-HRTimeline
REAP Financial Group, LLC63$3.21K<0.01%-513F-HRTimeline
Northwest Capital Management Inc60$3.06K<0.01%013F-HRTimeline
Coastline Trust Co50$2.55K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital A Wealth Management, LLC43$2.19K<0.01%13F-HRTimeline
Covestor Ltd40$2K<0.01%+2413F-HRTimeline
IMG Wealth Management, Inc.39$1.97K<0.01%13F-HRTimeline
Bank of New Hampshire30$1.53K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.24$1.21K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.23$1.17K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC22$1.14K<0.01%013F-HRTimeline
Front Row Advisors LLC21$1.07K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.10$5300.05%-10,38813F-HRTimeline