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DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

431 managers (436 13F filers) reported a position in DON shares at 2025-03-31, 41,326,301 shares in all. 26 filers opened a position and 28 filers sold out during the quarter.

Managers
431
13F filers
436
New
26
Added
188
Reduced
151
Sold out
28
Shares held by filers
41,326,301

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Lowe Wealth Advisors, LLC222$11K<0.01%013F-HRTimeline
Arax Advisory Partners187$9.27K<0.01%+113F-HRTimeline
CENTRAL TRUST Co176$8.72K<0.01%013F-HRTimeline
Sound Income Strategies, LLC168$8.32K<0.01%new13F-HRTimeline
Brooklyn Investment Group162$8.02K<0.01%new13F-HRTimeline
Pacifica Partners Inc.166$7.86K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC135$6.68K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC130$6.45K<0.01%new13F-HRTimeline
Costello Asset Management, INC122$6.04K<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.120$5.94K<0.01%new13F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA120$5.94K<0.01%-6013F-HRTimeline
Quest 10 Wealth Builders, Inc.100$4.95K0.01%-8113F-HRTimeline
GPS Wealth Strategies Group, LLC94$4.64K<0.01%+113F-HRTimeline
Ridgewood Investments LLC85$4.21K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC71$3.31K<0.01%new13F-HRTimeline
REAP Financial Group, LLC62$3.07K<0.01%-113F-HRTimeline
Covestor Ltd60$3K<0.01%+2013F-HRTimeline
Northwest Capital Management Inc60$2.98K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…42$2.08K<0.01%-53313F-HRTimelineGroup
IMG Wealth Management, Inc.39$1.92K<0.01%013F-HRTimeline
Bank of New Hampshire30$1.49K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC26$1.29K0.03%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.24$1.17K<0.01%013F-HRTimeline
Front Row Advisors LLC21$1.04K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC20$990<0.01%-2313F-HRTimeline
GAMMA Investing LLC19$941<0.01%-15813F-HR/ATimeline
Future Financial Wealth Managment LLC11$554<0.01%-1113F-HRTimeline
Iron Horse Wealth Management, LLC8$396<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates3$149<0.01%new13F-HRTimeline
Provident Wealth Management, LLC1$50<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-87,11713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.