Skip to content

DON WISDOMTREE TR

Follow

US MIDCAP DIVID (fund)

425 managers (431 13F filers) reported a position in DON shares at 2025-09-30, 40,393,053 shares in all. 28 filers opened a position and 23 filers sold out during the quarter.

Managers
425
13F filers
431
New
28
Added
171
Reduced
154
Sold out
23
Shares held by filers
40,393,053

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Costello Asset Management, INC218$11.4K<0.01%-10213F-HRTimeline
Beaird Harris Wealth Management, LLC206$10.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC204$10.7K<0.01%-81113F-HRTimelineGroup
CENTRAL TRUST Co176$9.21K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC135$7.06K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC135$7.06K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.127$6.64K0.01%+2713F-HRTimeline
DHJJ Financial Advisors, Ltd.99$5.16K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC95$4.96K<0.01%+113F-HRTimeline
Abound Wealth Management81$4.24K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC77$4.01K<0.01%new13F-HRTimelineGroup
Covestor Ltd69$4K<0.01%013F-HRTimeline
REAP Financial Group, LLC64$3.35K<0.01%+213F-HRTimeline
IMG Wealth Management, Inc.39$2.05K<0.01%013F-HRTimeline
Bank of New Hampshire30$1.57K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC26$1.36K0.02%013F-HRTimeline
Kozak & Associates, Inc.25$1.25K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC23$1.2K<0.01%new13F-HRTimeline
Front Row Advisors LLC21$1.1K<0.01%013F-HRTimeline
GAMMA Investing LLC15$785<0.01%+913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8$418<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates3$157<0.01%013F-HRTimeline
Kilter Group LLC3$157<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$52<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$32<0.01%-3213F-HRTimeline