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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

449 managers (456 13F filers) reported a position in DON shares at 2025-12-31, 40,987,880 shares in all. 31 filers opened a position and 26 filers sold out during the quarter.

Managers
449
13F filers
456
New
31
Added
141
Reduced
173
Sold out
26
Shares held by filers
40,987,880

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Noble Wealth Management PBC432$22.3K0.01%013F-HRTimeline
Millstone Evans Group, LLC426$22K0.01%-113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC393$20.3K<0.01%-3213F-HRTimeline
MassMutual Private Wealth & Trust, FSB381$19.7K<0.01%013F-HRTimeline
Frankly Finances, LLC362$18.7K0.02%13F-HR/ATimeline
AdvisorNet Financial, Inc359$18.5K<0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.336$17.3K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC315$16.4K<0.01%+1013F-HRTimeline
Roxbury Financial LLC318$16.4K0.01%+113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.312$16.1K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank311$16K0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC261$13.5K0.01%13F-HRTimeline
Triumph Capital Management243$12.5K<0.01%new13F-HRTimeline
Register Financial Advisors LLC241$12.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.238$12.3K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC237$12.2K<0.01%013F-HRTimeline
Financial Freedom, LLC235$12.1K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.228$12K<0.01%+213F-HRTimeline
Beaird Harris Wealth Management, LLC206$10.6K<0.01%013F-HRTimeline
CENTRAL TRUST Co176$9.08K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC135$6.97K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC135$6.97K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC118$6.09K<0.01%-8613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.99$5.09K<0.01%013F-HRTimeline
RHL GROUP, LLC89$4.59K<0.01%13F-HRTimeline
Vision Retirement, LLC89$4.59K<0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC87$4.49K<0.01%new13F-HRTimeline
Covestor Ltd69$4K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC75$3.87K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC71$3.79K<0.01%-2,54913F-HRTimeline
VESTOR CAPITAL, LLC170$3.61K0.35%-67,81113F-HRTimeline
REAP Financial Group, LLC64$3.3K<0.01%013F-HRTimeline
Abound Wealth Management52$2.68K<0.01%-2913F-HRTimeline
QUADRANT CAPITAL GROUP LLC49$2.53K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.40$2.04K<0.01%+113F-HRTimeline
Key Capital Management, INC36$1.86K<0.01%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC34$1.75K<0.01%13F-HRTimeline
UMB Bank, n.a.27$1.39K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spurstone Advisory Services, LLC26$1.34K0.02%013F-HRTimeline
Kozak & Associates, Inc.25$1.34K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC23$1.19K<0.01%013F-HRTimeline
Front Row Advisors LLC21$1.08K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.17$877<0.01%-11013F-HRTimeline
Sound Income Strategies, LLC11$595<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$155<0.01%-513F-HRTimelineGroup
Kilter Group LLC3$155<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$52<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1$34<0.01%-7613F-HRTimelineGroup
Raleigh Capital Management Inc.1$32<0.01%013F-HRTimeline