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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

459 managers (466 13F filers) reported a position in DON shares at 2026-03-31, 40,902,792 shares in all. 31 filers opened a position and 19 filers sold out during the quarter.

Managers
459
13F filers
466
New
31
Added
151
Reduced
179
Sold out
19
Shares held by filers
40,902,792

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
VALLEY NATIONAL ADVISERS INC930$48K0.01%013F-HRTimeline
McMillan Office, Inc.900$47.3K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…855$44.9K<0.01%-23013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB781$41K<0.01%+40013F-HRTimeline
Perkins Coie Trust Co740$38.9K0.01%013F-HRTimeline
Hoese & Co LLP709$37.2K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…679$35.7K<0.01%+1213F-HRTimelineGroup
Caldwell Trust Co650$34.2K<0.01%013F-HRTimeline
Basepoint Wealth LLC614$32.2K0.02%+213F-HRTimeline
Center for Financial Planning, Inc.552$29K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…526$27.6K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…519$27.4K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC496$26.1K<0.01%013F-HRTimeline
BAYBAN486$25.5K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV474$24.9K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…450$23.6K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC450$23.6K0.01%013F-HRTimeline
SFAM, LLC438$23K0.02%-413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC433$22.8K<0.01%+31513F-HRTimelineGroup
Noble Wealth Management PBC432$22.7K0.01%013F-HRTimeline
Millstone Evans Group, LLC426$22.4K0.01%013F-HRTimeline
Smartleaf Asset Management LLC377$19.5K<0.01%+6213F-HRTimeline
Frankly Finances, LLC362$19K0.02%013F-HRTimeline
AdvisorNet Financial, Inc359$18.9K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC351$18.4K<0.01%13F-HRTimelineGroup
Roxbury Financial LLC318$16.7K0.02%013F-HRTimeline
United Community Bankin group United Community Bank311$16.3K0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC274$14.4K0.02%new13F-HRTimeline
Ankerstar Wealth, LLC261$13.7K0.01%013F-HRTimeline
Register Financial Advisors LLC241$12.6K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.238$12.5K<0.01%013F-HRTimeline
Triumph Capital Management237$12.5K<0.01%-613F-HRTimeline
Quaker Wealth Management, LLC237$12.5K<0.01%013F-HRTimeline
Financial Freedom, LLC235$12.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.229$12K<0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC206$10.8K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.137$7.22K<0.01%-62713F-HRTimeline
MANNING & NAPIER ADVISORS LLC135$7.09K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.99$5.18K<0.01%013F-HRTimeline
RHL GROUP, LLC89$4.69K<0.01%013F-HRTimeline
Vision Retirement, LLC89$4.68K<0.01%013F-HRTimeline
Covestor Ltd69$4K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC71$3.92K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.71$3.73K<0.01%+5413F-HRTimeline
REAP Financial Group, LLC64$3.36K<0.01%013F-HRTimeline
Abound Wealth Management52$2.73K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC49$2.58K<0.01%013F-HR/ATimeline
IMG Wealth Management, Inc.40$2.09K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC34$1.79K<0.01%013F-HRTimeline
UMB Bank, n.a.27$1.42K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spurstone Advisory Services, LLC26$1.37K0.02%013F-HRTimeline
Kozak & Associates, Inc.25$1.36K<0.01%013F-HRTimeline
Front Row Advisors LLC21$1.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton21$1.1K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC11$580<0.01%013F-HRTimeline
Bell Investment Advisors, Inc9$473<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$158<0.01%-13,69113F-HRTimelineGroup
Provident Wealth Management, LLC1$53<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$41<0.01%013F-HRTimeline