Skip to content
Disclosery

DON WISDOMTREE TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,507,537$230M0.02%+124,58113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,490,239$127M0.01%+35,14113F-HR/ATimelineGroup
LPL Financial LLC2,080,768$106M0.04%-328,78513F-HRTimeline
Linscomb Wealth, Inc.1,839,233$93.7M4.67%-20,83613F-HRTimeline
UBS Group AGin group UBS Group AG1,594,139$81.3M0.02%-18,55713F-HRTimelineGroup
Creative Planningin group Creative Planning1,559,715$79.5M0.08%-13,78513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,470,854$75M0.02%+19,51413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,135,252$57.9M0.02%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,094,422$55.8M0.01%+14,39013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC838,639$42.7M0.06%+32,29513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA756,976$38.6M0.01%+2,69013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC544,569$27.8M0.15%+201,06613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC528,326$26.9M0.57%-14,76713F-HRTimeline
Sandy Spring Bank525,366$26.8M1.08%-57,80613F-HRTimeline
Cetera Investment Advisers515,904$26.3M0.05%-5,11813F-HRTimeline
IAG Wealth Partners, LLC479,156$24.4M4.31%-10,63213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…477,868$24.4M0.09%+6,08613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.454,793$23.2M0.04%+9,03013F-HRTimelineGroup
Trajan Wealth LLC431,033$22M1.22%-8,96713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP420,476$21.4M0.02%+108,36713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC399,423$20.4M0.01%-8,90413F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding355,880$18.1M+43,991Timeline
MAI Capital Management335,397$17.1M0.13%+2,38613F-HRTimeline
Stonebridge Financial Group, LLC324,471$16.5M1.82%13F-HRTimeline
Melone Private Wealth, LLC320,959$16.4M8.48%-20,52113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP312,639$15.9M0.02%+14,94813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO306,136$15.6M<0.01%-22,07113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV299,095$15.2M0.04%-6,65113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding295,986$15.1M+283,929Timeline
Lido Advisors, LLCin group Lido Advisors, LLC290,157$14.8M0.09%+275,56113F-HRTimelineGroup
Marion Wealth Management260,256$13.3M3.52%+3,10513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC247,317$12.6M4.11%-21,25313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…243,227$12.4M0.03%+21,92913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…241,232$12.3M0.02%+2,59613F-HR/ATimeline
Avantax Planning Partners, Inc.230,089$11.7M0.42%-5,67213F-HRTimeline
Destination Wealth Management228,287$11.6M0.36%-6,82013F-HRTimeline
AE Wealth Management LLC223,194$11.4M0.1%+11,11113F-HRTimeline
Modern Wealth Management, LLC198,962$10.1M0.38%+39113F-HR/ATimeline
Cambridge Investment Research Advisors,…198,470$10.1M0.03%+56,10513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK193,093$9.84M0.32%-22,35813F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC191,051$9.74M4.08%-24,23713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.187,073$9.54M0.02%+16,53313F-HR/ATimelineGroup
Curi Capital, LLC182,997$9.33M0.21%-48413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…178,829$9.11M0.01%-33,88913F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management168,872$8.61M6.13%13F-HRTimeline
White Pine Investment CO163,398$8.33M2.25%+29,62613F-HRTimeline
HighTower Advisors, LLC163,221$8.32M0.01%+14813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp162,219$8.27M<0.01%+109,61013F-HRTimelineGroup
Goldstone Financial Group, LLC160,340$8.17M1.28%+11,53913F-HRTimeline
CX Institutional154,492$7.87M0.31%+6,94113F-HRTimeline
Janney Montgomery Scott LLC146,145$7.45M0.02%-9,59813F-HRTimeline
Mariner, LLCin group Mariner, LLC140,903$7.18M0.01%-13,50013F-HRTimelineGroup
United Advisor Group, LLC138,257$7.05M1.39%+14,07013F-HRTimeline
Cornerstone Wealth Management, LLC136,347$6.95M0.47%+17013F-HRTimeline
Capital Investment Counsel, LLC131,412$6.7M1.12%+2,23113F-HRTimeline
MML INVESTORS SERVICES, LLC128,890$6.57M0.02%-6,92813F-HRTimeline
Modera Wealth Management, LLC128,820$6.57M0.08%-2,70913F-HRTimeline
FAS Wealth Partners, Inc.128,786$6.56M0.55%-5,18813F-HRTimeline
CWM, LLCin group CWM, LLC127,318$6.49M0.03%+42,13913F-HRTimelineGroup
BEACON FINANCIAL GROUP125,085$6.38M0.69%-10,44313F-HRTimeline
D.A. DAVIDSON & CO.118,540$6.04M0.05%-13013F-HRTimeline
Apeiron RIA LLC118,010$6.01M1.68%-8,83813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/112,624$5.74M<0.01%+77,82613F-HRTimelineGroup
Grey Ledge Advisors, LLC110,496$5.63M1.45%+5,59713F-HRTimeline
Private Advisor Group, LLC104,749$5.34M0.03%-13,53613F-HRTimeline
JFS WEALTH ADVISORS, LLC104,733$5.34M0.36%-1,52213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…99,151$5.05M0.13%+42,13113F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC95,985$4.87M0.68%-2,00113F-HRTimeline
Cascade Financial Partners, LLC93,488$4.77M0.62%+90013F-HRTimeline
Sage Capital Management, LLC93,091$4.74M2.4%+34813F-HRTimeline
Atria Investments, Inc92,658$4.72M0.06%+10,14013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC91,833$4.68M1.74%-9313F-HRTimeline
Nikulski Financial, Inc.91,355$4.66M1.37%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,591$4.62M0.04%+1,51513F-HRTimelineGroup
TD Waterhouse Canada Inc.90,109$4.59M0.04%+14,10013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…87,117$4.58M0.26%-1,59913F-HRTimeline
Frazier Financial Advisors, LLC89,090$4.52M3.59%-1,54213F-HRTimeline
Long Run Wealth Advisors, LLC86,717$4.42M1.06%-2,44713F-HRTimeline
JPL Wealth Management, LLC83,973$4.28M1.23%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS83,809$4.27M0.01%-1,29213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding83,649$4.26M+14,665Timeline
Meridian Wealth Management, LLC80,177$4.09M0.19%+1,96513F-HRTimeline
Private Capital Management, LLC77,031$3.93M0.42%-2,93713F-HRTimeline
IFG Advisory, LLC76,563$3.9M0.22%-2,88713F-HRTimeline
Main Street Financial Solutions, LLC74,031$3.77M0.37%-9713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC71,579$3.65M0.49%+2,17413F-HRTimeline
JNBA Financial Advisors71,227$3.63M0.37%-2,08513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.70,499$3.59M0.25%+1,92513F-HRTimelineGroup
FINANCIAL COUNSELORS INC69,247$3.53M0.05%-3,92413F-HRTimeline
Atria Wealth Solutions, Inc.68,911$3.51M0.04%-3,13713F-HRTimeline
HANCOCK WHITNEY CORP68,690$3.5M0.11%-1813F-HRTimeline
Independence Bank of Kentucky66,255$3.38M0.52%+6,23013F-HRTimeline
Sanctuary Advisors, LLC62,553$3.31M0.02%+2,19513F-HRTimeline
VESTOR CAPITAL, LLC64,776$3.3M0.25%+96013F-HRTimeline
TFG Advisers LLC64,604$3.29M1.18%-11913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…64,083$3.27M0.03%-3,24613F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC62,740$3.2M0.93%13F-HRTimeline
Financial Insights, Inc.62,455$3.18M1.18%-2,78513F-HRTimeline
Independent Advisor Alliance61,641$3.14M0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,383$2.98M<0.01%+27,45513F-HRTimelineGroup
Beacon Pointe Advisors, LLC58,158$2.96M0.03%+1,48713F-HRTimeline
Brady Martz Wealth Solutions, LLC55,842$2.86M0.69%13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC55,684$2.84M0.06%-85513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC55,027$2.8M0.17%-1,66813F-HRTimeline
STOCK YARDS BANK & TRUST CO54,876$2.8M0.1%-8,52613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp54,820$2.79M0.18%+29,45713F-HRTimelineGroup
BIP Wealth, LLC53,505$2.73M0.18%-1,82513F-HRTimeline
Team Financial Group, LLC53,315$2.72M1.56%-28,10413F-HRTimeline
EWG Elevate Inc.51,791$2.64M0.8%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC51,428$2.62M0.05%013F-HRTimelineGroup
Defined Financial Planning LLC50,997$2.6M2.78%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC50,940$2.6M0.06%+18813F-HRTimelineGroup
Founders Financial Alliance, LLC49,344$2.52M0.69%+1,99913F-HRTimeline
Powers Advisory Group, LLC47,536$2.42M1.21%+23313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC45,600$2.32M0.9%-2,98013F-HRTimeline
GLOBALT Investments LLC / GA45,534$2.32M0.09%-1,34813F-HRTimeline
Prosperity Consulting Group, LLC45,524$2.32M0.17%-91713F-HRTimeline
Salomon & Ludwin, LLC44,838$2.29M0.24%-6,92013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …44,103$2.25M0.34%013F-HRTimeline
Farmers National Bank42,860$2.18M0.64%13F-HRTimeline
Envision Financial LLC41,520$2.12M1.7%13F-HR/ATimeline
Well Done, LLC40,917$2.09M0.38%013F-HRTimeline
Rodgers & Associates, LTD40,713$2.08M0.25%-1,79313F-HRTimeline
Soltis Investment Advisors LLC39,999$2.04M0.19%-2,27813F-HRTimeline
Wealthspire Advisors, LLC39,725$2.02M0.02%+41513F-HRTimeline
Chicago Partners Investment Group LLC39,332$1.99M0.07%-62813F-HRTimeline
Argent Trust Co38,848$1.98M0.08%+2,66013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,543$1.96M0.04%+2,05213F-HRTimelineGroup
Intrua Financial, LLC37,756$1.92M0.31%-2,47213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC37,688$1.92M1.11%-2,07513F-HRTimeline
HF Advisory Group, LLC37,161$1.89M0.87%+92013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP36,375$1.85M<0.01%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,304$1.85M<0.01%-84113F-HRTimelineGroup
Merit Financial Group, LLC35,479$1.81M0.03%+5,45913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers34,638$1.76M<0.01%+3,41713F-HRTimelineGroup
Capital Advisors, Ltd. LLC33,900$1.73M0.22%+47813F-HRTimeline
EP Wealth Advisors, LLC31,998$1.63M0.01%+1,34813F-HRTimeline
FFG RETIREMENT ADVISORS LLC31,833$1.62M1.06%-28613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…31,823$1.62M0.04%+29613F-HRTimelineGroup
FINANCIAL ADVISORY PARTNERS, LLC31,780$1.62M0.54%+1,61313F-HRTimeline
Oxinas Partners, LLC31,763$1.62M0.95%+2,63513F-HRTimeline
Snowden Capital Advisors LLC31,650$1.61M0.05%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…31,467$1.6M0.61%+72013F-HRTimeline
Larson Financial Group LLC30,993$1.58M0.08%+83713F-HRTimeline
Cadence Bank30,804$1.57M0.11%-36413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,732$1.57M<0.01%-1,17013F-HRTimelineGroup
CULBERTSON A N & CO INC30,553$1.56M0.25%-19813F-HRTimeline
Causey Wealth LLC30,382$1.55M0.9%13F-HRTimeline
CENTAURUS FINANCIAL, INC.30,379$1.55M0.09%-6,12713F-HRTimeline
Kiely Wealth Advisory Group, Inc.29,296$1.51M0.97%+22,36213F-HRTimeline
Biondo Investment Advisors, LLC29,603$1.51M0.21%-34013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.29,449$1.5M0.01%+7,01313F-HRTimeline
Southland Equity Partners LLC29,440$1.5M0.35%-15513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC29,299$1.49M0.14%-1,31913F-HRTimeline
Resurgent Financial Advisors LLC29,293$1.49M0.88%+66013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,271$1.44M0.02%+98013F-HRTimelineGroup
MATHER GROUP, LLC.28,054$1.43M0.02%-2,24213F-HRTimeline
WESBANCO BANK INC27,072$1.38M0.05%+7813F-HRTimeline
Strategic Family Wealth Counselors, L.L…26,979$1.38M0.45%+13,10613F-HRTimeline
Opes Wealth Management LLC26,235$1.34M0.27%+3,38013F-HRTimeline
COMERICA BANK25,808$1.32M0.01%-1113F-HR/ATimeline
FMR LLCin group FMR LLC25,472$1.3M<0.01%+1,25413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,456$1.3M0.04%+4413F-HRTimeline
IMS Capital Management25,335$1.29M0.6%-50713F-HRTimeline
WealthShield Partners, LLC25,313$1.29M0.18%+4,39713F-HRTimeline
Financial Engines Advisors L.L.C.25,258$1.29M<0.01%+913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC25,021$1.28M0.27%-11913F-HRTimeline
Principle Wealth Partners LLC24,795$1.26M0.09%-1,19513F-HRTimeline
Composition Wealth, LLC24,324$1.24M0.03%+34213F-HRTimeline
PINNACLE ASSOCIATES LTD24,086$1.23M0.02%-4,53313F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC23,500$1.2M0.06%+4,00013F-HRTimeline
OMNI 360 Wealth, Inc.23,427$1.19M0.79%+1,58613F-HR/ATimeline
Pacific Sun Financial Corp22,705$1.16M0.63%+10013F-HRTimeline
IHT Wealth Management, LLC22,483$1.15M0.04%+51813F-HRTimeline
Great Diamond Partners, LLC22,481$1.15M0.3%-17513F-HRTimeline
Apexium Financial, LP22,228$1.13M0.07%-43213F-HRTimeline
NewSquare Capital LLC21,956$1.12M0.09%+54613F-HRTimeline
Gladstone Institutional Advisory LLC21,840$1.11M0.05%+40113F-HRTimeline
Kaydan Wealth Management, Inc.21,762$1.11M0.37%-33113F-HRTimeline
Meridian Financial Advisors, LLC21,573$1.1M0.76%-82713F-HRTimeline
Bristlecone Advisors, LLC21,500$1.1M0.09%-23313F-HRTimeline
Simmons Bankin group Simmons Bank21,429$1.09M0.08%-30013F-HRTimelineGroup
Collaborative Wealth Managment Inc.21,014$1.07M0.49%+6413F-HRTimeline
Holos Integrated Wealth LLC20,564$1.05M0.72%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…20,446$1.04M0.1%-69813F-HRTimeline
Gryphon Financial Partners LLC20,117$1.03M0.15%+12213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.19,927$1.02M0.46%+7813F-HRTimeline
Navis Wealth Advisors, LLC19,370$987K1.08%+2,41513F-HRTimeline
Steward Partners Investment Advisory, L…19,184$978K0.01%-8413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,067$972K<0.01%+5,90313F-HRTimelineGroup
John W. Brooker & Co., CPAs19,066$972K0.42%-44013F-HRTimeline
Prairie Wealth Advisors, Inc.18,766$957K0.46%+8,88513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,584$947K0.01%+1,26413F-HRTimelineGroup
Waverly Advisors, LLC18,494$943K0.01%-85013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,074$921K<0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.18,005$918K<0.01%-1,75313F-HRTimeline
Midwest Capital Advisors, LLC17,491$892K0.65%13F-HRTimeline
Octavia Wealth Advisors, LLC17,449$889K0.11%-1313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,389$886K0.2%+1613F-HRTimeline
Focus Financial Network, Inc.17,288$881K0.04%+23813F-HRTimeline