Skip to content
Disclosery

DON WISDOMTREE TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,615,804$229M0.02%+108,26713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,457,489$122M0.01%-32,75013F-HRTimelineGroup
LPL Financial LLC2,005,165$99.3M0.04%-75,60313F-HRTimeline
Linscomb Wealth, Inc.1,820,113$90.1M4.49%-19,12013F-HRTimeline
UBS Group AGin group UBS Group AG1,612,629$79.9M0.02%+18,49013F-HRTimelineGroup
Creative Planningin group Creative Planning1,528,377$75.7M0.07%-31,33813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,515,146$75.1M0.02%+44,29213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,134,230$56.2M0.02%-1,02213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,042,939$51.6M0.01%-51,48313F-HRTimelineGroup
HighTower Advisors, LLC984,799$48.8M0.07%+821,57813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC849,555$42.1M0.06%+10,91613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA772,061$38.2M0.01%+15,08513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP621,217$30.5M0.03%+200,74113F-HR/ATimelineGroup
Cetera Investment Advisers533,612$26.4M0.05%+17,70813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding521,552$25.8M-23,017Timeline
COLDSTREAM CAPITAL MANAGEMENT INC499,124$24.7M0.53%-29,20213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…488,190$24.2M0.1%+10,32213F-HRTimelineGroup
IAG Wealth Partners, LLC484,966$24M3.73%+5,81013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.452,530$22.4M0.04%-2,26313F-HRTimelineGroup
Sandy Spring Bank433,008$21.4M0.9%-92,35813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.403,333$20M0.04%+216,26013F-HRTimelineGroup
Trajan Wealth LLC390,314$19.3M1.05%-40,71913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding389,645$18.8M+33,765Timeline
MERCER GLOBAL ADVISORS INC /ADV374,835$18.4M0.04%+75,74013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC363,076$18M0.01%-36,34713F-HRTimelineGroup
Stonebridge Financial Group, LLC336,463$16.7M1.77%+11,99213F-HRTimeline
MAI Capital Management332,831$16.5M0.12%-2,56613F-HRTimeline
Melone Private Wealth, LLC326,789$16.2M8.47%+5,83013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding323,430$16M+27,444Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP315,098$15.6M0.02%+2,45913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO312,445$15.5M<0.01%+6,30913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC283,307$14M0.08%-6,85013F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC267,655$13.3M3.68%+20,33813F-HRTimeline
Marion Wealth Management261,885$13M3.46%+1,62913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…260,535$12.9M0.03%+17,30813F-HRTimelineGroup
AE Wealth Management LLC243,435$12.1M0.1%+20,24113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…231,718$11.5M0.02%-9,51413F-HRTimeline
Avantax Planning Partners, Inc.230,750$11.4M0.4%+66113F-HRTimeline
Destination Wealth Management224,545$11.1M0.35%-3,74213F-HRTimeline
Cambridge Investment Research Advisors,…206,216$10.2M0.03%+7,74613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…205,513$10.2M0.01%+26,68413F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC199,998$9.9M4.16%+8,94713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp186,842$9.25M<0.01%+24,62313F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management182,936$9.06M6.66%+14,06413F-HRTimeline
Curi Capital, LLC182,450$9.03M0.22%-54713F-HRTimeline
White Pine Investment CO167,962$8.32M2.24%+4,56413F-HRTimeline
Goldstone Financial Group, LLC167,021$8.27M1.25%+6,68113F-HRTimeline
CX Institutional153,470$7.6M0.29%-1,02213F-HRTimeline
Dynamic Advisor Solutions LLC145,105$7.19M0.24%new13F-HRTimeline
United Advisor Group, LLC144,029$7.13M1.46%+5,77213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK143,805$7.12M1.04%-49,28813F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC138,238$6.85M0.46%+1,89113F-HRTimeline
Mariner, LLCin group Mariner, LLC136,008$6.74M0.01%-4,89513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP134,100$6.64M0.01%new13F-HRTimelineGroup
Capital Investment Counsel, LLC132,468$6.56M1.09%+1,05613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…131,504$6.51M0.17%+32,35313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC128,634$6.37M0.02%-25613F-HRTimeline
FAS Wealth Partners, Inc.127,860$6.33M0.52%-92613F-HRTimeline
Janney Montgomery Scott LLC126,552$6.27M0.02%-19,59313F-HRTimeline
Modera Wealth Management, LLC121,259$6M0.08%-7,56113F-HRTimeline
Apeiron RIA LLC115,539$5.72M1.73%-2,47113F-HRTimeline
D.A. DAVIDSON & CO.113,369$5.61M0.05%-5,17113F-HRTimeline
BEACON FINANCIAL GROUP111,660$5.53M0.6%-13,42513F-HRTimeline
Grey Ledge Advisors, LLC109,507$5.42M1.43%-98913F-HRTimeline
MJT & Associates Financial Advisory Gro…108,560$5.38M5.16%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.105,782$5.24M0.05%+15,19113F-HRTimelineGroup
Long Run Wealth Advisors, LLC104,587$5.18M1.17%+17,87013F-HRTimeline
TD Waterhouse Canada Inc.102,371$5.08M0.04%+12,26213F-HRTimeline
JFS WEALTH ADVISORS, LLC101,891$5.05M0.34%-2,84213F-HRTimeline
Atria Investments, Inc98,189$4.86M0.06%+5,53113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC96,028$4.76M0.66%+4313F-HRTimeline
CWM, LLCin group CWM, LLC93,423$4.63M0.02%-33,89513F-HRTimelineGroup
Sage Capital Management, LLC93,283$4.62M2.51%+19213F-HRTimeline
Nikulski Financial, Inc.93,117$4.61M1.39%+1,76213F-HRTimeline
Cascade Financial Partners, LLC92,638$4.59M0.58%-85013F-HRTimeline
Frazier Financial Advisors, LLC92,398$4.58M3.53%+3,30813F-HRTimeline
JPL Wealth Management, LLC87,989$4.36M1.24%+4,01613F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp86,919$4.3M0.2%+32,09913F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC83,302$4.13M1.37%-8,53113F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding83,173$4.12M-476Timeline
CAPTRUST FINANCIAL ADVISORS81,226$4.02M0.01%-2,58313F-HRTimeline
IFG Advisory, LLC80,979$4.01M0.22%+4,41613F-HRTimeline
Meridian Wealth Management, LLC80,782$4M0.19%+60513F-HRTimeline
Private Capital Management, LLC80,663$3.99M0.45%+3,63213F-HRTimeline
Main Street Financial Solutions, LLC78,761$3.9M0.34%+4,73013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC72,507$3.59M0.49%+92813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.70,775$3.5M0.25%+27613F-HRTimelineGroup
Private Advisor Group, LLC69,944$3.46M0.02%-34,80513F-HRTimeline
FINANCIAL COUNSELORS INC68,918$3.41M0.05%-32913F-HRTimeline
HANCOCK WHITNEY CORP67,879$3.36M0.11%-81113F-HRTimeline
Atria Wealth Solutions, Inc.66,616$3.3M0.04%-2,29513F-HRTimeline
Independence Bank of Kentucky66,440$3.29M0.51%+18513F-HRTimeline
Sanctuary Advisors, LLC66,171$3.28M0.02%+3,61813F-HRTimeline
VESTOR CAPITAL, LLC66,038$3.27M0.27%+1,26213F-HRTimeline
TFG Advisers LLC64,728$3.21M1.16%+12413F-HRTimeline
JNBA Financial Advisors62,960$3.12M0.32%-8,26713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC62,115$3.08M0.86%-62513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…60,006$2.97M0.03%-4,07713F-HRTimelineGroup
Financial Insights, Inc.59,094$2.93M1.16%-3,36113F-HRTimeline
Beacon Pointe Advisors, LLC57,865$2.87M0.03%-29313F-HRTimeline
Brady Martz Wealth Solutions, LLC56,051$2.78M0.63%+20913F-HRTimeline
Defined Financial Planning LLC54,288$2.69M2.73%+3,29113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC54,140$2.68M0.05%-1,54413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC52,949$2.62M0.15%-2,07813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,826$2.62M<0.01%-5,55713F-HRTimelineGroup
BIP Wealth, LLC52,818$2.62M0.17%-68713F-HRTimeline
Founders Financial Alliance, LLC51,603$2.56M0.62%+2,25913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC51,428$2.55M0.04%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC51,233$2.54M0.06%+29313F-HRTimelineGroup
Intrua Financial, LLC50,283$2.49M0.39%+12,52713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO47,938$2.37M0.04%+37,40813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP47,394$2.35M<0.01%+11,09013F-HRTimelineGroup
Powers Advisory Group, LLC45,736$2.26M1.08%-1,80013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC45,603$2.26M0.87%+313F-HRTimeline
Prosperity Consulting Group, LLC44,529$2.21M0.17%-99513F-HRTimeline
Salomon & Ludwin, LLC44,521$2.2M0.23%-31713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …44,103$2.18M0.33%013F-HRTimeline
STOCK YARDS BANK & TRUST CO43,796$2.17M0.08%-11,08013F-HRTimeline
Larson Financial Group LLC43,624$2.16M0.1%+12,63113F-HRTimeline
Well Done, LLC41,855$2.13M0.39%+93813F-HRTimeline
Envision Financial LLC41,023$2.03M1.53%-49713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC39,186$2M0.04%+64313F-HRTimelineGroup
Rodgers & Associates, LTD40,287$2M0.24%-42613F-HRTimeline
Oxinas Partners, LLC40,004$1.98M1.17%+8,24113F-HRTimeline
HF Advisory Group, LLC39,786$1.97M0.86%+2,62513F-HRTimeline
Wealthspire Advisors, LLC39,736$1.97M0.01%+1113F-HRTimeline
ORG Partners LLC38,610$1.97M0.48%+23,72613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,646$1.96M0.04%+7,82313F-HRTimelineGroup
Farmers National Bank39,590$1.96M0.55%-3,27013F-HRTimeline
Argent Trust Co38,298$1.9M0.08%-55013F-HRTimeline
Chicago Partners Investment Group LLC39,551$1.9M0.06%+21913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC37,861$1.87M1.09%+17313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP36,975$1.83M<0.01%+60013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers36,676$1.82M<0.01%+2,03813F-HRTimelineGroup
Merit Financial Group, LLC36,286$1.8M0.03%+80713F-HRTimeline
Soltis Investment Advisors LLC35,215$1.74M0.16%-4,78413F-HRTimeline
&PARTNERS34,531$1.7M0.02%+21,49113F-HRTimeline
Capital Advisors, Ltd. LLC33,803$1.67M0.22%-9713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.33,624$1.67M0.01%+4,17513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…32,034$1.59M0.56%+56713F-HRTimeline
CENTAURUS FINANCIAL, INC.31,676$1.57M0.09%+1,29713F-HRTimeline
FFG RETIREMENT ADVISORS LLC31,152$1.54M1.05%-68113F-HRTimeline
CULBERTSON A N & CO INC30,851$1.53M0.24%+29813F-HRTimeline
Snowden Capital Advisors LLC30,397$1.51M0.05%-1,25313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,239$1.5M0.04%+23,60413F-HRTimelineGroup
Resurgent Financial Advisors LLC29,559$1.46M0.88%+26613F-HRTimeline
Southland Equity Partners LLC29,245$1.45M0.34%-19513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC32,735$1.45M0.33%+7,71413F-HRTimeline
Biondo Investment Advisors, LLC29,093$1.44M0.2%-51013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,842$1.43M<0.01%-1,89013F-HRTimelineGroup
WESBANCO BANK INC28,596$1.42M0.05%+1,52413F-HRTimeline
EP Wealth Advisors, LLC28,500$1.41M0.01%-3,49813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC28,453$1.41M0.14%-84613F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC28,368$1.4M0.47%-3,41213F-HRTimeline
FMR LLCin group FMR LLC27,116$1.34M<0.01%+1,64413F-HRTimelineGroup
Cadence Bank27,082$1.34M0.1%-3,72213F-HRTimeline
Strategic Family Wealth Counselors, L.L…27,007$1.34M0.43%+2813F-HRTimeline
WealthShield Partners, LLC26,875$1.33M0.17%+1,56213F-HRTimeline
HARBOUR INVESTMENTS, INC.26,846$1.33M0.04%+1,39013F-HRTimeline
Causey Wealth LLC26,788$1.33M0.74%-3,59413F-HRTimeline
MATHER GROUP, LLC.26,680$1.32M0.02%-1,37413F-HRTimeline
Opes Wealth Management LLC26,285$1.3M0.26%+5013F-HRTimeline
COMERICA BANK25,439$1.26M0.01%-36913F-HRTimeline
Financial Engines Advisors L.L.C.25,296$1.25M<0.01%+3813F-HRTimeline
OMNI 360 Wealth, Inc.25,027$1.24M0.83%+1,60013F-HR/ATimeline
Principle Wealth Partners LLC24,795$1.23M0.09%013F-HRTimeline
IMS Capital Management23,835$1.18M0.6%-1,50013F-HRTimeline
Pacific Sun Financial Corp23,305$1.15M0.66%+60013F-HRTimeline
Composition Wealth, LLC23,174$1.15M0.02%-1,15013F-HRTimeline
Connecticut Wealth Management, LLC23,039$1.14M0.06%new13F-HRTimeline
Gladstone Institutional Advisory LLC22,924$1.14M0.05%+1,08413F-HRTimeline
Bristlecone Advisors, LLC22,494$1.11M0.09%+99413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,338$1.11M0.02%+3,75413F-HRTimelineGroup
IHT Wealth Management, LLC22,300$1.1M0.03%-18313F-HRTimeline
NewSquare Capital LLC22,190$1.1M0.09%+23413F-HRTimeline
Great Diamond Partners, LLC22,162$1.1M0.3%-31913F-HRTimeline
Apexium Financial, LP21,923$1.09M0.06%-30513F-HRTimeline
Kaydan Wealth Management, Inc.21,759$1.08M0.35%-313F-HRTimeline
GLOBALT Investments LLC / GA21,582$1.07M0.04%-23,95213F-HRTimeline
RiverTree Advisors, LLC21,507$1.07M0.71%new13F-HRTimeline
Collaborative Wealth Managment Inc.21,449$1.06M0.5%+43513F-HRTimeline
Simmons Bankin group Simmons Bank21,429$1.06M0.08%013F-HRTimelineGroup
Meridian Financial Advisors, LLC21,385$1.06M0.74%-18813F-HRTimeline
True Link Financial Advisors, LLC20,678$1.02M0.08%new13F-HRTimeline
PINNACLE ASSOCIATES LTD20,677$1.02M0.02%-3,40913F-HRTimeline
Holos Integrated Wealth LLC20,540$1.02M0.67%-2413F-HRTimeline
Navis Wealth Advisors, LLC20,458$1.01M0.99%+1,08813F-HRTimeline
Steward Partners Investment Advisory, L…20,434$1.01M0.01%+1,25013F-HRTimeline
Prairie Wealth Advisors, Inc.19,747$978K0.48%+98113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.19,570$969K0.44%-35713F-HRTimeline
Gryphon Financial Partners LLC19,264$954K0.14%-85313F-HRTimeline
John W. Brooker & Co., CPAs19,068$944K0.39%+213F-HRTimeline
Team Financial Group, LLC18,638$923K0.53%-34,67713F-HRTimeline
Geneos Wealth Management Inc.18,552$919K0.01%+10,92513F-HRTimeline
Waverly Advisors, LLC18,494$916K0.01%013F-HRTimeline
Milestone Asset Management Group, LLC17,301$867K0.78%+10,35713F-HRTimeline
Octavia Wealth Advisors, LLC17,452$864K0.1%+313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,403$862K0.19%+1413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…17,336$858K0.33%+2,62713F-HRTimeline
Platform Technology Partners17,251$854K0.25%013F-HRTimeline