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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

428 managers (434 13F filers) reported a position in DON shares at 2025-06-30, 41,309,336 shares in all. 24 filers opened a position and 30 filers sold out during the quarter.

Managers
428
13F filers
434
New
24
Added
166
Reduced
158
Sold out
30
Shares held by filers
41,309,336

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,857,397$243M0.02%+241,59313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,374,159$119M0.01%-83,33013F-HRTimelineGroup
LPL Financial LLC2,017,686$101M0.03%+12,52113F-HRTimeline
Linscomb Wealth, Inc.1,831,348$91.8M4.22%+11,23513F-HRTimeline
UBS Group AGin group UBS Group AG1,788,181$89.6M0.02%+175,55213F-HRTimelineGroup
Creative Planningin group Creative Planning1,517,613$76.1M0.06%-10,76413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,375,500$68.9M0.02%-139,64613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,127,273$56.5M0.02%-6,95713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,088,134$54.4M0.04%+466,91713F-HRTimelineGroup
HighTower Advisors, LLC1,009,360$50.6M0.06%+24,56113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN983,080$49.3M0.01%-59,85913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC750,263$37.6M0.05%-99,29213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding566,445$28.4M+44,893Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA560,473$28.1M0.01%-211,58813F-HR/ATimelineGroup
Cetera Investment Advisers529,675$26.5M0.04%-3,93713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC522,008$26.2M0.43%+22,88413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…496,979$24.9M0.09%+8,78913F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding474,172$23.8M+84,527Timeline
IAG Wealth Partners, LLC470,660$23.6M3.12%-14,30613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.450,491$22.6M0.04%-2,03913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV407,198$20.4M0.05%+32,36313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp390,289$19.6M0.45%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC376,878$18.9M0.01%+13,80213F-HRTimelineGroup
Trajan Wealth LLC372,555$18.7M0.91%-17,75913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.372,107$18.7M0.03%-31,22613F-HR/ATimelineGroup
Stonebridge Financial Group, LLC359,764$18M1.75%+23,30113F-HRTimeline
MAI Capital Management339,307$17M0.12%+6,47613F-HRTimeline
Melone Private Wealth, LLC334,530$16.7M8.55%+7,74113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding330,182$16.5M+6,752Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO314,509$15.8M<0.01%+2,06413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP311,553$15.6M0.02%-3,54513F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC279,484$14M3.43%+11,82913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC277,530$13.9M0.07%-5,77713F-HRTimelineGroup
AE Wealth Management LLC271,347$13.6M0.1%+27,91213F-HRTimeline
Marion Wealth Management269,680$13.5M3.38%+7,79513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…266,789$13.4M0.03%+6,25413F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…232,438$12M0.02%+72013F-HRTimeline
Cambridge Investment Research Advisors,…231,864$11.6M0.04%+25,64813F-HRTimeline
Avantax Planning Partners, Inc.231,520$11.6M0.37%+77013F-HRTimeline
Destination Wealth Management228,361$11.4M0.34%+3,81613F-HRTimeline
Curi Capital, LLC222,102$11.1M0.21%+39,65213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…201,613$10.1M0.01%-3,90013F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management190,705$9.56M6.35%+7,76913F-HRTimeline
Goldstone Financial Group, LLC174,349$9M1.19%+7,32813F-HRTimeline
White Pine Investment CO165,549$8.3M2.07%-2,41313F-HRTimeline
CX Institutional163,539$8.2M0.29%+10,06913F-HR/ATimeline
Dynamic Advisor Solutions LLC148,454$7.44M0.23%+3,34913F-HRTimeline
United Advisor Group, LLC145,258$7.28M1.26%+1,22913F-HRTimeline
Cornerstone Wealth Management, LLC142,016$7.12M0.43%+3,77813F-HRTimeline
Capital Investment Counsel, LLC132,870$6.66M1.03%+40213F-HRTimeline
MML INVESTORS SERVICES, LLC132,004$6.62M0.02%+3,37013F-HRTimeline
FAS Wealth Partners, Inc.130,223$6.53M0.48%+2,36313F-HRTimeline
Grey Ledge Advisors, LLC123,149$6.17M1.51%+13,64213F-HRTimeline
Mariner, LLCin group Mariner, LLC120,882$6.06M0.01%-15,12613F-HRTimelineGroup
Modera Wealth Management, LLC117,650$5.9M0.07%-3,60913F-HRTimeline
D.A. DAVIDSON & CO.116,780$5.85M0.04%+3,41113F-HRTimeline
Atria Investments, Inc111,333$5.58M0.07%+13,14413F-HRTimeline
MJT & Associates Financial Advisory Gro…110,684$5.55M6.88%+2,12413F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp110,247$5.53M<0.01%-76,59513F-HRTimelineGroup
Apeiron RIA LLC109,376$5.48M1.41%-6,16313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK107,886$5.41M0.73%-35,91913F-HRTimelineGroup
Long Run Wealth Advisors, LLC106,909$5.36M1.12%+2,32213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.106,535$5.34M0.04%+75313F-HRTimelineGroup
BEACON FINANCIAL GROUP104,718$5.25M0.55%-6,94213F-HRTimeline
TD Waterhouse Canada Inc.99,770$5.08M0.04%-2,60113F-HRTimeline
JFS WEALTH ADVISORS, LLC101,306$5.08M0.32%-58513F-HRTimeline
Janney Montgomery Scott LLC95,816$4.8M0.01%-30,73613F-HRTimeline
Nikulski Financial, Inc.93,319$4.68M1.28%+20213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC93,084$4.67M0.62%-2,94413F-HRTimeline
CWM, LLCin group CWM, LLC92,490$4.64M0.02%-93313F-HRTimelineGroup
Sage Capital Management, LLC91,672$4.59M2.21%-1,61113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp91,345$4.58M0.2%+4,42613F-HRTimelineGroup
IFG Advisory, LLC91,069$4.56M0.23%+10,09013F-HRTimeline
Frazier Financial Advisors, LLC90,445$4.53M3.2%-1,95313F-HRTimeline
JPL Wealth Management, LLC89,519$4.49M1.21%+1,53013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding89,408$4.48M+6,235Timeline
Cascade Financial Partners, LLC88,710$4.45M0.53%-3,92813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…88,078$4.41M0.1%-43,42613F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC86,573$4.34M1.34%+3,27113F-HR/ATimeline
Meridian Wealth Management, LLC82,247$4.12M0.18%+1,46513F-HRTimeline
Private Capital Management, LLC79,629$3.99M0.4%-1,03413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS77,844$3.9M0.01%-3,38213F-HRTimeline
Main Street Financial Solutions, LLC77,139$3.87M0.28%-1,62213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC76,255$3.82M0.47%+3,74813F-HRTimeline
Midwest Trust Co69,228$3.47M0.05%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.67,044$3.36M0.23%-3,73113F-HRTimelineGroup
Sanctuary Advisors, LLC66,079$3.31M0.02%-9213F-HRTimeline
Independence Bank of Kentucky65,984$3.31M0.47%-45613F-HRTimeline
HANCOCK WHITNEY CORP65,765$3.3M0.06%-2,11413F-HRTimeline
Defined Financial Planning LLC65,375$3.29M2.93%+11,08713F-HRTimeline
TFG Advisers LLC64,340$3.22M1.1%-38813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC60,011$3.01M0.75%-2,10413F-HRTimeline
JNBA Financial Advisors58,980$2.96M0.28%-3,98013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO58,838$2.95M0.74%13F-HRTimeline
Financial Insights, Inc.55,296$2.77M1.01%-3,79813F-HRTimeline
Brady Martz Wealth Solutions, LLC54,885$2.75M0.53%-1,16613F-HRTimeline
Private Advisor Group, LLC54,394$2.73M0.01%-15,55013F-HRTimeline
Intrua Financial, LLC53,961$2.7M0.39%+3,67813F-HRTimeline
Beacon Pointe Advisors, LLC53,807$2.7M0.03%-4,05813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,733$2.69M0.02%-6,27313F-HRTimelineGroup
Founders Financial Alliance, LLC53,561$2.68M0.61%+1,95813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC53,036$2.66M0.04%-1,10413F-HRTimeline
Larson Financial Group LLC51,554$2.58M0.1%+7,93013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC51,428$2.58M0.03%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC50,397$2.53M0.05%-83613F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC48,362$2.42M0.13%-4,58713F-HRTimeline
BIP Wealth, LLC46,976$2.35M0.15%-5,84213F-HRTimeline
Powers Advisory Group, LLC46,073$2.31M1.02%+33713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,043$2.31M0.01%new13F-HR/ATimelineGroup
Salomon & Ludwin, LLC44,141$2.27M0.22%-38013F-HRTimeline
ORG Partners LLC44,325$2.26M0.48%+5,71513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC44,573$2.23M0.66%-1,03013F-HRTimeline
Prosperity Consulting Group, LLC43,391$2.17M0.16%-1,13813F-HRTimeline
Well Done, LLC41,788$2.09M0.39%-6713F-HRTimeline
STOCK YARDS BANK & TRUST CO41,741$2.09M0.07%-2,05513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,690$2.09M0.04%+2,50413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers41,629$2.09M<0.01%+4,95313F-HRTimelineGroup
Oxinas Partners, LLC41,340$2.07M1.06%+1,33613F-HRTimeline
Wealthspire Advisors, LLC40,562$2.03M0.01%+82613F-HRTimeline
Rodgers & Associates, LTD40,287$2.02M0.22%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…40,063$2.01M0.63%+8,02913F-HRTimeline
Envision Financial LLC40,032$2.01M1.34%-99113F-HRTimeline
Farmers National Bank39,532$1.98M0.52%-5813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,165$1.96M<0.01%+2,19013F-HR/ATimelineGroup
Merit Financial Group, LLC39,147$1.96M0.02%+2,86113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,129$1.96M0.01%+5,50513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC37,644$1.94M0.35%+4,90913F-HRTimeline
HF Advisory Group, LLC38,519$1.93M0.76%-1,26713F-HRTimeline
Argent Trust Co38,258$1.92M0.07%-4013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC38,116$1.91M1%+25513F-HRTimeline
Chicago Partners Investment Group LLC36,751$1.9M0.05%-2,80013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO37,555$1.88M0.03%-10,38313F-HRTimeline
&PARTNERS36,774$1.84M0.01%+2,24313F-HRTimeline
CENTAURUS FINANCIAL, INC.36,322$1.82M0.11%+4,64613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,304$1.82M<0.01%-11,09013F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC34,486$1.73M1.08%+3,33413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,872$1.7M0.04%-5,77413F-HRTimelineGroup
Capital Advisors, Ltd. LLC33,816$1.7M0.21%+1313F-HRTimeline
HARBOUR INVESTMENTS, INC.32,674$1.64M0.04%+5,82813F-HRTimeline
Soltis Investment Advisors LLC32,207$1.61M0.13%-3,00813F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC31,204$1.56M0.49%+2,83613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,801$1.54M0.03%+56213F-HRTimelineGroup
WESBANCO BANK INC30,615$1.53M0.05%+2,01913F-HRTimeline
COMERICA BANK30,043$1.51M0.01%+4,60413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,876$1.5M<0.01%+1,03413F-HRTimelineGroup
Resurgent Financial Advisors LLC29,835$1.5M0.82%+27613F-HRTimeline
Opes Wealth Management LLC29,525$1.48M0.26%+3,24013F-HRTimeline
Southland Equity Partners LLC29,227$1.46M0.32%-1813F-HRTimeline
Biondo Investment Advisors, LLC29,123$1.46M0.19%+3013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC29,073$1.46M0.13%+62013F-HRTimeline
Snowden Capital Advisors LLC28,818$1.44M0.04%-1,57913F-HRTimeline
EP Wealth Advisors, LLC28,520$1.43M0.01%+2013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC28,288$1.42M0.01%+13,66913F-HRTimelineGroup
CULBERTSON A N & CO INC28,251$1.42M0.22%-2,60013F-HRTimeline
FMR LLCin group FMR LLC27,323$1.37M<0.01%+20713F-HRTimelineGroup
Cadence Bank27,019$1.35M0.09%-6313F-HRTimeline
MATHER GROUP, LLC.26,221$1.31M0.01%-45913F-HRTimeline
WealthShield Partners, LLC25,923$1.3M0.16%-95213F-HRTimeline
Financial Engines Advisors L.L.C.25,296$1.27M<0.01%013F-HRTimeline
OMNI 360 Wealth, Inc.25,227$1.26M0.78%+20013F-HR/ATimeline
Causey Wealth LLC25,165$1.26M0.65%-1,62313F-HRTimeline
Principle Wealth Partners LLC24,795$1.24M0.08%013F-HRTimeline
Arkadios Wealth Advisors24,666$1.24M0.04%+18,93513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,335$1.22M<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC24,158$1.21M0.05%+1,23413F-HRTimeline
NewSquare Capital LLC24,158$1.21M0.09%+1,96813F-HRTimeline
Composition Wealth, LLC24,044$1.21M0.02%+87013F-HRTimeline
IMS Capital Management23,735$1.19M0.56%-10013F-HRTimeline
Strategic Family Wealth Counselors, L.L…22,986$1.15M0.33%-4,02113F-HRTimeline
Pacific Sun Financial Corp22,925$1.15M0.6%-38013F-HRTimeline
IHT Wealth Management, LLC22,477$1.13M0.03%+17713F-HRTimeline
Connecticut Wealth Management, LLC22,469$1.13M0.05%-57013F-HRTimeline
Bristlecone Advisors, LLC22,250$1.12M0.09%-24413F-HRTimeline
Apexium Financial, LP21,676$1.09M0.06%-24713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,645$1.08M0.01%-69313F-HRTimelineGroup
Great Diamond Partners, LLC21,546$1.08M0.23%-61613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,527$1.08M0.01%+5,60913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,380$1.07M<0.01%+4,48513F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,278$1.07M0.01%+84413F-HRTimeline
Holos Integrated Wealth LLC20,559$1.04M0.63%+1913F-HRTimeline
Meridian Financial Advisors, LLC20,794$1.04M0.67%-59113F-HRTimeline
Collaborative Wealth Managment Inc.20,447$1.02M0.45%-1,00213F-HRTimeline
Prairie Wealth Advisors, Inc.20,374$1.02M0.44%+62713F-HRTimeline
Qube Research & Technologies Ltd20,323$1.02M<0.01%+3,40813F-HRTimeline
True Link Financial Advisors, LLC20,286$1.02M0.07%-39213F-HRTimeline
GLOBALT Investments LLC / GA19,457$975K0.04%-2,12513F-HRTimeline
Simmons Bankin group Simmons Bank19,454$975K0.07%-1,97513F-HRTimelineGroup
Kaydan Wealth Management, Inc.19,444$975K0.32%-2,31513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.19,443$974K0.4%-12713F-HRTimeline
Gryphon Financial Partners LLC19,286$967K0.13%+2213F-HRTimeline
PINNACLE ASSOCIATES LTD18,501$927K0.01%-2,17613F-HRTimeline
Waverly Advisors, LLC18,264$915K0.01%-23013F-HRTimeline
VICUS CAPITAL17,592$882K0.07%+2,09913F-HRTimeline
Focus Financial Network, Inc.17,548$879K0.03%+86013F-HRTimeline
Platform Technology Partners17,251$865K0.23%013F-HRTimeline
J.W. COLE ADVISORS, INC.17,220$863K0.02%+5,90013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,152$860K0.17%-25113F-HRTimeline
Octavia Wealth Advisors, LLC17,052$855K0.1%-40013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …16,903$847K0.15%-27,20013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,836$844K0.01%013F-HR/ATimelineGroup