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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

425 managers (431 13F filers) reported a position in DON shares at 2025-09-30, 40,393,053 shares in all. 28 filers opened a position and 23 filers sold out during the quarter.

Managers
425
13F filers
431
New
28
Added
171
Reduced
154
Sold out
23
Shares held by filers
40,393,053

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/4,693,857$245M0.02%-163,54013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,345,786$123M0.01%-28,37313F-HR/ATimelineGroup
LPL Financial LLC1,989,624$104M0.03%-28,06213F-HRTimeline
Linscomb Wealth, Inc.1,828,781$95.6M4.12%-2,56713F-HRTimeline
UBS Group AGin group UBS Group AG1,766,204$92.4M0.02%-21,97713F-HRTimelineGroup
Creative Planningin group Creative Planning1,521,213$79.6M0.06%+3,60013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,388,697$72.6M0.02%+13,19713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,172,077$61.3M0.04%+83,94313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,057,418$55.3M0.02%-69,85513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN935,361$48.9M0.01%-47,71913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC609,114$31.9M0.04%-141,14913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA598,715$31.3M0.01%+38,24213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV573,251$30M0.05%+166,05313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding559,058$29.2M-7,387Timeline
Cetera Investment Advisers547,008$28.6M0.03%+17,33313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC508,182$26.6M0.36%-13,82613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…499,724$26.1M0.09%+2,74513F-HRTimelineGroup
IAG Wealth Partners, LLC485,330$25.4M3.05%+14,67013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.458,141$24M0.04%+7,65013F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding397,401$20.8M-76,771Timeline
HighTower Advisors, LLC375,993$19.7M0.02%-633,36713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.371,707$19.5M0.03%-40013F-HRTimelineGroup
Stonebridge Financial Group, LLC364,092$19M1.68%+4,32813F-HRTimeline
Trajan Wealth LLC360,971$18.9M0.81%-11,58413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding355,333$18.6M+25,151Timeline
Melone Private Wealth, LLC347,987$18.2M8.24%+13,45713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp340,573$17.8M0.34%-49,71613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO338,833$17.7M<0.01%+24,32413F-HR/ATimelineGroup
MAI Capital Management336,976$17.6M0.11%-2,33113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP309,061$16.2M0.01%-2,49213F-HRTimelineGroup
AE Wealth Management LLC307,922$16.1M0.1%+36,57513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC274,941$14.4M3.17%-4,54313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…273,830$14.3M0.03%+7,04113F-HRTimelineGroup
Marion Wealth Management271,505$14.2M3.37%+1,82513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC268,995$14.1M0.06%-8,53513F-HRTimelineGroup
Cambridge Investment Research Advisors,…238,710$12.5M0.03%+6,84613F-HRTimeline
Avantax Planning Partners, Inc.232,660$12.2M0.35%+1,14013F-HRTimeline
Destination Wealth Management231,712$12.1M0.33%+3,35113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…226,208$11.8M0.02%-6,23013F-HRTimeline
Curi Capital, LLC223,043$11.7M0.21%+94113F-HRTimeline
Lee, Kelleher & Klein Wealth Management203,908$10.7M6.57%+13,20313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…203,384$10.6M0.01%+1,77113F-HRTimelineGroup
Goldstone Financial Group, LLC192,445$10.1M1.19%+18,09613F-HRTimeline
CX Institutional182,922$9.57M0.29%+19,38313F-HRTimeline
White Pine Investment CO169,518$8.87M2.1%+3,96913F-HRTimeline
Dynamic Advisor Solutions LLC155,041$8.11M0.24%+6,58713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP148,500$7.77M0.01%+136,10013F-HRTimelineGroup
United Advisor Group, LLC147,559$7.72M1.04%+2,30113F-HRTimeline
Cornerstone Wealth Management, LLC143,038$7.48M0.41%+1,02213F-HRTimeline
Capital Investment Counsel, LLC137,270$7.18M1.06%+4,40013F-HRTimeline
FAS Wealth Partners, Inc.133,586$6.99M0.47%+3,36313F-HRTimeline
Atria Investments, Inc129,588$6.78M0.08%+18,25513F-HRTimeline
MML INVESTORS SERVICES, LLC129,164$6.76M0.02%-2,84013F-HRTimeline
Grey Ledge Advisors, LLC126,984$6.64M1.5%+3,83513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp124,980$6.54M<0.01%+14,73313F-HRTimelineGroup
D.A. DAVIDSON & CO.119,575$6.25M0.04%+2,79513F-HRTimeline
MJT & Associates Financial Advisory Gro…118,791$6.21M5.05%+8,10713F-HRTimeline
Mariner, LLCin group Mariner, LLC118,748$6.21M0.01%-2,13413F-HRTimelineGroup
Modera Wealth Management, LLC117,367$6.14M0.07%-28313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,948$6.12M<0.01%-259,93013F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC115,206$6.03M1.72%+28,63313F-HR/ATimeline
Long Run Wealth Advisors, LLC111,836$5.85M1.15%+4,92713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.110,710$5.79M0.04%+4,17513F-HRTimelineGroup
TD Waterhouse Canada Inc.105,731$5.52M0.04%+5,96113F-HRTimeline
JFS WEALTH ADVISORS, LLC101,331$5.3M0.31%+2513F-HRTimeline
Apeiron RIA LLC102,299$5.19M1.17%-7,07713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC97,986$5.01M0.7%+4,90213F-HRTimeline
Nikulski Financial, Inc.93,151$4.87M1.22%-16813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding93,121$4.87M+3,713Timeline
SouthState Bank Corpin group SouthState Bank Corp92,078$4.82M0.22%+73313F-HRTimelineGroup
Frazier Financial Advisors, LLC91,611$4.79M2.94%+1,16613F-HRTimeline
IFG Advisory, LLC91,500$4.79M0.22%+43113F-HRTimeline
BEACON FINANCIAL GROUP91,112$4.77M0.47%-13,60613F-HRTimeline
JPL Wealth Management, LLC90,105$4.71M1.12%+58613F-HRTimeline
Janney Montgomery Scott LLC88,367$4.62M0.01%-7,44913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…87,936$4.6M0.1%-14213F-HRTimelineGroup
Sage Capital Management, LLC87,595$4.58M2.06%-4,07713F-HRTimeline
Private Capital Management, LLC87,082$4.55M0.42%+7,45313F-HRTimeline
Cascade Financial Partners, LLC87,001$4.55M0.52%-1,70913F-HRTimeline
Meridian Wealth Management, LLC83,017$4.34M0.17%+77013F-HRTimeline
Defined Financial Planning LLC81,593$4.25M3.52%+16,21813F-HRTimeline
Main Street Financial Solutions, LLC79,189$4.14M0.27%+2,05013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS77,462$4.05M0.01%-38213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC77,142$4.03M0.46%+88713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK76,831$4.02M0.52%-31,05513F-HRTimelineGroup
Larson Financial Group LLC71,121$3.72M0.13%+19,56713F-HRTimeline
CWM, LLCin group CWM, LLC68,180$3.57M0.01%-24,31013F-HRTimelineGroup
VESTOR CAPITAL, LLC67,981$3.56M0.23%+66,66413F-HRTimeline
Midwest Trust Co67,816$3.55M0.05%-1,41213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.46,056$3.45M0.23%-20,98813F-HRTimelineGroup
Independence Bank of Kentucky65,834$3.44M0.44%-15013F-HRTimeline
HANCOCK WHITNEY CORP64,744$3.39M0.06%-1,02113F-HRTimeline
Beacon Pointe Advisors, LLC63,911$3.34M0.03%+10,10413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers62,650$3.28M<0.01%+21,02113F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC60,004$3.14M0.74%-713F-HRTimeline
Sanctuary Advisors, LLC59,278$3.1M0.02%-6,80113F-HR/ATimeline
JNBA Financial Advisors56,575$2.96M0.27%-2,40513F-HRTimeline
Brady Martz Wealth Solutions, LLC55,089$2.88M0.52%+20413F-HRTimeline
Founders Financial Alliance, LLC53,826$2.82M0.53%+26513F-HRTimeline
Intrua Financial, LLC52,335$2.74M0.32%-1,62613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC52,259$2.73M0.04%-77713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC51,428$2.69M0.03%013F-HRTimelineGroup
Private Advisor Group, LLC51,248$2.68M0.01%-3,14613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC50,943$2.66M0.05%+54613F-HRTimelineGroup
Financial Insights, Inc.50,798$2.66M0.88%-4,49813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…47,467$2.48M0.02%-6,26613F-HRTimelineGroup
BIP Wealth, LLC47,122$2.46M0.12%+14613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC46,845$2.45M0.15%new13F-HRTimeline
Powers Advisory Group, LLC45,901$2.4M0.96%-17213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC44,393$2.32M0.57%-18013F-HRTimeline
Oxinas Partners, LLC43,618$2.28M1.22%+2,27813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,869$2.19M0.04%+17913F-HRTimelineGroup
Well Done, LLC41,680$2.18M0.37%-10813F-HRTimeline
ORG Partners LLC41,654$2.18M0.4%-2,67113F-HRTimeline
STOCK YARDS BANK & TRUST CO41,416$2.17M0.07%-32513F-HRTimeline
Farmers National Bank41,235$2.16M0.51%+1,70313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP41,138$2.15M<0.01%+4,83413F-HRTimelineGroup
Wealthspire Advisors, LLC40,962$2.14M0.01%+40013F-HRTimeline
Salomon & Ludwin, LLC40,658$2.14M0.19%-3,48313F-HRTimeline
HF Advisory Group, LLC40,672$2.13M0.78%+2,15313F-HRTimeline
&PARTNERS40,575$2.12M0.01%+3,80113F-HRTimeline
Prosperity Consulting Group, LLC40,504$2.12M0.1%-2,88713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,882$2.09M<0.01%+28,35613F-HRTimelineGroup
Envision Financial LLC39,662$2.07M1.19%-37013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC39,447$2.06M0.11%-8,91513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…38,664$2.02M0.57%-1,39913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC38,240$2M0.92%+12413F-HRTimeline
Argent Trust Co37,808$1.98M0.07%-45013F-HRTimeline
Rodgers & Associates, LTD37,315$1.95M0.2%-2,97213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC36,409$1.91M0.32%-1,23513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP36,362$1.9M<0.01%-2,80313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.36,299$1.9M0.09%-2313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,944$1.88M0.01%+7,65613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,759$1.87M0.01%+14,23213F-HRTimeline
FFG RETIREMENT ADVISORS LLC34,847$1.82M1.13%+36113F-HRTimeline
Chicago Partners Investment Group LLC35,435$1.82M0.05%-1,31613F-HRTimeline
HARBOUR INVESTMENTS, INC.34,198$1.79M0.04%+1,52413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,962$1.78M<0.01%+4,08613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,218$1.74M0.03%-65413F-HRTimelineGroup
Capital Advisors, Ltd. LLC32,152$1.68M0.19%-1,66413F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC32,002$1.67M0.49%+79813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,001$1.67M0.03%+1,20013F-HRTimelineGroup
Merit Financial Group, LLC31,646$1.66M0.02%-7,50113F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,080$1.63M<0.01%+15,54513F-HRTimelineGroup
Integrated Wealth Concepts LLC31,020$1.62M0.01%+26,27313F-HRTimeline
Soltis Investment Advisors LLC30,976$1.62M0.11%-1,23113F-HRTimeline
FMR LLCin group FMR LLC30,943$1.62M<0.01%+3,62013F-HRTimelineGroup
WESBANCO BANK INC30,809$1.61M0.04%+19413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC30,013$1.57M0.02%new13F-HRTimelineGroup
Opes Wealth Management LLC30,028$1.57M0.28%+50313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC29,985$1.57M0.13%+91213F-HRTimeline
Resurgent Financial Advisors LLC29,063$1.52M0.75%-77213F-HRTimeline
Biondo Investment Advisors, LLC28,968$1.51M0.19%-15513F-HRTimeline
Southland Equity Partners LLC28,787$1.51M0.3%-44013F-HRTimeline
COMERICA BANK28,736$1.5M0.01%-1,30713F-HRTimeline
CULBERTSON A N & CO INC28,251$1.48M0.21%013F-HRTimeline
Snowden Capital Advisors LLC26,936$1.41M0.04%-1,88213F-HRTimeline
MATHER GROUP, LLC.26,773$1.4M0.01%+55213F-HRTimeline
Cadence Bank25,723$1.35M0.08%-1,29613F-HRTimeline
OMNI 360 Wealth, Inc.25,603$1.34M0.75%+37613F-HRTimeline
Gladstone Institutional Advisory LLC25,540$1.34M0.05%+1,38213F-HRTimeline
Financial Engines Advisors L.L.C.25,335$1.33M<0.01%+3913F-HRTimeline
Farther Finance Advisors, LLC25,242$1.32M0.02%+16,40313F-HRTimeline
Arkadios Wealth Advisors24,827$1.3M0.03%+16113F-HRTimeline
Principle Wealth Partners LLC24,795$1.3M0.08%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO24,747$1.29M0.02%-12,80813F-HRTimeline
NewSquare Capital LLC24,711$1.29M0.09%+55313F-HRTimeline
WealthShield Partners, LLC24,488$1.28M0.15%-1,43513F-HRTimeline
Composition Wealth, LLC24,089$1.26M0.02%+4513F-HRTimeline
Causey Wealth LLC23,964$1.25M0.61%-1,20113F-HRTimeline
IHT Wealth Management, LLC23,011$1.2M0.03%+53413F-HRTimeline
Pacific Sun Financial Corp22,845$1.19M0.58%-8013F-HRTimeline
Connecticut Wealth Management, LLC22,469$1.18M0.05%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…22,391$1.17M0.3%-59513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,332$1.17M0.01%+68713F-HRTimelineGroup
IMS Capital Management22,210$1.16M0.54%-1,52513F-HRTimeline
Steward Partners Investment Advisory, L…21,835$1.14M0.01%+55713F-HRTimeline
Bristlecone Advisors, LLC21,774$1.14M0.1%-47613F-HRTimeline
Apexium Financial, LP21,683$1.13M0.06%+713F-HRTimeline
Great Diamond Partners, LLC20,804$1.09M0.21%-74213F-HRTimeline
Collaborative Wealth Managment Inc.20,601$1.08M0.44%+15413F-HRTimeline
Meridian Financial Advisors, LLC20,516$1.07M0.6%-27813F-HRTimeline
Prairie Wealth Advisors, Inc.20,441$1.07M0.44%+6713F-HRTimeline
True Link Financial Advisors, LLC20,286$1.06M0.07%013F-HRTimeline
Holos Integrated Wealth LLC20,563$1.03M0.61%+413F-HRTimeline
Kaydan Wealth Management, Inc.19,336$1.01M0.29%-10813F-HRTimeline
Gryphon Financial Partners LLC18,570$971K0.11%-71613F-HRTimeline
GLOBALT Investments LLC / GA18,464$966K0.04%-99313F-HRTimeline
PINNACLE ASSOCIATES LTD18,167$950K0.01%-33413F-HRTimeline
Waverly Advisors, LLC17,977$940K0.01%-28713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.17,959$939K0.35%-1,48413F-HRTimeline
Focus Financial Network, Inc.17,769$929K0.03%+22113F-HRTimeline
VICUS CAPITAL17,647$923K0.07%+5513F-HRTimeline
Platform Technology Partners17,251$902K0.22%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,167$898K0.16%+1513F-HRTimeline
J.W. COLE ADVISORS, INC.17,065$893K0.02%-15513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,836$881K0.01%013F-HR/ATimelineGroup
Octavia Wealth Advisors, LLC16,811$879K0.09%-24113F-HRTimeline
Navis Wealth Advisors, LLC16,567$866K0.65%+95613F-HRTimeline
Simmons Bankin group Simmons Bank16,454$861K0.06%-3,00013F-HRTimelineGroup