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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

449 managers (456 13F filers) reported a position in DON shares at 2025-12-31, 40,987,880 shares in all. 31 filers opened a position and 26 filers sold out during the quarter.

Managers
449
13F filers
456
New
31
Added
141
Reduced
173
Sold out
26
Shares held by filers
40,987,880

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/4,677,636$241M0.02%-16,22113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,374,903$123M0.01%+29,11713F-HR/ATimelineGroup
LPL Financial LLC1,949,899$101M0.03%-39,72513F-HRTimeline
Linscomb Wealth, Inc.1,844,548$95.2M4%+15,76713F-HRTimeline
UBS Group AGgroup of 2 filers holding1,732,241$89.4M-33,963Timeline
Creative Planningin group Creative Planning1,518,511$78.4M0.06%-2,70213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,381,416$71.3M0.02%-7,28113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,347,239$69.5M0.04%+175,16213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,114,987$57.5M0.02%+57,56913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN998,423$51.5M0.01%+63,06213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV615,614$31.8M0.05%+42,36313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC586,910$30.3M0.04%-22,20413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA571,657$29.5M0.01%-27,05813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding561,080$29M+2,022Timeline
Cetera Investment Advisers549,466$28.4M0.03%+2,45813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…508,256$26.2M0.09%+8,53213F-HRTimelineGroup
IAG Wealth Partners, LLC493,195$25.4M2.95%+7,86513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC490,747$25.3M0.33%-17,43513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding391,454$20.2M-5,947Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.375,667$19.4M0.03%+3,96013F-HRTimelineGroup
Stonebridge Financial Group, LLC371,537$19.2M1.64%+7,44513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding367,187$18.9M+11,854Timeline
Trajan Wealth LLC357,898$18.5M0.77%-3,07313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.342,789$17.7M0.03%-115,35213F-HRTimelineGroup
AE Wealth Management LLC335,474$17.3M0.1%+27,55213F-HRTimeline
MAI Capital Management332,458$17.2M0.1%-4,51813F-HRTimeline
HighTower Advisors, LLC312,692$16.1M0.02%-63,30113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP303,081$15.6M0.01%-5,98013F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.282,535$15.1M14.16%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp292,142$15.1M0.28%-48,43113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO292,134$15.1M<0.01%-46,69913F-HRTimelineGroup
Marion Wealth Management278,243$15M3.33%+6,73813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…275,013$14.2M0.03%+1,18313F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC268,536$14M0.06%-45913F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC251,334$13M2.72%-23,60713F-HRTimeline
Cambridge Investment Research Advisors,…251,035$13M0.03%+12,32513F-HRTimeline
Destination Wealth Management237,071$12.2M0.32%+5,35913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp228,993$11.8M<0.01%+104,01313F-HRTimelineGroup
Avantax Planning Partners, Inc.227,248$11.7M0.33%-5,41213F-HRTimeline
EASTERN BANK221,666$11.4M0.2%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…213,722$11.3M0.02%-12,48613F-HRTimeline
Lee, Kelleher & Klein Wealth Management213,817$11M6.58%+9,90913F-HRTimeline
Curi Capital, LLC213,338$11M0.19%-9,70513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…211,129$10.9M0.01%+7,74513F-HR/ATimelineGroup
Goldstone Financial Group, LLC204,908$10.6M1.18%+12,46313F-HRTimeline
Mariner, LLCin group Mariner, LLC188,208$9.71M0.01%+69,46013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP177,506$9.22M0.01%+141,14413F-HR/ATimelineGroup
CX Institutional177,638$9.17M0.27%-5,28413F-HRTimeline
White Pine Investment CO173,338$8.94M2.11%+3,82013F-HRTimeline
Dynamic Advisor Solutions LLC159,280$8.22M0.26%+4,23913F-HRTimeline
Melone Private Wealth, LLC156,391$8.07M3.42%-191,59613F-HRTimeline
United Advisor Group, LLC142,776$7.37M0.95%-4,78313F-HRTimeline
FAS Wealth Partners, Inc.142,219$7.34M0.47%+8,63313F-HRTimeline
Cornerstone Wealth Management, LLC141,506$7.3M0.38%-1,53213F-HRTimeline
Capital Investment Counsel, LLC140,679$7.26M1.01%+3,40913F-HRTimeline
Grey Ledge Advisors, LLC134,595$6.95M1.57%+7,61113F-HRTimeline
MML INVESTORS SERVICES, LLC130,899$6.75M0.02%+1,73513F-HRTimeline
Atria Investments, Inc124,781$6.44M0.07%-4,80713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.124,584$6.43M0.04%+13,87413F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…119,202$6.15M4.59%+41113F-HR/ATimeline
D.A. DAVIDSON & CO.117,594$6.07M0.04%-1,98113F-HRTimeline
Modera Wealth Management, LLC116,941$6.03M0.07%-42613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC116,379$6.01M0.08%new13F-HRTimeline
Long Run Wealth Advisors, LLC115,814$5.98M1.13%+3,97813F-HRTimeline
JFS WEALTH ADVISORS, LLC100,372$5.18M0.29%-95913F-HRTimeline
TD Waterhouse Canada Inc.100,025$5.15M0.03%-5,70613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,538$5.14M<0.01%-17,41013F-HRTimelineGroup
Apeiron RIA LLC93,808$5.04M1.02%-8,49113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp97,628$5.04M0.23%+5,55013F-HRTimelineGroup
IFG Advisory, LLC95,486$4.93M0.21%+3,98613F-HRTimeline
Frazier Financial Advisors, LLC90,874$4.69M2.78%-73713F-HRTimeline
JPL Wealth Management, LLC89,998$4.64M1.13%-10713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding89,640$4.63M-3,481Timeline
INSPIRION WEALTH ADVISORS, LLC87,539$4.52M0.55%-10,44713F-HRTimeline
Nikulski Financial, Inc.87,361$4.51M1.08%-5,79013F-HRTimeline
BEACON FINANCIAL GROUP86,976$4.49M0.45%-4,13613F-HRTimeline
Cascade Financial Partners, LLC86,716$4.47M0.45%-28513F-HRTimeline
Private Capital Management, LLC86,558$4.47M0.42%-52413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC85,752$4.42M0.48%+8,61013F-HRTimeline
Meridian Wealth Management, LLC84,338$4.35M0.15%+1,32113F-HRTimeline
Main Street Financial Solutions, LLC81,164$4.19M0.31%+1,97513F-HRTimeline
Sage Capital Management, LLC80,059$4.13M1.91%-7,53613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS77,472$4M0.01%+1013F-HRTimeline
Harbour Wealth Management Group, Inc.74,526$3.85M3.01%13F-HRTimeline
Larson Financial Group LLC74,421$3.84M0.13%+3,30013F-HRTimeline
Midwest Trust Co71,727$3.7M0.05%+3,91113F-HRTimeline
Janney Montgomery Scott LLC71,667$3.7M0.01%-16,70013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers68,351$3.53M<0.01%+5,70113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…67,934$3.51M0.01%+56,64513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…66,004$3.41M0.02%+18,53713F-HRTimelineGroup
Independence Bank of Kentucky65,834$3.4M0.42%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP65,600$3.38M0.01%-82,90013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.45,479$3.37M0.22%-57713F-HRTimelineGroup
HANCOCK WHITNEY CORP64,763$3.34M0.06%+1913F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK62,896$3.25M0.43%-13,93513F-HRTimelineGroup
Beacon Pointe Advisors, LLC61,993$3.2M0.02%-1,91813F-HRTimeline
CWM, LLCin group CWM, LLC60,489$3.12M0.01%-7,69113F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC59,572$3.07M0.69%-43213F-HRTimeline
Sanctuary Advisors, LLC57,358$2.96M0.02%-1,92013F-HRTimeline
Brady Martz Wealth Solutions, LLC55,373$2.86M0.5%+28413F-HRTimeline
Founders Financial Alliance, LLC54,247$2.8M0.53%+42113F-HRTimeline
JNBA Financial Advisors54,244$2.8M0.24%-2,33113F-HRTimeline
Intrua Financial, LLC53,928$2.78M0.31%+1,59313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC52,259$2.7M0.04%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC51,428$2.65M0.02%013F-HRTimelineGroup
Private Advisor Group, LLC50,976$2.63M0.01%-27213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC50,611$2.61M0.02%+14,66713F-HRTimelineGroup
Financial Insights, Inc.50,379$2.6M0.87%-41913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,342$2.6M<0.01%+39,54513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC49,881$2.57M0.04%-1,06213F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO48,631$2.51M0.33%new13F-HRTimeline
&PARTNERS48,520$2.5M0.01%+7,94513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP47,844$2.47M<0.01%+6,70613F-HRTimelineGroup
Powers Advisory Group, LLC46,845$2.42M0.91%+94413F-HRTimeline
Oxinas Partners, LLC46,659$2.41M1.16%+3,04113F-HRTimeline
BIP Wealth, LLC46,266$2.39M0.08%-85613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,719$2.36M0.11%-1,12613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC43,255$2.23M0.5%-1,13813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,019$2.22M0.03%+1,15013F-HRTimelineGroup
HF Advisory Group, LLC42,304$2.18M0.76%+1,63213F-HR/ATimeline
Well Done, LLC42,046$2.17M0.32%+36613F-HRTimeline
Farmers National Bank41,713$2.15M0.48%+47813F-HRTimeline
FMR LLCin group FMR LLC41,108$2.12M<0.01%+10,16513F-HRTimelineGroup
Wealthspire Advisors, LLC40,975$2.11M0.02%+1313F-HRTimeline
Salomon & Ludwin, LLC40,148$2.11M0.19%-51013F-HRTimeline
STOCK YARDS BANK & TRUST CO40,594$2.09M0.06%-82213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …40,503$2.09M0.28%+24,60013F-HRTimeline
CENTAURUS FINANCIAL, INC.39,284$2.03M0.09%+2,98513F-HRTimeline
TopTier Wealth Management, LLC38,687$2M1.36%13F-HRTimeline
Prosperity Consulting Group, LLC38,656$1.99M0.09%-1,84813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC38,517$1.99M0.85%+27713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…38,406$1.98M0.55%-25813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC38,322$1.98M0.1%-1,12513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,543$1.94M0.02%+5,54213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36,959$1.91M0.01%+1,20013F-HRTimeline
FFG RETIREMENT ADVISORS LLC34,826$1.8M1.11%-2113F-HRTimeline
Chicago Partners Investment Group LLC33,001$1.78M0.04%-2,43413F-HRTimeline
HARBOUR INVESTMENTS, INC.34,082$1.76M0.04%-11613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,568$1.73M0.03%+35013F-HRTimelineGroup
Envision Financial LLC33,085$1.71M0.9%-6,57713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,965$1.7M<0.01%-99713F-HRTimelineGroup
Argent Trust Co32,797$1.69M0.06%-5,01113F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC32,183$1.66M0.47%+18113F-HRTimeline
WESBANCO BANK INC31,779$1.64M0.05%+97013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC31,470$1.64M0.26%-4,93913F-HRTimeline
ORG Partners LLC31,483$1.62M0.29%-10,17113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,350$1.62M0.02%+1,33713F-HRTimelineGroup
Farther Finance Advisors, LLC31,041$1.6M0.02%+5,79913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC30,973$1.6M0.12%+98813F-HRTimeline
Wealth Enhancement Trust Services, Inc.30,943$1.6M0.2%13F-HRTimeline
Biondo Investment Advisors, LLC30,598$1.58M0.19%+1,63013F-HRTimeline
Opes Wealth Management LLC30,173$1.56M0.26%+14513F-HRTimeline
Soltis Investment Advisors LLC29,771$1.54M0.1%-1,20513F-HR/ATimeline
Southland Equity Partners LLC28,322$1.46M0.29%-46513F-HRTimeline
CULBERTSON A N & CO INC28,251$1.46M0.2%013F-HRTimeline
Resurgent Financial Advisors LLC28,187$1.45M0.73%-87613F-HRTimeline
NewSquare Capital LLC27,914$1.44M0.13%+3,20313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,905$1.39M0.02%+4,57313F-HRTimelineGroup
Aptus Capital Advisors, LLC26,806$1.38M0.01%new13F-HRTimeline
EP Wealth Advisors, LLC26,579$1.37M0.01%13F-HRTimeline
Composition Wealth, LLC26,526$1.37M0.02%+2,43713F-HRTimeline
FLOW TRADERS U.S. LLC26,377$1.36M0.04%new13F-HRTimeline
Snowden Capital Advisors LLC26,360$1.36M0.04%-57613F-HRTimeline
OMNI 360 Wealth, Inc.25,179$1.35M0.69%-42413F-HRTimeline
COMERICA BANK26,122$1.35M0.01%-2,61413F-HRTimeline
Financial Engines Advisors L.L.C.25,335$1.31M<0.01%013F-HRTimeline
Merit Financial Group, LLC25,282$1.3M0.01%-6,36413F-HRTimeline
MATHER GROUP, LLC.25,238$1.3M0.01%-1,53513F-HRTimeline
Cadence Bank25,215$1.3M0.08%-50813F-HRTimeline
Gladstone Institutional Advisory LLC24,992$1.29M0.05%-54813F-HRTimeline
WealthShield Partners, LLC24,778$1.28M0.14%+29013F-HRTimeline
Arkadios Wealth Advisors24,114$1.24M0.02%-71313F-HRTimeline
Strategic Family Wealth Counselors, L.L…23,208$1.24M0.28%+81713F-HRTimeline
Causey Wealth LLC23,578$1.22M0.55%-38613F-HRTimeline
Steward Partners Investment Advisory, L…22,652$1.17M0.01%+81713F-HRTimeline
Connecticut Wealth Management, LLC22,303$1.15M0.05%-16613F-HRTimeline
Pacific Sun Financial Corp21,920$1.13M0.55%-92513F-HRTimeline
Principle Wealth Partners LLC21,045$1.09M0.06%-3,75013F-HRTimeline
IHT Wealth Management, LLC20,850$1.08M0.03%-2,16113F-HRTimeline
Holos Integrated Wealth LLC20,581$1.07M0.6%+1813F-HRTimeline
Waverly Advisors, LLC20,675$1.07M0.01%+2,69813F-HRTimeline
Rossby Financial, LCC20,319$1.05M0.33%new13F-HRTimeline
True Link Financial Advisors, LLC20,286$1.05M0.06%013F-HRTimeline
Meridian Financial Advisors, LLC20,113$1.04M0.57%-40313F-HRTimeline
Kaydan Wealth Management, Inc.19,212$991K0.29%-12413F-HRTimeline
Prairie Wealth Advisors, Inc.0$989K0.42%-20,44113F-HRTimelineAmount filed as zero, left out of ratios.
Collaborative Wealth Managment Inc.19,128$987K0.35%-1,47313F-HRTimeline
VICUS CAPITAL18,611$960K0.07%+96413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,468$953K<0.01%-12,61213F-HR/ATimelineGroup
Gryphon Financial Partners LLC18,438$951K0.1%-13213F-HRTimeline
GLOBALT Investments LLC / GA18,185$938K0.03%-27913F-HRTimeline
Selby Wealth Management, LLC17,942$926K0.37%13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.17,847$921K0.33%-11213F-HRTimeline
PINNACLE ASSOCIATES LTD17,410$898K0.01%-75713F-HRTimeline
Focus Financial Network, Inc.17,337$895K0.03%-43213F-HRTimeline
Platform Technology Partners17,251$890K0.19%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,182$887K0.16%+1513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO17,164$886K0.01%-7,58313F-HRTimeline
Anson Capital, Inc.17,072$881K0.64%+4,96213F-HRTimeline
Navis Wealth Advisors, LLC16,751$864K0.37%+18413F-HRTimeline