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Disclosery

DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

459 managers (466 13F filers) reported a position in DON shares at 2026-03-31, 40,902,792 shares in all. 31 filers opened a position and 19 filers sold out during the quarter.

Managers
459
13F filers
466
New
31
Added
151
Reduced
179
Sold out
19
Shares held by filers
40,902,792

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/4,645,518$244M0.02%-32,11813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,390,779$126M0.01%+15,87613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,897,437$99.7M+165,196Timeline
LPL Financial LLC1,848,389$97.1M0.03%-101,51013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,658,884$85.8M0.04%+311,64513F-HRTimelineGroup
Linscomb Wealth, Inc.1,578,807$83M3.69%-265,74113F-HRTimeline
Creative Planningin group Creative Planning1,518,247$79.8M0.05%-26413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,353,416$71.1M0.02%-28,00013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,003,719$52.7M0.02%-111,26813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,001,100$52.6M0.01%+2,67713F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV712,930$37.5M0.06%+97,31613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA526,235$27.6M0.01%-45,42213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC520,381$27.3M0.04%-66,52913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…512,431$26.9M0.1%+4,17513F-HRTimelineGroup
IAG Wealth Partners, LLC500,699$26.3M2.94%+7,50413F-HRTimeline
Cetera Investment Advisers466,862$24.5M0.03%-82,60413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC465,970$24.5M0.3%-24,77713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding410,088$21.5M+18,634Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.405,679$21.3M0.03%+30,01213F-HRTimelineGroup
Stonebridge Financial Group, LLC388,062$20.4M1.68%+16,52513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding376,796$19.8M-184,284Timeline
Focus Partners Wealthgroup of 2 filers holding365,254$19.2M-1,933Timeline
Trajan Wealth LLC365,015$19.2M0.77%+7,11713F-HRTimeline
AE Wealth Management LLC358,439$18.8M0.1%+22,96513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.354,423$18.6M0.03%+11,63413F-HRTimelineGroup
MAI Capital Management328,941$17.3M0.1%-3,51713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP304,356$16M0.01%+1,27513F-HRTimelineGroup
Marion Wealth Management299,971$15.8M3.5%+21,72813F-HRTimeline
HighTower Advisors, LLC295,524$15.5M0.02%-17,16813F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.283,315$14.9M14.4%+78013F-HRTimeline
EASTERN BANK275,531$14.5M0.25%+53,86513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…274,964$14.4M0.03%-4913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO263,167$13.6M<0.01%-28,96713F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC253,829$13.3M0.05%-14,70713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp241,866$12.7M0.24%-50,27613F-HRTimelineGroup
Destination Wealth Management236,414$12.4M0.32%-65713F-HRTimeline
Avantax Planning Partners, Inc.233,065$12.2M0.34%+5,81713F-HRTimeline
Avidian Wealth Enterprises, LLC231,196$12.1M0.39%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC231,191$12.1M2.43%-20,14313F-HRTimeline
Cambridge Investment Research Advisors,…227,381$11.9M0.03%-23,65413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…226,934$11.9M0.01%+15,80513F-HRTimelineGroup
Curi Capital, LLC221,372$11.6M0.21%+8,03413F-HRTimeline
Lee, Kelleher & Klein Wealth Management221,346$11.6M6.92%+7,52913F-HRTimeline
Mariner, LLCin group Mariner, LLC183,155$9.62M0.01%-5,05313F-HRTimelineGroup
CX Institutional178,692$9.39M0.29%+1,05413F-HRTimeline
White Pine Investment CO175,404$9.22M2.14%+2,06613F-HRTimeline
Farther Finance Advisors, LLC167,577$8.84M0.08%+136,53613F-HRTimeline
Goldstone Financial Group, LLC161,651$8.49M0.92%-43,25713F-HRTimeline
Dynamic Advisor Solutions LLC161,013$8.46M0.27%+1,73313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp156,993$8.25M<0.01%-72,00013F-HRTimelineGroup
Melone Private Wealth, LLC150,438$7.9M3.23%-5,95313F-HRTimeline
FAS Wealth Partners, Inc.147,837$7.77M0.48%+5,61813F-HRTimeline
Capital Investment Counsel, LLC145,594$7.65M1.05%+4,91513F-HRTimeline
Cornerstone Wealth Management, LLC142,778$7.5M0.38%+1,27213F-HRTimeline
United Advisor Group, LLC141,468$7.43M0.92%-1,30813F-HRTimeline
Grey Ledge Advisors, LLC137,789$7.24M1.63%+3,19413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…124,710$6.59M0.01%-89,01213F-HRTimeline
Dickmeyer Boyce Financial Management, I…123,701$6.5M3.82%13F-HRTimeline
Atria Investments, Inc123,521$6.49M0.07%-1,26013F-HRTimeline
D.A. DAVIDSON & CO.118,673$6.24M0.04%+1,07913F-HRTimeline
MJT & Associates Financial Advisory Gro…117,327$6.16M4.53%-1,87513F-HRTimeline
SEGALL BRYANT & HAMILL, LLC116,379$6.11M0.09%013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.117,892$6.08M0.04%-6,69213F-HRTimelineGroup
Main Street Financial Solutions, LLC113,577$5.97M0.44%+32,41313F-HRTimeline
Modera Wealth Management, LLC110,358$5.8M0.07%-6,58313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC101,245$5.32M<0.01%+1,70713F-HRTimelineGroup
TD Waterhouse Canada Inc.98,959$5.22M0.02%-1,06613F-HRTimeline
Roan Capital Partners97,778$5.14M4.75%13F-HRTimeline
JFS WEALTH ADVISORS, LLC94,416$4.96M0.28%-5,95613F-HRTimeline
Private Capital Management, LLC92,190$4.84M0.49%+5,63213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding92,024$4.83M+2,384Timeline
Frazier Financial Advisors, LLC91,791$4.82M2.67%+91713F-HRTimeline
JPL Wealth Management, LLC89,314$4.69M1.08%-68413F-HR/ATimeline
Apeiron RIA LLC88,462$4.65M1.08%-5,34613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp87,375$4.59M0.21%-10,25313F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC86,936$4.57M0.49%+1,18413F-HRTimeline
MML INVESTORS SERVICES, LLC86,271$4.53M0.01%-44,62813F-HRTimeline
Cascade Financial Partners, LLC85,960$4.52M0.47%-75613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC85,247$4.48M0.56%-2,29213F-HRTimeline
BEACON FINANCIAL GROUP84,993$4.47M0.45%-1,98313F-HRTimeline
Meridian Wealth Management, LLC83,196$4.37M0.16%-1,14213F-HRTimeline
Nikulski Financial, Inc.83,173$4.37M1.08%-4,18813F-HRTimeline
Harbour Wealth Management Group, Inc.82,893$4.36M3.28%+8,36713F-HRTimeline
Sage Capital Management, LLC79,639$4.18M1.97%-42013F-HRTimeline
Beacon Pointe Advisors, LLC79,420$4.17M0.02%+17,42713F-HRTimeline
Larson Financial Group LLC77,051$4.05M0.13%+2,63013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers74,911$3.94M0.01%+6,56013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS73,152$3.84M0.01%-4,32013F-HRTimeline
Midwest Trust Co72,075$3.79M0.05%+34813F-HRTimeline
VESTOR CAPITAL, LLC71,961$3.78M0.27%+71,79113F-HRTimeline
HANCOCK WHITNEY CORP68,062$3.78M0.07%+3,29913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…71,337$3.75M0.01%+3,40313F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.66,732$3.51M0.23%+21,25313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…65,680$3.45M0.02%-32413F-HRTimelineGroup
Independence Bank of Kentucky65,069$3.42M0.43%-76513F-HRTimeline
Janney Montgomery Scott LLC64,983$3.41M0.01%-6,68413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP59,462$3.12M<0.01%-118,04413F-HRTimelineGroup
Independent Advisor Alliance58,844$3.09M0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC58,029$3.05M0.01%-2,46013F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC57,723$3.03M0.69%-1,84913F-HRTimeline
Sanctuary Advisors, LLC57,465$3.02M0.02%+10713F-HRTimeline
Intrua Financial, LLC56,750$2.98M0.32%+2,82213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK55,858$2.93M0.41%-7,03813F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC55,409$2.91M0.5%+3613F-HRTimeline
Founders Financial Alliance, LLC54,662$2.87M0.52%+41513F-HRTimeline
FFG RETIREMENT ADVISORS LLC54,339$2.85M1.66%+19,51313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC51,428$2.7M0.02%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…50,505$2.65M0.72%+12,09913F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC49,959$2.62M0.04%-2,30013F-HRTimeline
Arkadios Wealth Advisors49,664$2.61M0.04%+25,55013F-HRTimeline
Financial Insights, Inc.49,551$2.6M0.84%-82813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO49,263$2.59M0.27%+63213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,925$2.57M0.02%-1,68613F-HRTimelineGroup
JNBA Financial Advisors48,380$2.54M0.21%-5,86413F-HRTimeline
&PARTNERS48,311$2.54M0.01%-20913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP48,272$2.54M<0.01%+42813F-HRTimelineGroup
Oxinas Partners, LLC48,112$2.53M1.16%+1,45313F-HRTimeline
Private Advisor Group, LLC47,760$2.51M0.01%-3,21613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,540$2.5M<0.01%+41,91313F-HRTimelineGroup
Powers Advisory Group, LLC47,361$2.49M0.88%+51613F-HRTimeline
HF Advisory Group, LLC45,794$2.41M0.82%+3,49013F-HRTimeline
HARBOUR INVESTMENTS, INC.44,384$2.33M0.04%+10,30213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC43,072$2.26M0.48%-18313F-HRTimeline
Farmers National Bank43,033$2.26M0.5%+1,32013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,987$2.26M0.03%-3213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC42,476$2.23M0.01%+5,51713F-HRTimeline
Well Done, LLC41,724$2.19M0.32%-32213F-HRTimeline
Wealthspire Advisors, LLC41,307$2.17M0.02%+33213F-HRTimeline
STOCK YARDS BANK & TRUST CO39,728$2.09M0.06%-86613F-HRTimeline
BIP Wealth, LLC39,301$2.06M0.08%-6,96513F-HRTimeline
CENTAURUS FINANCIAL, INC.39,250$2.06M0.1%-3413F-HRTimeline
Salomon & Ludwin, LLC38,946$2.06M0.18%-1,20213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,896$2.04M0.03%-10,98513F-HRTimelineGroup
TopTier Wealth Management, LLC38,828$2.04M1.25%+14113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC38,776$2.04M0.1%-6,94313F-HRTimeline
Prosperity Consulting Group, LLC38,061$2M0.09%-59513F-HRTimeline
FMR LLCin group FMR LLC37,862$1.99M<0.01%-3,24613F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC37,232$1.96M0.79%-1,28513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC37,140$1.95M0.1%-1,18213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,085$1.84M<0.01%-15,25713F-HRTimelineGroup
FINANCIAL ADVISORY PARTNERS, LLC35,077$1.84M0.52%+2,89413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …34,503$1.81M0.24%-6,00013F-HRTimeline
Chicago Partners Investment Group LLC32,649$1.8M0.04%-35213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…32,939$1.73M0.03%-62913F-HRTimelineGroup
Envision Financial LLC32,450$1.7M0.92%-63513F-HRTimeline
Capital Advisors, Ltd. LLC32,012$1.68M0.19%+20,67013F-HRTimeline
WESBANCO BANK INC31,770$1.67M0.05%-913F-HRTimeline
Opes Wealth Management LLC31,686$1.66M0.28%+1,51313F-HRTimeline
Argent Trust Co31,597$1.66M0.06%-1,20013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC31,571$1.66M0.13%+59813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,223$1.64M<0.01%-1,74213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,167$1.64M0.02%-18313F-HRTimelineGroup
Integrated Wealth Concepts LLC31,110$1.63M0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.30,943$1.63M0.2%013F-HRTimeline
Biondo Investment Advisors, LLC30,848$1.62M0.21%+25013F-HRTimeline
NewSquare Capital LLC29,251$1.54M0.13%+1,33713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,979$1.52M<0.01%+27,15313F-HRTimelineGroup
Composition Wealth, LLC28,591$1.5M0.02%+2,06513F-HRTimeline
EP Wealth Advisors, LLC28,360$1.49M0.01%+1,78113F-HRTimeline
CULBERTSON A N & CO INC28,251$1.48M0.19%013F-HRTimeline
Soltis Investment Advisors LLC28,200$1.48M0.1%-1,57113F-HRTimeline
Southland Equity Partners LLC27,777$1.46M0.28%-54513F-HRTimeline
Resurgent Financial Advisors LLC27,470$1.44M0.53%-71713F-HRTimeline
Aptus Capital Advisors, LLC26,806$1.41M0.01%013F-HRTimeline
Snowden Capital Advisors LLC26,281$1.38M0.04%-7913F-HRTimeline
Financial Engines Advisors L.L.C.25,627$1.35M<0.01%+29213F-HRTimeline
OMNI 360 Wealth, Inc.25,458$1.34M0.69%+27913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC24,413$1.33M0.2%-7,05713F-HRTimeline
MATHER GROUP, LLC.25,167$1.32M0.01%-7113F-HRTimeline
Gladstone Institutional Advisory LLC24,944$1.31M0.05%-4813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK24,817$1.3M0.01%new13F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…24,752$1.3M0.34%+1,54413F-HRTimeline
WealthShield Partners, LLC24,707$1.3M0.14%-7113F-HRTimeline
Steward Partners Investment Advisory, L…23,076$1.21M0.01%+42413F-HRTimeline
IHT Wealth Management, LLC22,954$1.21M0.03%+2,10413F-HRTimeline
Quantinno Capital Management LP22,815$1.2M<0.01%+16,41013F-HRTimeline
Pacific Sun Financial Corp21,790$1.14M0.55%-13013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,697$1.14M0.01%-5,20813F-HRTimelineGroup
Merit Financial Group, LLC21,682$1.14M0.01%-3,60013F-HRTimeline
Principle Wealth Partners LLC21,045$1.11M0.06%013F-HRTimeline
Kaydan Wealth Management, Inc.19,587$1.03M0.34%+37513F-HRTimeline
True Link Financial Advisors, LLC19,286$1.01M0.06%-1,00013F-HR/ATimeline
Holos Integrated Wealth LLC18,705$993K0.5%-1,87613F-HRTimeline
Connecticut Wealth Management, LLC18,706$983K0.04%-3,59713F-HRTimeline
Prairie Wealth Advisors, Inc.0$981K0.43%013F-HRTimelineAmount filed as zero, left out of ratios.
Meridian Financial Advisors, LLC18,504$972K0.53%-1,60913F-HRTimeline
VICUS CAPITAL18,235$958K0.07%-37613F-HRTimeline
GLOBALT Investments LLC / GA18,065$949K0.03%-12013F-HRTimeline
Pasadena Private Wealth, LLC18,057$949K0.13%new13F-HRTimeline
Causey Wealth LLC17,958$944K0.4%-5,62013F-HRTimeline
Anson Capital, Inc.17,892$940K0.64%+82013F-HRTimeline
Gryphon Financial Partners LLC17,848$938K0.1%-59013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.17,804$935K0.32%-4313F-HRTimeline
Rossby Financial, LCC17,586$928K0.19%-2,73313F-HRTimeline
Selby Wealth Management, LLC17,462$917K0.36%-48013F-HRTimeline
Collaborative Wealth Managment Inc.17,331$911K0.42%-1,79713F-HRTimeline
Platform Technology Partners17,251$906K0.17%013F-HRTimeline
Focus Financial Network, Inc.17,178$903K0.03%-15913F-HRTimeline
Navis Wealth Advisors, LLC17,014$894K0.46%+26313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,934$890K<0.01%+16,59813F-HRTimelineGroup