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DON WISDOMTREE TR

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US MIDCAP DIVID (fund)

Filings received so far for Q3 2026: 25 13F filers report a position in DON shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Stonebridge Financial Group, LLC403,439$21.8M1.6%+6,68213F-HRTimeline
Lee, Kelleher & Klein Wealth Management229,463$12.4M6.37%+6,51213F-HRTimeline
Avidian Wealth Enterprises, LLC219,166$11.8M0.33%-10,24913F-HRTimeline
Farther Finance Advisors, LLC206,140$11.1M0.08%+7,83613F-HRTimeline
CX Institutional192,858$10.4M0.28%+13,74113F-HRTimeline
MJT & Associates Financial Advisory Gro…129,957$7.01M4.53%+7,24713F-HRTimeline
Dickmeyer Boyce Financial Management, I…125,724$6.78M3.47%+96913F-HRTimeline
Roan Capital Partners114,108$6.16M4.51%+4,41413F-HRTimeline
Apeiron RIA LLC86,685$4.71M1.07%-1,78013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC80,693$4.35M0.49%-2,18613F-HRTimeline
HF Advisory Group, LLC46,556$2.51M0.75%-22013F-HRTimeline
Wealth Enhancement Trust Services, Inc.28,519$1.54M0.16%-22413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC23,291$1.27M0.18%-11713F-HRTimeline
Kaydan Wealth Management, Inc.19,972$1.08M0.37%-7313F-HRTimeline
EASTERN BANK15,540$838K0.01%-7,90313F-HRTimeline
Friday Financial14,971$813K0.16%+62113F-HRTimeline
Capital Advisors Wealth Management, LLC5,544$299K0.03%+2213F-HRTimeline
CoreCap Advisors, LLC3,572$193K0.01%+15013F-HRTimeline
Investors Research Corp2,913$157K0.03%-1,81413F-HRTimeline
Versant Capital Management, Inc2,386$129K0.01%013F-HRTimeline
Noble Wealth Management PBC432$23.3K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB381$20.6K<0.01%013F-HRTimeline
Roxbury Financial LLC320$17.3K0.01%+113F-HRTimeline
Polaris Financial Partners267$14K0.01%13F-HRTimeline
Rosenberg Matthew Hamilton21$1.13K<0.01%013F-HRTimeline