Wisdomtree US Midcap DividenDONETF
13F holders, Q1 2024 (March 31)424holders
1famous investor
$48.75avg. 13F price*
At the end of Q1 2024, 424 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings. The largest holders were Bank of America Corp. ($220.9M), Morgan Stanley ($127.0M) and Linscomb Wealth, Inc. ($92.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Midcap Dividen
- CUSIP
- 97717W505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $22.4M |
| Exits | 25 | $98.4M |
Ownership 424 holders
| Bank of America Corp. | 0.02% | Add +6.7% | 4,530,361 | $220.9M |
| Morgan Stanley | 0.01% | Reduce -1.3% | 2,603,639 | $127.0M |
| Linscomb Wealth, Inc. | 4.77% | Reduce -1.2% | 1,900,479 | $92.7M |
| LPL Financial LLC | 0.05% | Add +2.5% | 1,807,265 | $88.1M |
| Creative Planning | 0.09% | Reduce -3.0% | 1,608,088 | $78.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.8% | 1,397,088 | $68.1M |
| Financial Planning & Information Services, Inc. | 7.29% | Reduce -3.1% | 994,655 | $48.5M |
| Wells Fargo & Company | 0.01% | Reduce -5.1% | 942,925 | $46.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +11.6% | 890,564 | $43.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.9% | 745,320 | $36.3M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -4.6% | 737,174 | $36.0M |
| AE Wealth Management LLC | 0.37% | Reduce -15.1% | 667,438 | $32.6M |
| Sandy Spring Bank | 1.33% | Add +0.2% | 599,343 | $29.2M |
| Coldstream Capital Management Inc. | 0.68% | Reduce -1.6% | 551,699 | $26.9M |
| Cetera Investment Advisers | 0.06% | Add +561.8% | 514,461 | $25.1M |
| IAG Wealth Partners, LLC | 5.16% | Add +1.0% | 493,093 | $24.0M |
| Baird Financial Group, Inc. | 0.05% | Reduce -7.9% | 479,728 | $23.4M |
| Keybank National Association | 0.09% | Reduce -0.1% | 448,444 | $21.9M |
| Trajan Wealth LLC | 1.47% | — | 446,561 | $21.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.5% | 445,252 | $21.7M |
| Raymond James & Associates | 0.01% | Add +1.7% | 441,787 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.5% | 415,424 | $20.3M |
| MAI Capital Management | 0.18% | Add +2.7% | 355,309 | $17.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.5% | 346,027 | $16.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +5.4% | 342,527 | $16.7M |
| Melone Private Wealth, LLC | 9.62% | Add +0.5% | 328,531 | $16.0M |
| Stifel Financial Corp. | 0.02% | Add +3.7% | 299,941 | $14.6M |
| Mercer Global Advisors Inc. | 0.04% | Add +12.6% | 282,644 | $13.8M |
| Private Wealth Strategies, L.L.C. | 2.89% | Add +2.6% | 273,478 | $13.3M |
| Avantax Planning Partners, Inc. | 0.42% | Add +23.4% | 266,921 | $13.0M |
| Precedent Wealth Partners, LLC | 5.39% | Add +3.0% | 257,006 | $12.5M |
| Marion Wealth Management | 3.54% | Reduce -0.8% | 243,430 | $11.9M |
| Destination Wealth Management | 0.38% | Reduce -1.8% | 236,344 | $11.5M |
| First Hawaiian Bank | 0.34% | Reduce -1.8% | 225,509 | $11.0M |
| Invenio Wealth Partners LLC | 5.80% | Add +32.7% | 220,686 | $10.8M |
| Concord Wealth Partners | 1.85% | Add +7.0% | 210,992 | $10.3M |
| Curi Capital, LLC | 0.24% | Add +4.9% | 208,665 | $10.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -59.5% | 208,367 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +23.2% | 204,374 | $10.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.7% | 201,123 | $9.8M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.5% | 186,864 | $9.1M |
| Private Advisor Group, LLC | 0.07% | Add +0.3% | 186,334 | $9.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.2% | 167,842 | $8.2M |
| Focus Partners Wealth | 0.07% | New | 165,882 | $8.1M |
| Mariner, LLC | 0.02% | Add +15.5% | 159,488 | $7.8M |
| Beacon Financial Group | 0.85% | Reduce -9.7% | 151,246 | $7.4M |
| CX Institutional | 0.35% | Reduce -8.2% | 149,344 | $7.3M |
| JNBA Financial Advisors | 0.71% | Reduce -49.9% | 139,530 | $6.8M |
| Signature Estate & Investment Advisors LLC | 0.19% | Reduce -1.1% | 138,809 | $6.8M |
| Apeiron RIA LLC | 1.88% | Reduce -3.5% | 133,172 | $6.5M |
| MML Investors Services, LLC | 0.03% | Add +9.4% | 132,519 | $6.5M |
| Modera Wealth Management, LLC | 0.10% | Reduce -2.4% | 132,454 | $6.5M |
| Cornerstone Wealth Management, LLC | 0.52% | Add +6.9% | 130,904 | $6.4M |
| FAS Wealth Partners, Inc. | 0.56% | Add +4.0% | 129,754 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Add +159.7% | 126,577 | $6.2M |
| Concord Asset Management, LLC | 1.58% | Add +12.7% | 123,006 | $6.0M |
| Salomon & Ludwin, LLC | 0.51% | Reduce -6.2% | 121,207 | $5.9M |
| Capital Investment Counsel, LLC | 1.23% | Add +51.8% | 117,929 | $5.8M |
| D.A. Davidson & Co. | 0.05% | Add +7.2% | 117,467 | $5.7M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +5.5% | 114,091 | $5.6M |
| JFS Wealth Advisors, LLC | 0.42% | Reduce -3.6% | 108,861 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +13.0% | 107,815 | $5.3M |
| Goldstone Financial Group, LLC | 1.18% | Add +5.9% | 105,569 | $5.1M |
| White Pine Investment CO | 1.49% | Reduce -13.0% | 103,341 | $5.0M |
| Inspirion Wealth Advisors, LLC | 0.81% | Reduce -0.5% | 100,282 | $4.9M |
| Frazier Financial Advisors, LLC | 3.81% | Reduce -0.5% | 95,231 | $4.6M |
| Long Run Wealth Advisors, LLC | 1.19% | Add +1.8% | 92,414 | $4.5M |
| Team Financial Group, LLC | 3.03% | Reduce -13.0% | 92,335 | $4.5M |
| Sage Capital Management, LLC | 2.42% | Add +1.5% | 91,424 | $4.5M |
| United Advisor Group, LLC | 1.66% | New | 90,345 | $4.4M |
| Concourse Financial Group Securities, Inc. | 0.28% | Reduce -0.7% | 89,938 | $4.4M |
| Cascade Financial Partners, LLC | 0.62% | — | 92,233 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +22.7% | 85,395 | $4.2M |
| Grey Ledge Advisors, LLC | 1.17% | Add +8.4% | 85,352 | $4.2M |
| Jones Financial Companies LLLP | 0.01% | Add +20.7% | 83,965 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -1.0% | 83,590 | $4.1M |
| Financial Counselors Inc. | 0.07% | Reduce -1.9% | 82,499 | $4.0M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -40.0% | 82,409 | $4.0M |
| Private Capital Management, LLC | 0.45% | Add +4.4% | 81,580 | $4.0M |
| IFG Advisory, LLC | 0.30% | Reduce -3.3% | 81,227 | $4.0M |
| Soltis Investment Advisors LLC | 0.44% | Reduce -81.3% | 80,160 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -58.5% | 79,238 | $3.9M |
| NBT Bank, N.A. | 0.27% | Reduce -1.0% | 76,786 | $3.7M |
| Cwm, LLC | 0.02% | Add +13.0% | 72,804 | $3.6M |
| Main Street Financial Solutions, LLC | 0.38% | Reduce -32.4% | 72,689 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -10.7% | 72,508 | $3.5M |
| Stock Yards Bank & Trust Co. | 0.12% | Reduce -6.6% | 72,234 | $3.5M |
| Equitable Holdings, Inc. | 0.04% | Add +8.7% | 71,009 | $3.5M |
| Hancock Whitney Corp. | 0.12% | Reduce -1.0% | 68,414 | $3.3M |
| Financial Insights, Inc. | 0.95% | Reduce -4.9% | 68,017 | $3.3M |
| Vestor Capital, LLC | 0.28% | Add +5.3% | 66,889 | $3.3M |
| Midland Wealth Advisors, LLC | 0.20% | Reduce -19.1% | 66,215 | $3.2M |
| TD Waterhouse Canada Inc. | 0.02% | Add +274.1% | 66,559 | $3.2M |
| TFG Advisers LLC | 1.25% | Add +0.1% | 65,317 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +9.1% | 64,175 | $3.1M |
| Insight Advisors, LLC/ PA | 0.60% | Add +36.2% | 63,344 | $3.1M |
| BIP Wealth, LLC | 0.22% | Reduce -1.8% | 62,711 | $3.1M |
| Cahill Financial Advisors Inc. | 0.41% | Add +3.4% | 61,387 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | No change | 57,367 | $2.8M |
| JPL Wealth Management, LLC | 1.54% | Add +29.4% | 57,179 | $2.8M |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.