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 |
| Silverlake Wealth Management LLC | 1.34% | Reduce -4.1% | 54,077 | $2.6M |
| GLOBALT Investments LLC / GA | 0.10% | Reduce -5.4% | 53,468 | $2.6M |
| Resurgent Financial Advisors LLC | 1.37% | Add +125.5% | 52,186 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +4.9% | 52,150 | $2.5M |
| Mather Group, Llc. | 0.04% | Reduce -5.2% | 55,303 | $2.5M |
| Apollon Wealth Management, LLC | 0.08% | Add +1.5% | 51,583 | $2.5M |
| Vident Advisory, LLC | 0.05% | No change | 51,428 | $2.5M |
| Prosperity Consulting Group, LLC | 0.31% | New | 50,495 | $2.5M |
| West Bancorporation Inc. | 1.62% | Reduce -26.0% | 50,394 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -47.0% | 49,691 | $2.4M |
| Powers Advisory Group, LLC | 1.36% | Add +1.1% | 48,661 | $2.4M |
| Alaska Permanent Capital Management, LLC | 0.18% | Add +7.0% | 47,311 | $2.3M |
| Centennial Wealth Advisory LLC | 1.06% | Add +4.2% | 47,147 | $2.3M |
| Eudaimonia Advisors LLC | 1.18% | Add +0.6% | 45,469 | $2.2M |
| Merit Financial Group, LLC | 0.05% | Add +2.8% | 46,412 | $2.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.35% | No change | 44,103 | $2.2M |
| Farmers National Bank | 0.64% | Add +13.7% | 43,821 | $2.1M |
| Rooted Wealth Advisors, Inc. | 1.04% | Reduce -14.9% | 44,091 | $2.1M |
| Smartleaf Asset Management LLC | 0.39% | Add +32.3% | 41,838 | $2.0M |
| Well Done, LLC | 0.40% | Add +0.0% | 41,234 | $2.0M |
| Founders Financial Alliance, LLC | 0.60% | Add +3910.1% | 40,903 | $2.0M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -2.6% | 41,359 | $1.9M |
| Yarger Wealth Strategies, LLC | 1.32% | Add +0.6% | 39,604 | $1.9M |
| Wealthspire Advisors, LLC | 0.03% | No change | 38,600 | $1.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.76% | Reduce -10.5% | 37,878 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -6.2% | 37,145 | $1.8M |
| Argent Trust Co | 0.08% | Reduce -1.1% | 37,018 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -7.5% | 36,791 | $1.8M |
| Centaurus Financial, Inc. | 0.12% | Reduce -3.2% | 35,337 | $1.7M |
| HF Advisory Group, LLC | 0.96% | Add +15.3% | 35,148 | $1.7M |
| Principal Securities, Inc. | 0.05% | Add +1.7% | 34,645 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.21% | Reduce -0.9% | 33,365 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +1.1% | 33,329 | $1.6M |
| Intrua Financial, LLC | 0.25% | Reduce -2.1% | 33,291 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Add +24.7% | 33,010 | $1.6M |
| FFG Retirement Advisors LLC | 1.12% | Add +2.4% | 32,750 | $1.6M |
| Cadence Bank | 0.12% | Add +1.0% | 32,379 | $1.6M |
| Sweet Financial Partners, LLC | 0.36% | Reduce -0.5% | 32,187 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 31,385 | $1.5M |
| Composition Wealth, LLC | 0.04% | No change | 31,299 | $1.5M |
| Benjamin Edwards Inc. | 0.30% | Add +4.2% | 30,452 | $1.5M |
| Culbertson A N & Co. Inc. | 0.26% | Add +0.5% | 30,306 | $1.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -6.1% | 30,161 | $1.5M |
| Southland Equity Partners LLC | 0.41% | Reduce -0.3% | 29,769 | $1.5M |
| Financial Advisory Partners, LLC | 0.56% | Reduce -43.8% | 29,633 | $1.4M |
| Financial Management Network Inc. | 0.36% | Add +2.7% | 30,142 | $1.4M |
| IMS Capital Management | 0.66% | Reduce -0.3% | 29,045 | $1.4M |
| GYL Financial Synergies, LLC | 0.11% | No change | 28,208 | $1.4M |
| Biondo Investment Advisors, LLC | 0.21% | Add +8.8% | 27,987 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Add +19.5% | 27,478 | $1.3M |
| Connecticut Wealth Management, LLC | 0.07% | Reduce -29.6% | 26,589 | $1.3M |
| Comerica Bank | 0.01% | Reduce -0.5% | 26,521 | $1.3M |
| Investors Research Corp | 0.30% | Reduce -1.1% | 26,096 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +294.8% | 26,090 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -9.0% | 26,035 | $1.3M |
| Principle Wealth Partners LLC | 0.10% | No change | 25,990 | $1.3M |
| Harbor Investment Advisory, LLC | 0.13% | Add +4.5% | 25,611 | $1.2M |
| Wintrust Investments LLC | 0.11% | Add +39.5% | 25,299 | $1.2M |
| Independence Bank of Kentucky | 0.36% | Add +26.9% | 24,825 | $1.2M |
| Arkadios Wealth Advisors | 0.09% | Reduce -2.5% | 24,742 | $1.2M |
| Great Diamond Partners, LLC | 0.27% | Reduce -3.8% | 24,178 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | No change | 23,982 | $1.2M |
| Apexium Financial, LP | 0.09% | Reduce -8.7% | 23,751 | $1.2M |
| Meridian Financial Advisors, LLC | 0.86% | Reduce -2.1% | 23,509 | $1.1M |
| Simmons Bank | 0.09% | Reduce -0.3% | 23,229 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +9.3% | 23,185 | $1.1M |
| Pacific Sun Financial Corp | 0.66% | Reduce -0.9% | 23,075 | $1.1M |
| Lanark Financial, Inc. | 0.10% | Add +52.3% | 20,857 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Reduce -1.3% | 21,912 | $1.1M |
| FMR LLC | 0.00% | Add +54.5% | 21,885 | $1.1M |
| Bristlecone Advisors, LLC | 0.09% | Add +0.1% | 21,850 | $1.1M |
| Opes Wealth Management LLC | 0.25% | Reduce -2.9% | 21,796 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -9.8% | 21,795 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +101.5% | 21,777 | $1.1M |
| Denver Wealth Management, Inc. | 0.54% | Reduce -0.9% | 21,514 | $1.0M |
| IHT Wealth Management, LLC | 0.04% | Add +0.9% | 21,501 | $1.0M |
| John W. Brooker & Co., CPAs | 0.56% | Add +0.0% | 21,495 | $1.0M |
| WealthShield Partners, LLC | 0.17% | Reduce -12.0% | 21,411 | $1.0M |
| Collaborative Wealth Managment Inc. | 0.52% | Reduce -4.7% | 21,242 | $1.0M |
| NewSquare Capital LLC | 0.09% | Add +31.5% | 21,214 | $1.0M |
| Kaydan Wealth Management, Inc. | 0.35% | Reduce -1.1% | 20,963 | $1.0M |
| Gryphon Financial Partners LLC | 0.17% | Reduce -6.4% | 20,710 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.83% | Add +22.2% | 20,538 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.1% | 20,509 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.0% | 19,832 | $967K |
| Waverly Advisors, LLC | 0.02% | New | 19,794 | $965K |
| Lake Street Advisors Group, LLC | 0.04% | No change | 19,500 | $951K |
| Trustmark Bank Trust Department | 0.08% | Add +1.4% | 19,221 | $937K |
| My Legacy Advisors, LLC | 0.31% | Reduce -11.9% | 18,797 | $917K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -2.0% | 18,687 | $911K |
| Rockport Wealth LLC | 0.60% | — | 18,631 | $903K |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -13.5% | 18,427 | $899K |
| CPC Advisors, LLC | 0.15% | Reduce -11.5% | 18,160 | $886K |
| Octavia Wealth Advisors, LLC | 0.13% | Add +1.7% | 17,938 | $875K |
| Arkos Global Advisors | 0.14% | Reduce -0.4% | 17,603 | $858K |
| Focus Financial Network, Inc. | 0.04% | — | 18,773 | $857K |
| Vicus Capital | 0.08% | Reduce -0.3% | 17,414 | $849K |
| Marino, Stram & Associates LLC | 0.20% | Add +0.1% | 17,341 | $846K |
| Raymond James Trust N.A. | 0.02% | No change | 17,204 | $839K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.4% | 16,690 | $814K |
| Brady Family Wealth, LLC | 0.26% | Add +0.8% | 16,343 | $797K |
| Saxon Interests, Inc. | 0.38% | Reduce -1.6% | 16,231 | $792K |
| Lido Advisors, LLC | 0.01% | Add +4.5% | 16,131 | $787K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +1.2% | 15,740 | $768K |
| Marathon Strategic Advisors, LLC | 0.92% | No change | 15,577 | $760K |
| RFG Advisory, LLC | 0.03% | Add +7.2% | 15,454 | $754K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 14,906 | $727K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +208.2% | 14,696 | $717K |
| Financial Advocates Investment Management | 0.04% | Add +7.8% | 14,123 | $716K |
| Navis Wealth Advisors, LLC | 0.86% | Add +2.9% | 14,642 | $714K |
| Allworth Financial LP | 0.01% | Add +8.1% | 14,368 | $701K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +5.1% | 14,367 | $701K |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.7% | 14,030 | $684K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 13,860 | $676K |
| Strategic Family Wealth Counselors, L.L.C. | 0.27% | Reduce -7.9% | 13,853 | $676K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +5.3% | 16,364 | $670K |
| Personal Cfo Solutions, LLC | 0.10% | Add +38.2% | 13,464 | $657K |
| Heritage Trust Co | 0.09% | Reduce -0.2% | 13,269 | $647K |
| Invesco Ltd. | 0.00% | Add +1.4% | 12,838 | $626K |
| Bridge Advisory, LLC | 0.31% | Reduce -33.1% | 12,835 | $626K |
| Guidance Capital, Inc. | 0.23% | Add +61.9% | 13,526 | $623K |
| DGS Capital Management, LLC | 0.17% | New | 12,613 | $615K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.4% | 12,398 | $605K |
| Asset Dedication, LLC | 0.04% | No change | 12,303 | $600K |
| FSA Advisors, Inc. | 0.64% | Add +58.4% | 12,278 | $599K |
| Hanover Advisors Inc. | 0.25% | Add +2.5% | 12,171 | $594K |
| Flow Traders U.S. LLC | 0.03% | New | 12,111 | $591K |
| Integrated Advisors Network LLC | 0.03% | Reduce -7.2% | 12,085 | $589K |
| BlackRock Inc. | 0.00% | No change | 12,000 | $585K |
| Betterment LLC | 0.00% | Reduce -3.6% | 11,962 | $583K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.6% | 11,844 | $578K |
| CreativeOne Wealth, LLC | 0.02% | New | 11,822 | $577K |
| SouthState Bank Corp | 0.04% | No change | 11,724 | $572K |
| New Hampshire Trust | 0.13% | No change | 11,400 | $556K |
| Essex Financial Services, Inc. | 0.05% | Add +3.8% | 11,127 | $543K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -1.3% | 10,978 | $535K |
| Cape Ann Savings Bank | 0.34% | Reduce -1.4% | 10,964 | $535K |
| HB Wealth Management, LLC | 0.01% | No change | 10,916 | $532K |
| Oxinas Partners, LLC | 0.34% | Add +18.6% | 10,864 | $530K |
| Ancora Advisors LLC | 0.01% | Add +3.3% | 10,861 | $530K |
| KLR Investment Advisors, LLC | 0.38% | Reduce -13.0% | 11,370 | $528K |
| Bank of Montreal | 0.00% | Reduce -3.4% | 10,552 | $515K |
| Fortune Financial Advisors, LLC | 0.32% | Add +37.1% | 10,439 | $509K |
| PFG Investments, LLC | 0.03% | Add +8.2% | 10,394 | $507K |
| Anson Capital, Inc. | 0.71% | Add +0.1% | 10,150 | $495K |
| Prairie Wealth Advisors, Inc. | 0.23% | — | 10,147 | $495K |
| Eagle Strategies LLC | 0.11% | New | 10,088 | $492K |
| Independent Wealth Network Inc. | 0.23% | Reduce -2.3% | 10,076 | $491K |
| Redmond Asset Management, LLC | 0.16% | Add +2.1% | 10,018 | $489K |
| Western Wealth Management, LLC | 0.04% | Reduce -0.3% | 10,000 | $488K |
| Plimoth Trust Co. LLC | 0.13% | Reduce -23.7% | 9,948 | $485K |
| Aspen Investment Management Inc | 0.24% | Add +1.7% | 9,760 | $476K |
| Berkeley, Inc | 0.28% | Reduce -1.7% | 9,600 | $468K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -1.6% | 9,562 | $466K |
| Private Trust Co. NA | 0.05% | No change | 9,542 | $465K |
| Savant Capital, LLC | 0.01% | Add +0.5% | 9,538 | $465K |
| Vertex Planning Partners, LLC | 0.13% | Add +0.2% | 9,394 | $458K |
| Citizens Financial Group Inc. | 0.02% | No change | 9,336 | $455K |
| Cibc World Market Inc. | 0.00% | Add +38.7% | 9,329 | $455K |
| Summit Financial, LLC | 0.03% | Add +34.3% | 9,242 | $451K |
| Arden Trust Co | 0.06% | No change | 9,225 | $450K |
| IFP Advisors, Inc | 0.02% | Reduce -2.5% | 9,134 | $445K |
| Evanson Asset Management, LLC | 0.03% | Add +0.6% | 9,025 | $440K |
| Patten Group, Inc. | 0.11% | Reduce -0.2% | 8,988 | $438K |
| Etfidea, LLC | 0.15% | Reduce -30.7% | 8,831 | $431K |
| New Insight Wealth Advisors | 0.26% | Add +8.6% | 8,435 | $411K |
| BCGM Wealth Management, LLC | 0.15% | Add +0.4% | 8,375 | $408K |
| Old National Bancorp | 0.01% | No change | 8,318 | $406K |
| TNF LLC | 0.16% | Add +0.3% | 8,627 | $405K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 8,223 | $401K |
| Key Financial Inc | 0.10% | Add +14.1% | 8,222 | $401K |
| Robinson Smith Wealth Advisors LLC | 0.38% | No change | 8,161 | $398K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -6.0% | 8,079 | $394K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.9% | 8,072 | $394K |
| Prospera Financial Services Inc | 0.01% | Add +4.7% | 8,066 | $393K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +2.3% | 7,700 | $376K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 7,575 | $369K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.3% | 7,473 | $364K |
| Strategic Financial Concepts, LLC | 0.09% | New | 7,451 | $363K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.1% | 7,451 | $363K |
| Vontobel Holding Ltd. | 0.00% | Add +1.5% | 7,305 | $356K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 7,255 | $354K |
| Sigma Planning Corp | 0.01% | New | 7,101 | $346K |
| Source Financial Advisors LLC | 0.10% | No change | 6,990 | $341K |
| Fragasso Financial Advisors Inc | 0.03% | Add +4.9% | 6,986 | $341K |
| Leo Wealth, LLC | 0.03% | Reduce -14.2% | 6,724 | $326K |
| Weinberger Asset Management, Inc | 0.16% | Add +14.1% | 6,612 | $322K |
| Synovus Financial Corp. | 0.00% | Reduce -1.6% | 6,571 | $321K |
| Wealth Management Associates, Inc. | 0.15% | Add +1.7% | 6,850 | $320K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -0.1% | 6,539 | $319K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.0% | 6,464 | $315K |
| Calton & Associates, Inc. | 0.15% | Add +0.9% | 6,421 | $313K |
| RMR Wealth Builders | 0.04% | Add +5.2% | 6,405 | $312K |
| Cottage Street Advisors LLC | 0.19% | No change | 6,325 | $308K |
| HUB Investment Partners, LLC | 0.02% | Reduce -3.0% | 6,235 | $304K |
| Park Avenue Securities LLC | 0.00% | Add +1.8% | 6,055 | $295K |
| Edge Financial Advisors LLC | 0.26% | — | 6,036 | $294K |
| Neuberger Berman Group LLC | 0.00% | No change | 5,981 | $292K |
| NewEdge Wealth, LLC | 0.01% | No change | 6,227 | $291K |
| Moneco Advisors, LLC | 0.05% | Reduce -0.2% | 5,948 | $290K |
| MTM Investment Management, LLC | 0.12% | Reduce -0.6% | 5,921 | $289K |
| Uptick Partners, LLC | 0.21% | Reduce -1.4% | 5,712 | $279K |
| Koshinski Asset Management, Inc. | 0.03% | New | 5,680 | $277K |
| MCF Advisors LLC | 0.02% | No change | 5,676 | $277K |
| Claro Advisors Inc. | 0.05% | Reduce -0.7% | 5,619 | $274K |
| SPC Financial, Inc. | 0.03% | Reduce -6.6% | 5,600 | $273K |
| AMG National Trust Bank | 0.01% | New | 5,568 | $272K |
| Signal Advisors Wealth, LLC | 0.07% | New | 5,547 | $271K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -3.2% | 5,498 | $268K |
| Jane Street Group, LLC | 0.00% | Reduce -60.8% | 5,431 | $265K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.0% | 5,407 | $264K |
| Clarity Capital Advisors, LLC | 0.21% | Add +0.6% | 5,304 | $259K |
| Nwam LLC | 0.02% | Add +0.1% | 5,416 | $259K |
| Diversified, LLC | 0.04% | Add +19.2% | 5,300 | $258K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -0.5% | 5,192 | $253K |
| Berger Financial Group, Inc | 0.02% | New | 5,103 | $249K |
| CoreCap Advisors, LLC | 0.01% | Reduce -13.9% | 5,061 | $247K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -1.6% | 5,053 | $246K |
| Argent Advisors, Inc. | 0.10% | Reduce -3.8% | 5,030 | $245K |
| Worth Financial Advisory Group, LLC | 0.17% | Add +0.8% | 4,983 | $243K |
| Moors & Cabot, Inc. | 0.01% | New | 4,979 | $243K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.0% | 4,926 | $240K |
| Harvest Investment Services, LLC | 0.09% | Reduce -5.8% | 4,831 | $236K |
| Smith, Moore & Co. | 0.02% | Reduce -30.2% | 4,789 | $234K |
| RVW Wealth, LLC | 0.02% | Reduce -16.4% | 4,728 | $231K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 4,712 | $230K |
| Quadcap Wealth Management, LLC | 0.05% | Add +0.5% | 4,681 | $228K |
| Peak Planning Group, LLC | 0.14% | Add +0.8% | 4,599 | $224K |
| First American Bank | 0.02% | No change | 4,596 | $224K |
| Brighton Jones LLC | 0.01% | Add +0.6% | 4,518 | $220K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -0.1% | 4,514 | $220K |
| Two Sigma Securities, LLC | 0.01% | New | 4,501 | $220K |
| Alhambra Investment Management LLC | 0.12% | No change | 4,470 | $218K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,409 | $215K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -21.2% | 4,321 | $209K |
| Berkshire Asset Management LLC | 0.01% | New | 4,257 | $208K |
| RAM Investment Partners, LLC | 0.07% | New | 4,245 | $207K |
| Evoke Wealth, LLC | 0.01% | New | 4,227 | $206K |
| Farrell Financial LLC | 0.17% | New | 4,211 | $205K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | Reduce -4.9% | 4,184 | $204K |
| FineMark National Bank & Trust | 0.01% | New | 4,140 | $202K |
| Spire Wealth Management | 0.00% | Add +3.1% | 3,911 | $191K |
| Colonial Trust Co / SC | 0.03% | Reduce -5.5% | 3,709 | $180K |
| PSI Advisors, LLC | 0.06% | Add +0.0% | 3,584 | $175K |
| Creative Financial Designs Inc. | 0.02% | Add +17.1% | 3,574 | $174K |
| Fernwood Investment Management, LLC | 0.04% | New | 3,135 | $153K |
| US Bancorp \de | 0.00% | No change | 2,916 | $142K |
| ICA Group Wealth Management, LLC | 0.03% | Add +4.8% | 2,912 | $142K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.1% | 2,893 | $141K |
| Viewpoint Capital Management LLC | 0.08% | No change | 2,550 | $124K |
| Franklin Resources Inc. | 0.00% | Reduce -2.0% | 2,446 | $119K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +23.5% | 2,425 | $118K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +428.9% | 2,248 | $110K |
| Qube Research & Technologies Ltd | 0.00% | Add +79.6% | 2,216 | $108K |
| Retirement Group, LLC | 0.03% | Add +0.5% | 1,859 | $91K |
| Mitchell Sinkler & Starr | 0.02% | New | 1,800 | $88K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,810 | $84K |
| Glen Eagle Advisors, LLC | 0.02% | Add +0.3% | 1,633 | $80K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,599 | $78K |
| Bokf, NA | 0.00% | No change | 1,492 | $72K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,468 | $72K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1,458 | $71K |
| Element Wealth, LLC | 0.04% | Add +0.6% | 1,437 | $70K |
| New Covenant Trust Company, N.A. | 0.07% | — | 1,385 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -18.4% | 1,375 | $67K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.1% | 1,315 | $64K |
| Blair William & Co. | 0.00% | Reduce -55.9% | 1,249 | $61K |
| Signaturefd, LLC | 0.00% | No change | 1,211 | $59K |
| Barrett & Company, Inc. | 0.02% | No change | 1,050 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.5% | 1,029 | $50K |
| Tidemark, LLC | 0.03% | No change | 1,015 | $50K |
| Fairway Wealth LLC | 0.03% | New | 1,007 | $49K |
| National Bank of Canada | 0.00% | Reduce -28.9% | 960 | $46K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $45K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 915 | $45K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -54.8% | 851 | $42K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 792 | $39K |
| Missouri Trust & Investment Co | 0.01% | Reduce -9.6% | 775 | $38K |
| Global Retirement Partners, LLC | 0.00% | Reduce -68.6% | 727 | $35K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 704 | $34K |
| Caldwell Trust Co | 0.00% | New | 650 | $32K |
| First Personal Financial Services | 0.01% | Reduce -24.0% | 645 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.5% | 576 | $28K |
| Aspire Private Capital, LLC | 0.01% | No change | 570 | $28K |
| Evermay Wealth Management LLC | 0.00% | Reduce -76.5% | 570 | $28K |
| Avion Wealth | 0.01% | No change | 525 | $26K |
| LifeSteps Financial, Inc. | 0.02% | New | 527 | $26K |
| Wolff Wiese Magana LLC | 0.02% | No change | 450 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 451 | $21K |
| LRI Investments, LLC | 0.01% | — | 414 | $20K |
| West Branch Capital LLC | 0.01% | No change | 412 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 385 | $19K |
| Front Row Advisors LLC | 0.01% | Add +1728.6% | 384 | $19K |
| United Community Bank | 0.01% | Reduce -77.8% | 311 | $15K |
| Clearstead Advisors, LLC | 0.00% | New | 296 | $14K |
| Global Assets Advisory, LLC | 0.01% | New | 286 | $14K |
| Register Financial Advisors LLC | 0.01% | New | 271 | $13K |
| Creekmur Asset Management LLC | 0.00% | Add +0.8% | 246 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | New | 245 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | New | 232 | $11K |
| Realta Investment Advisors | 0.00% | New | 186 | $9K |
| Arax Advisory Partners | 0.00% | Add +0.6% | 183 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 176 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 166 | $8K |
| Farther Finance Advisors, LLC | 0.00% | New | 157 | $8K |
| Avior Wealth Management, LLC | 0.00% | New | 155 | $8K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 150 | $7K |
| Richardson Capital Management LLC | 0.00% | New | 118 | $6K |
| Rain Capital Management, LLC | 0.00% | Add +0.9% | 117 | $6K |
| Capital Analysts, LLC | 0.00% | New | 101 | $5K |
| True Wealth Design, LLC | 0.00% | No change | 98 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 97 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 83 | $4K |
| Covestor Ltd | 0.00% | Add +20.0% | 90 | $4K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 78 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -70.3% | 72 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -70.8% | 70 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 60 | $3K |
| Opal Wealth Advisors, LLC | 0.00% | New | 57 | $3K |
| Tsfg, LLC | 0.00% | Reduce -93.6% | 51 | $2K |
| Transcendent Capital Group LLC | 0.00% | No change | 38 | $2K |
| Bank of New Hampshire | 0.00% | No change | 30 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +4.3% | 24 | $1K |
| Future Financial Wealth Managment LLC | 0.00% | New | 22 | $1K |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.