Wisdomtree US Midcap DividenDONETF
13F holders, Q2 2024 (June 30)415holders −9
21new positions
31sold out
1famous investor
$46.38avg. 13F price*
At the end of Q2 2024, 415 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, down 9 from Q1 2024. 21 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($211.7M), Morgan Stanley ($114.8M) and LPL Financial LLC ($88.0M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $86.8M |
| Exits | 31 | $10.0M |
All 13F filers, Q1 2024 → Q2 2024: 3,087,030 shares bought and 1,322,949 shares sold, net +1,764,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 415 holders
| Bank of America Corp. | 0.02% | Reduce -0.1% | 4,527,015 | $211.7M |
| Morgan Stanley | 0.01% | Reduce -5.7% | 2,454,492 | $114.8M |
| LPL Financial LLC | 0.04% | Add +4.1% | 1,881,378 | $88.0M |
| Linscomb Wealth, Inc. | 4.54% | Reduce -1.3% | 1,874,996 | $87.7M |
| UBS Group AG | 0.02% | New | 1,661,116 | $77.7M |
| Creative Planning | 0.08% | Add +0.5% | 1,615,432 | $75.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.3% | 1,378,466 | $64.5M |
| Wells Fargo & Company | 0.01% | Add +13.5% | 1,070,090 | $50.0M |
| Financial Planning & Information Services, Inc. | 6.99% | Reduce -1.7% | 977,914 | $45.7M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -3.2% | 861,894 | $40.3M |
| Royal Bank of Canada | 0.01% | Reduce -1.1% | 737,061 | $34.5M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -2.8% | 716,278 | $33.5M |
| AE Wealth Management LLC | 0.32% | Add +1.3% | 675,952 | $31.6M |
| Sandy Spring Bank | 1.22% | Reduce -1.1% | 592,769 | $27.7M |
| Coldstream Capital Management Inc. | 0.63% | Reduce -0.4% | 549,632 | $25.7M |
| Cetera Investment Advisers | 0.06% | Add +2.2% | 525,872 | $24.6M |
| Baird Financial Group, Inc. | 0.05% | Add +1.9% | 488,950 | $22.9M |
| IAG Wealth Partners, LLC | 4.59% | Reduce -0.9% | 488,759 | $22.9M |
| Keybank National Association | 0.09% | Add +0.6% | 451,052 | $21.1M |
| Raymond James & Associates | 0.01% | Reduce -0.8% | 438,327 | $20.5M |
| Trajan Wealth LLC | 1.31% | Reduce -2.1% | 436,950 | $20.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.8% | 395,591 | $18.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +3.2% | 353,398 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 344,958 | $16.1M |
| MAI Capital Management | 0.16% | Reduce -3.1% | 344,233 | $16.1M |
| Melone Private Wealth, LLC | 9.22% | Add +1.3% | 332,701 | $15.6M |
| Stifel Financial Corp. | 0.02% | Reduce -1.3% | 295,920 | $13.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +4.3% | 294,930 | $13.8M |
| Private Wealth Strategies, L.L.C. | 2.63% | Add +2.5% | 280,375 | $13.1M |
| Avantax Planning Partners, Inc. | 0.41% | Add +2.8% | 274,361 | $12.8M |
| Precedent Wealth Partners, LLC | 4.95% | Add +2.3% | 262,877 | $12.3M |
| Marion Wealth Management | 3.40% | Add +1.6% | 247,269 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +21.8% | 244,929 | $11.5M |
| Destination Wealth Management | 0.37% | Add +0.2% | 236,877 | $11.1M |
| Invenio Wealth Partners LLC | 5.45% | Add +6.5% | 235,022 | $11.0M |
| First Hawaiian Bank | 0.35% | Reduce -1.5% | 222,095 | $10.4M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -50.5% | 220,398 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.3% | 211,109 | $9.9M |
| Concord Wealth Partners | 1.72% | Reduce -1.2% | 208,495 | $9.8M |
| Jones Financial Companies LLLP | 0.01% | Add +131.5% | 194,382 | $9.1M |
| Curi Capital, LLC | 0.21% | Reduce -10.6% | 186,567 | $8.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -12.1% | 183,179 | $8.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -5.8% | 176,062 | $8.2M |
| Private Advisor Group, LLC | 0.06% | Reduce -5.7% | 175,736 | $8.2M |
| Focus Partners Wealth | 0.03% | Add +2.7% | 170,407 | $8.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.2% | 164,197 | $7.7M |
| Mariner, LLC | 0.01% | Reduce -3.5% | 153,936 | $7.2M |
| CX Institutional | 0.32% | Reduce -2.8% | 145,201 | $6.8M |
| Beacon Financial Group | 0.74% | Reduce -8.2% | 138,926 | $6.5M |
| MML Investors Services, LLC | 0.03% | Add +2.0% | 135,201 | $6.3M |
| FAS Wealth Partners, Inc. | 0.54% | Add +3.6% | 134,461 | $6.3M |
| Cornerstone Wealth Management, LLC | 0.48% | Add +1.5% | 132,837 | $6.2M |
| Modera Wealth Management, LLC | 0.09% | Reduce -0.4% | 131,982 | $6.2M |
| Apeiron RIA LLC | 1.83% | Reduce -4.1% | 127,685 | $6.0M |
| Goldstone Financial Group, LLC | 1.18% | Add +19.4% | 126,004 | $5.9M |
| Capital Investment Counsel, LLC | 1.15% | Add +5.9% | 124,932 | $5.8M |
| Citadel Advisors | 0.01% | Add +150.7% | 124,561 | $5.8M |
| D.A. Davidson & Co. | 0.05% | Add +1.1% | 118,778 | $5.6M |
| Signature Estate & Investment Advisors LLC | 0.14% | Reduce -15.2% | 117,709 | $5.5M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +2.8% | 117,336 | $5.5M |
| Concord Asset Management, LLC | 1.29% | Reduce -9.8% | 110,996 | $5.2M |
| United Advisor Group, LLC | 1.60% | Add +22.1% | 110,286 | $5.2M |
| JFS Wealth Advisors, LLC | 0.40% | Reduce -1.1% | 107,696 | $5.0M |
| Vident Advisory, LLC | 0.13% | Add +100.0% | 102,856 | $4.8M |
| White Pine Investment CO | 1.39% | Reduce -2.3% | 100,996 | $4.7M |
| Inspirion Wealth Advisors, LLC | 0.72% | Add +0.1% | 100,362 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -22.1% | 98,605 | $4.6M |
| Frazier Financial Advisors, LLC | 3.53% | Reduce -0.2% | 95,079 | $4.4M |
| JNBA Financial Advisors | 0.46% | Reduce -32.7% | 93,886 | $4.4M |
| Team Financial Group, LLC | 2.80% | Add +1.1% | 93,332 | $4.4M |
| Sage Capital Management, LLC | 2.27% | Add +1.1% | 92,413 | $4.3M |
| Cascade Financial Partners, LLC | 0.57% | Reduce -0.1% | 92,133 | $4.3M |
| Long Run Wealth Advisors, LLC | 1.08% | Reduce -1.2% | 91,310 | $4.3M |
| Grey Ledge Advisors, LLC | 1.16% | Add +6.7% | 91,053 | $4.3M |
| Concourse Financial Group Securities, Inc. | 0.26% | Reduce -1.1% | 88,942 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Add +21.6% | 86,362 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -23.0% | 83,052 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.7% | 82,969 | $3.9M |
| Private Capital Management, LLC | 0.45% | Add +0.5% | 81,973 | $3.8M |
| IFG Advisory, LLC | 0.24% | Reduce -0.7% | 80,645 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -8.7% | 77,951 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 77,384 | $3.6M |
| Cwm, LLC | 0.02% | Add +5.9% | 77,083 | $3.6M |
| NBT Bank, N.A. | 0.25% | Reduce -1.8% | 75,402 | $3.5M |
| TD Waterhouse Canada Inc. | 0.03% | Add +13.8% | 75,722 | $3.5M |
| Insight Advisors, LLC/ PA | 0.64% | Add +17.9% | 74,689 | $3.5M |
| Financial Counselors Inc. | 0.06% | Reduce -10.0% | 74,226 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +2.0% | 73,928 | $3.5M |
| Main Street Financial Solutions, LLC | 0.32% | Add +0.8% | 73,238 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | — | 71,499 | $3.3M |
| Meridian Wealth Management, LLC | 0.40% | New | 70,712 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -14.4% | 70,560 | $3.3M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -2.8% | 70,231 | $3.3M |
| Hancock Whitney Corp. | 0.11% | Add +0.4% | 68,718 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +5.9% | 67,941 | $3.2M |
| Cahill Financial Advisors Inc. | 0.43% | Add +10.0% | 67,552 | $3.2M |
| Financial Insights, Inc. | 0.86% | Reduce -3.0% | 65,955 | $3.1M |
| Vestor Capital, LLC | 0.25% | Reduce -2.0% | 65,542 | $3.1M |
| TFG Advisers LLC | 1.17% | Reduce -1.3% | 64,449 | $3.0M |
| Midland Wealth Advisors, LLC | 0.18% | Reduce -3.9% | 63,654 | $3.0M |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.