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 |
| Salomon & Ludwin, LLC | 0.32% | Reduce -48.5% | 62,486 | $2.9M |
| JPL Wealth Management, LLC | 1.39% | Add +5.8% | 60,490 | $2.8M |
| Intrua Financial, LLC | 0.46% | Add +79.9% | 59,884 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 56,864 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.7% | 53,025 | $2.5M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -0.4% | 51,390 | $2.4M |
| Centennial Wealth Advisory LLC | 1.02% | Add +7.2% | 50,553 | $2.4M |
| BIP Wealth, LLC | 0.19% | Reduce -19.5% | 50,473 | $2.4M |
| Silverlake Wealth Management LLC | 0.96% | Reduce -7.3% | 50,140 | $2.3M |
| Mather Group, Llc. | 0.03% | Reduce -13.1% | 48,083 | $2.3M |
| Rooted Wealth Advisors, Inc. | 1.00% | Add +5.1% | 46,334 | $2.3M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -10.0% | 48,139 | $2.3M |
| Powers Advisory Group, LLC | 1.22% | Reduce -1.8% | 47,809 | $2.2M |
| Prosperity Consulting Group, LLC | 0.30% | Reduce -6.4% | 47,271 | $2.2M |
| Founders Financial Alliance, LLC | 0.65% | Add +14.8% | 46,976 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +724.1% | 44,755 | $2.1M |
| Merit Financial Group, LLC | 0.05% | Reduce -3.9% | 44,623 | $2.1M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -0.3% | 41,219 | $2.1M |
| Farmers National Bank | 0.61% | Reduce -0.5% | 43,586 | $2.0M |
| Smartleaf Asset Management LLC | 0.33% | Add +4.2% | 43,613 | $2.0M |
| Soltis Investment Advisors LLC | 0.20% | Reduce -48.8% | 41,063 | $1.9M |
| Well Done, LLC | 0.39% | Reduce -2.3% | 40,290 | $1.9M |
| Rodgers & Associates, LTD | 0.24% | New | 40,030 | $1.9M |
| Yarger Wealth Strategies, LLC | 1.12% | Add +0.6% | 39,851 | $1.9M |
| HF Advisory Group, LLC | 0.95% | Add +12.3% | 39,462 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | No change | 38,600 | $1.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.71% | Reduce -0.3% | 37,760 | $1.8M |
| Northern Trust Corp. | 0.00% | No change | 37,145 | $1.7M |
| Argent Trust Co | 0.08% | Reduce -0.3% | 36,898 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce 0.0% | 36,790 | $1.7M |
| Centaurus Financial, Inc. | 0.11% | Add +3.7% | 36,652 | $1.7M |
| Principal Securities, Inc. | 0.04% | Add +0.3% | 34,736 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +1.0% | 33,662 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.20% | Reduce -0.4% | 33,224 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.5% | 33,157 | $1.6M |
| FFG Retirement Advisors LLC | 1.04% | Reduce -2.4% | 31,953 | $1.5M |
| Cadence Bank | 0.11% | Reduce -1.5% | 31,879 | $1.5M |
| Sweet Financial Partners, LLC | 0.33% | Reduce -4.4% | 30,761 | $1.4M |
| Culbertson A N & Co. Inc. | 0.25% | Add +1.1% | 30,639 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.0% | 30,449 | $1.4M |
| Benjamin Edwards Inc. | 0.27% | Reduce -0.4% | 30,330 | $1.4M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.4% | 30,293 | $1.4M |
| Southland Equity Partners LLC | 0.40% | Reduce -0.2% | 29,699 | $1.4M |
| Larson Financial Group LLC | 0.09% | New | 29,093 | $1.4M |
| Financial Management Network Inc. | 0.32% | Reduce -3.1% | 29,218 | $1.3M |
| Financial Advisory Partners, LLC | 0.50% | Reduce -2.8% | 28,811 | $1.3M |
| Biondo Investment Advisors, LLC | 0.20% | Add +2.4% | 28,668 | $1.3M |
| GYL Financial Synergies, LLC | 0.10% | Add +1.0% | 28,492 | $1.3M |
| Resurgent Financial Advisors LLC | 0.82% | Reduce -46.3% | 28,004 | $1.3M |
| IMS Capital Management | 0.61% | Reduce -7.6% | 26,842 | $1.3M |
| Harbor Investment Advisory, LLC | 0.13% | Add +7.6% | 27,567 | $1.3M |
| Independence Bank of Kentucky | 0.34% | Add +10.4% | 27,405 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.7% | 26,276 | $1.2M |
| Comerica Bank | 0.01% | Reduce -2.0% | 25,992 | $1.2M |
| Principle Wealth Partners LLC | 0.09% | No change | 25,990 | $1.2M |
| Investors Research Corp | 0.28% | Reduce -0.4% | 25,982 | $1.2M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -2.6% | 25,894 | $1.2M |
| Wintrust Investments LLC | 0.10% | Add +1.5% | 25,686 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -2.2% | 25,465 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +9.6% | 25,407 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -9.0% | 24,997 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Add +4.2% | 24,982 | $1.2M |
| Composition Wealth, LLC | 0.03% | Reduce -20.4% | 24,907 | $1.2M |
| SouthState Bank Corp | 0.08% | Add +100.8% | 23,548 | $1.1M |
| Apexium Financial, LP | 0.08% | Reduce -2.1% | 23,256 | $1.1M |
| Meridian Financial Advisors, LLC | 0.78% | Reduce -1.8% | 23,088 | $1.1M |
| Great Diamond Partners, LLC | 0.25% | Reduce -4.5% | 23,078 | $1.1M |
| FMR LLC | 0.00% | Add +5.2% | 23,025 | $1.1M |
| Opes Wealth Management LLC | 0.22% | Add +4.1% | 22,680 | $1.1M |
| Lanark Financial, Inc. | 0.10% | Add +8.5% | 22,636 | $1.1M |
| Pacific Sun Financial Corp | 0.63% | Reduce -2.0% | 22,605 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.78% | Add +6.8% | 21,940 | $1.0M |
| Montag A & Associates Inc. | 0.05% | Add +0.1% | 21,929 | $1.0M |
| Bristlecone Advisors, LLC | 0.09% | Reduce -0.3% | 21,787 | $1.0M |
| Simmons Bank | 0.08% | Reduce -6.5% | 21,729 | $1.0M |
| Kaydan Wealth Management, Inc. | 0.36% | Add +3.5% | 21,700 | $1.0M |
| NewSquare Capital LLC | 0.09% | Add +1.8% | 21,594 | $1.0M |
| IHT Wealth Management, LLC | 0.04% | Add +0.4% | 21,588 | $1.0M |
| John W. Brooker & Co., CPAs | 0.50% | Reduce -0.8% | 21,325 | $997K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -2.6% | 21,226 | $993K |
| Collaborative Wealth Managment Inc. | 0.48% | Reduce -0.6% | 21,111 | $987K |
| Denver Wealth Management, Inc. | 0.49% | Reduce -2.2% | 21,038 | $984K |
| WealthShield Partners, LLC | 0.15% | Reduce -3.8% | 20,609 | $964K |
| Flow Traders U.S. LLC | 0.05% | Add +69.3% | 20,509 | $959K |
| Gryphon Financial Partners LLC | 0.14% | Reduce -2.8% | 20,133 | $942K |
| Focus Financial Network, Inc. | 0.04% | Reduce -1.2% | 18,550 | $918K |
| Waverly Advisors, LLC | 0.02% | Reduce -1.3% | 19,544 | $914K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.9% | 19,511 | $913K |
| Lake Street Advisors Group, LLC | 0.04% | No change | 19,500 | $912K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.3% | 19,383 | $907K |
| Gladstone Institutional Advisory LLC | 0.05% | Add +4.4% | 19,246 | $900K |
| Oxinas Partners, LLC | 0.59% | Add +74.7% | 18,984 | $888K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.9% | 18,976 | $888K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -1.2% | 18,460 | $863K |
| Rockport Wealth LLC | 0.36% | Reduce -1.9% | 18,285 | $855K |
| Octavia Wealth Advisors, LLC | 0.11% | Add +0.6% | 18,044 | $844K |
| Marino, Stram & Associates LLC | 0.20% | Add +0.1% | 17,358 | $812K |
| Platform Technology Partners | 0.28% | — | 17,251 | $807K |
| CPC Advisors, LLC | 0.13% | Reduce -5.3% | 17,206 | $805K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +16.9% | 17,186 | $804K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.7% | 17,143 | $802K |
| Vicus Capital | 0.07% | Reduce -3.2% | 16,852 | $788K |
| RFG Advisory, LLC | 0.03% | Add +7.6% | 16,630 | $778K |
| Brady Family Wealth, LLC | 0.25% | Add +0.5% | 16,429 | $768K |
| Arkos Global Advisors | 0.12% | Reduce -6.7% | 16,418 | $768K |
| Raymond James Trust N.A. | 0.02% | Reduce -6.9% | 16,021 | $749K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.4% | 15,809 | $739K |
| Trustmark Bank Trust Department | 0.06% | Reduce -18.1% | 15,751 | $737K |
| Marathon Strategic Advisors, LLC | 0.85% | No change | 15,577 | $729K |
| Lido Advisors, LLC | 0.01% | Reduce -4.1% | 15,467 | $723K |
| Navis Wealth Advisors, LLC | 0.81% | Add +2.6% | 15,023 | $703K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 14,913 | $697K |
| Allworth Financial LP | 0.00% | Reduce -0.3% | 14,318 | $697K |
| Saxon Interests, Inc. | 0.33% | Reduce -9.3% | 14,728 | $689K |
| Citigroup Inc. | 0.00% | Add +5.8% | 14,668 | $686K |
| My Legacy Advisors, LLC | 0.21% | Reduce -23.6% | 14,361 | $672K |
| Guidance Capital, Inc. | 0.22% | Reduce -2.0% | 13,258 | $664K |
| CreativeOne Wealth, LLC | 0.03% | Add +18.4% | 13,998 | $655K |
| DGS Capital Management, LLC | 0.18% | Add +11.0% | 14,001 | $655K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -14.8% | 13,935 | $652K |
| Strategic Family Wealth Counselors, L.L.C. | 0.25% | Add +0.1% | 13,863 | $648K |
| Personal Cfo Solutions, LLC | 0.10% | No change | 13,464 | $630K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.9% | 13,342 | $624K |
| Financial Advocates Investment Management | 0.04% | Reduce -8.7% | 12,888 | $603K |
| FSA Advisors, Inc. | 0.62% | No change | 12,278 | $599K |
| Betterment LLC | 0.00% | Add +6.5% | 12,736 | $596K |
| Heritage Trust Co | 0.08% | Reduce -4.7% | 12,652 | $592K |
| Gradient Investments LLC | 0.01% | New | 12,627 | $591K |
| Cerity Partners LLC | 0.00% | Add +53.2% | 12,594 | $589K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.1% | 12,383 | $579K |
| Asset Dedication, LLC | 0.04% | No change | 12,303 | $575K |
| Fortune Financial Advisors, LLC | 0.35% | Add +16.2% | 12,133 | $567K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +58.4% | 12,000 | $561K |
| BlackRock Inc. | 0.00% | No change | 12,000 | $561K |
| Hanover Advisors Inc. | 0.25% | Reduce -2.5% | 11,871 | $555K |
| Bridge Advisory, LLC | 0.27% | Reduce -8.8% | 11,708 | $548K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -20.1% | 11,483 | $537K |
| New Hampshire Trust | 0.12% | No change | 11,400 | $533K |
| Flputnam Investment Management Co. | 0.01% | Reduce -5.3% | 11,215 | $525K |
| HB Wealth Management, LLC | 0.01% | No change | 10,916 | $511K |
| Invesco Ltd. | 0.00% | Reduce -16.0% | 10,782 | $504K |
| Cape Ann Savings Bank | 0.31% | Reduce -1.8% | 10,768 | $504K |
| Ancora Advisors LLC | 0.01% | Reduce -1.0% | 10,750 | $503K |
| Essex Financial Services, Inc. | 0.04% | Reduce -5.8% | 10,477 | $499K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -2.8% | 10,672 | $499K |
| Integrated Advisors Network LLC | 0.03% | Reduce -12.8% | 10,535 | $493K |
| Anson Capital, Inc. | 0.48% | Add +3.0% | 10,458 | $489K |
| PFG Investments, LLC | 0.03% | Add +0.4% | 10,437 | $488K |
| Bank of Montreal | 0.00% | Reduce -3.7% | 10,165 | $477K |
| Western Wealth Management, LLC | 0.04% | Add +1.4% | 10,140 | $474K |
| &partners | 0.02% | New | 10,046 | $470K |
| Plimoth Trust Co. LLC | 0.12% | Reduce -0.7% | 9,883 | $462K |
| Prairie Wealth Advisors, Inc. | 0.23% | Reduce -2.6% | 9,881 | $462K |
| Savant Capital, LLC | 0.00% | Add +3.4% | 9,866 | $461K |
| Aspen Investment Management Inc | 0.23% | Reduce -0.3% | 9,730 | $455K |
| Redmond Asset Management, LLC | 0.15% | Reduce -4.7% | 9,552 | $447K |
| Private Trust Co. NA | 0.05% | No change | 9,542 | $446K |
| Vertex Planning Partners, LLC | 0.11% | Add +0.2% | 9,414 | $440K |
| Citizens Financial Group Inc. | 0.01% | No change | 9,336 | $437K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -3.0% | 9,272 | $434K |
| Summit Financial, LLC | 0.02% | No change | 9,242 | $432K |
| Evanson Asset Management, LLC | 0.03% | Add +0.6% | 9,081 | $425K |
| Patten Group, Inc. | 0.10% | Add +0.0% | 8,989 | $420K |
| TNF LLC | 0.15% | Add +0.4% | 8,659 | $419K |
| Etfidea, LLC | 0.14% | Add +0.0% | 8,834 | $413K |
| Cibc World Market Inc. | 0.00% | Reduce -7.2% | 8,661 | $405K |
| Leo Wealth, LLC | 0.04% | Add +29.1% | 8,683 | $403K |
| IFP Advisors, Inc | 0.02% | Reduce -6.8% | 8,511 | $398K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.08% | Reduce -80.8% | 8,460 | $396K |
| New Insight Wealth Advisors | 0.23% | Reduce -1.4% | 8,320 | $389K |
| Old National Bancorp | 0.01% | No change | 8,318 | $389K |
| Arden Trust Co | 0.05% | Reduce -10.8% | 8,229 | $385K |
| BCGM Wealth Management, LLC | 0.13% | Reduce -2.2% | 8,191 | $383K |
| Robinson Smith Wealth Advisors LLC | 0.34% | No change | 8,161 | $382K |
| Clearwater Capital Advisors, LLC | 0.04% | Add +0.4% | 8,113 | $379K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 8,091 | $378K |
| Berkeley, Inc | 0.23% | Reduce -17.8% | 7,890 | $369K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.7% | 7,855 | $367K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.9% | 7,766 | $363K |
| Geneos Wealth Management Inc. | 0.02% | Add +3.1% | 7,681 | $359K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.5% | 7,657 | $358K |
| Wedmont Private Capital | 0.02% | New | 7,175 | $346K |
| Vontobel Holding Ltd. | 0.00% | Reduce -0.6% | 7,263 | $340K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.1% | 7,247 | $339K |
| HRT Financial LP | 0.00% | New | 7,215 | $337K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 7,115 | $333K |
| Key Financial Inc | 0.08% | Reduce -13.5% | 7,113 | $333K |
| Fragasso Financial Advisors Inc | 0.03% | Add +0.2% | 7,002 | $327K |
| Source Financial Advisors LLC | 0.10% | No change | 6,990 | $327K |
| Wealth Management Associates, Inc. | 0.15% | No change | 6,850 | $320K |
| Weinberger Asset Management, Inc | 0.15% | Add +0.4% | 6,640 | $311K |
| Synovus Financial Corp. | 0.00% | Reduce -0.6% | 6,529 | $305K |
| RMR Wealth Builders | 0.03% | Add +1.4% | 6,493 | $304K |
| HUB Investment Partners, LLC | 0.01% | No change | 6,235 | $292K |
| NewEdge Wealth, LLC | 0.01% | No change | 6,227 | $291K |
| Calton & Associates, Inc. | 0.14% | Reduce -3.8% | 6,177 | $289K |
| Qube Research & Technologies Ltd | 0.00% | Add +172.8% | 6,046 | $283K |
| Edge Financial Advisors LLC | 0.29% | Add +0.0% | 6,038 | $282K |
| Moneco Advisors, LLC | 0.04% | Add +0.4% | 5,974 | $279K |
| Uptick Partners, LLC | 0.21% | No change | 5,712 | $279K |
| MTM Investment Management, LLC | 0.11% | No change | 5,921 | $277K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.7% | 5,881 | $275K |
| MCF Advisors LLC | 0.02% | No change | 5,676 | $265K |
| SPC Financial, Inc. | 0.02% | No change | 5,600 | $262K |
| AMG National Trust Bank | 0.01% | No change | 5,568 | $260K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -1.5% | 5,416 | $253K |
| Independent Wealth Network Inc. | 0.12% | Reduce -46.6% | 5,380 | $252K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.8% | 5,365 | $251K |
| Clarity Capital Advisors, LLC | 0.19% | Add +0.6% | 5,336 | $250K |
| Cottage Street Advisors LLC | 0.15% | Reduce -15.8% | 5,325 | $249K |
| Diversified, LLC | 0.03% | No change | 5,300 | $248K |
| Blair William & Co. | 0.00% | Add +322.3% | 5,274 | $247K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -0.8% | 5,150 | $241K |
| Berger Financial Group, Inc | 0.02% | Add +0.0% | 5,104 | $239K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +0.4% | 5,075 | $237K |
| Worth Financial Advisory Group, LLC | 0.15% | Add +0.8% | 5,022 | $235K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -10.8% | 5,065 | $234K |
| CoreCap Advisors, LLC | 0.02% | Reduce -2.0% | 4,961 | $232K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.0% | 4,880 | $228K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,797 | $224K |
| Smith, Moore & Co. | 0.02% | No change | 4,789 | $224K |
| RVW Wealth, LLC | 0.02% | No change | 4,728 | $221K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.0% | 4,713 | $220K |
| Argent Advisors, Inc. | 0.09% | Reduce -6.4% | 4,710 | $220K |
| Harvest Investment Services, LLC | 0.09% | Reduce -2.9% | 4,690 | $219K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.1% | 4,687 | $219K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.9% | 4,683 | $219K |
| Peak Planning Group, LLC | 0.11% | Add +0.5% | 4,622 | $216K |
| First American Bank | 0.02% | No change | 4,596 | $215K |
| Brighton Jones LLC | 0.01% | Add +1.2% | 4,571 | $214K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +3.4% | 4,559 | $213K |
| Gateway Wealth Partners, LLC | 0.06% | Add +0.8% | 4,549 | $213K |
| Townsquare Capital LLC | 0.00% | New | 4,542 | $212K |
| Tiaa Trust, National Association | 0.00% | New | 4,538 | $212K |
| Alhambra Investment Management LLC | 0.11% | No change | 4,470 | $209K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 4,340 | $201K |
| PSI Advisors, LLC | 0.05% | Add +0.1% | 3,586 | $168K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.3% | 3,564 | $167K |
| Spire Wealth Management | 0.01% | Reduce -9.9% | 3,522 | $165K |
| Colonial Trust Co / SC | 0.03% | Reduce -5.8% | 3,495 | $163K |
| US Bancorp \de | 0.00% | Add +7.7% | 3,140 | $147K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.1% | 2,896 | $135K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +15.2% | 2,793 | $131K |
| Viewpoint Capital Management LLC | 0.07% | No change | 2,550 | $119K |
| Franklin Resources Inc. | 0.00% | No change | 2,446 | $114K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,248 | $105K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,810 | $91K |
| Mitchell Sinkler & Starr | 0.02% | No change | 1,800 | $88K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,599 | $78K |
| Bokf, NA | 0.00% | No change | 1,492 | $70K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -8.9% | 1,488 | $70K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,468 | $69K |
| Element Wealth, LLC | 0.04% | Add +0.6% | 1,446 | $68K |
| Clearstead Advisors, LLC | 0.00% | Add +357.1% | 1,353 | $63K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -2.5% | 1,340 | $63K |
| Signaturefd, LLC | 0.00% | No change | 1,211 | $57K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -61.3% | 1,127 | $53K |
| Barrett & Company, Inc. | 0.02% | No change | 1,050 | $49K |
| Tidemark, LLC | 0.02% | No change | 1,015 | $47K |
| Fairway Wealth LLC | 0.03% | No change | 1,007 | $47K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +73.4% | 999 | $47K |
| Global Retirement Partners, LLC | 0.00% | Add +36.5% | 992 | $46K |
| National Bank of Canada | 0.00% | No change | 960 | $45K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $43K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 915 | $43K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 856 | $40K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 851 | $40K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 792 | $37K |
| NorthRock Partners, LLC | 0.00% | New | 775 | $36K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -28.4% | 737 | $34K |
| Missouri Trust & Investment Co | 0.01% | Reduce -6.5% | 725 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 704 | $32K |
| Caldwell Trust Co | 0.00% | No change | 650 | $30K |
| Russell Investments Group, Ltd. | 0.00% | New | 575 | $27K |
| Aspire Private Capital, LLC | 0.01% | No change | 570 | $27K |
| International Assets Investment Management, LLC | 0.00% | New | 566 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -61.3% | 565 | $26K |
| Empirical Asset Management, LLC | 0.01% | New | 18,554 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 451 | $21K |
| Wolff Wiese Magana LLC | 0.02% | No change | 450 | $21K |
| Strategic Financial Concepts, LLC | 0.01% | Add +4320.4% | 329,363 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -66.5% | 440 | $20K |
| Front Row Advisors LLC | 0.01% | Add +9.9% | 422 | $20K |
| LRI Investments, LLC | 0.00% | No change | 414 | $19K |
| West Branch Capital LLC | 0.01% | No change | 412 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +394.4% | 356 | $17K |
| United Community Bank | 0.01% | No change | 311 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 271 | $13K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 261 | $12K |
| First Personal Financial Services | 0.00% | Reduce -61.2% | 250 | $12K |
| Creekmur Asset Management LLC | 0.00% | No change | 246 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 245 | $11K |
| Financial Freedom, LLC | 0.01% | New | 235 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 232 | $11K |
| Realta Investment Advisors | 0.00% | Add +1.1% | 188 | $9K |
| Arax Advisory Partners | 0.00% | Add +0.6% | 184 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 176 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 166 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 157 | $7K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 150 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -63.1% | 142 | $7K |
| Rain Capital Management, LLC | 0.00% | No change | 117 | $6K |
| Covestor Ltd | 0.00% | Add +26.7% | 114 | $5K |
| Capital Analysts, LLC | 0.00% | No change | 101 | $5K |
| Ridgewood Investments LLC | 0.00% | New | 85 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 70 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 60 | $3K |
| Tsfg, LLC | 0.00% | No change | 51 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 41 | $2K |
| Transcendent Capital Group LLC | 0.00% | No change | 38 | $2K |
| SIMA Wealth Partners, LLC | 0.00% | — | 34 | $2K |
| Bank of New Hampshire | 0.00% | No change | 30 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 24 | $1K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 7 | $327 |
| Redmont Wealth Advisors LLC | 0.00% | New | 3 | $140 |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.