Wisdomtree US Midcap DividenDONETF
13F holders, Q3 2024 (September 30)419holders +4
31new positions
27sold out
$51.11avg. 13F price*
At the end of Q3 2024, 419 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, up 4 from Q2 2024. 31 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($224.1M), Morgan Stanley ($125.5M) and LPL Financial LLC ($123.2M).
- Company
- Wisdomtree US Midcap Dividen
- CUSIP
- 97717W505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $20.1M |
| Exits | 27 | $21.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,675,169 shares bought and 2,659,573 shares sold, net −984,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 419 holders
| Bank of America Corp. | 0.02% | Reduce -3.2% | 4,382,956 | $224.1M |
| Morgan Stanley | 0.01% | Add +0.0% | 2,455,098 | $125.5M |
| LPL Financial LLC | 0.06% | Add +28.1% | 2,409,553 | $123.2M |
| Linscomb Wealth, Inc. | 4.72% | Reduce -0.8% | 1,860,069 | $95.1M |
| UBS Group AG | 0.02% | Reduce -2.9% | 1,612,696 | $82.5M |
| Creative Planning | 0.08% | Reduce -2.6% | 1,573,500 | $80.5M |
| Ameriprise Financial Inc. | 0.02% | Add +5.3% | 1,451,340 | $74.2M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 1,080,032 | $55.2M |
| Financial Planning & Information Services, Inc. | 6.12% | Reduce -11.3% | 867,943 | $44.4M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -6.5% | 806,344 | $41.2M |
| Royal Bank of Canada | 0.01% | Add +2.3% | 754,286 | $38.6M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +2.2% | 731,762 | $37.4M |
| Sandy Spring Bank | 1.23% | Reduce -1.6% | 583,172 | $29.8M |
| Coldstream Capital Management Inc. | 0.60% | Reduce -1.2% | 543,093 | $27.8M |
| Cetera Investment Advisers | 0.06% | Reduce -0.9% | 521,022 | $26.6M |
| IAG Wealth Partners, LLC | 4.63% | Add +0.2% | 489,788 | $25.0M |
| Keybank National Association | 0.09% | Add +4.6% | 471,782 | $24.1M |
| Baird Financial Group, Inc. | 0.04% | Reduce -8.8% | 445,763 | $22.8M |
| Trajan Wealth LLC | 1.33% | Add +0.7% | 440,000 | $22.5M |
| Raymond James & Associates | 0.01% | Reduce -2.4% | 427,839 | $21.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.2% | 408,327 | $20.9M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -2.8% | 343,503 | $17.6M |
| Melone Private Wealth, LLC | 9.27% | Add +2.6% | 341,480 | $17.5M |
| MAI Capital Management | 0.16% | Reduce -3.3% | 333,011 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.9% | 328,207 | $16.8M |
| Jones Financial Companies LLLP | 0.02% | Add +60.6% | 312,109 | $15.9M |
| Mercer Global Advisors Inc. | 0.04% | Add +3.7% | 305,746 | $15.6M |
| Stifel Financial Corp. | 0.02% | Add +0.6% | 297,691 | $15.2M |
| Precedent Wealth Partners, LLC | 4.53% | Add +2.2% | 268,570 | $13.7M |
| Marion Wealth Management | 3.51% | Add +4.0% | 257,151 | $13.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.6% | 238,636 | $12.2M |
| Avantax Planning Partners, Inc. | 0.43% | Reduce -14.1% | 235,761 | $12.1M |
| Destination Wealth Management | 0.37% | Reduce -0.8% | 235,107 | $12.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.4% | 221,298 | $11.3M |
| First Hawaiian Bank | 0.35% | Reduce -3.0% | 215,451 | $11.0M |
| Invenio Wealth Partners LLC | 4.76% | Reduce -8.4% | 215,288 | $11.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.8% | 212,718 | $10.9M |
| AE Wealth Management LLC | 0.10% | Reduce -68.6% | 212,083 | $10.8M |
| Concord Wealth Partners | 1.72% | Reduce -3.3% | 201,714 | $10.3M |
| Modern Wealth Management, LLC | 0.62% | New | 198,571 | $10.2M |
| Curi Capital, LLC | 0.21% | Reduce -1.6% | 183,481 | $9.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.9% | 170,540 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.7% | 163,073 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -11.5% | 155,743 | $8.0M |
| Mariner, LLC | 0.01% | Add +0.3% | 154,403 | $7.9M |
| Goldstone Financial Group, LLC | 1.32% | Add +18.1% | 148,801 | $7.6M |
| CX Institutional | 0.34% | Add +1.6% | 147,551 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +71.4% | 142,365 | $7.3M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +20.8% | 141,750 | $7.2M |
| Cornerstone Wealth Management, LLC | 0.49% | Add +2.5% | 136,177 | $7.0M |
| MML Investors Services, LLC | 0.03% | Add +0.5% | 135,818 | $6.9M |
| Beacon Financial Group | 0.76% | Reduce -2.5% | 135,528 | $6.9M |
| FAS Wealth Partners, Inc. | 0.55% | Reduce -0.4% | 133,974 | $6.9M |
| White Pine Investment CO | 1.88% | Add +32.5% | 133,772 | $6.8M |
| Modera Wealth Management, LLC | 0.09% | Reduce -0.3% | 131,529 | $6.7M |
| Capital Investment Counsel, LLC | 1.14% | Add +3.4% | 129,181 | $6.6M |
| Apeiron RIA LLC | 1.86% | Reduce -0.7% | 126,848 | $6.5M |
| United Advisor Group, LLC | 1.43% | Add +12.6% | 124,187 | $6.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -0.1% | 118,670 | $6.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -32.7% | 118,285 | $6.0M |
| Concord Asset Management, LLC | 1.27% | Reduce -0.7% | 110,175 | $5.6M |
| JFS Wealth Advisors, LLC | 0.36% | Reduce -1.3% | 106,255 | $5.4M |
| Grey Ledge Advisors, LLC | 1.37% | Add +15.2% | 104,899 | $5.4M |
| Inspirion Wealth Advisors, LLC | 0.70% | Reduce -2.4% | 97,986 | $5.0M |
| Cascade Financial Partners, LLC | 0.60% | Add +0.5% | 92,588 | $4.8M |
| Sage Capital Management, LLC | 2.28% | Add +0.4% | 92,743 | $4.7M |
| Howard Bailey Securities, LLC | 1.78% | — | 91,926 | $4.7M |
| Frazier Financial Advisors, LLC | 3.60% | Reduce -4.7% | 90,632 | $4.6M |
| Long Run Wealth Advisors, LLC | 1.07% | Reduce -2.4% | 89,164 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Add +3.1% | 89,076 | $4.6M |
| Concourse Financial Group Securities, Inc. | 0.27% | Reduce -0.3% | 88,716 | $4.5M |
| Cwm, LLC | 0.02% | Add +10.5% | 85,179 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +2.6% | 85,101 | $4.4M |
| Atria Investments, Inc | 0.05% | Add +21.5% | 82,518 | $4.2M |
| Team Financial Group, LLC | 2.48% | Reduce -12.8% | 81,419 | $4.2M |
| Private Capital Management, LLC | 0.45% | Reduce -2.5% | 79,968 | $4.1M |
| IFG Advisory, LLC | 0.26% | Reduce -1.5% | 79,450 | $4.1M |
| Meridian Wealth Management, LLC | 0.20% | Add +10.6% | 78,212 | $4.0M |
| TD Waterhouse Canada Inc. | 0.03% | Add +0.4% | 76,009 | $3.9M |
| Main Street Financial Solutions, LLC | 0.35% | Add +1.2% | 74,128 | $3.8M |
| JNBA Financial Advisors | 0.38% | Reduce -21.9% | 73,312 | $3.7M |
| Financial Counselors Inc. | 0.06% | Reduce -1.4% | 73,171 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.5% | 72,048 | $3.7M |
| Cahill Financial Advisors Inc. | 0.49% | Add +2.7% | 69,405 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -11.5% | 68,984 | $3.5M |
| Hancock Whitney Corp. | 0.11% | Reduce -0.0% | 68,708 | $3.5M |
| NBT Bank, N.A. | 0.24% | Reduce -9.1% | 68,574 | $3.5M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -4.6% | 67,329 | $3.4M |
| Financial Insights, Inc. | 1.09% | Reduce -1.1% | 65,240 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -15.6% | 60,358 | $3.3M |
| TFG Advisers LLC | 1.19% | Add +0.4% | 64,723 | $3.3M |
| Vestor Capital, LLC | 0.26% | Reduce -2.6% | 63,816 | $3.3M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -9.7% | 63,402 | $3.2M |
| Independence Bank of Kentucky | 0.66% | Add +119.0% | 60,025 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -51.6% | 57,020 | $2.9M |
| Midland Wealth Advisors, LLC | 0.17% | Reduce -10.9% | 56,695 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +6.9% | 56,671 | $2.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 56,539 | $2.9M |
| Two Sigma Investments, LP | 0.01% | New | 56,200 | $2.9M |
| BIP Wealth, LLC | 0.19% | Add +9.6% | 55,330 | $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.