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 |
| Bank of New York Mellon Corp | 0.00% | Reduce -32.0% | 52,609 | $2.7M |
| Salomon & Ludwin, LLC | 0.27% | Reduce -17.2% | 51,758 | $2.6M |
| Vident Advisory, LLC | 0.07% | Reduce -50.0% | 51,428 | $2.6M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -1.2% | 50,752 | $2.6M |
| Silverlake Wealth Management LLC | 0.95% | Reduce -3.1% | 48,580 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.18% | New | 48,037 | $2.5M |
| Founders Financial Alliance, LLC | 0.67% | Add +0.8% | 47,345 | $2.4M |
| Powers Advisory Group, LLC | 1.21% | Reduce -1.1% | 47,303 | $2.4M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -2.6% | 46,882 | $2.4M |
| Prosperity Consulting Group, LLC | 0.19% | Reduce -1.8% | 46,441 | $2.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.34% | Add +421.3% | 44,103 | $2.3M |
| Rodgers & Associates, LTD | 0.26% | Add +6.2% | 42,506 | $2.2M |
| Soltis Investment Advisors LLC | 0.21% | Add +3.0% | 42,277 | $2.2M |
| Well Done, LLC | 0.38% | Add +1.6% | 40,917 | $2.1M |
| Intrua Financial, LLC | 0.33% | Reduce -32.8% | 40,228 | $2.1M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -3.0% | 39,960 | $2.0M |
| Yarger Wealth Strategies, LLC | 1.12% | Reduce -0.2% | 39,763 | $2.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.8% | 39,310 | $2.0M |
| Northern Trust Corp. | 0.00% | No change | 37,145 | $1.9M |
| Centaurus Financial, Inc. | 0.12% | Reduce -0.4% | 36,506 | $1.9M |
| Principal Securities, Inc. | 0.05% | Add +5.0% | 36,491 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -1.1% | 36,375 | $1.9M |
| HF Advisory Group, LLC | 0.86% | Reduce -8.2% | 36,241 | $1.9M |
| Argent Trust Co | 0.08% | Reduce -1.9% | 36,188 | $1.9M |
| Bank of Montreal | 0.00% | Add +242.3% | 34,798 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +0.6% | 33,422 | $1.7M |
| FFG Retirement Advisors LLC | 1.07% | Add +0.5% | 32,119 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -5.2% | 31,902 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -4.5% | 31,650 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +20.0% | 31,527 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +22.9% | 31,221 | $1.6M |
| Cadence Bank | 0.11% | Reduce -2.2% | 31,168 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.6% | 30,928 | $1.6M |
| Sweet Financial Partners, LLC | 0.34% | Add +0.0% | 30,765 | $1.6M |
| Culbertson A N & Co. Inc. | 0.25% | Add +0.4% | 30,751 | $1.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.61% | Reduce -18.6% | 30,747 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.2% | 30,650 | $1.6M |
| Western Wealth Management, LLC | 0.09% | Add +202.2% | 30,645 | $1.6M |
| Harbor Investment Advisory, LLC | 0.15% | Add +11.1% | 30,618 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -37.0% | 30,296 | $1.5M |
| Financial Advisory Partners, LLC | 0.51% | Add +4.7% | 30,167 | $1.5M |
| Larson Financial Group LLC | 0.09% | Add +3.6% | 30,156 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -32.7% | 30,020 | $1.5M |
| Biondo Investment Advisors, LLC | 0.21% | Add +4.5% | 29,943 | $1.5M |
| Southland Equity Partners LLC | 0.37% | Reduce -0.3% | 29,595 | $1.5M |
| Oxinas Partners, LLC | 0.91% | Add +53.4% | 29,128 | $1.5M |
| Resurgent Financial Advisors LLC | 0.86% | Add +2.3% | 28,633 | $1.5M |
| GYL Financial Synergies, LLC | 0.11% | No change | 28,492 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Reduce -10.0% | 27,291 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.7% | 27,086 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Add +8.1% | 26,994 | $1.4M |
| Principle Wealth Partners LLC | 0.09% | No change | 25,990 | $1.3M |
| IMS Capital Management | 0.59% | Reduce -3.7% | 25,842 | $1.3M |
| Comerica Bank | 0.01% | Reduce -0.7% | 25,819 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +12.4% | 28,619 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +1.7% | 25,412 | $1.3M |
| SouthState Bank Corp | 0.09% | Add +7.7% | 25,363 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -17.1% | 25,249 | $1.3M |
| Financial Management Network Inc. | 0.27% | Reduce -14.0% | 25,140 | $1.3M |
| FMR LLC | 0.00% | Add +5.2% | 24,218 | $1.2M |
| Composition Wealth, LLC | 0.03% | Reduce -3.7% | 23,982 | $1.2M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -9.9% | 23,339 | $1.2M |
| Opes Wealth Management LLC | 0.22% | Add +0.8% | 22,855 | $1.2M |
| Apexium Financial, LP | 0.08% | Reduce -2.6% | 22,660 | $1.2M |
| Great Diamond Partners, LLC | 0.29% | Reduce -1.8% | 22,656 | $1.2M |
| Pacific Sun Financial Corp | 0.64% | No change | 22,605 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +15.8% | 22,436 | $1.1M |
| Meridian Financial Advisors, LLC | 0.76% | Reduce -3.0% | 22,400 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.33% | Add +1.8% | 22,093 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +1.8% | 21,965 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Add +0.1% | 21,944 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.77% | Reduce -0.5% | 21,841 | $1.1M |
| Bristlecone Advisors, LLC | 0.09% | Reduce -0.3% | 21,733 | $1.1M |
| Simmons Bank | 0.08% | No change | 21,729 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +11.4% | 21,439 | $1.1M |
| NewSquare Capital LLC | 0.09% | Reduce -0.8% | 21,410 | $1.1M |
| Insight Advisors, LLC/ PA | 0.19% | Reduce -71.4% | 21,336 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -0.4% | 21,144 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.48% | Reduce -0.8% | 20,950 | $1.1M |
| WealthShield Partners, LLC | 0.14% | Add +1.5% | 20,916 | $1.1M |
| Gryphon Financial Partners LLC | 0.14% | Reduce -0.7% | 19,995 | $1.0M |
| Denver Wealth Management, Inc. | 0.47% | Reduce -5.7% | 19,849 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +128.1% | 19,758 | $1.0M |
| John W. Brooker & Co., CPAs | 0.46% | Reduce -8.5% | 19,506 | $997K |
| Lake Street Advisors Group, LLC | 0.05% | No change | 19,500 | $997K |
| Waverly Advisors, LLC | 0.02% | Reduce -1.0% | 19,344 | $989K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.3% | 19,268 | $985K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 18,411 | $941K |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -3.2% | 17,462 | $893K |
| Marino, Stram & Associates LLC | 0.20% | Add +0.1% | 17,373 | $888K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.0% | 17,320 | $886K |
| Rockport Wealth LLC | 0.24% | Reduce -5.4% | 17,304 | $885K |
| Platform Technology Partners | 0.28% | No change | 17,251 | $882K |
| Focus Financial Network, Inc. | 0.04% | Reduce -8.1% | 17,050 | $872K |
| Navis Wealth Advisors, LLC | 0.94% | Add +12.9% | 16,955 | $867K |
| Vicus Capital | 0.08% | Add +0.5% | 16,937 | $866K |
| Arkos Global Advisors | 0.12% | Reduce -0.4% | 16,358 | $836K |
| CPC Advisors, LLC | 0.12% | Reduce -5.5% | 16,260 | $831K |
| Brady Family Wealth, LLC | 0.25% | Reduce -2.4% | 16,034 | $820K |
| West Bancorporation Inc. | 0.55% | New | 16,020 | $819K |
| Berkeley, Inc | 0.23% | Add +100.0% | 15,780 | $807K |
| Trustmark Bank Trust Department | 0.06% | Reduce -0.1% | 15,727 | $804K |
| Marathon Strategic Advisors, LLC | 0.84% | Add +0.1% | 15,592 | $797K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.2% | 15,394 | $787K |
| Citigroup Inc. | 0.00% | Add +3.1% | 15,128 | $773K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -4.4% | 15,119 | $773K |
| Saxon Interests, Inc. | 0.34% | Reduce -0.7% | 14,620 | $748K |
| Lido Advisors, LLC | 0.01% | Reduce -5.6% | 14,596 | $746K |
| Raymond James Trust N.A. | 0.02% | Reduce -11.7% | 14,155 | $724K |
| Strategic Family Wealth Counselors, L.L.C. | 0.25% | Add +0.1% | 13,873 | $709K |
| Guidance Capital, Inc. | 0.21% | Reduce -2.1% | 12,976 | $679K |
| Cerity Partners LLC | 0.00% | Add +4.5% | 13,164 | $673K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -7.3% | 12,915 | $657K |
| Financial Advocates Investment Management | 0.04% | Reduce -0.8% | 12,787 | $653K |
| Betterment LLC | 0.00% | Reduce -0.8% | 12,636 | $646K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.1% | 12,391 | $640K |
| Argent Financial Group, Inc. | 0.08% | — | 12,524 | $640K |
| Asset Dedication, LLC | 0.04% | No change | 12,303 | $629K |
| DGS Capital Management, LLC | 0.17% | Reduce -12.2% | 12,291 | $628K |
| &partners | 0.01% | Add +27.1% | 12,763 | $621K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.5% | 12,057 | $616K |
| Hanover Advisors Inc. | 0.25% | No change | 11,871 | $607K |
| PFG Investments, LLC | 0.04% | Add +12.8% | 11,771 | $602K |
| Allworth Financial LP | 0.00% | Reduce -18.4% | 11,678 | $597K |
| Uhlmann Price Securities, LLC | 0.47% | — | 11,678 | $597K |
| Bridge Advisory, LLC | 0.28% | Reduce -0.9% | 11,603 | $593K |
| Personal Cfo Solutions, LLC | 0.08% | Reduce -14.8% | 11,464 | $586K |
| New Hampshire Trust | 0.12% | No change | 11,400 | $583K |
| Summit Financial, LLC | 0.02% | Add +23.2% | 11,386 | $582K |
| Synovus Financial Corp. | 0.01% | Add +72.5% | 11,266 | $576K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.6% | 11,130 | $569K |
| HB Wealth Management, LLC | 0.01% | No change | 10,916 | $558K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.6% | 10,812 | $553K |
| Cape Ann Savings Bank | 0.32% | No change | 10,768 | $551K |
| Ancora Advisors LLC | 0.01% | Reduce -0.1% | 10,745 | $549K |
| Anson Capital, Inc. | 0.49% | Add +2.7% | 10,738 | $549K |
| Sunbelt Securities, Inc. | 0.05% | No change | 10,672 | $546K |
| Promethium Advisors,llc | 0.38% | — | 10,621 | $543K |
| Lanark Financial, Inc. | 0.04% | Reduce -54.1% | 10,398 | $531K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -12.4% | 10,058 | $514K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.6% | 10,050 | $514K |
| Savant Capital, LLC | 0.00% | Add +1.4% | 10,006 | $512K |
| Prairie Wealth Advisors, Inc. | 0.25% | No change | 9,881 | $505K |
| Redmond Asset Management, LLC | 0.16% | Add +3.2% | 9,854 | $504K |
| Plimoth Trust Co. LLC | 0.13% | Reduce -0.3% | 9,853 | $504K |
| Aspen Investment Management Inc | 0.23% | Reduce -1.0% | 9,630 | $492K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -44.3% | 9,578 | $490K |
| Vertex Planning Partners, LLC | 0.12% | Add +1.0% | 9,511 | $486K |
| Invesco Ltd. | 0.00% | Reduce -15.2% | 9,142 | $467K |
| Evanson Asset Management, LLC | 0.03% | Add +0.6% | 9,133 | $467K |
| Patten Group, Inc. | 0.10% | Reduce -1.0% | 8,898 | $455K |
| TNF LLC | 0.16% | Add +0.3% | 8,688 | $446K |
| IFP Advisors, Inc | 0.02% | Add +2.4% | 8,711 | $445K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -6.5% | 8,673 | $443K |
| Leo Wealth, LLC | 0.04% | Reduce -2.5% | 8,466 | $433K |
| Etfidea, LLC | 0.14% | Reduce -4.2% | 8,466 | $433K |
| Private Trust Co. NA | 0.04% | Reduce -11.6% | 8,439 | $431K |
| Old National Bancorp | 0.01% | No change | 8,318 | $425K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.8% | 8,313 | $425K |
| BCGM Wealth Management, LLC | 0.14% | Add +0.4% | 8,223 | $420K |
| New Insight Wealth Advisors | 0.22% | Reduce -1.5% | 8,195 | $419K |
| Robinson Smith Wealth Advisors LLC | 0.35% | No change | 8,161 | $417K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 8,114 | $415K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 8,113 | $415K |
| Centennial Wealth Advisory LLC | 0.16% | Reduce -84.0% | 8,080 | $413K |
| FSA Advisors, Inc. | 0.40% | Reduce -30.2% | 8,574 | $401K |
| Belpointe Asset Management LLC | 0.02% | New | 7,817 | $400K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.1% | 7,673 | $392K |
| Citizens Financial Group Inc. | 0.01% | Reduce -18.4% | 7,615 | $389K |
| Qube Research & Technologies Ltd | 0.00% | Add +22.6% | 7,412 | $379K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -4.3% | 7,331 | $375K |
| Kiely Wealth Advisory Group, Inc. | 0.24% | New | 6,934 | $373K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 7,275 | $372K |
| Vontobel Holding Ltd. | 0.00% | No change | 7,263 | $371K |
| Wedmont Private Capital | 0.02% | Add +0.8% | 7,230 | $367K |
| Sigma Planning Corp | 0.01% | Add +0.6% | 7,158 | $366K |
| Key Financial Inc | 0.08% | No change | 7,113 | $364K |
| Fragasso Financial Advisors Inc | 0.03% | Add +1.1% | 7,082 | $362K |
| Source Financial Advisors LLC | 0.11% | No change | 6,990 | $357K |
| Wealth Management Associates, Inc. | 0.15% | Add +0.1% | 6,856 | $351K |
| RMR Wealth Builders | 0.04% | Add +5.4% | 6,845 | $350K |
| Strategic Financial Concepts, LLC | 0.11% | Reduce -98.0% | 6,632 | $339K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -17.0% | 6,443 | $329K |
| Rooted Wealth Advisors, Inc. | 0.15% | Reduce -86.0% | 6,484 | $329K |
| Essex Financial Services, Inc. | 0.02% | Reduce -40.2% | 6,262 | $321K |
| Park Avenue Securities LLC | 0.00% | New | 6,182 | $316K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.6% | 6,138 | $314K |
| Foundations Investment Advisors, LLC | 0.01% | Add +13.3% | 6,081 | $311K |
| Moneco Advisors, LLC | 0.04% | Add +1.2% | 6,045 | $309K |
| Edge Financial Advisors LLC | 0.27% | Add +0.1% | 6,042 | $309K |
| Blair William & Co. | 0.00% | Add +13.3% | 5,975 | $306K |
| Weinberger Asset Management, Inc | 0.13% | Reduce -10.5% | 5,942 | $304K |
| Investors Research Corp | 0.07% | Reduce -77.3% | 5,888 | $301K |
| Uptick Partners, LLC | 0.12% | No change | 5,712 | $292K |
| MCF Advisors LLC | 0.02% | No change | 5,676 | $290K |
| SPC Financial, Inc. | 0.03% | No change | 5,600 | $286K |
| Calton & Associates, Inc. | 0.11% | Reduce -12.1% | 5,430 | $278K |
| Colonial Trust Co / SC | 0.04% | Add +55.3% | 5,429 | $277K |
| Clarity Capital Advisors, LLC | 0.20% | Add +0.6% | 5,367 | $274K |
| Independent Financial Group, LLC | 0.01% | Add +14.1% | 5,343 | $273K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.0% | 5,324 | $272K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +4.9% | 5,322 | $272K |
| Cottage Street Advisors LLC | 0.15% | No change | 5,325 | $272K |
| ORG Partners LLC | 0.04% | New | 5,250 | $268K |
| Neuberger Berman Group LLC | 0.00% | Reduce -11.4% | 5,212 | $266K |
| Kickstand Ventures, Llc. | 0.07% | No change | 5,150 | $263K |
| Diversified, LLC | 0.03% | Reduce -3.4% | 5,120 | $262K |
| Diversified Enterprises, LLC | 0.03% | — | 5,120 | $262K |
| Berger Financial Group, Inc | 0.02% | Add +0.0% | 5,105 | $261K |
| Moors & Cabot, Inc. | 0.01% | Add +4.1% | 5,080 | $260K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.0% | 5,067 | $259K |
| Worth Financial Advisory Group, LLC | 0.15% | Add +0.1% | 5,027 | $257K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -8.0% | 4,984 | $255K |
| Smith, Moore & Co. | 0.02% | No change | 4,789 | $245K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,782 | $245K |
| RVW Wealth, LLC | 0.02% | No change | 4,728 | $242K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 4,713 | $241K |
| Argent Advisors, Inc. | 0.09% | No change | 4,710 | $241K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.5% | 4,708 | $241K |
| MTM Investment Management, LLC | 0.09% | Reduce -21.0% | 4,676 | $239K |
| Peak Planning Group, LLC | 0.10% | Add +0.5% | 4,643 | $237K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.5% | 4,641 | $237K |
| Harvest Investment Services, LLC | 0.08% | Reduce -1.7% | 4,611 | $236K |
| Brighton Jones LLC | 0.01% | Reduce -0.4% | 4,551 | $233K |
| Alhambra Investment Management LLC | 0.12% | No change | 4,470 | $229K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.8% | 4,455 | $228K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.3% | 4,409 | $225K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 4,358 | $223K |
| RAM Investment Partners, LLC | 0.06% | New | 4,245 | $217K |
| Evoke Wealth, LLC | 0.01% | New | 4,227 | $216K |
| Essex Bank | 0.05% | New | 4,200 | $215K |
| Farrell Financial LLC | 0.15% | New | 3,999 | $214K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | New | 4,184 | $214K |
| Willner & Heller, LLC | 0.19% | New | 4,117 | $211K |
| MWA Asset Management | 0.14% | New | 4,071 | $208K |
| Northern Financial Advisors Inc | 0.16% | New | 4,044 | $207K |
| Private Portfolio Partners LLC | 0.04% | New | 4,036 | $206K |
| Independent Wealth Network Inc. | 0.09% | Reduce -26.3% | 3,964 | $203K |
| Spire Wealth Management | 0.01% | Add +0.3% | 3,531 | $181K |
| US Bancorp \de | 0.00% | Add +9.5% | 3,438 | $176K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +22.7% | 3,427 | $175K |
| PSI Advisors, LLC | 0.04% | Reduce -19.9% | 2,872 | $147K |
| Costello Asset Management, INC | 0.09% | New | 2,722 | $139K |
| Viewpoint Capital Management LLC | 0.07% | No change | 2,550 | $130K |
| Wintrust Investments LLC | 0.09% | Reduce -90.2% | 2,512 | $128K |
| Franklin Resources Inc. | 0.00% | No change | 2,446 | $126K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,810 | $93K |
| Mitchell Sinkler & Starr | 0.02% | No change | 1,800 | $92K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,599 | $82K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.5% | 1,496 | $76K |
| Bokf, NA | 0.00% | No change | 1,492 | $76K |
| Element Wealth, LLC | 0.04% | Add +0.6% | 1,454 | $74K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,355 | $69K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -2.2% | 1,310 | $67K |
| Signaturefd, LLC | 0.00% | No change | 1,211 | $62K |
| Creative Financial Designs Inc. | 0.01% | Reduce -67.0% | 1,177 | $60K |
| Barrett & Company, Inc. | 0.02% | No change | 1,050 | $54K |
| Fairway Wealth LLC | 0.03% | No change | 1,007 | $51K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -33.5% | 977 | $50K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.2% | 970 | $50K |
| National Bank of Canada | 0.00% | No change | 960 | $49K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $47K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 915 | $47K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 851 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +6.4% | 843 | $43K |
| Farther Finance Advisors, LLC | 0.00% | Add +430.6% | 833 | $43K |
| Tidemark, LLC | 0.02% | Reduce -20.0% | 812 | $42K |
| Northwest Financial Advisors | 0.03% | New | 805 | $41K |
| NorthRock Partners, LLC | 0.00% | Add +0.3% | 777 | $40K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.5% | 741 | $38K |
| Perkins Coie Trust Co | 0.01% | New | 740 | $38K |
| Missouri Trust & Investment Co | 0.01% | No change | 725 | $37K |
| Creekmur Asset Management LLC | 0.01% | Add +186.2% | 704 | $36K |
| Empirical Asset Management, LLC | 0.01% | Add +1.1% | 18,748 | $35K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 704 | $35K |
| Caldwell Trust Co | 0.00% | No change | 650 | $33K |
| Russell Investments Group, Ltd. | 0.00% | No change | 575 | $29K |
| Aspire Private Capital, LLC | 0.01% | No change | 570 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 565 | $29K |
| Alpine Bank Wealth Management | 0.00% | — | 530 | $27K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -47.4% | 526 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 451 | $23K |
| Wolff Wiese Magana LLC | 0.02% | No change | 450 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.7% | 443 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -81.1% | 425 | $22K |
| Legacy Investment Solutions, LLC | 0.01% | — | 355 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | — | 355 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 356 | $18K |
| Coppell Advisory Solutions LLC | 0.00% | Add +707.3% | 331 | $17K |
| United Community Bank | 0.01% | No change | 311 | $16K |
| Baldwin Wealth Partners LLC | 0.00% | New | 289 | $15K |
| BlackRock, Inc. | 0.00% | — | 267 | $14K |
| First Personal Financial Services | 0.00% | No change | 250 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.4% | 246 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 245 | $13K |
| Financial Freedom, LLC | 0.01% | No change | 235 | $12K |
| Arax Advisory Partners | 0.00% | Add +0.5% | 185 | $9K |
| Old Second National Bank of Aurora | 0.00% | New | 180 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 176 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 166 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 164 | $8K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 150 | $8K |
| Continuum Advisory, LLC | 0.00% | New | 149 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.7% | 143 | $7K |
| Johnson Financial Group, Inc. | 0.00% | New | 102 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 85 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -2.9% | 68 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 60 | $3K |
| Coastline Trust Co | 0.00% | New | 50 | $3K |
| Transcendent Capital Group LLC | 0.00% | No change | 38 | $2K |
| Peterson Financial Group, Inc. | 0.01% | New | 37 | $2K |
| Bank of New Hampshire | 0.00% | No change | 30 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 24 | $1K |
| Oarsman Capital, Inc. | 0.00% | New | 23 | $1K |
| Future Financial Wealth Managment LLC | 0.00% | New | 22 | $1K |
| Front Row Advisors LLC | 0.00% | Reduce -95.0% | 21 | $1K |
| Covestor Ltd | 0.00% | Reduce -86.0% | 16 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 7 | $358 |
| Redmont Wealth Advisors LLC | 0.00% | No change | 3 | $153 |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.