Wisdomtree US Midcap DividenDONETF
13F holders, Q4 2024 (December 31)443holders +24
24new positions
20sold out
3famous investors
$50.96avg. 13F price*
At the end of Q4 2024, 443 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, up 24 from Q3 2024. 24 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($229.7M), Morgan Stanley ($126.9M) and LPL Financial LLC ($106.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $27.7M |
| Exits | 20 | $17.3M |
All 13F filers, Q3 2024 → Q4 2024: 2,199,369 shares bought and 1,285,332 shares sold, net +914,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 443 holders
| Bank of America Corp. | 0.02% | Add +2.8% | 4,507,537 | $229.7M |
| Morgan Stanley | 0.01% | Add +1.4% | 2,490,239 | $126.9M |
| LPL Financial LLC | 0.04% | Reduce -13.7% | 2,080,768 | $106.1M |
| Linscomb Wealth, Inc. | 4.67% | Reduce -1.1% | 1,839,233 | $93.7M |
| UBS Group AG | 0.02% | Reduce -1.1% | 1,594,139 | $81.3M |
| Creative Planning | 0.08% | Reduce -0.9% | 1,559,715 | $79.5M |
| Ameriprise Financial Inc. | 0.02% | Add +1.3% | 1,470,854 | $75.0M |
| Raymond James Financial Inc. | 0.02% | — | 1,135,252 | $57.9M |
| Wells Fargo & Company | 0.01% | Add +1.3% | 1,094,422 | $55.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +4.0% | 838,639 | $42.7M |
| Royal Bank of Canada | 0.01% | Add +0.4% | 756,976 | $38.6M |
| Kestra Advisory Services, LLC | 0.15% | Add +58.5% | 544,569 | $27.8M |
| Coldstream Capital Management Inc. | 0.57% | Reduce -2.7% | 528,326 | $26.9M |
| Sandy Spring Bank | 1.08% | Reduce -9.9% | 525,366 | $26.8M |
| Cetera Investment Advisers | 0.06% | Reduce -1.0% | 515,904 | $26.3M |
| IAG Wealth Partners, LLC | 4.31% | Reduce -2.2% | 479,156 | $24.4M |
| Keybank National Association | 0.09% | Add +1.3% | 477,868 | $24.4M |
| Baird Financial Group, Inc. | 0.04% | Add +2.0% | 454,793 | $23.2M |
| Trajan Wealth LLC | 1.22% | Reduce -2.0% | 431,033 | $22.0M |
| Jones Financial Companies LLLP | 0.02% | Add +34.7% | 420,476 | $21.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.2% | 399,423 | $20.4M |
| MAI Capital Management | 0.13% | Add +0.7% | 335,397 | $17.1M |
| Stonebridge Financial Group, LLC | 1.82% | — | 324,471 | $16.5M |
| Melone Private Wealth, LLC | 8.48% | Reduce -6.0% | 320,959 | $16.4M |
| Stifel Financial Corp. | 0.02% | Add +5.0% | 312,639 | $15.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 306,136 | $15.6M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -2.2% | 299,095 | $15.2M |
| Lido Advisors, LLC | 0.09% | Add +1887.9% | 290,157 | $14.8M |
| Marion Wealth Management | 3.52% | Add +1.2% | 260,256 | $13.3M |
| Precedent Wealth Partners, LLC | 4.11% | Reduce -7.9% | 247,317 | $12.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +9.9% | 243,227 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.1% | 241,232 | $12.3M |
| Avantax Planning Partners, Inc. | 0.42% | Reduce -2.4% | 230,089 | $11.7M |
| Focus Partners Wealth | 0.03% | New | 228,543 | $11.6M |
| Destination Wealth Management | 0.36% | Reduce -2.9% | 228,287 | $11.6M |
| Concord Wealth Partners | 1.88% | Add +11.7% | 225,257 | $11.5M |
| AE Wealth Management LLC | 0.10% | Add +5.2% | 223,194 | $11.4M |
| Modern Wealth Management, LLC | 0.38% | Add +0.2% | 198,962 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +39.4% | 198,470 | $10.1M |
| First Hawaiian Bank | 0.32% | Reduce -10.4% | 193,093 | $9.8M |
| Invenio Wealth Partners LLC | 4.08% | Reduce -11.3% | 191,051 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Add +9.7% | 187,073 | $9.5M |
| Curi Capital, LLC | 0.22% | Reduce -0.3% | 182,997 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -15.9% | 178,829 | $9.1M |
| Lee, Kelleher & Klein Wealth Management | 6.13% | — | 168,872 | $8.6M |
| White Pine Investment CO | 2.25% | Add +22.1% | 163,398 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.1% | 163,221 | $8.3M |
| Bank of New York Mellon Corp | 0.00% | Add +208.3% | 162,219 | $8.3M |
| Goldstone Financial Group, LLC | 1.28% | Add +7.8% | 160,340 | $8.2M |
| CX Institutional | 0.31% | Add +4.7% | 154,492 | $7.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.2% | 146,145 | $7.4M |
| Mariner, LLC | 0.01% | Reduce -8.7% | 140,903 | $7.2M |
| United Advisor Group, LLC | 1.39% | Add +11.3% | 138,257 | $7.0M |
| Cornerstone Wealth Management, LLC | 0.47% | Add +0.1% | 136,347 | $6.9M |
| Capital Investment Counsel, LLC | 1.12% | Add +1.7% | 131,412 | $6.7M |
| Concord Asset Management, LLC | 1.46% | Add +18.6% | 130,623 | $6.7M |
| MML Investors Services, LLC | 0.02% | Reduce -5.1% | 128,890 | $6.6M |
| Modera Wealth Management, LLC | 0.08% | Reduce -2.1% | 128,820 | $6.6M |
| FAS Wealth Partners, Inc. | 0.55% | Reduce -3.9% | 128,786 | $6.6M |
| Cwm, LLC | 0.03% | Add +49.5% | 127,318 | $6.5M |
| Beacon Financial Group | 0.69% | Reduce -7.7% | 125,085 | $6.4M |
| D.A. Davidson & Co. | 0.05% | Reduce -0.1% | 118,540 | $6.0M |
| Apeiron RIA LLC | 1.68% | Reduce -7.0% | 118,010 | $6.0M |
| Bank of Montreal | 0.00% | Add +223.7% | 112,624 | $5.7M |
| Grey Ledge Advisors, LLC | 1.45% | Add +5.3% | 110,496 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -11.4% | 104,749 | $5.3M |
| JFS Wealth Advisors, LLC | 0.36% | Reduce -1.4% | 104,733 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +73.9% | 99,151 | $5.1M |
| Inspirion Wealth Advisors, LLC | 0.68% | Reduce -2.0% | 95,985 | $4.9M |
| Cascade Financial Partners, LLC | 0.62% | Add +1.0% | 93,488 | $4.8M |
| Sage Capital Management, LLC | 2.40% | Add +0.4% | 93,091 | $4.7M |
| Atria Investments, Inc | 0.06% | Add +12.3% | 92,658 | $4.7M |
| Howard Bailey Securities, LLC | 1.74% | Reduce -0.1% | 91,833 | $4.7M |
| Nikulski Financial, Inc. | 1.37% | New | 91,355 | $4.7M |
| Equitable Holdings, Inc. | 0.04% | Add +1.7% | 90,591 | $4.6M |
| TD Waterhouse Canada Inc. | 0.04% | Add +18.6% | 90,109 | $4.6M |
| Concourse Financial Group Securities, Inc. | 0.26% | Reduce -1.8% | 87,117 | $4.6M |
| Frazier Financial Advisors, LLC | 3.59% | Reduce -1.7% | 89,090 | $4.5M |
| Long Run Wealth Advisors, LLC | 1.06% | Reduce -2.7% | 86,717 | $4.4M |
| JPL Wealth Management, LLC | 1.23% | — | 83,973 | $4.3M |
| Captrust Financial Advisors | 0.01% | Reduce -1.5% | 83,809 | $4.3M |
| Meridian Wealth Management, LLC | 0.19% | Add +2.5% | 80,177 | $4.1M |
| Private Capital Management, LLC | 0.42% | Reduce -3.7% | 77,031 | $3.9M |
| IFG Advisory, LLC | 0.22% | Reduce -3.6% | 76,563 | $3.9M |
| Main Street Financial Solutions, LLC | 0.37% | Reduce -0.1% | 74,031 | $3.8M |
| Cahill Financial Advisors Inc. | 0.49% | Add +3.1% | 71,579 | $3.6M |
| JNBA Financial Advisors | 0.37% | Reduce -2.8% | 71,227 | $3.6M |
| NBT Bank, N.A. | 0.25% | Add +2.8% | 70,499 | $3.6M |
| Financial Counselors Inc. | 0.05% | Reduce -5.4% | 69,247 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -4.3% | 68,911 | $3.5M |
| Hancock Whitney Corp. | 0.11% | Reduce -0.0% | 68,690 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +459.4% | 67,443 | $3.4M |
| Independence Bank of Kentucky | 0.52% | Add +10.4% | 66,255 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.6% | 62,553 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -6.0% | 64,873 | $3.3M |
| Vestor Capital, LLC | 0.25% | Add +1.5% | 64,776 | $3.3M |
| TFG Advisers LLC | 1.18% | Reduce -0.2% | 64,604 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -4.8% | 64,083 | $3.3M |
| Founders Grove Wealth Partners, LLC | 0.93% | — | 62,740 | $3.2M |
| Financial Insights, Inc. | 1.23% | Reduce -4.3% | 62,455 | $3.2M |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.