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 |
| Independent Advisor Alliance | 0.04% | New | 61,641 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +88.8% | 58,383 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +2.6% | 58,158 | $3.0M |
| Brady Martz Wealth Solutions, LLC | 0.69% | — | 55,842 | $2.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -1.5% | 55,684 | $2.8M |
| Midland Wealth Advisors, LLC | 0.17% | Reduce -2.9% | 55,027 | $2.8M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -13.4% | 54,876 | $2.8M |
| SouthState Bank Corp | 0.18% | Add +116.1% | 54,820 | $2.8M |
| BIP Wealth, LLC | 0.18% | Reduce -3.3% | 53,505 | $2.7M |
| Team Financial Group, LLC | 1.56% | Reduce -34.5% | 53,315 | $2.7M |
| EWG Elevate Inc. | 0.80% | New | 51,791 | $2.6M |
| Vident Advisory, LLC | 0.05% | No change | 51,428 | $2.6M |
| Defined Financial Planning LLC | 2.77% | — | 50,997 | $2.6M |
| Apollon Wealth Management, LLC | 0.06% | Add +0.4% | 50,940 | $2.6M |
| Founders Financial Alliance, LLC | 0.69% | Add +4.2% | 49,344 | $2.5M |
| Powers Advisory Group, LLC | 1.21% | Add +0.5% | 47,536 | $2.4M |
| Silverlake Wealth Management LLC | 0.90% | Reduce -6.1% | 45,600 | $2.3M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -2.9% | 45,534 | $2.3M |
| Prosperity Consulting Group, LLC | 0.17% | Reduce -2.0% | 45,524 | $2.3M |
| Salomon & Ludwin, LLC | 0.24% | Reduce -13.4% | 44,838 | $2.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.34% | No change | 44,103 | $2.2M |
| Farmers National Bank | 0.64% | — | 42,860 | $2.2M |
| Envision Financial LLC | 1.70% | — | 41,520 | $2.1M |
| Well Done, LLC | 0.38% | No change | 40,917 | $2.1M |
| Rodgers & Associates, LTD | 0.25% | Reduce -4.2% | 40,713 | $2.1M |
| Soltis Investment Advisors LLC | 0.19% | Reduce -5.4% | 39,999 | $2.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.1% | 39,725 | $2.0M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -1.6% | 39,332 | $2.0M |
| Argent Trust Co | 0.08% | Add +7.3% | 38,848 | $2.0M |
| Principal Securities, Inc. | 0.04% | Add +5.6% | 38,543 | $2.0M |
| Intrua Financial, LLC | 0.31% | Reduce -6.1% | 37,756 | $1.9M |
| Yarger Wealth Strategies, LLC | 1.11% | Reduce -5.2% | 37,688 | $1.9M |
| HF Advisory Group, LLC | 0.87% | Add +2.5% | 37,161 | $1.9M |
| Corient Private Wealth LP | 0.00% | No change | 36,375 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 36,304 | $1.9M |
| Merit Financial Group, LLC | 0.03% | Add +18.2% | 35,479 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +10.9% | 34,638 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.22% | Add +1.4% | 33,900 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.4% | 31,998 | $1.6M |
| FFG Retirement Advisors LLC | 1.06% | Reduce -0.9% | 31,833 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +0.9% | 31,823 | $1.6M |
| Financial Advisory Partners, LLC | 0.54% | Add +5.3% | 31,780 | $1.6M |
| Oxinas Partners, LLC | 0.95% | Add +9.1% | 31,763 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | No change | 31,650 | $1.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.61% | Add +2.3% | 31,467 | $1.6M |
| Larson Financial Group LLC | 0.08% | Add +2.8% | 30,993 | $1.6M |
| Cadence Bank | 0.11% | Reduce -1.2% | 30,804 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -3.7% | 30,732 | $1.6M |
| Culbertson A N & Co. Inc. | 0.25% | Reduce -0.6% | 30,553 | $1.6M |
| Causey Wealth LLC | 0.90% | — | 30,382 | $1.5M |
| Centaurus Financial, Inc. | 0.09% | Reduce -16.8% | 30,379 | $1.5M |
| Kiely Wealth Advisory Group, Inc. | 0.97% | Add +322.5% | 29,296 | $1.5M |
| Biondo Investment Advisors, LLC | 0.21% | Reduce -1.1% | 29,603 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +31.3% | 29,449 | $1.5M |
| Southland Equity Partners LLC | 0.35% | Reduce -0.5% | 29,440 | $1.5M |
| Harbor Investment Advisory, LLC | 0.14% | Reduce -4.3% | 29,299 | $1.5M |
| Resurgent Financial Advisors LLC | 0.88% | Add +2.3% | 29,293 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +3.6% | 28,271 | $1.4M |
| Mather Group, Llc. | 0.02% | Reduce -7.4% | 28,054 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Add +0.3% | 27,072 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.45% | Add +94.5% | 26,979 | $1.4M |
| Opes Wealth Management LLC | 0.27% | Add +14.8% | 26,235 | $1.3M |
| Comerica Bank | 0.01% | Reduce -0.0% | 25,808 | $1.3M |
| FMR LLC | 0.00% | Add +5.2% | 25,472 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +0.2% | 25,456 | $1.3M |
| IMS Capital Management | 0.60% | Reduce -2.0% | 25,335 | $1.3M |
| WealthShield Partners, LLC | 0.18% | Add +21.0% | 25,313 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.0% | 25,258 | $1.3M |
| Financial Management Network Inc. | 0.27% | Reduce -0.5% | 25,021 | $1.3M |
| Principle Wealth Partners LLC | 0.09% | Reduce -4.6% | 24,795 | $1.3M |
| Composition Wealth, LLC | 0.03% | Add +1.4% | 24,324 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -15.8% | 24,086 | $1.2M |
| Lake Street Advisors Group, LLC | 0.06% | Add +20.5% | 23,500 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.79% | Add +7.3% | 23,427 | $1.2M |
| Pacific Sun Financial Corp | 0.63% | Add +0.4% | 22,705 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Add +2.4% | 22,483 | $1.1M |
| Great Diamond Partners, LLC | 0.30% | Reduce -0.8% | 22,481 | $1.1M |
| Apexium Financial, LP | 0.07% | Reduce -1.9% | 22,228 | $1.1M |
| NewSquare Capital LLC | 0.09% | Add +2.5% | 21,956 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +1.9% | 21,840 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.37% | Reduce -1.5% | 21,762 | $1.1M |
| Meridian Financial Advisors, LLC | 0.76% | Reduce -3.7% | 21,573 | $1.1M |
| Bristlecone Advisors, LLC | 0.09% | Reduce -1.1% | 21,500 | $1.1M |
| Simmons Bank | 0.08% | Reduce -1.4% | 21,429 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.49% | Add +0.3% | 21,014 | $1.1M |
| Holos Integrated Wealth LLC | 0.72% | — | 20,564 | $1.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -3.3% | 20,446 | $1.0M |
| Gryphon Financial Partners LLC | 0.15% | Add +0.6% | 20,117 | $1.0M |
| Denver Wealth Management, Inc. | 0.46% | Add +0.4% | 19,927 | $1.0M |
| Navis Wealth Advisors, LLC | 1.08% | Add +14.2% | 19,370 | $987K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.4% | 19,184 | $978K |
| Cerity Partners LLC | 0.00% | Add +44.8% | 19,067 | $972K |
| John W. Brooker & Co., CPAs | 0.42% | Reduce -2.3% | 19,066 | $972K |
| Wealthcare Capital Partners, LLC | 0.50% | — | 18,776 | $957K |
| Prairie Wealth Advisors, Inc. | 0.46% | Add +89.9% | 18,766 | $957K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.3% | 18,584 | $947K |
| Waverly Advisors, LLC | 0.01% | Reduce -4.4% | 18,494 | $943K |
| Jane Street Group, LLC | 0.00% | New | 18,074 | $921K |
| Cibc World Market Inc. | 0.00% | Reduce -8.9% | 18,005 | $918K |
| Midwest Capital Advisors, LLC | 0.65% | — | 17,491 | $892K |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -0.1% | 17,449 | $889K |
| Marino, Stram & Associates LLC | 0.20% | Add +0.1% | 17,389 | $886K |
| Focus Financial Network, Inc. | 0.04% | Add +1.4% | 17,288 | $881K |
| Platform Technology Partners | 0.27% | No change | 17,251 | $879K |
| Rockport Wealth LLC | 0.39% | Reduce -0.6% | 17,200 | $876K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -7.2% | 17,089 | $871K |
| Savant Capital, LLC | 0.01% | Add +68.5% | 16,856 | $859K |
| Vicus Capital | 0.08% | Reduce -1.5% | 16,684 | $850K |
| Guidance Capital, Inc. | 0.26% | Add +22.9% | 15,945 | $840K |
| Blue Capital, Inc. | 0.59% | — | 16,420 | $837K |
| Brady Family Wealth, LLC | 0.25% | No change | 16,034 | $817K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +5.5% | 15,952 | $813K |
| Arkos Global Advisors | 0.12% | Reduce -5.0% | 15,541 | $792K |
| CPC Advisors, LLC | 0.11% | Reduce -4.6% | 15,510 | $791K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -27.5% | 15,467 | $786K |
| Marathon Strategic Advisors, LLC | 0.84% | Reduce -1.8% | 15,310 | $780K |
| Montag A & Associates Inc. | 0.04% | Reduce -30.5% | 15,253 | $778K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +22.0% | 15,117 | $771K |
| Trustmark Bank Trust Department | 0.06% | Reduce -4.1% | 15,078 | $769K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.3% | 14,893 | $759K |
| ORG Partners LLC | 0.10% | Add +183.5% | 14,884 | $759K |
| Qube Research & Technologies Ltd | 0.00% | Add +98.6% | 14,720 | $750K |
| Capital Advisory Group Advisory Services, LLC | 0.27% | New | 14,709 | $750K |
| Renaissance Technologies | 0.00% | New | 13,900 | $708K |
| Heritage Trust Co | 0.08% | — | 13,624 | $694K |
| &partners | 0.01% | Add +2.2% | 13,040 | $667K |
| Financial Advocates Investment Management | 0.04% | Add +0.2% | 12,813 | $653K |
| AssuredPartners Investment Advisors, LLC | 0.12% | — | 12,521 | $638K |
| Asset Dedication, LLC | 0.05% | No change | 12,303 | $627K |
| Betterment LLC | 0.00% | Reduce -3.5% | 12,194 | $622K |
| Allworth Financial LP | 0.00% | Reduce -0.6% | 11,607 | $610K |
| Uhlmann Price Securities, LLC | 0.46% | Add +2.2% | 11,934 | $608K |
| Hanover Advisors Inc. | 0.25% | No change | 11,871 | $605K |
| New Insight Wealth Advisors | 0.30% | Add +43.8% | 11,785 | $601K |
| Summit Financial, LLC | 0.02% | Add +1.7% | 11,578 | $590K |
| Saxon Interests, Inc. | 0.26% | Reduce -21.4% | 11,487 | $585K |
| New Hampshire Trust | 0.12% | No change | 11,400 | $581K |
| Redmond Asset Management, LLC | 0.14% | Add +15.2% | 11,350 | $579K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -13.1% | 11,225 | $572K |
| HB Wealth Management, LLC | 0.01% | No change | 10,916 | $556K |
| Citigroup Inc. | 0.00% | Reduce -28.5% | 10,819 | $551K |
| West Bancorporation Inc. | 0.36% | Reduce -32.7% | 10,781 | $550K |
| Cape Ann Savings Bank | 0.32% | No change | 10,768 | $549K |
| Anson Capital, Inc. | 0.47% | Reduce -1.0% | 10,635 | $542K |
| Sunbelt Securities, Inc. | 0.05% | No change | 10,672 | $542K |
| Promethium Advisors,llc | 0.37% | No change | 10,621 | $541K |
| Ancora Advisors LLC | 0.01% | Reduce -1.9% | 10,545 | $537K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.6% | 10,530 | $537K |
| DGS Capital Management, LLC | 0.13% | Reduce -17.0% | 10,201 | $520K |
| AQR Capital Management | 0.00% | New | 10,145 | $517K |
| Integrated Advisors Network LLC | 0.02% | No change | 10,050 | $512K |
| Plimoth Trust Co. LLC | 0.13% | Reduce -0.6% | 9,793 | $499K |
| Aspen Investment Management Inc | 0.23% | No change | 9,630 | $491K |
| PFG Investments, LLC | 0.03% | Reduce -18.8% | 9,554 | $487K |
| Vertex Planning Partners, LLC | 0.11% | Add +0.2% | 9,530 | $486K |
| Evanson Asset Management, LLC | 0.03% | Add +0.6% | 9,189 | $468K |
| Western Wealth Management, LLC | 0.03% | Reduce -70.1% | 9,167 | $467K |
| Invesco Ltd. | 0.00% | Reduce -1.4% | 9,017 | $460K |
| IFP Advisors, Inc | 0.01% | Add +0.0% | 8,712 | $444K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -13.4% | 8,709 | $444K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -2.3% | 8,478 | $432K |
| Leo Wealth, LLC | 0.04% | No change | 8,466 | $432K |
| Private Trust Co. NA | 0.04% | No change | 8,439 | $430K |
| Golden State Wealth Management, LLC | 0.06% | — | 8,372 | $427K |
| Old National Bancorp | 0.01% | No change | 8,318 | $424K |
| FSA Advisors, Inc. | 0.52% | Reduce -3.2% | 8,298 | $423K |
| BCGM Wealth Management, LLC | 0.13% | Add +0.4% | 8,258 | $421K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.8% | 8,244 | $420K |
| Citizens Financial Group Inc. | 0.01% | Add +8.0% | 8,221 | $419K |
| Park Avenue Securities LLC | 0.00% | Add +32.8% | 8,212 | $419K |
| Reliant Investment Partners, LLC | 0.37% | — | 8,182 | $417K |
| Robinson Smith Wealth Advisors LLC | 0.35% | No change | 8,161 | $416K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 8,140 | $415K |
| Transcendent Capital Group LLC | 0.21% | Add +12684.2% | 4,858 | $413K |
| Patten Group, Inc. | 0.09% | Reduce -9.2% | 8,077 | $412K |
| Centennial Wealth Advisory LLC | 0.16% | Reduce -0.7% | 8,024 | $409K |
| Belpointe Asset Management LLC | 0.02% | No change | 7,817 | $393K |
| Berkeley, Inc | 0.20% | Reduce -51.3% | 7,690 | $392K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.6% | 7,627 | $389K |
| Medallion Wealth Advisors, LLC | 0.19% | — | 7,461 | $380K |
| Bison Wealth, LLC | 0.05% | — | 7,301 | $372K |
| RFG Advisory, LLC | 0.01% | New | 7,240 | $369K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.9% | 7,192 | $367K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.9% | 7,126 | $363K |
| Wedmont Private Capital | 0.02% | Add +0.0% | 7,232 | $360K |
| Milestone Asset Management Group, LLC | 0.32% | — | 6,944 | $354K |
| Sigma Planning Corp | 0.01% | Reduce -4.0% | 6,871 | $350K |
| RMR Wealth Builders | 0.04% | Reduce -0.3% | 6,822 | $348K |
| World Investment Advisors | 0.01% | New | 6,756 | $344K |
| Key Financial Inc | 0.08% | Reduce -5.9% | 6,693 | $341K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +24.6% | 6,635 | $338K |
| Wealth Management Associates, Inc. | 0.14% | Reduce -3.6% | 6,607 | $337K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -1.8% | 6,512 | $332K |
| Friday Financial | 0.23% | — | 6,504 | $332K |
| Synovus Financial Corp. | 0.00% | Reduce -42.7% | 6,457 | $329K |
| Essex Financial Services, Inc. | 0.02% | Add +0.2% | 6,274 | $320K |
| Calton & Associates, Inc. | 0.14% | Add +13.0% | 6,134 | $313K |
| Edge Financial Advisors LLC | 0.28% | Add +0.6% | 6,079 | $310K |
| NewEdge Advisors, LLC | 0.00% | Reduce -45.4% | 6,073 | $310K |
| Moneco Advisors, LLC | 0.03% | Add +0.4% | 6,071 | $309K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -25.6% | 6,035 | $308K |
| Diversified Enterprises, LLC | 0.03% | Add +16.8% | 5,979 | $305K |
| Blair William & Co. | 0.00% | No change | 5,975 | $305K |
| Weinberger Asset Management, Inc | 0.13% | Add +0.5% | 5,971 | $304K |
| HUB Investment Partners, LLC | 0.01% | Reduce -4.4% | 5,866 | $299K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,739 | $293K |
| Citadel Advisors | 0.00% | New | 5,732 | $292K |
| Investors Research Corp | 0.06% | Reduce -3.3% | 5,695 | $290K |
| MCF Advisors LLC | 0.02% | No change | 5,676 | $289K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -20.0% | 5,663 | $289K |
| SPC Financial, Inc. | 0.02% | No change | 5,600 | $285K |
| Colonial Trust Co / SC | 0.04% | No change | 5,429 | $284K |
| Koshinski Asset Management, Inc. | 0.02% | Add +8.3% | 5,489 | $280K |
| Worth Financial Advisory Group, LLC | 0.17% | Add +8.0% | 5,431 | $277K |
| Independent Financial Group, LLC | 0.01% | Add +1.4% | 5,415 | $276K |
| Clarity Capital Advisors, LLC | 0.18% | Add +0.2% | 5,379 | $274K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -12.3% | 5,330 | $272K |
| Cottage Street Advisors LLC | 0.14% | Add +0.0% | 5,326 | $271K |
| Rooted Wealth Advisors, Inc. | 0.11% | Reduce -17.6% | 5,345 | $271K |
| Tiaa Trust, National Association | 0.00% | Add +17.5% | 5,236 | $267K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -20.2% | 5,143 | $262K |
| Portland Financial Advisors Inc | 0.70% | — | 5,139 | $262K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.9% | 5,112 | $261K |
| Moors & Cabot, Inc. | 0.01% | Add +0.0% | 5,081 | $259K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.4% | 5,003 | $255K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -7.6% | 4,917 | $251K |
| Kickstand Ventures, Llc. | 0.06% | Reduce -5.4% | 4,873 | $248K |
| Alpha Omega Wealth Management LLC | 0.05% | New | 4,836 | $246K |
| Ritholtz Wealth Management | 0.01% | New | 4,793 | $244K |
| Smith, Moore & Co. | 0.02% | No change | 4,789 | $244K |
| Uptick Partners, LLC | 0.09% | Reduce -17.1% | 4,737 | $241K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.5% | 4,731 | $241K |
| MTM Investment Management, LLC | 0.09% | No change | 4,676 | $238K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.9% | 4,664 | $238K |
| Beacon Financial Advisory LLC | 0.08% | New | 4,559 | $232K |
| Brighton Jones LLC | 0.01% | Add +0.0% | 4,552 | $232K |
| Berger Financial Group, Inc | 0.02% | Reduce -11.5% | 4,519 | $230K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.2% | 4,513 | $230K |
| Alhambra Investment Management LLC | 0.12% | No change | 4,470 | $228K |
| Harvest Investment Services, LLC | 0.06% | Reduce -3.3% | 4,457 | $227K |
| Crux Wealth Advisors | 0.13% | — | 4,444 | $227K |
| Peak Planning Group, LLC | 0.09% | Reduce -4.3% | 4,443 | $226K |
| RVW Wealth, LLC | 0.02% | Reduce -6.3% | 4,428 | $226K |
| Berkshire Asset Management LLC | 0.01% | New | 4,257 | $224K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 4,377 | $222K |
| Townsquare Capital LLC | 0.00% | New | 4,338 | $221K |
| RAM Investment Partners, LLC | 0.05% | Add +1.3% | 4,301 | $219K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.9% | 4,281 | $218K |
| Avant Capital LLC | 0.18% | — | 4,219 | $215K |
| Essex Bank | 0.05% | No change | 4,200 | $214K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | No change | 4,184 | $213K |
| Willner & Heller, LLC | 0.18% | Add +0.6% | 4,143 | $211K |
| Private Portfolio Partners LLC | 0.04% | Add +1.9% | 4,111 | $210K |
| MWA Asset Management | 0.14% | Reduce -0.0% | 4,070 | $207K |
| Northern Financial Advisors Inc | 0.17% | Add +0.6% | 4,069 | $207K |
| Perigon Wealth Management, LLC | 0.01% | New | 3,906 | $203K |
| Farrell Financial LLC | 0.14% | Reduce -1.0% | 3,959 | $202K |
| BankPlus Trust Department | 0.06% | — | 3,673 | $187K |
| Spire Wealth Management | 0.01% | Reduce -1.5% | 3,479 | $177K |
| US Bancorp \de | 0.00% | Add +0.2% | 3,446 | $176K |
| CoreCap Advisors, LLC | 0.01% | Reduce -25.9% | 3,437 | $175K |
| PSI Advisors, LLC | 0.04% | Reduce -4.4% | 2,745 | $140K |
| Viewpoint Capital Management LLC | 0.07% | No change | 2,550 | $130K |
| Franklin Resources Inc. | 0.00% | Reduce -4.9% | 2,326 | $119K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,810 | $92K |
| Mitchell Sinkler & Starr | 0.02% | No change | 1,800 | $92K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,776 | $91K |
| Empirical Asset Management, LLC | 0.03% | Add +5.0% | 19,693 | $84K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,599 | $82K |
| Glen Eagle Advisors, LLC | 0.01% | Add +5.7% | 1,581 | $81K |
| Element Wealth, LLC | 0.04% | Add +0.6% | 1,463 | $75K |
| Bokf, NA | 0.00% | No change | 1,492 | $74K |
| Transce3nd, LLC | 0.02% | — | 1,377 | $70K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,357 | $69K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.0% | 1,245 | $63K |
| Signaturefd, LLC | 0.00% | No change | 1,211 | $62K |
| Barrett & Company, Inc. | 0.02% | No change | 1,050 | $54K |
| Missouri Trust & Investment Co | 0.02% | Add +41.4% | 1,025 | $52K |
| Fairway Wealth LLC | 0.02% | No change | 1,007 | $51K |
| Synergy Investment Management, LLC | 0.02% | — | 1,000 | $51K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 977 | $50K |
| Global Retirement Partners, LLC | 0.00% | No change | 970 | $49K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $47K |
| Wintrust Investments LLC | 0.04% | Reduce -64.7% | 886 | $45K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.5% | 856 | $44K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 851 | $43K |
| Ameriflex Group, Inc. | 0.02% | — | 821 | $43K |
| Creative Financial Designs Inc. | 0.00% | Reduce -28.7% | 839 | $43K |
| Farther Finance Advisors, LLC | 0.00% | No change | 833 | $42K |
| Tidemark, LLC | 0.02% | No change | 812 | $41K |
| NorthRock Partners, LLC | 0.00% | Add +0.3% | 779 | $40K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.5% | 745 | $38K |
| Rice Partnership, LLC | 0.01% | New | 744 | $38K |
| Perkins Coie Trust Co | 0.01% | No change | 740 | $38K |
| Creekmur Asset Management LLC | 0.01% | No change | 704 | $36K |
| National Bank of Canada | 0.00% | Reduce -31.3% | 660 | $34K |
| Caldwell Trust Co | 0.00% | No change | 650 | $33K |
| Russell Investments Group, Ltd. | 0.00% | No change | 575 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 565 | $29K |
| Noble Wealth Management PBC | 0.02% | — | 548 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 526 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 451 | $23K |
| Wolff Wiese Magana LLC | 0.02% | No change | 450 | $23K |
| Millstone Evans Group, LLC | 0.01% | — | 426 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 425 | $22K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 355 | $18K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 355 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 357 | $18K |
| Roxbury Financial LLC | 0.02% | — | 313 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 331 | $17K |
| United Community Bank | 0.01% | No change | 311 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +21.5% | 299 | $15K |
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 266 | $14K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 245 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 238 | $12K |
| Assetmark, Inc. | 0.00% | New | 237 | $12K |
| Financial Freedom, LLC | 0.01% | No change | 235 | $12K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 222 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -49.9% | 222 | $11K |
| Fortitude Family Office, LLC | 0.00% | New | 211 | $11K |
| FLP Wealth Management, LLC | 0.03% | — | 209 | $11K |
| Arax Advisory Partners | 0.00% | Add +0.5% | 186 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 181 | $9K |
| Old Second National Bank of Aurora | 0.00% | No change | 180 | $9K |
| GAMMA Investing LLC | 0.00% | New | 177 | $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% | No change | 164 | $8K |
| Costello Asset Management, INC | 0.00% | Reduce -95.5% | 121 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -35.0% | 93 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 85 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -7.3% | 63 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 60 | $3K |
| Coastline Trust Co | 0.00% | No change | 50 | $3K |
| Capital A Wealth Management, LLC | 0.00% | — | 43 | $2K |
| Covestor Ltd | 0.00% | Add +150.0% | 40 | $2K |
| IMG Wealth Management, Inc. | 0.00% | — | 39 | $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% | No change | 23 | $1K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 22 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 21 | $1K |
| Lanark Financial, Inc. | 0.05% | — | 10 | $530 |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.