Wisdomtree US Midcap DividenDONETF
13F holders, Q1 2025 (March 31)435holders −8
26new positions
28sold out
2famous investors
$49.49avg. 13F price*
At the end of Q1 2025, 435 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, down 8 from Q4 2024. 26 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($228.6M), Morgan Stanley ($121.7M) and LPL Financial LLC ($99.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Midcap Dividen
- CUSIP
- 97717W505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.9M |
| Exits | 28 | $13.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,611,767 shares bought and 1,447,459 shares sold, net +1,164,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 435 holders
| Bank of America Corp. | 0.02% | Add +2.4% | 4,615,804 | $228.6M |
| Morgan Stanley | 0.01% | Reduce -1.3% | 2,457,489 | $121.7M |
| LPL Financial LLC | 0.04% | Reduce -3.6% | 2,005,165 | $99.3M |
| Linscomb Wealth, Inc. | 4.49% | Reduce -1.0% | 1,820,113 | $90.1M |
| UBS Group AG | 0.02% | Add +1.2% | 1,612,629 | $79.9M |
| Creative Planning | 0.07% | Reduce -2.0% | 1,528,377 | $75.7M |
| Ameriprise Financial Inc. | 0.02% | Add +3.0% | 1,515,146 | $75.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.1% | 1,134,230 | $56.2M |
| Wells Fargo & Company | 0.01% | Reduce -4.7% | 1,042,939 | $51.6M |
| HighTower Advisors, LLC | 0.07% | Add +503.4% | 984,799 | $48.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.3% | 849,555 | $42.1M |
| Royal Bank of Canada | 0.01% | Add +2.0% | 772,061 | $38.2M |
| Jones Financial Companies LLLP | 0.03% | Add +47.7% | 621,217 | $30.5M |
| Cetera Investment Advisers | 0.05% | Add +3.4% | 533,612 | $26.4M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -5.5% | 514,679 | $25.5M |
| Coldstream Capital Management Inc. | 0.53% | Reduce -5.5% | 499,124 | $24.7M |
| Keybank National Association | 0.10% | Add +2.2% | 488,190 | $24.2M |
| IAG Wealth Partners, LLC | 3.73% | Add +1.2% | 484,966 | $24.0M |
| Baird Financial Group, Inc. | 0.04% | Reduce -0.5% | 452,530 | $22.4M |
| Sandy Spring Bank | 0.90% | Reduce -17.6% | 433,008 | $21.4M |
| Osaic Holdings, Inc. | 0.04% | Add +115.6% | 403,333 | $20.0M |
| Trajan Wealth LLC | 1.05% | Reduce -9.4% | 390,314 | $19.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +25.3% | 374,835 | $18.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.1% | 363,076 | $18.0M |
| Stonebridge Financial Group, LLC | 1.77% | Add +3.7% | 336,463 | $16.7M |
| MAI Capital Management | 0.12% | Reduce -0.8% | 332,831 | $16.5M |
| Melone Private Wealth, LLC | 8.47% | Add +1.8% | 326,789 | $16.2M |
| Stifel Financial Corp. | 0.02% | Add +0.8% | 315,098 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.1% | 312,445 | $15.5M |
| Lido Advisors, LLC | 0.08% | Reduce -2.4% | 283,307 | $14.0M |
| Precedent Wealth Partners, LLC | 3.68% | Add +8.2% | 267,655 | $13.3M |
| Marion Wealth Management | 3.46% | Add +0.6% | 261,885 | $13.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +7.1% | 260,535 | $12.9M |
| Focus Partners Wealth | 0.03% | Add +11.1% | 253,802 | $12.6M |
| AE Wealth Management LLC | 0.10% | Add +9.1% | 243,435 | $12.1M |
| Concord Wealth Partners | 1.89% | Add +3.4% | 233,015 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.9% | 231,718 | $11.5M |
| Avantax Planning Partners, Inc. | 0.40% | Add +0.3% | 230,750 | $11.4M |
| Destination Wealth Management | 0.35% | Reduce -1.6% | 224,545 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.9% | 206,216 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.9% | 205,513 | $10.2M |
| Invenio Wealth Partners LLC | 4.16% | Add +4.7% | 199,998 | $9.9M |
| Bank of New York Mellon Corp | 0.00% | Add +15.2% | 186,842 | $9.3M |
| Lee, Kelleher & Klein Wealth Management | 6.66% | Add +8.3% | 182,936 | $9.1M |
| Curi Capital, LLC | 0.22% | Reduce -0.3% | 182,450 | $9.0M |
| White Pine Investment CO | 2.24% | Add +2.8% | 167,962 | $8.3M |
| Goldstone Financial Group, LLC | 1.25% | Add +4.2% | 167,021 | $8.3M |
| CX Institutional | 0.29% | Reduce -0.7% | 153,470 | $7.6M |
| Concord Asset Management, LLC | 1.61% | Add +19.9% | 156,630 | $7.3M |
| Dynamic Advisor Solutions LLC | 0.24% | New | 145,105 | $7.2M |
| United Advisor Group, LLC | 1.46% | Add +4.2% | 144,029 | $7.1M |
| First Hawaiian Bank | 1.04% | Reduce -25.5% | 143,805 | $7.1M |
| Cornerstone Wealth Management, LLC | 0.46% | Add +1.4% | 138,238 | $6.8M |
| Mariner, LLC | 0.01% | Reduce -3.5% | 136,008 | $6.7M |
| Two Sigma Investments, LP | 0.02% | New | 134,100 | $6.6M |
| Capital Investment Counsel, LLC | 1.09% | Add +0.8% | 132,468 | $6.6M |
| Signature Estate & Investment Advisors LLC | 0.17% | Add +32.6% | 131,504 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -0.2% | 128,634 | $6.4M |
| FAS Wealth Partners, Inc. | 0.52% | Reduce -0.7% | 127,860 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -13.4% | 126,552 | $6.3M |
| Modera Wealth Management, LLC | 0.08% | Reduce -5.9% | 121,259 | $6.0M |
| Apeiron RIA LLC | 1.73% | Reduce -2.1% | 115,539 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Reduce -4.4% | 113,369 | $5.6M |
| Beacon Financial Group | 0.60% | Reduce -10.7% | 111,660 | $5.5M |
| Grey Ledge Advisors, LLC | 1.43% | Reduce -0.9% | 109,507 | $5.4M |
| MJT & Associates Financial Advisory Group, Inc. | 5.16% | — | 108,560 | $5.4M |
| Equitable Holdings, Inc. | 0.05% | Add +16.8% | 105,782 | $5.2M |
| Long Run Wealth Advisors, LLC | 1.17% | Add +20.6% | 104,587 | $5.2M |
| TD Waterhouse Canada Inc. | 0.04% | Add +13.6% | 102,371 | $5.1M |
| JFS Wealth Advisors, LLC | 0.34% | Reduce -2.7% | 101,891 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +6.0% | 98,189 | $4.9M |
| Inspirion Wealth Advisors, LLC | 0.66% | Add +0.0% | 96,028 | $4.8M |
| Cwm, LLC | 0.02% | Reduce -26.6% | 93,423 | $4.6M |
| Sage Capital Management, LLC | 2.51% | Add +0.2% | 93,283 | $4.6M |
| Nikulski Financial, Inc. | 1.39% | Add +1.9% | 93,117 | $4.6M |
| Cascade Financial Partners, LLC | 0.58% | Reduce -0.9% | 92,638 | $4.6M |
| Frazier Financial Advisors, LLC | 3.53% | Add +3.7% | 92,398 | $4.6M |
| JPL Wealth Management, LLC | 1.24% | Add +4.8% | 87,989 | $4.4M |
| SouthState Bank Corp | 0.20% | Add +58.5% | 86,919 | $4.3M |
| Howard Bailey Securities, LLC | 1.37% | Reduce -9.3% | 83,302 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -3.1% | 81,226 | $4.0M |
| IFG Advisory, LLC | 0.22% | Add +5.8% | 80,979 | $4.0M |
| Meridian Wealth Management, LLC | 0.19% | Add +0.8% | 80,782 | $4.0M |
| Private Capital Management, LLC | 0.45% | Add +4.7% | 80,663 | $4.0M |
| Main Street Financial Solutions, LLC | 0.34% | Add +6.4% | 78,761 | $3.9M |
| Cahill Financial Advisors Inc. | 0.49% | Add +1.3% | 72,507 | $3.6M |
| NBT Bank, N.A. | 0.25% | Add +0.4% | 70,775 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -33.2% | 69,944 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +3.2% | 69,628 | $3.4M |
| Financial Counselors Inc. | 0.05% | Reduce -0.5% | 68,918 | $3.4M |
| Hancock Whitney Corp. | 0.11% | Reduce -1.2% | 67,879 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -3.3% | 66,616 | $3.3M |
| Independence Bank of Kentucky | 0.51% | Add +0.3% | 66,440 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.8% | 66,171 | $3.3M |
| Vestor Capital, LLC | 0.27% | Add +1.9% | 66,038 | $3.3M |
| TFG Advisers LLC | 1.16% | Add +0.2% | 64,728 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -2.8% | 63,064 | $3.1M |
| JNBA Financial Advisors | 0.32% | Reduce -11.6% | 62,960 | $3.1M |
| Founders Grove Wealth Partners, LLC | 0.86% | Reduce -1.0% | 62,115 | $3.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.4% | 60,006 | $3.0M |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.