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 |
| Financial Insights, Inc. | 1.16% | Reduce -5.4% | 59,094 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -0.5% | 57,865 | $2.9M |
| Brady Martz Wealth Solutions, LLC | 0.63% | Add +0.4% | 56,051 | $2.8M |
| Defined Financial Planning LLC | 2.73% | Add +6.5% | 54,288 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -2.8% | 54,140 | $2.7M |
| Midland Wealth Advisors, LLC | 0.15% | Reduce -3.8% | 52,949 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.5% | 52,826 | $2.6M |
| BIP Wealth, LLC | 0.17% | Reduce -1.3% | 52,818 | $2.6M |
| Founders Financial Alliance, LLC | 0.62% | Add +4.6% | 51,603 | $2.6M |
| Vident Advisory, LLC | 0.04% | No change | 51,428 | $2.5M |
| Apollon Wealth Management, LLC | 0.06% | Add +0.6% | 51,233 | $2.5M |
| Intrua Financial, LLC | 0.39% | Add +33.2% | 50,283 | $2.5M |
| Flputnam Investment Management Co. | 0.04% | Add +355.3% | 47,938 | $2.4M |
| Northern Trust Corp. | 0.00% | Add +30.6% | 47,394 | $2.3M |
| Powers Advisory Group, LLC | 1.08% | Reduce -3.8% | 45,736 | $2.3M |
| Silverlake Wealth Management LLC | 0.87% | Add +0.0% | 45,603 | $2.3M |
| Prosperity Consulting Group, LLC | 0.17% | Reduce -2.2% | 44,529 | $2.2M |
| Salomon & Ludwin, LLC | 0.23% | Reduce -0.7% | 44,521 | $2.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.33% | No change | 44,103 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -20.2% | 43,796 | $2.2M |
| Larson Financial Group LLC | 0.10% | Add +40.8% | 43,624 | $2.2M |
| Well Done, LLC | 0.39% | Add +2.3% | 41,855 | $2.1M |
| Envision Financial LLC | 1.53% | Reduce -1.2% | 41,023 | $2.0M |
| Principal Securities, Inc. | 0.04% | Add +1.7% | 39,186 | $2.0M |
| Rodgers & Associates, LTD | 0.24% | Reduce -1.1% | 40,287 | $2.0M |
| Oxinas Partners, LLC | 1.17% | Add +25.9% | 40,004 | $2.0M |
| HF Advisory Group, LLC | 0.86% | Add +7.1% | 39,786 | $2.0M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 39,736 | $2.0M |
| ORG Partners LLC | 0.50% | Add +159.4% | 38,610 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +24.6% | 39,646 | $2.0M |
| Farmers National Bank | 0.55% | Reduce -7.6% | 39,590 | $2.0M |
| Argent Trust Co | 0.08% | Reduce -1.4% | 38,298 | $1.9M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.6% | 39,551 | $1.9M |
| Yarger Wealth Strategies, LLC | 1.09% | Add +0.5% | 37,861 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +1.6% | 36,975 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +5.9% | 36,676 | $1.8M |
| Merit Financial Group, LLC | 0.03% | Add +2.3% | 36,286 | $1.8M |
| Soltis Investment Advisors LLC | 0.16% | Reduce -12.0% | 35,215 | $1.7M |
| &partners | 0.02% | Add +164.8% | 34,531 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.22% | Reduce -0.3% | 33,803 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +14.2% | 33,624 | $1.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.56% | Add +1.8% | 32,034 | $1.6M |
| Centaurus Financial, Inc. | 0.10% | Add +4.3% | 31,676 | $1.6M |
| FFG Retirement Advisors LLC | 1.05% | Reduce -2.1% | 31,152 | $1.5M |
| Culbertson A N & Co. Inc. | 0.24% | Add +1.0% | 30,851 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -4.0% | 30,397 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +355.8% | 30,239 | $1.5M |
| Resurgent Financial Advisors LLC | 0.88% | Add +0.9% | 29,559 | $1.5M |
| Southland Equity Partners LLC | 0.34% | Reduce -0.7% | 29,245 | $1.4M |
| Financial Management Network Inc. | 0.33% | Add +30.8% | 32,735 | $1.4M |
| Biondo Investment Advisors, LLC | 0.20% | Reduce -1.7% | 29,093 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -6.2% | 28,842 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Add +5.6% | 28,596 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -10.9% | 28,500 | $1.4M |
| Harbor Investment Advisory, LLC | 0.14% | Reduce -2.9% | 28,453 | $1.4M |
| Financial Advisory Partners, LLC | 0.47% | Reduce -10.7% | 28,368 | $1.4M |
| FMR LLC | 0.00% | Add +6.5% | 27,116 | $1.3M |
| Cadence Bank | 0.10% | Reduce -12.1% | 27,082 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.43% | Add +0.1% | 27,007 | $1.3M |
| WealthShield Partners, LLC | 0.17% | Add +6.2% | 26,875 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +5.5% | 26,846 | $1.3M |
| Causey Wealth LLC | 0.74% | Reduce -11.8% | 26,788 | $1.3M |
| Mather Group, Llc. | 0.02% | Reduce -4.9% | 26,680 | $1.3M |
| Opes Wealth Management LLC | 0.26% | Add +0.2% | 26,285 | $1.3M |
| Comerica Bank | 0.01% | Reduce -1.4% | 25,439 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 25,296 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.83% | Add +6.8% | 25,027 | $1.2M |
| Principle Wealth Partners LLC | 0.09% | No change | 24,795 | $1.2M |
| IMS Capital Management | 0.60% | Reduce -5.9% | 23,835 | $1.2M |
| Pacific Sun Financial Corp | 0.66% | Add +2.6% | 23,305 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -4.7% | 23,174 | $1.1M |
| Connecticut Wealth Management, LLC | 0.06% | New | 23,039 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +5.0% | 22,924 | $1.1M |
| Bristlecone Advisors, LLC | 0.09% | Add +4.6% | 22,494 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +20.2% | 22,338 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.8% | 22,300 | $1.1M |
| NewSquare Capital LLC | 0.09% | Add +1.1% | 22,190 | $1.1M |
| Great Diamond Partners, LLC | 0.30% | Reduce -1.4% | 22,162 | $1.1M |
| Apexium Financial, LP | 0.06% | Reduce -1.4% | 21,923 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.35% | Reduce -0.0% | 21,759 | $1.1M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -52.6% | 21,582 | $1.1M |
| RiverTree Advisors, LLC | 0.71% | New | 21,507 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.50% | Add +2.1% | 21,449 | $1.1M |
| Simmons Bank | 0.08% | No change | 21,429 | $1.1M |
| Meridian Financial Advisors, LLC | 0.74% | Reduce -0.9% | 21,385 | $1.1M |
| True Link Financial Advisors, LLC | 0.08% | New | 20,678 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -14.2% | 20,677 | $1.0M |
| Holos Integrated Wealth LLC | 0.67% | Reduce -0.1% | 20,540 | $1.0M |
| Navis Wealth Advisors, LLC | 0.99% | Add +5.6% | 20,458 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.5% | 20,434 | $1.0M |
| Wealthcare Capital Partners, LLC | 0.51% | Add +7.1% | 20,109 | $996K |
| Prairie Wealth Advisors, Inc. | 0.48% | Add +5.2% | 19,747 | $978K |
| Denver Wealth Management, Inc. | 0.44% | Reduce -1.8% | 19,570 | $969K |
| Gryphon Financial Partners LLC | 0.14% | Reduce -4.2% | 19,264 | $954K |
| John W. Brooker & Co., CPAs | 0.39% | Add +0.0% | 19,068 | $944K |
| Team Financial Group, LLC | 0.53% | Reduce -65.0% | 18,638 | $923K |
| Waverly Advisors, LLC | 0.01% | No change | 18,494 | $916K |
| Milestone Asset Management Group, LLC | 0.78% | Add +149.2% | 17,301 | $867K |
| Octavia Wealth Advisors, LLC | 0.10% | Add +0.0% | 17,452 | $864K |
| Marino, Stram & Associates LLC | 0.19% | Add +0.1% | 17,403 | $862K |
| Capital Advisory Group Advisory Services, LLC | 0.33% | Add +17.9% | 17,336 | $858K |
| Platform Technology Partners | 0.25% | No change | 17,251 | $854K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 17,063 | $845K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | Reduce -16.7% | 17,036 | $844K |
| Rockport Wealth LLC | 0.30% | Reduce -1.5% | 16,940 | $839K |
| Qube Research & Technologies Ltd | 0.00% | Add +14.9% | 16,915 | $838K |
| Citadel Advisors | 0.00% | Add +194.8% | 16,895 | $837K |
| Savant Capital, LLC | 0.01% | Reduce -0.1% | 16,836 | $834K |
| Focus Financial Network, Inc. | 0.03% | Reduce -3.5% | 16,688 | $826K |
| Brady Family Wealth, LLC | 0.25% | No change | 16,034 | $794K |
| CPC Advisors, LLC | 0.11% | Add +3.0% | 15,970 | $791K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.3% | 15,918 | $788K |
| Vicus Capital | 0.07% | Reduce -7.1% | 15,493 | $767K |
| Marathon Strategic Advisors, LLC | 0.81% | Reduce -0.2% | 15,280 | $757K |
| Montag A & Associates Inc. | 0.04% | Add +0.1% | 15,267 | $756K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 14,899 | $738K |
| Arkos Global Advisors | 0.11% | Reduce -4.3% | 14,876 | $737K |
| Guidance Capital, Inc. | 0.22% | Reduce -4.7% | 15,193 | $733K |
| Park Avenue Securities LLC | 0.01% | Add +78.0% | 14,619 | $724K |
| Trustmark Bank Trust Department | 0.05% | Reduce -3.2% | 14,595 | $723K |
| Saxon Interests, Inc. | 0.33% | Add +25.5% | 14,418 | $714K |
| HB Wealth Management, LLC | 0.01% | Add +24.1% | 13,541 | $671K |
| Betterment LLC | 0.00% | Add +8.1% | 13,186 | $653K |
| Midwest Capital Advisors, LLC | 0.39% | Reduce -26.0% | 12,940 | $641K |
| Financial Advocates Investment Management | 0.04% | Add +0.2% | 12,833 | $636K |
| Cerity Partners LLC | 0.00% | Reduce -33.3% | 12,718 | $630K |
| New Insight Wealth Advisors | 0.29% | Add +7.8% | 12,710 | $629K |
| Summit Financial, LLC | 0.02% | Add +6.9% | 12,375 | $613K |
| Asset Dedication, LLC | 0.05% | No change | 12,303 | $609K |
| Uhlmann Price Securities, LLC | 0.45% | Add +2.6% | 12,242 | $606K |
| Hanover Advisors Inc. | 0.25% | No change | 11,871 | $588K |
| New Hampshire Trust | 0.13% | Add +3.5% | 11,805 | $585K |
| Redmond Asset Management, LLC | 0.15% | Add +2.6% | 11,644 | $577K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,635 | $576K |
| Ironwood Investment Counsel, LLC | 0.10% | New | 11,578 | $573K |
| AssuredPartners Investment Advisors, LLC | 0.11% | Reduce -7.8% | 11,540 | $571K |
| Allworth Financial LP | 0.00% | Add +2.1% | 11,846 | $562K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -29.0% | 11,320 | $561K |
| Citigroup Inc. | 0.00% | Add +1.7% | 11,006 | $545K |
| Anson Capital, Inc. | 0.47% | Add +3.3% | 10,986 | $544K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.8% | 10,796 | $535K |
| Cape Ann Savings Bank | 0.33% | Reduce -0.7% | 10,693 | $530K |
| Sunbelt Securities, Inc. | 0.05% | No change | 10,672 | $528K |
| Lanark Financial, Inc. | 0.04% | — | 10,574 | $523K |
| Ancora Advisors LLC | 0.01% | No change | 10,545 | $522K |
| Heritage Trust Co | 0.06% | Reduce -23.9% | 10,370 | $514K |
| Centennial Wealth Advisory LLC | 0.19% | Add +28.4% | 10,305 | $510K |
| Modern Wealth Management, LLC | 0.02% | Reduce -95.0% | 10,056 | $498K |
| Integrated Advisors Network LLC | 0.03% | No change | 10,050 | $498K |
| Plimoth Trust Co. LLC | 0.13% | Reduce -0.4% | 9,753 | $483K |
| Aspen Investment Management Inc | 0.22% | No change | 9,630 | $477K |
| PFG Investments, LLC | 0.03% | Add +0.3% | 9,582 | $474K |
| Bank of Montreal | 0.00% | Reduce -91.5% | 9,515 | $471K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -0.5% | 9,486 | $470K |
| Western Wealth Management, LLC | 0.03% | Add +3.1% | 9,450 | $468K |
| Evanson Asset Management, LLC | 0.03% | Add +0.1% | 9,202 | $456K |
| Private Trust Co. NA | 0.04% | Add +4.4% | 8,810 | $436K |
| Golden State Wealth Management, LLC | 0.06% | Add +4.5% | 8,747 | $433K |
| Invesco Ltd. | 0.00% | Reduce -3.2% | 8,729 | $432K |
| IFP Advisors, Inc | 0.01% | Reduce -0.2% | 8,694 | $431K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 8,478 | $420K |
| Patten Group, Inc. | 0.10% | Add +3.8% | 8,381 | $415K |
| Old National Bancorp | 0.01% | No change | 8,318 | $412K |
| BCGM Wealth Management, LLC | 0.13% | Add +0.3% | 8,287 | $410K |
| Citizens Financial Group Inc. | 0.01% | No change | 8,221 | $407K |
| Robinson Smith Wealth Advisors LLC | 0.34% | No change | 8,161 | $404K |
| Reliant Investment Partners, LLC | 0.41% | Reduce -0.9% | 8,111 | $402K |
| Geneos Wealth Management Inc. | 0.01% | Add +4.5% | 7,971 | $395K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.4% | 7,942 | $393K |
| West Bancorporation Inc. | 0.26% | Reduce -27.8% | 7,781 | $385K |
| DGS Capital Management, LLC | 0.10% | Reduce -24.9% | 7,665 | $380K |
| Medallion Wealth Advisors, LLC | 0.17% | Add +2.1% | 7,619 | $378K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -12.7% | 7,602 | $376K |
| Beacon Financial Advisory LLC | 0.11% | Add +65.7% | 7,554 | $374K |
| Sigma Planning Corp | 0.01% | Add +8.2% | 7,433 | $368K |
| AQR Capital Management | 0.00% | Reduce -29.0% | 7,202 | $357K |
| Berkeley, Inc | 0.17% | Reduce -7.0% | 7,155 | $354K |
| Friday Financial | 0.21% | Add +7.7% | 7,004 | $352K |
| Seek First Inc. | 0.31% | — | 6,981 | $346K |
| Kestra Investment Management, LLC | 0.01% | New | 6,873 | $340K |
| RMR Wealth Builders | 0.04% | Add +0.5% | 6,857 | $340K |
| RFG Advisory, LLC | 0.01% | Reduce -5.4% | 6,849 | $339K |
| World Investment Advisors | 0.01% | Add +0.1% | 6,761 | $335K |
| Key Financial Inc | 0.07% | No change | 6,693 | $331K |
| Wealth Management Associates, Inc. | 0.14% | Reduce -0.3% | 6,588 | $326K |
| Strategic Financial Concepts, LLC | 0.06% | Add +0.9% | 6,569 | $325K |
| Vontobel Holding Ltd. | 0.00% | Reduce -8.2% | 6,543 | $324K |
| Wick Capital Partners, LLC | 0.10% | New | 6,468 | $320K |
| Integrity Alliance, Llc. | 0.01% | New | 6,443 | $319K |
| Essex Financial Services, Inc. | 0.02% | Add +0.2% | 6,285 | $311K |
| Moneco Advisors, LLC | 0.03% | Add +2.3% | 6,210 | $308K |
| Calton & Associates, Inc. | 0.07% | Add +0.5% | 6,164 | $305K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 6,085 | $301K |
| Diversified Enterprises, LLC | 0.03% | Add +1.3% | 6,057 | $300K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -0.1% | 6,032 | $299K |
| Koshinski Asset Management, Inc. | 0.03% | Add +9.9% | 6,031 | $299K |
| Belpointe Asset Management LLC | 0.02% | Reduce -24.3% | 5,917 | $293K |
| Fragasso Financial Advisors Inc | 0.02% | Add +1.7% | 5,760 | $285K |
| Blair William & Co. | 0.00% | Reduce -3.7% | 5,752 | $285K |
| HUB Investment Partners, LLC | 0.01% | Reduce -2.1% | 5,744 | $284K |
| Arkadios Wealth Advisors | 0.01% | New | 5,731 | $284K |
| MCF Advisors LLC | 0.02% | No change | 5,676 | $281K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -63.5% | 5,643 | $279K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.8% | 5,639 | $279K |
| Edge Financial Advisors LLC | 0.18% | Reduce -7.7% | 5,614 | $278K |
| SPC Financial, Inc. | 0.02% | No change | 5,600 | $277K |
| Worth Financial Advisory Group, LLC | 0.18% | Add +2.9% | 5,588 | $277K |
| Independent Financial Group, LLC | 0.01% | Add +1.1% | 5,476 | $271K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +12.9% | 5,460 | $270K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -6.7% | 5,353 | $265K |
| Investors Research Corp | 0.06% | Reduce -6.1% | 5,350 | $265K |
| Cottage Street Advisors LLC | 0.13% | No change | 5,326 | $264K |
| Weinberger Asset Management, Inc | 0.11% | Reduce -11.7% | 5,270 | $261K |
| Moors & Cabot, Inc. | 0.01% | Add +1.3% | 5,147 | $255K |
| Portland Financial Advisors Inc | 0.65% | No change | 5,139 | $254K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.7% | 5,024 | $249K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.3% | 5,019 | $249K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.7% | 4,990 | $247K |
| FSA Advisors, Inc. | 0.20% | Reduce -39.9% | 4,986 | $247K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.4% | 4,936 | $244K |
| Cibc World Market Inc. | 0.00% | Reduce -72.7% | 4,912 | $243K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.9% | 4,912 | $243K |
| Kickstand Ventures, Llc. | 0.06% | Reduce -0.3% | 4,856 | $240K |
| Smith, Moore & Co. | 0.02% | Add +0.2% | 4,797 | $238K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.4% | 4,750 | $235K |
| Uptick Partners, LLC | 0.08% | No change | 4,737 | $235K |
| MTM Investment Management, LLC | 0.09% | No change | 4,676 | $232K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -35.6% | 4,633 | $229K |
| Brighton Jones LLC | 0.01% | Add +0.0% | 4,553 | $225K |
| Berger Financial Group, Inc | 0.02% | Add +0.0% | 4,520 | $224K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 4,513 | $224K |
| Alhambra Investment Management LLC | 0.11% | No change | 4,470 | $221K |
| Crux Wealth Advisors | 0.12% | Add +0.5% | 4,467 | $221K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 4,464 | $221K |
| Harvest Investment Services, LLC | 0.06% | Add +0.1% | 4,461 | $221K |
| RVW Wealth, LLC | 0.02% | No change | 4,428 | $219K |
| Rooted Wealth Advisors, Inc. | 0.09% | Add +90.8% | 10,197 | $218K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -15.4% | 4,353 | $216K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.5% | 4,303 | $213K |
| Avant Capital LLC | 0.17% | Add +0.2% | 4,228 | $209K |
| Essex Bank | 0.05% | No change | 4,200 | $208K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | No change | 4,184 | $207K |
| Berkshire Asset Management LLC | 0.01% | No change | 4,257 | $206K |
| Ritholtz Wealth Management | 0.01% | Reduce -14.3% | 4,105 | $203K |
| Northern Financial Advisors Inc | 0.17% | Add +0.5% | 4,091 | $203K |
| MWA Asset Management | 0.14% | No change | 4,070 | $202K |
| Townsquare Capital LLC | 0.00% | Reduce -6.6% | 4,051 | $201K |
| CoreCap Advisors, LLC | 0.01% | Add +10.1% | 3,783 | $187K |
| US Bancorp \de | 0.00% | Add +3.1% | 3,554 | $176K |
| BankPlus Trust Department | 0.06% | Reduce -3.8% | 3,534 | $175K |
| Spire Wealth Management | 0.01% | Add +0.2% | 3,486 | $173K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.9% | 3,943 | $171K |
| Colonial Trust Co / SC | 0.03% | Reduce -39.3% | 3,293 | $162K |
| NorthRock Partners, LLC | 0.01% | Add +295.3% | 3,079 | $152K |
| Viewpoint Capital Management LLC | 0.07% | No change | 2,550 | $126K |
| PSI Advisors, LLC | 0.04% | Reduce -9.5% | 2,483 | $123K |
| Franklin Resources Inc. | 0.00% | Reduce -2.2% | 2,274 | $113K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +21.5% | 2,199 | $109K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.5% | 1,767 | $88K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,599 | $82K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.5% | 1,589 | $79K |
| Bokf, NA | 0.00% | No change | 1,492 | $74K |
| Farther Finance Advisors, LLC | 0.00% | Add +68.7% | 1,405 | $70K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,358 | $67K |
| Fifth Third Bancorp | 0.00% | New | 1,307 | $65K |
| Signaturefd, LLC | 0.00% | No change | 1,211 | $60K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -4.8% | 1,185 | $59K |
| Chilton Capital Management LLC | 0.00% | New | 1,115 | $55K |
| Synergy Investment Management, LLC | 0.02% | Add +7.9% | 1,079 | $53K |
| Barrett & Company, Inc. | 0.02% | No change | 1,050 | $52K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,025 | $51K |
| Transce3nd, LLC | 0.02% | Reduce -26.0% | 1,019 | $50K |
| Fairway Wealth LLC | 0.02% | No change | 1,007 | $50K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 977 | $48K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $46K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 856 | $42K |
| Ameriflex Group, Inc. | 0.02% | Add +0.1% | 822 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.5% | 749 | $37K |
| Perkins Coie Trust Co | 0.01% | No change | 740 | $37K |
| Creekmur Asset Management LLC | 0.01% | Add +0.1% | 705 | $35K |
| National Bank of Canada | 0.00% | No change | 660 | $33K |
| Caldwell Trust Co | 0.00% | No change | 650 | $32K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 565 | $28K |
| Center for Financial Planning, Inc. | 0.00% | New | 552 | $27K |
| Noble Wealth Management PBC | 0.02% | No change | 548 | $27K |
| Tidemark, LLC | 0.01% | Reduce -33.3% | 542 | $27K |
| Alpine Bank Wealth Management | 0.00% | — | 530 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -37.0% | 529 | $26K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 526 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 451 | $23K |
| Wolff Wiese Magana LLC | 0.02% | No change | 450 | $22K |
| Millstone Evans Group, LLC | 0.01% | No change | 426 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 425 | $21K |
| West Branch Capital LLC | 0.01% | New | 375 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 357 | $18K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 355 | $18K |
| Roxbury Financial LLC | 0.02% | Add +0.3% | 314 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +5.0% | 314 | $15K |
| United Community Bank | 0.01% | No change | 311 | $15K |
| BlackRock, Inc. | 0.00% | No change | 266 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 245 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 238 | $12K |
| Assetmark, Inc. | 0.00% | No change | 237 | $12K |
| Financial Freedom, LLC | 0.01% | No change | 235 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.5% | 223 | $11K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 222 | $11K |
| Arax Advisory Partners | 0.00% | Add +0.5% | 187 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 176 | $9K |
| Sound Income Strategies, LLC | 0.00% | New | 168 | $8K |
| Brooklyn Investment Group | 0.00% | New | 162 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 166 | $8K |
| Inlight Wealth Management, LLC | 0.00% | New | 135 | $7K |
| Beacon Capital Management, LLC | 0.00% | New | 130 | $6K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 122 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 120 | $6K |
| Old Second National Bank of Aurora | 0.00% | Reduce -33.3% | 120 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -44.8% | 100 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.1% | 94 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 85 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 71 | $3K |
| REAP Financial Group, LLC | 0.00% | Reduce -1.6% | 62 | $3K |
| Covestor Ltd | 0.00% | Add +50.0% | 60 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 60 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -92.7% | 42 | $2K |
| IMG Wealth Management, Inc. | 0.00% | No change | 39 | $2K |
| Bank of New Hampshire | 0.00% | No change | 30 | $1K |
| Spurstone Advisory Services, LLC | 0.03% | New | 26 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 24 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 21 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -53.5% | 20 | $990 |
| GAMMA Investing LLC | 0.00% | Reduce -89.3% | 19 | $941 |
| Future Financial Wealth Managment LLC | 0.00% | Reduce -50.0% | 11 | $554 |
| Iron Horse Wealth Management, LLC | 0.00% | New | 8 | $396 |
| Global Wealth Strategies & Associates | 0.00% | New | 3 | $149 |
| Provident Wealth Management, LLC | 0.00% | New | 1 | $50 |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.