Wisdomtree US Midcap DividenDONETF
13F holders, Q2 2025 (June 30)433holders −2
23new positions
30sold out
1famous investor
$50.13avg. 13F price*
At the end of Q2 2025, 433 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, down 2 from Q1 2025. 23 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($243.5M), Morgan Stanley ($119.0M) and LPL Financial LLC ($101.1M). One famous investor held it 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $26.4M |
| Exits | 30 | $19.7M |
All 13F filers, Q1 2025 → Q2 2025: 2,138,463 shares bought and 1,853,884 shares sold, net +284,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 433 holders
| Bank of America Corp. | 0.02% | Add +5.2% | 4,857,397 | $243.5M |
| Morgan Stanley | 0.01% | Reduce -3.4% | 2,374,159 | $119.0M |
| LPL Financial LLC | 0.03% | Add +0.6% | 2,017,686 | $101.1M |
| Linscomb Wealth, Inc. | 4.22% | Add +0.6% | 1,831,348 | $91.8M |
| UBS Group AG | 0.02% | Add +10.9% | 1,788,181 | $89.6M |
| Creative Planning | 0.07% | Reduce -0.7% | 1,517,613 | $76.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.2% | 1,375,500 | $68.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.6% | 1,127,273 | $56.5M |
| Jones Financial Companies LLLP | 0.04% | Add +75.2% | 1,088,134 | $54.4M |
| HighTower Advisors, LLC | 0.06% | Add +2.5% | 1,009,360 | $50.6M |
| Wells Fargo & Company | 0.01% | Reduce -5.7% | 983,080 | $49.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -11.7% | 750,263 | $37.6M |
| Royal Bank of Canada | 0.01% | Reduce -27.4% | 560,473 | $28.1M |
| Kestra Advisory Services, LLC | 0.14% | Add +8.9% | 560,364 | $28.1M |
| Cetera Investment Advisers | 0.04% | Reduce -0.7% | 529,675 | $26.5M |
| Coldstream Capital Management Inc. | 0.43% | Add +4.6% | 522,008 | $26.2M |
| Keybank National Association | 0.09% | Add +1.8% | 496,979 | $24.9M |
| IAG Wealth Partners, LLC | 3.12% | Reduce -3.0% | 470,660 | $23.6M |
| Baird Financial Group, Inc. | 0.04% | Reduce -0.5% | 450,491 | $22.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +8.6% | 407,198 | $20.4M |
| Atlantic Union Bankshares Corp | 0.45% | New | 390,289 | $19.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.8% | 376,878 | $18.9M |
| Trajan Wealth LLC | 0.91% | Reduce -4.5% | 372,555 | $18.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.7% | 372,107 | $18.7M |
| Stonebridge Financial Group, LLC | 1.75% | Add +6.9% | 359,764 | $18.0M |
| MAI Capital Management | 0.12% | Add +1.9% | 339,307 | $17.0M |
| Melone Private Wealth, LLC | 8.55% | Add +2.4% | 334,530 | $16.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 314,509 | $15.8M |
| Stifel Financial Corp. | 0.02% | Reduce -1.1% | 311,553 | $15.6M |
| Precedent Wealth Partners, LLC | 3.43% | Add +4.4% | 279,484 | $14.0M |
| Lido Advisors, LLC | 0.07% | Reduce -2.0% | 277,530 | $13.9M |
| AE Wealth Management LLC | 0.10% | Add +11.5% | 271,347 | $13.6M |
| Marion Wealth Management | 3.38% | Add +3.0% | 269,680 | $13.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.4% | 266,789 | $13.4M |
| Focus Partners Wealth | 0.03% | Add +2.6% | 260,364 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.3% | 232,438 | $12.0M |
| Concord Asset Management, LLC | 1.79% | Add +51.4% | 237,086 | $11.9M |
| Concord Wealth Partners | 1.73% | Add +1.8% | 237,086 | $11.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +12.4% | 231,864 | $11.6M |
| Avantax Planning Partners, Inc. | 0.37% | Add +0.3% | 231,520 | $11.6M |
| Destination Wealth Management | 0.34% | Add +1.7% | 228,361 | $11.4M |
| Curi Capital, LLC | 0.21% | Add +21.7% | 222,102 | $11.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.9% | 201,613 | $10.1M |
| Lee, Kelleher & Klein Wealth Management | 6.35% | Add +4.3% | 190,705 | $9.6M |
| Goldstone Financial Group, LLC | 1.19% | Add +4.4% | 174,349 | $9.0M |
| White Pine Investment CO | 2.07% | Reduce -1.4% | 165,549 | $8.3M |
| CX Institutional | 0.29% | Add +6.6% | 163,539 | $8.2M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +2.3% | 148,454 | $7.4M |
| United Advisor Group, LLC | 1.26% | Add +0.8% | 145,258 | $7.3M |
| Cornerstone Wealth Management, LLC | 0.43% | Add +2.7% | 142,016 | $7.1M |
| Capital Investment Counsel, LLC | 1.03% | Add +0.3% | 132,870 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +2.6% | 132,004 | $6.6M |
| FAS Wealth Partners, Inc. | 0.48% | Add +1.9% | 130,223 | $6.5M |
| Grey Ledge Advisors, LLC | 1.51% | Add +12.5% | 123,149 | $6.2M |
| Mariner, LLC | 0.01% | Reduce -11.1% | 120,882 | $6.1M |
| Modera Wealth Management, LLC | 0.07% | Reduce -3.0% | 117,650 | $5.9M |
| D.A. Davidson & Co. | 0.04% | Add +3.0% | 116,780 | $5.9M |
| Atria Investments, Inc | 0.07% | Add +13.4% | 111,333 | $5.6M |
| MJT & Associates Financial Advisory Group, Inc. | 6.88% | Add +2.0% | 110,684 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -41.0% | 110,247 | $5.5M |
| Apeiron RIA LLC | 1.41% | Reduce -5.3% | 109,376 | $5.5M |
| First Hawaiian Bank | 0.73% | Reduce -25.0% | 107,886 | $5.4M |
| Long Run Wealth Advisors, LLC | 1.12% | Add +2.2% | 106,909 | $5.4M |
| Equitable Holdings, Inc. | 0.04% | Add +0.7% | 106,535 | $5.3M |
| Beacon Financial Group | 0.55% | Reduce -6.2% | 104,718 | $5.2M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -2.5% | 99,770 | $5.1M |
| JFS Wealth Advisors, LLC | 0.32% | Reduce -0.6% | 101,306 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -24.3% | 95,816 | $4.8M |
| Nikulski Financial, Inc. | 1.28% | Add +0.2% | 93,319 | $4.7M |
| Inspirion Wealth Advisors, LLC | 0.62% | Reduce -3.1% | 93,084 | $4.7M |
| Cwm, LLC | 0.02% | Reduce -1.0% | 92,490 | $4.6M |
| Sage Capital Management, LLC | 2.21% | Reduce -1.7% | 91,672 | $4.6M |
| SouthState Bank Corp | 0.20% | Add +5.1% | 91,345 | $4.6M |
| IFG Advisory, LLC | 0.23% | Add +12.5% | 91,069 | $4.6M |
| Frazier Financial Advisors, LLC | 3.20% | Reduce -2.1% | 90,445 | $4.5M |
| JPL Wealth Management, LLC | 1.21% | Add +1.7% | 89,519 | $4.5M |
| Cascade Financial Partners, LLC | 0.53% | Reduce -4.2% | 88,710 | $4.4M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -33.0% | 88,078 | $4.4M |
| Howard Bailey Securities, LLC | 1.34% | Add +3.9% | 86,573 | $4.3M |
| Meridian Wealth Management, LLC | 0.18% | Add +1.8% | 82,247 | $4.1M |
| Private Capital Management, LLC | 0.41% | Reduce -1.3% | 79,629 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -4.2% | 77,844 | $3.9M |
| Main Street Financial Solutions, LLC | 0.28% | Reduce -2.1% | 77,139 | $3.9M |
| Cahill Financial Advisors Inc. | 0.47% | Add +5.2% | 76,255 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +0.3% | 69,818 | $3.5M |
| Midwest Trust Co | 0.05% | — | 69,228 | $3.5M |
| NBT Bank, N.A. | 0.23% | Reduce -5.3% | 67,044 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +5.6% | 66,616 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.1% | 66,079 | $3.3M |
| Independence Bank of Kentucky | 0.47% | Reduce -0.7% | 65,984 | $3.3M |
| Hancock Whitney Corp. | 0.06% | Reduce -3.1% | 65,765 | $3.3M |
| Defined Financial Planning LLC | 2.93% | Add +20.4% | 65,375 | $3.3M |
| TFG Advisers LLC | 1.10% | Reduce -0.6% | 64,340 | $3.2M |
| Founders Grove Wealth Partners, LLC | 0.75% | Reduce -3.4% | 60,011 | $3.0M |
| JNBA Financial Advisors | 0.28% | Reduce -6.3% | 58,980 | $3.0M |
| Summit Wealth Group LLC / Co. | 0.74% | — | 58,838 | $2.9M |
| Financial Insights, Inc. | 1.01% | Reduce -6.4% | 55,296 | $2.8M |
| Brady Martz Wealth Solutions, LLC | 0.53% | Reduce -2.1% | 54,885 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -22.2% | 54,394 | $2.7M |
| Intrua Financial, LLC | 0.39% | Add +7.3% | 53,961 | $2.7M |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.