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 |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -7.0% | 53,807 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -10.4% | 53,733 | $2.7M |
| Founders Financial Alliance, LLC | 0.61% | Add +3.8% | 53,561 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -2.0% | 53,036 | $2.7M |
| Larson Financial Group LLC | 0.10% | Add +18.2% | 51,554 | $2.6M |
| Vident Advisory, LLC | 0.03% | No change | 51,428 | $2.6M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -1.6% | 50,397 | $2.5M |
| Midland Wealth Advisors, LLC | 0.13% | Reduce -8.7% | 48,362 | $2.4M |
| BIP Wealth, LLC | 0.15% | Reduce -11.1% | 46,976 | $2.4M |
| Powers Advisory Group, LLC | 1.02% | Add +0.7% | 46,073 | $2.3M |
| Thrivent Financial for Lutherans | 0.01% | New | 46,043 | $2.3M |
| Salomon & Ludwin, LLC | 0.22% | Reduce -0.8% | 44,141 | $2.3M |
| ORG Partners LLC | 0.49% | Add +14.8% | 44,325 | $2.3M |
| Silverlake Wealth Management LLC | 0.66% | Reduce -2.3% | 44,573 | $2.2M |
| Prosperity Consulting Group, LLC | 0.16% | Reduce -2.6% | 43,391 | $2.2M |
| Well Done, LLC | 0.39% | Reduce -0.2% | 41,788 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -4.7% | 41,741 | $2.1M |
| Principal Securities, Inc. | 0.04% | Add +6.4% | 41,690 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +13.5% | 41,629 | $2.1M |
| Oxinas Partners, LLC | 1.06% | Add +3.3% | 41,340 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +2.1% | 40,562 | $2.0M |
| Rodgers & Associates, LTD | 0.22% | No change | 40,287 | $2.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.63% | Add +25.1% | 40,063 | $2.0M |
| Envision Financial LLC | 1.34% | Reduce -2.4% | 40,032 | $2.0M |
| Farmers National Bank | 0.52% | Reduce -0.1% | 39,532 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +5.9% | 39,165 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Add +7.9% | 39,147 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +16.4% | 39,129 | $2.0M |
| Financial Management Network Inc. | 0.35% | Add +15.0% | 37,644 | $1.9M |
| HF Advisory Group, LLC | 0.76% | Reduce -3.2% | 38,519 | $1.9M |
| Argent Trust Co | 0.07% | Reduce -0.1% | 38,258 | $1.9M |
| Yarger Wealth Strategies, LLC | 1.00% | Add +0.7% | 38,116 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -7.1% | 36,751 | $1.9M |
| Flputnam Investment Management Co. | 0.03% | Reduce -21.7% | 37,555 | $1.9M |
| &partners | 0.01% | Add +6.5% | 36,774 | $1.8M |
| Centaurus Financial, Inc. | 0.11% | Add +14.7% | 36,322 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -23.4% | 36,304 | $1.8M |
| FFG Retirement Advisors LLC | 1.08% | Add +10.7% | 34,486 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -14.6% | 33,872 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +0.0% | 33,816 | $1.7M |
| Harbour Investments, Inc. | 0.04% | Add +21.7% | 32,674 | $1.6M |
| Soltis Investment Advisors LLC | 0.13% | Reduce -8.5% | 32,207 | $1.6M |
| Financial Advisory Partners, LLC | 0.49% | Add +10.0% | 31,204 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +1.9% | 30,801 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Add +7.1% | 30,615 | $1.5M |
| Comerica Bank | 0.01% | Add +18.1% | 30,043 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +3.6% | 29,876 | $1.5M |
| Resurgent Financial Advisors LLC | 0.82% | Add +0.9% | 29,835 | $1.5M |
| Opes Wealth Management LLC | 0.26% | Add +12.3% | 29,525 | $1.5M |
| Southland Equity Partners LLC | 0.32% | Reduce -0.1% | 29,227 | $1.5M |
| Biondo Investment Advisors, LLC | 0.19% | Add +0.1% | 29,123 | $1.5M |
| Harbor Investment Advisory, LLC | 0.13% | Add +2.2% | 29,073 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -5.2% | 28,818 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.1% | 28,520 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +93.5% | 28,288 | $1.4M |
| Culbertson A N & Co. Inc. | 0.22% | Reduce -8.4% | 28,251 | $1.4M |
| FMR LLC | 0.00% | Add +0.8% | 27,323 | $1.4M |
| Cadence Bank | 0.09% | Reduce -0.2% | 27,019 | $1.4M |
| Mather Group, Llc. | 0.01% | Reduce -1.7% | 26,221 | $1.3M |
| WealthShield Partners, LLC | 0.16% | Reduce -3.5% | 25,923 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 25,296 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.79% | Add +0.8% | 25,227 | $1.3M |
| Causey Wealth LLC | 0.65% | Reduce -6.1% | 25,165 | $1.3M |
| Principle Wealth Partners LLC | 0.08% | No change | 24,795 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | Add +330.4% | 24,666 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 24,335 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +5.4% | 24,158 | $1.2M |
| NewSquare Capital LLC | 0.09% | Add +8.9% | 24,158 | $1.2M |
| Composition Wealth, LLC | 0.02% | Add +3.8% | 24,044 | $1.2M |
| IMS Capital Management | 0.56% | Reduce -0.4% | 23,735 | $1.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.33% | Reduce -14.9% | 22,986 | $1.2M |
| Pacific Sun Financial Corp | 0.60% | Reduce -1.6% | 22,925 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.57% | Add +13.3% | 22,792 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +0.8% | 22,477 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -2.5% | 22,469 | $1.1M |
| Bristlecone Advisors, LLC | 0.09% | Reduce -1.1% | 22,250 | $1.1M |
| Apexium Financial, LP | 0.06% | Reduce -1.1% | 21,676 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.1% | 21,645 | $1.1M |
| Great Diamond Partners, LLC | 0.23% | Reduce -2.8% | 21,546 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +35.2% | 21,527 | $1.1M |
| Citadel Advisors | 0.00% | Add +26.6% | 21,380 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.1% | 21,278 | $1.1M |
| Holos Integrated Wealth LLC | 0.63% | Add +0.1% | 20,559 | $1.0M |
| Meridian Financial Advisors, LLC | 0.67% | Reduce -2.8% | 20,794 | $1.0M |
| Collaborative Wealth Managment Inc. | 0.45% | Reduce -4.7% | 20,447 | $1.0M |
| Prairie Wealth Advisors, Inc. | 0.44% | Add +3.2% | 20,374 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +20.1% | 20,323 | $1.0M |
| True Link Financial Advisors, LLC | 0.07% | Reduce -1.9% | 20,286 | $1.0M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -9.8% | 19,457 | $975K |
| Simmons Bank | 0.07% | Reduce -9.2% | 19,454 | $975K |
| Kaydan Wealth Management, Inc. | 0.32% | Reduce -10.6% | 19,444 | $975K |
| Denver Wealth Management, Inc. | 0.40% | Reduce -0.7% | 19,443 | $974K |
| Gryphon Financial Partners LLC | 0.13% | Add +0.1% | 19,286 | $967K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -10.5% | 18,501 | $927K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.2% | 18,264 | $915K |
| Vicus Capital | 0.07% | Add +13.6% | 17,592 | $882K |
| Focus Financial Network, Inc. | 0.03% | Add +5.2% | 17,548 | $879K |
| Platform Technology Partners | 0.23% | No change | 17,251 | $865K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +52.1% | 17,220 | $863K |
| Marino, Stram & Associates LLC | 0.17% | Reduce -1.4% | 17,152 | $860K |
| Octavia Wealth Advisors, LLC | 0.10% | Reduce -2.3% | 17,052 | $855K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.15% | Reduce -61.7% | 16,903 | $847K |
| Savant Capital, LLC | 0.01% | No change | 16,836 | $844K |
| Brady Family Wealth, LLC | 0.25% | No change | 16,034 | $804K |
| CPC Advisors, LLC | 0.10% | Add +0.4% | 16,032 | $804K |
| Navis Wealth Advisors, LLC | 0.66% | Reduce -23.7% | 15,611 | $782K |
| Goldman Sachs Group Inc. | 0.00% | Add +33.5% | 15,535 | $779K |
| Team Financial Group, LLC | 0.38% | Reduce -16.7% | 15,524 | $778K |
| Guidance Capital, Inc. | 0.22% | Add +1.3% | 15,396 | $770K |
| Marathon Strategic Advisors, LLC | 0.71% | No change | 15,280 | $766K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.3% | 15,088 | $756K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -12.2% | 14,960 | $750K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -12.5% | 14,933 | $748K |
| Arkos Global Advisors | 0.10% | Reduce -0.5% | 14,803 | $742K |
| Trustmark Bank Trust Department | 0.05% | Reduce -0.6% | 14,504 | $727K |
| Rockport Wealth LLC | 0.17% | Reduce -15.8% | 14,265 | $715K |
| Saxon Interests, Inc. | 0.33% | No change | 14,418 | $714K |
| Betterment LLC | 0.00% | Add +7.7% | 14,198 | $712K |
| HB Wealth Management, LLC | 0.01% | No change | 13,541 | $679K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 13,219 | $663K |
| Allworth Financial LP | 0.00% | Add +9.3% | 12,943 | $649K |
| Asset Dedication, LLC | 0.05% | Add +1.6% | 12,503 | $627K |
| Two Sigma Investments, LP | 0.00% | Reduce -90.8% | 12,400 | $621K |
| Summit Financial, LLC | 0.01% | Reduce -0.3% | 12,340 | $618K |
| New Insight Wealth Advisors | 0.25% | Reduce -4.5% | 12,140 | $608K |
| Hanover Advisors Inc. | 0.24% | No change | 11,871 | $595K |
| New Hampshire Trust | 0.12% | No change | 11,805 | $592K |
| Redmond Asset Management, LLC | 0.14% | Add +1.0% | 11,765 | $590K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -83.0% | 11,339 | $584K |
| Ironwood Investment Counsel, LLC | 0.09% | Add +0.1% | 11,584 | $581K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.2% | 11,526 | $578K |
| Anson Capital, Inc. | 0.46% | Add +4.2% | 11,449 | $574K |
| Centennial Wealth Advisory LLC | 0.18% | Add +7.6% | 11,084 | $555K |
| Citigroup Inc. | 0.00% | Add +0.4% | 11,048 | $554K |
| Sunbelt Securities, Inc. | 0.05% | No change | 10,672 | $544K |
| Cape Ann Savings Bank | 0.32% | Reduce -0.9% | 10,593 | $531K |
| Ancora Advisors LLC | 0.01% | No change | 10,545 | $529K |
| Milestone Asset Management Group, LLC | 0.39% | Reduce -39.4% | 10,482 | $525K |
| Cerity Partners LLC | 0.00% | Reduce -18.5% | 10,370 | $520K |
| Heritage Trust Co | 0.06% | No change | 10,370 | $520K |
| NewEdge Advisors, LLC | 0.00% | Add +68.0% | 10,224 | $512K |
| Integrated Advisors Network LLC | 0.02% | No change | 10,050 | $504K |
| Lanark Financial, Inc. | 0.04% | Reduce -5.3% | 10,015 | $501K |
| Geneos Wealth Management Inc. | 0.01% | Add +21.1% | 9,651 | $484K |
| Aspen Investment Management Inc | 0.20% | No change | 9,630 | $483K |
| PFG Investments, LLC | 0.03% | Add +0.4% | 9,619 | $482K |
| Plimoth Trust Co. LLC | 0.11% | Reduce -3.2% | 9,438 | $473K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -0.5% | 9,435 | $473K |
| Evanson Asset Management, LLC | 0.03% | Add +0.7% | 9,265 | $464K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -14.4% | 9,243 | $463K |
| Modern Wealth Management, LLC | 0.01% | Reduce -8.9% | 9,157 | $459K |
| Western Wealth Management, LLC | 0.03% | Reduce -4.2% | 9,058 | $454K |
| Global Retirement Partners, LLC | 0.01% | — | 8,873 | $445K |
| Farther Finance Advisors, LLC | 0.01% | Add +529.1% | 8,839 | $443K |
| IFP Advisors, Inc | 0.01% | Add +0.6% | 8,744 | $438K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -0.7% | 8,683 | $435K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 8,478 | $425K |
| BCGM Wealth Management, LLC | 0.12% | Add +0.5% | 8,325 | $417K |
| Old National Bancorp | 0.01% | No change | 8,318 | $417K |
| Leo Wealth, LLC | 0.03% | New | 8,266 | $414K |
| Citizens Financial Group Inc. | 0.01% | No change | 8,221 | $412K |
| Robinson Smith Wealth Advisors LLC | 0.33% | No change | 8,161 | $409K |
| Invesco Ltd. | 0.00% | Reduce -7.4% | 8,084 | $405K |
| Bank of Montreal | 0.00% | Reduce -15.7% | 8,023 | $402K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.4% | 7,753 | $389K |
| Private Trust Co. NA | 0.04% | Reduce -12.8% | 7,687 | $385K |
| KCM Investment Advisors LLC | 0.01% | New | 7,670 | $384K |
| Medallion Wealth Advisors, LLC | 0.15% | Reduce -1.9% | 7,474 | $381K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.5% | 7,564 | $379K |
| Sigma Planning Corp | 0.01% | Add +1.6% | 7,551 | $378K |
| Uhlmann Price Securities, LLC | 0.27% | Reduce -38.5% | 7,530 | $377K |
| Reliant Investment Partners, LLC | 0.32% | Reduce -9.3% | 7,361 | $369K |
| DGS Capital Management, LLC | 0.08% | Reduce -4.6% | 7,311 | $366K |
| West Bancorporation Inc. | 0.23% | Reduce -6.4% | 7,281 | $365K |
| Key Financial Inc | 0.07% | Add +8.3% | 7,248 | $363K |
| Berkeley, Inc | 0.13% | No change | 7,155 | $359K |
| Patten Group, Inc. | 0.08% | Reduce -15.2% | 7,109 | $356K |
| Wealth Management Associates, Inc. | 0.14% | Add +7.3% | 7,069 | $354K |
| Seek First Inc. | 0.29% | Add +0.7% | 7,028 | $352K |
| Friday Financial | 0.18% | No change | 7,004 | $351K |
| Chatham Capital Group, Inc. | 0.05% | New | 7,000 | $351K |
| NorthRock Partners, LLC | 0.01% | Add +124.7% | 6,919 | $347K |
| RMR Wealth Builders | 0.03% | Reduce -0.7% | 6,808 | $341K |
| World Investment Advisors | 0.01% | Reduce -0.8% | 6,708 | $336K |
| Moneco Advisors, LLC | 0.03% | Add +7.3% | 6,663 | $334K |
| RFG Advisory, LLC | 0.01% | Reduce -3.8% | 6,587 | $330K |
| Wick Capital Partners, LLC | 0.08% | Add +54.2% | 9,976 | $324K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.5% | 6,442 | $323K |
| Koshinski Asset Management, Inc. | 0.02% | Add +5.8% | 6,380 | $320K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -3.2% | 6,357 | $319K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -17.3% | 6,245 | $313K |
| Essex Financial Services, Inc. | 0.02% | Reduce -2.6% | 6,119 | $307K |
| Kestra Investment Management, LLC | 0.01% | Reduce -11.5% | 6,081 | $305K |
| Pathstone Holdings, LLC | 0.00% | New | 6,081 | $305K |
| Diversified Enterprises, LLC | 0.02% | Add +0.1% | 6,060 | $304K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 6,032 | $302K |
| Blair William & Co. | 0.00% | Add +3.6% | 5,958 | $299K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.5% | 5,790 | $290K |
| HUB Investment Partners, LLC | 0.01% | No change | 5,744 | $288K |
| Brighton Jones LLC | 0.01% | Add +26.0% | 5,735 | $287K |
| Calton & Associates, Inc. | 0.05% | Reduce -7.7% | 5,692 | $285K |
| MCF Advisors LLC | 0.02% | No change | 5,676 | $284K |
| Edge Financial Advisors LLC | 0.15% | Add +0.7% | 5,652 | $283K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | Reduce -67.5% | 5,628 | $282K |
| Worth Financial Advisory Group, LLC | 0.17% | Add +0.2% | 5,600 | $281K |
| SPC Financial, Inc. | 0.02% | No change | 5,600 | $281K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +1.8% | 5,556 | $278K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 5,542 | $278K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.0% | 5,472 | $274K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +10.0% | 5,431 | $272K |
| Neuberger Berman Group LLC | 0.00% | Add +9.6% | 5,383 | $270K |
| Cibc World Market Inc. | 0.00% | Add +9.3% | 5,369 | $269K |
| Cottage Street Advisors LLC | 0.14% | No change | 5,326 | $267K |
| Investors Research Corp | 0.05% | Reduce -2.2% | 5,231 | $262K |
| Portland Financial Advisors Inc | 0.62% | No change | 5,139 | $258K |
| CIBC Private Wealth Group LLC | 0.00% | Add +29.1% | 5,091 | $255K |
| Tiaa Trust, National Association | 0.00% | Add +1.1% | 5,043 | $253K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.4% | 5,040 | $253K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,024 | $252K |
| Weinberger Asset Management, Inc | 0.10% | Reduce -4.9% | 5,012 | $251K |
| Moors & Cabot, Inc. | 0.01% | Reduce -6.1% | 4,832 | $242K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.5% | 4,807 | $241K |
| Smith, Moore & Co. | 0.02% | Reduce -0.2% | 4,789 | $240K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.5% | 4,775 | $239K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.5% | 4,747 | $238K |
| MTM Investment Management, LLC | 0.08% | No change | 4,676 | $234K |
| Independent Financial Group, LLC | 0.01% | Reduce -15.6% | 4,620 | $232K |
| Harvest Investment Services, LLC | 0.05% | Add +1.5% | 4,529 | $227K |
| Berger Financial Group, Inc | 0.01% | Add +0.0% | 4,521 | $227K |
| Crux Wealth Advisors | 0.10% | Add +0.7% | 4,498 | $225K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -7.7% | 4,484 | $225K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 4,464 | $224K |
| Alhambra Investment Management LLC | 0.11% | Reduce -0.5% | 4,449 | $223K |
| RVW Wealth, LLC | 0.02% | No change | 4,428 | $222K |
| MWA Asset Management | 0.13% | Add +7.7% | 4,385 | $220K |
| Weaver Consulting Group | 0.06% | New | 4,339 | $217K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.7% | 4,332 | $217K |
| Synovus Financial Corp. | 0.00% | New | 4,313 | $216K |
| Berkshire Asset Management LLC | 0.01% | No change | 4,257 | $213K |
| Midwest Capital Advisors, LLC | 0.11% | Reduce -67.1% | 4,255 | $213K |
| Avant Capital LLC | 0.16% | Add +0.3% | 4,239 | $212K |
| First Trust Advisors LP | 0.00% | New | 4,213 | $211K |
| Evolution Wealth Management Inc. | 0.26% | — | 4,211 | $211K |
| Essex Bank | 0.05% | No change | 4,200 | $210K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.04% | No change | 4,184 | $210K |
| Northern Financial Advisors Inc | 0.15% | Add +0.7% | 4,118 | $206K |
| River Street Advisors LLC | 0.08% | New | 3,716 | $186K |
| Montag A & Associates Inc. | 0.01% | Reduce -75.9% | 3,679 | $184K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.2% | 3,547 | $178K |
| BankPlus Trust Department | 0.05% | No change | 3,534 | $177K |
| US Bancorp \de | 0.00% | Reduce -3.5% | 3,431 | $172K |
| Viewpoint Capital Management LLC | 0.06% | No change | 2,550 | $128K |
| Franklin Resources Inc. | 0.00% | No change | 2,274 | $114K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,199 | $110K |
| Colonial Trust Co / SC | 0.01% | Reduce -37.2% | 2,067 | $103K |
| Spire Wealth Management | 0.00% | Reduce -46.8% | 1,855 | $93K |
| SBI Securities Co., Ltd. | 0.00% | No change | 1,767 | $89K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.6% | 1,599 | $80K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,599 | $80K |
| Bokf, NA | 0.00% | No change | 1,492 | $75K |
| Clearstead Advisors, LLC | 0.00% | Add +4.0% | 1,413 | $71K |
| Fifth Third Bancorp | 0.00% | No change | 1,307 | $66K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,185 | $59K |
| Barrett & Company, Inc. | 0.02% | No change | 1,050 | $53K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,025 | $51K |
| Assetmark, Inc. | 0.00% | Add +328.3% | 1,015 | $51K |
| Fairway Wealth LLC | 0.02% | No change | 1,007 | $50K |
| Transce3nd, LLC | 0.02% | Reduce -1.6% | 1,003 | $50K |
| Total Investment Management Inc. | 0.01% | New | 1,000 | $50K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $46K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 857 | $43K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 851 | $42K |
| Vestor Capital, LLC | 0.00% | Reduce -98.0% | 1,317 | $42K |
| Ameriflex Group, Inc. | 0.02% | No change | 822 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 754 | $38K |
| Perkins Coie Trust Co | 0.01% | No change | 740 | $37K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -30.5% | 679 | $34K |
| Caldwell Trust Co | 0.00% | No change | 650 | $33K |
| Creekmur Asset Management LLC | 0.01% | Reduce -16.4% | 589 | $30K |
| Center for Financial Planning, Inc. | 0.00% | No change | 552 | $28K |
| Alpine Bank Wealth Management | 0.00% | No change | 530 | $27K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 526 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -3.0% | 513 | $26K |
| Capital A Wealth Management, LLC | 0.26% | Add +2485.0% | 517 | $24K |
| Wolff Wiese Magana LLC | 0.01% | No change | 450 | $23K |
| Millstone Evans Group, LLC | 0.01% | No change | 426 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 425 | $21K |
| Ameritas Advisory Services, LLC | 0.00% | New | 385 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -32.6% | 381 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 358 | $18K |
| Legacy Investment Solutions, LLC | 0.01% | — | 355 | $18K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 355 | $18K |
| Costello Asset Management, INC | 0.01% | Add +162.3% | 320 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Add +1.6% | 319 | $16K |
| Roxbury Financial LLC | 0.02% | Add +0.6% | 316 | $16K |
| United Community Bank | 0.01% | No change | 311 | $16K |
| National Bank of Canada | 0.00% | Reduce -54.5% | 300 | $15K |
| BlackRock, Inc. | 0.00% | No change | 266 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 238 | $12K |
| Quaker Wealth Management, LLC | 0.00% | — | 237 | $12K |
| Financial Freedom, LLC | 0.01% | No change | 235 | $12K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 222 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.9% | 225 | $11K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 206 | $10K |
| Silicon Valley Capital Partners | 0.00% | New | 200 | $10K |
| Arax Advisory Partners | 0.00% | Add +0.5% | 188 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 176 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -29.8% | 172 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 166 | $8K |
| Brooklyn Investment Group | 0.00% | No change | 162 | $8K |
| Beacon Capital Management, LLC | 0.00% | Add +22.3% | 159 | $8K |
| Inlight Wealth Management, LLC | 0.00% | No change | 135 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 104 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 100 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +312.5% | 99 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 94 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 85 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 71 | $4K |
| Bangor Savings Bank | 0.00% | New | 69 | $3K |
| REAP Financial Group, LLC | 0.00% | No change | 62 | $3K |
| Covestor Ltd | 0.00% | Add +15.0% | 69 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +23.8% | 52 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 39 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 39 | $2K |
| Howe & Rusling Inc. | 0.00% | New | 37 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 33 | $2K |
| Bank of New Hampshire | 0.00% | No change | 30 | $2K |
| Spurstone Advisory Services, LLC | 0.02% | No change | 26 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 21 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -68.4% | 6 | $301 |
| Kilter Group LLC | 0.00% | New | 3 | $151 |
| Global Wealth Strategies & Associates | 0.00% | No change | 3 | $150 |
| Provident Wealth Management, LLC | 0.00% | No change | 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.