Wisdomtree US Midcap DividenDONETF
13F holders, Q3 2025 (September 30)431holders −2
28new positions
23sold out
1famous investor
$52.32avg. 13F price*
At the end of Q3 2025, 431 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, down 2 from Q2 2025. 28 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($245.5M), Morgan Stanley ($122.7M) and LPL Financial LLC ($104.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $7.6M |
| Exits | 23 | $7.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,257,009 shares bought and 2,028,634 shares sold, net −771,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 431 holders
| Bank of America Corp. | 0.02% | Reduce -3.4% | 4,693,857 | $245.5M |
| Morgan Stanley | 0.01% | Reduce -1.2% | 2,345,786 | $122.7M |
| LPL Financial LLC | 0.03% | Reduce -1.4% | 1,989,624 | $104.1M |
| Linscomb Wealth, Inc. | 4.12% | Reduce -0.1% | 1,828,781 | $95.6M |
| UBS Group AG | 0.02% | Reduce -1.2% | 1,766,204 | $92.4M |
| Creative Planning | 0.06% | Add +0.2% | 1,521,213 | $79.6M |
| Ameriprise Financial Inc. | 0.02% | Add +1.0% | 1,388,697 | $72.6M |
| Jones Financial Companies LLLP | 0.04% | Add +7.7% | 1,172,077 | $61.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.2% | 1,057,418 | $55.3M |
| Wells Fargo & Company | 0.01% | Reduce -4.8% | 935,361 | $48.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -18.8% | 609,114 | $31.9M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 598,715 | $31.3M |
| Mercer Global Advisors Inc. | 0.05% | Add +40.8% | 573,251 | $30.0M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -1.3% | 552,977 | $28.9M |
| Cetera Investment Advisers | 0.03% | Add +3.3% | 547,008 | $28.6M |
| Coldstream Capital Management Inc. | 0.36% | Reduce -2.6% | 508,182 | $26.6M |
| Keybank National Association | 0.09% | Add +0.6% | 499,724 | $26.1M |
| IAG Wealth Partners, LLC | 3.05% | Add +3.1% | 485,330 | $25.4M |
| Baird Financial Group, Inc. | 0.04% | Add +1.7% | 458,141 | $24.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -62.8% | 375,993 | $19.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -0.1% | 371,707 | $19.5M |
| Stonebridge Financial Group, LLC | 1.68% | Add +1.2% | 364,092 | $19.0M |
| Trajan Wealth LLC | 0.81% | Reduce -3.1% | 360,971 | $18.9M |
| Melone Private Wealth, LLC | 8.24% | Add +4.0% | 347,987 | $18.2M |
| Atlantic Union Bankshares Corp | 0.34% | Reduce -12.7% | 340,573 | $17.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.7% | 338,833 | $17.7M |
| MAI Capital Management | 0.11% | Reduce -0.7% | 336,976 | $17.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.8% | 309,061 | $16.2M |
| AE Wealth Management LLC | 0.10% | Add +13.5% | 307,922 | $16.1M |
| Focus Partners Wealth | 0.02% | Add +7.0% | 278,456 | $14.6M |
| Precedent Wealth Partners, LLC | 3.17% | Reduce -1.6% | 274,941 | $14.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.6% | 273,830 | $14.3M |
| Marion Wealth Management | 3.37% | Add +0.7% | 271,505 | $14.2M |
| Lido Advisors, LLC | 0.06% | Reduce -3.1% | 268,995 | $14.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.0% | 238,710 | $12.5M |
| Avantax Planning Partners, Inc. | 0.35% | Add +0.5% | 232,660 | $12.2M |
| Concord Wealth Partners | 1.67% | Reduce -2.2% | 231,955 | $12.1M |
| Destination Wealth Management | 0.33% | Add +1.5% | 231,712 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.7% | 226,208 | $11.8M |
| Curi Capital, LLC | 0.21% | Add +0.4% | 223,043 | $11.7M |
| Lee, Kelleher & Klein Wealth Management | 6.57% | Add +6.9% | 203,908 | $10.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.9% | 203,384 | $10.6M |
| Goldstone Financial Group, LLC | 1.19% | Add +10.4% | 192,445 | $10.1M |
| CX Institutional | 0.29% | Add +11.8% | 182,922 | $9.6M |
| White Pine Investment CO | 2.10% | Add +2.4% | 169,518 | $8.9M |
| Concord Asset Management, LLC | 1.57% | Reduce -30.2% | 165,446 | $8.7M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +4.4% | 155,041 | $8.1M |
| Two Sigma Investments, LP | 0.01% | Add +1097.6% | 148,500 | $7.8M |
| United Advisor Group, LLC | 1.04% | Add +1.6% | 147,559 | $7.7M |
| Cornerstone Wealth Management, LLC | 0.41% | Add +0.7% | 143,038 | $7.5M |
| Capital Investment Counsel, LLC | 1.06% | Add +3.3% | 137,270 | $7.2M |
| FAS Wealth Partners, Inc. | 0.47% | Add +2.6% | 133,586 | $7.0M |
| Atria Investments, Inc | 0.08% | Add +16.4% | 129,588 | $6.8M |
| MML Investors Services, LLC | 0.02% | Reduce -2.1% | 129,164 | $6.8M |
| Grey Ledge Advisors, LLC | 1.50% | Add +3.1% | 126,984 | $6.6M |
| Bank of New York Mellon Corp | 0.00% | Add +13.4% | 124,980 | $6.5M |
| D.A. Davidson & Co. | 0.04% | Add +2.4% | 119,575 | $6.3M |
| MJT & Associates Financial Advisory Group, Inc. | 5.05% | Add +7.3% | 118,791 | $6.2M |
| Mariner, LLC | 0.01% | Reduce -1.8% | 118,748 | $6.2M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.2% | 117,367 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -69.0% | 116,948 | $6.1M |
| Howard Bailey Securities, LLC | 1.72% | Add +33.1% | 115,206 | $6.0M |
| Long Run Wealth Advisors, LLC | 1.15% | Add +4.6% | 111,836 | $5.8M |
| Equitable Holdings, Inc. | 0.04% | Add +3.9% | 110,710 | $5.8M |
| TD Waterhouse Canada Inc. | 0.04% | Add +6.0% | 105,731 | $5.5M |
| JFS Wealth Advisors, LLC | 0.31% | Add +0.0% | 101,331 | $5.3M |
| Apeiron RIA LLC | 1.17% | Reduce -6.5% | 102,299 | $5.2M |
| Inspirion Wealth Advisors, LLC | 0.70% | Add +5.3% | 97,986 | $5.0M |
| Nikulski Financial, Inc. | 1.22% | Reduce -0.2% | 93,151 | $4.9M |
| SouthState Bank Corp | 0.22% | Add +0.8% | 92,078 | $4.8M |
| Frazier Financial Advisors, LLC | 2.94% | Add +1.3% | 91,611 | $4.8M |
| IFG Advisory, LLC | 0.22% | Add +0.5% | 91,500 | $4.8M |
| Beacon Financial Group | 0.47% | Reduce -13.0% | 91,112 | $4.8M |
| JPL Wealth Management, LLC | 1.12% | Add +0.7% | 90,105 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.8% | 88,367 | $4.6M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -0.2% | 87,936 | $4.6M |
| Sage Capital Management, LLC | 2.06% | Reduce -4.5% | 87,595 | $4.6M |
| Private Capital Management, LLC | 0.42% | Add +9.4% | 87,082 | $4.6M |
| Cascade Financial Partners, LLC | 0.52% | Reduce -1.9% | 87,001 | $4.6M |
| Meridian Wealth Management, LLC | 0.17% | Add +0.9% | 83,017 | $4.3M |
| Defined Financial Planning LLC | 3.52% | Add +24.8% | 81,593 | $4.2M |
| Main Street Financial Solutions, LLC | 0.27% | Add +2.7% | 79,189 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 77,462 | $4.1M |
| Cahill Financial Advisors Inc. | 0.46% | Add +1.2% | 77,142 | $4.0M |
| First Hawaiian Bank | 0.52% | Reduce -28.8% | 76,831 | $4.0M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +10.1% | 76,877 | $4.0M |
| Larson Financial Group LLC | 0.13% | Add +38.0% | 71,121 | $3.7M |
| Cwm, LLC | 0.01% | Reduce -26.3% | 68,180 | $3.6M |
| Vestor Capital, LLC | 0.23% | Add +5061.8% | 67,981 | $3.6M |
| Midwest Trust Co | 0.05% | Reduce -2.0% | 67,816 | $3.5M |
| NBT Bank, N.A. | 0.22% | Reduce -31.3% | 46,056 | $3.5M |
| Independence Bank of Kentucky | 0.44% | Reduce -0.2% | 65,834 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -2.0% | 65,291 | $3.4M |
| Hancock Whitney Corp. | 0.06% | Reduce -1.6% | 64,744 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +18.8% | 63,911 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +50.5% | 62,650 | $3.3M |
| Founders Grove Wealth Partners, LLC | 0.74% | Reduce -0.0% | 60,004 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -10.3% | 59,278 | $3.1M |
| JNBA Financial Advisors | 0.27% | Reduce -4.1% | 56,575 | $3.0M |
| Brady Martz Wealth Solutions, LLC | 0.52% | Add +0.4% | 55,089 | $2.9M |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.