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 |
| Founders Financial Alliance, LLC | 0.53% | Add +0.5% | 53,826 | $2.8M |
| Intrua Financial, LLC | 0.32% | Reduce -3.0% | 52,335 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -1.5% | 52,259 | $2.7M |
| Vident Advisory, LLC | 0.03% | No change | 51,428 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.8% | 51,248 | $2.7M |
| Apollon Wealth Management, LLC | 0.05% | Add +1.1% | 50,943 | $2.7M |
| Financial Insights, Inc. | 0.88% | Reduce -8.1% | 50,798 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -11.7% | 47,467 | $2.5M |
| BIP Wealth, LLC | 0.12% | Add +0.3% | 47,122 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.15% | New | 46,845 | $2.5M |
| Powers Advisory Group, LLC | 0.96% | Reduce -0.4% | 45,901 | $2.4M |
| Silverlake Wealth Management LLC | 0.57% | Reduce -0.4% | 44,393 | $2.3M |
| Oxinas Partners, LLC | 1.22% | Add +5.5% | 43,618 | $2.3M |
| Principal Securities, Inc. | 0.04% | Add +0.4% | 41,869 | $2.2M |
| Well Done, LLC | 0.37% | Reduce -0.3% | 41,680 | $2.2M |
| ORG Partners LLC | 0.41% | Reduce -6.0% | 41,654 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -0.8% | 41,416 | $2.2M |
| Farmers National Bank | 0.51% | Add +4.3% | 41,235 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +13.3% | 41,138 | $2.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +1.0% | 40,962 | $2.1M |
| Salomon & Ludwin, LLC | 0.19% | Reduce -7.9% | 40,658 | $2.1M |
| HF Advisory Group, LLC | 0.78% | Add +5.6% | 40,672 | $2.1M |
| &partners | 0.01% | Add +10.3% | 40,575 | $2.1M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -6.7% | 40,504 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +246.0% | 39,882 | $2.1M |
| Envision Financial LLC | 1.19% | Reduce -0.9% | 39,662 | $2.1M |
| Midland Wealth Advisors, LLC | 0.11% | Reduce -18.4% | 39,447 | $2.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.57% | Reduce -3.5% | 38,664 | $2.0M |
| Yarger Wealth Strategies, LLC | 0.92% | Add +0.3% | 38,240 | $2.0M |
| Argent Trust Co | 0.07% | Reduce -1.2% | 37,808 | $2.0M |
| Rodgers & Associates, LTD | 0.20% | Reduce -7.4% | 37,315 | $2.0M |
| Financial Management Network Inc. | 0.32% | Reduce -3.3% | 36,409 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -7.2% | 36,362 | $1.9M |
| Centaurus Financial, Inc. | 0.09% | Reduce -0.1% | 36,299 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Add +27.1% | 35,944 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +66.1% | 35,759 | $1.9M |
| FFG Retirement Advisors LLC | 1.13% | Add +1.1% | 34,847 | $1.8M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -3.6% | 35,435 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Add +4.7% | 34,198 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +13.7% | 33,962 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.9% | 33,218 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.19% | Reduce -4.9% | 32,152 | $1.7M |
| Financial Advisory Partners, LLC | 0.49% | Add +2.6% | 32,002 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +3.9% | 32,001 | $1.7M |
| Merit Financial Group, LLC | 0.02% | Reduce -19.2% | 31,646 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +100.1% | 31,080 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +553.5% | 31,020 | $1.6M |
| Soltis Investment Advisors LLC | 0.11% | Reduce -3.8% | 30,976 | $1.6M |
| FMR LLC | 0.00% | Add +13.3% | 30,943 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | Add +0.6% | 30,809 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | New | 30,013 | $1.6M |
| Opes Wealth Management LLC | 0.28% | Add +1.7% | 30,028 | $1.6M |
| Harbor Investment Advisory, LLC | 0.13% | Add +3.1% | 29,985 | $1.6M |
| Resurgent Financial Advisors LLC | 0.75% | Reduce -2.6% | 29,063 | $1.5M |
| Biondo Investment Advisors, LLC | 0.19% | Reduce -0.5% | 28,968 | $1.5M |
| Southland Equity Partners LLC | 0.30% | Reduce -1.5% | 28,787 | $1.5M |
| Comerica Bank | 0.01% | Reduce -4.3% | 28,736 | $1.5M |
| Culbertson A N & Co. Inc. | 0.21% | No change | 28,251 | $1.5M |
| Wealthcare Capital Partners, LLC | 0.67% | Add +22.1% | 27,830 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -6.5% | 26,936 | $1.4M |
| Mather Group, Llc. | 0.01% | Add +2.1% | 26,773 | $1.4M |
| Cadence Bank | 0.08% | Reduce -4.8% | 25,723 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.75% | Add +1.5% | 25,603 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +5.7% | 25,540 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 25,335 | $1.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +185.6% | 25,242 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Add +0.7% | 24,827 | $1.3M |
| Principle Wealth Partners LLC | 0.08% | No change | 24,795 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Reduce -34.1% | 24,747 | $1.3M |
| NewSquare Capital LLC | 0.09% | Add +2.3% | 24,711 | $1.3M |
| WealthShield Partners, LLC | 0.15% | Reduce -5.5% | 24,488 | $1.3M |
| Composition Wealth, LLC | 0.02% | Add +0.2% | 24,089 | $1.3M |
| Causey Wealth LLC | 0.61% | Reduce -4.8% | 23,964 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +2.4% | 23,011 | $1.2M |
| Pacific Sun Financial Corp | 0.58% | Reduce -0.3% | 22,845 | $1.2M |
| Connecticut Wealth Management, LLC | 0.05% | No change | 22,469 | $1.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.30% | Reduce -2.6% | 22,391 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.2% | 22,332 | $1.2M |
| IMS Capital Management | 0.54% | Reduce -6.4% | 22,210 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.6% | 21,835 | $1.1M |
| Bristlecone Advisors, LLC | 0.10% | Reduce -2.1% | 21,774 | $1.1M |
| Apexium Financial, LP | 0.06% | Add +0.0% | 21,683 | $1.1M |
| Great Diamond Partners, LLC | 0.21% | Reduce -3.4% | 20,804 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.44% | Add +0.8% | 20,601 | $1.1M |
| Meridian Financial Advisors, LLC | 0.60% | Reduce -1.3% | 20,516 | $1.1M |
| Prairie Wealth Advisors, Inc. | 0.44% | Add +0.3% | 20,441 | $1.1M |
| True Link Financial Advisors, LLC | 0.07% | No change | 20,286 | $1.1M |
| Holos Integrated Wealth LLC | 0.61% | Add +0.0% | 20,563 | $1.0M |
| Kaydan Wealth Management, Inc. | 0.29% | Reduce -0.6% | 19,336 | $1.0M |
| Gryphon Financial Partners LLC | 0.11% | Reduce -3.7% | 18,570 | $971K |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -5.1% | 18,464 | $966K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.8% | 18,167 | $950K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.6% | 17,977 | $940K |
| Denver Wealth Management, Inc. | 0.35% | Reduce -7.6% | 17,959 | $939K |
| Focus Financial Network, Inc. | 0.03% | Add +1.3% | 17,769 | $929K |
| Vicus Capital | 0.07% | Add +0.3% | 17,647 | $923K |
| Platform Technology Partners | 0.22% | No change | 17,251 | $902K |
| Marino, Stram & Associates LLC | 0.16% | Add +0.1% | 17,167 | $898K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.9% | 17,065 | $893K |
| Savant Capital, LLC | 0.01% | No change | 16,836 | $881K |
| Octavia Wealth Advisors, LLC | 0.09% | Reduce -1.4% | 16,811 | $879K |
| Navis Wealth Advisors, LLC | 0.65% | Add +6.1% | 16,567 | $866K |
| Simmons Bank | 0.06% | Reduce -15.4% | 16,454 | $861K |
| Brady Family Wealth, LLC | 0.26% | No change | 16,034 | $839K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.13% | Reduce -5.9% | 15,903 | $832K |
| CPC Advisors, LLC | 0.09% | Reduce -1.3% | 15,825 | $828K |
| Marathon Strategic Advisors, LLC | 0.65% | Add +2.0% | 15,590 | $815K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.1% | 15,557 | $814K |
| Summit Financial, LLC | 0.01% | Add +24.0% | 15,299 | $800K |
| Team Financial Group, LLC | 0.37% | Reduce -2.7% | 15,109 | $790K |
| Arkos Global Advisors | 0.10% | No change | 14,803 | $774K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -2.2% | 14,625 | $765K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -2.8% | 14,520 | $759K |
| Betterment LLC | 0.00% | Add +1.8% | 14,449 | $756K |
| Trustmark Bank Trust Department | 0.05% | Reduce -1.8% | 14,242 | $745K |
| Bridges Investment Management Inc. | 0.01% | New | 13,871 | $725K |
| Guidance Capital, Inc. | 0.19% | Reduce -10.2% | 13,821 | $714K |
| HB Wealth Management, LLC | 0.00% | No change | 13,541 | $708K |
| Ironwood Investment Counsel, LLC | 0.10% | Add +12.3% | 13,012 | $681K |
| Rockport Wealth LLC | 0.14% | Reduce -9.1% | 12,964 | $678K |
| Allworth Financial LP | 0.00% | Reduce -1.0% | 12,818 | $670K |
| Uhlmann Price Securities, LLC | 0.40% | Add +66.9% | 12,570 | $657K |
| Saxon Interests, Inc. | 0.25% | Reduce -15.2% | 12,224 | $645K |
| Asset Dedication, LLC | 0.04% | Reduce -1.6% | 12,303 | $643K |
| Anson Capital, Inc. | 0.47% | Add +5.8% | 12,110 | $633K |
| Hanover Advisors Inc. | 0.24% | No change | 11,871 | $621K |
| New Hampshire Trust | 0.12% | No change | 11,805 | $617K |
| Redmond Asset Management, LLC | 0.15% | Reduce -0.8% | 11,666 | $610K |
| Citigroup Inc. | 0.00% | Add +3.5% | 11,429 | $598K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -75.5% | 11,289 | $590K |
| Milestone Asset Management Group, LLC | 0.37% | Add +7.0% | 11,215 | $587K |
| Centennial Wealth Advisory LLC | 0.16% | Add +0.6% | 11,154 | $583K |
| New Insight Wealth Advisors | 0.22% | Reduce -9.0% | 11,050 | $578K |
| Cerity Partners LLC | 0.00% | Add +5.8% | 10,968 | $573K |
| Citadel Advisors | 0.00% | Reduce -49.5% | 10,797 | $565K |
| NewEdge Advisors, LLC | 0.00% | Add +5.5% | 10,783 | $564K |
| Ancora Advisors LLC | 0.01% | Add +0.5% | 10,601 | $554K |
| Cape Ann Savings Bank | 0.30% | No change | 10,593 | $554K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +9.7% | 10,142 | $530K |
| Integrated Advisors Network LLC | 0.02% | No change | 10,050 | $526K |
| Global Retirement Partners, LLC | 0.01% | Add +10.4% | 9,800 | $513K |
| PFG Investments, LLC | 0.03% | Add +0.3% | 9,651 | $505K |
| Aspen Investment Management Inc | 0.19% | No change | 9,630 | $504K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -10.0% | 9,603 | $502K |
| Vertex Planning Partners, LLC | 0.09% | Add +0.3% | 9,460 | $495K |
| Plimoth Trust Co. LLC | 0.11% | Reduce -0.4% | 9,403 | $492K |
| Evanson Asset Management, LLC | 0.03% | Add +0.6% | 9,317 | $487K |
| IFP Advisors, Inc | 0.01% | Add +6.2% | 9,282 | $485K |
| Heritage Trust Co | 0.05% | Reduce -10.7% | 9,256 | $484K |
| Western Wealth Management, LLC | 0.03% | Add +1.9% | 9,231 | $483K |
| Lanark Financial, Inc. | 0.04% | Reduce -10.4% | 8,972 | $469K |
| Friday Financial | 0.19% | Add +26.0% | 8,826 | $462K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -8.6% | 8,824 | $461K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -0.2% | 8,664 | $453K |
| Modern Wealth Management, LLC | 0.01% | Reduce -7.3% | 8,484 | $444K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 8,478 | $443K |
| BCGM Wealth Management, LLC | 0.11% | Add +0.4% | 8,357 | $437K |
| Citizens Financial Group Inc. | 0.01% | No change | 8,221 | $430K |
| World Investment Advisors | 0.01% | Add +21.7% | 8,163 | $427K |
| Robinson Smith Wealth Advisors LLC | 0.31% | No change | 8,161 | $427K |
| Old National Bancorp | 0.01% | Reduce -2.0% | 8,154 | $426K |
| Bank of Montreal | 0.00% | No change | 8,023 | $420K |
| Koshinski Asset Management, Inc. | 0.03% | Add +24.7% | 7,958 | $416K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 7,777 | $407K |
| Invesco Ltd. | 0.00% | Reduce -3.8% | 7,778 | $407K |
| Medallion Wealth Advisors, LLC | 0.14% | Add +3.3% | 7,719 | $404K |
| Private Trust Co. NA | 0.04% | No change | 7,687 | $402K |
| KCM Investment Advisors LLC | 0.01% | Add +0.1% | 7,675 | $401K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.0% | 7,563 | $396K |
| Reliant Investment Partners, LLC | 0.30% | No change | 7,361 | $387K |
| MCF Advisors LLC | 0.02% | Add +29.3% | 7,340 | $384K |
| Key Financial Inc | 0.07% | Add +0.1% | 7,254 | $379K |
| Sigma Planning Corp | 0.01% | Reduce -5.5% | 7,136 | $373K |
| Wealth Management Associates, Inc. | 0.13% | Add +0.1% | 7,075 | $370K |
| Berkeley, Inc | 0.12% | Reduce -1.3% | 7,065 | $370K |
| West Bancorporation Inc. | 0.20% | Reduce -3.4% | 7,031 | $368K |
| Chatham Capital Group, Inc. | 0.05% | No change | 7,000 | $366K |
| RMR Wealth Builders | 0.03% | Reduce -0.6% | 6,769 | $354K |
| DGS Capital Management, LLC | 0.06% | Reduce -7.9% | 6,732 | $352K |
| Moneco Advisors, LLC | 0.03% | Add +0.4% | 6,689 | $350K |
| CIBC Private Wealth Group LLC | 0.00% | Add +29.5% | 6,593 | $345K |
| Wick Capital Partners, LLC | 0.08% | Reduce -35.2% | 6,468 | $338K |
| Vontobel Holding Ltd. | 0.00% | Reduce -2.5% | 6,282 | $329K |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.3% | 6,195 | $324K |
| Essex Financial Services, Inc. | 0.02% | Add +0.2% | 6,129 | $321K |
| Kestra Investment Management, LLC | 0.01% | No change | 6,081 | $318K |
| Pathstone Holdings, LLC | 0.00% | No change | 6,081 | $318K |
| Diversified Enterprises, LLC | 0.02% | Add +0.1% | 6,063 | $317K |
| Worth Financial Advisory Group, LLC | 0.18% | Add +7.3% | 6,010 | $314K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | Add +6.4% | 5,990 | $313K |
| Patten Group, Inc. | 0.06% | Reduce -16.0% | 5,973 | $312K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -1.6% | 5,933 | $310K |
| Brighton Jones LLC | 0.01% | Add +1.9% | 5,845 | $306K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.4% | 5,815 | $305K |
| NorthRock Partners, LLC | 0.01% | Reduce -16.4% | 5,786 | $303K |
| Seek First Inc. | 0.22% | Reduce -18.0% | 5,765 | $302K |
| Edge Financial Advisors LLC | 0.13% | Add +0.5% | 5,681 | $297K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -9.6% | 5,645 | $295K |
| Foundations Investment Advisors, LLC | 0.00% | Add +3.0% | 5,639 | $295K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +0.2% | 5,569 | $291K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 5,542 | $290K |
| Daymark Wealth Partners, LLC | 0.01% | Add +9.7% | 5,529 | $289K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.4% | 5,452 | $285K |
| First Trust Advisors LP | 0.00% | Add +29.2% | 5,443 | $285K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -58.9% | 5,437 | $284K |
| Cibc World Market Inc. | 0.00% | Reduce -0.8% | 5,329 | $279K |
| Cottage Street Advisors LLC | 0.12% | No change | 5,326 | $278K |
| Portland Financial Advisors Inc | 0.57% | No change | 5,139 | $269K |
| Investors Research Corp | 0.05% | Reduce -2.3% | 5,112 | $267K |
| Weinberger Asset Management, Inc | 0.09% | Reduce -1.8% | 4,922 | $257K |
| Independent Financial Group, LLC | 0.01% | Add +6.0% | 4,898 | $256K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 4,807 | $251K |
| Panoramic Capital Partners, LLC | 0.16% | New | 4,800 | $251K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.5% | 4,797 | $251K |
| Smith, Moore & Co. | 0.02% | No change | 4,789 | $250K |
| Moors & Cabot, Inc. | 0.01% | Reduce -1.0% | 4,783 | $250K |
| Neuberger Berman Group LLC | 0.00% | Reduce -11.5% | 4,762 | $249K |
| Appleton Partners Inc. | 0.02% | New | 4,689 | $245K |
| MTM Investment Management, LLC | 0.08% | No change | 4,676 | $245K |
| Tiaa Trust, National Association | 0.00% | Reduce -7.7% | 4,654 | $243K |
| Berger Financial Group, Inc | 0.01% | Add +2.3% | 4,624 | $242K |
| Avant Capital LLC | 0.17% | Add +7.6% | 4,563 | $239K |
| Crux Wealth Advisors | 0.09% | Add +0.6% | 4,523 | $237K |
| SPC Financial, Inc. | 0.02% | Reduce -19.6% | 4,500 | $235K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 4,464 | $233K |
| Alhambra Investment Management LLC | 0.11% | No change | 4,449 | $233K |
| RVW Wealth, LLC | 0.02% | No change | 4,428 | $232K |
| Blair William & Co. | 0.00% | Reduce -26.4% | 4,383 | $229K |
| Signal Advisors Wealth, LLC | 0.02% | New | 4,372 | $229K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.6% | 4,357 | $228K |
| RFG Advisory, LLC | 0.00% | Reduce -34.0% | 4,348 | $227K |
| Weaver Consulting Group | 0.06% | No change | 4,339 | $227K |
| Synovus Financial Corp. | 0.00% | Reduce -0.6% | 4,288 | $224K |
| Berkshire Asset Management LLC | 0.01% | No change | 4,257 | $223K |
| Essex Bank | 0.05% | No change | 4,200 | $220K |
| Midwest Capital Advisors, LLC | 0.11% | Reduce -1.6% | 4,186 | $219K |
| Cornerstone Planning Group LLC | 0.04% | Add +3590.1% | 2,620 | $219K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | No change | 4,184 | $219K |
| Northern Financial Advisors Inc | 0.11% | No change | 4,118 | $215K |
| MWA Asset Management | 0.12% | Reduce -8.0% | 4,035 | $211K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -10.5% | 4,012 | $210K |
| Rooted Wealth Advisors, Inc. | 0.06% | New | 3,936 | $207K |
| RAM Investment Partners, LLC | 0.04% | New | 3,951 | $207K |
| Perigon Wealth Management, LLC | 0.00% | New | 3,951 | $207K |
| Sightline Wealth Advisors, LLC | 0.09% | New | 3,949 | $207K |
| Bantamac Capital, LLC | 0.15% | New | 3,900 | $204K |
| Evolution Wealth Management Inc. | 0.21% | Reduce -7.9% | 3,880 | $203K |
| Willner & Heller, LLC | 0.16% | New | 3,876 | $203K |
| Joseph P. Lucia & Associates, LLC | 0.08% | New | 3,871 | $202K |
| Wedbush Securities Inc. | 0.01% | New | 3,838 | $201K |
| Montag A & Associates Inc. | 0.01% | No change | 3,679 | $192K |
| BankPlus Trust Department | 0.05% | No change | 3,534 | $185K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.1% | 3,471 | $182K |
| US Bancorp \de | 0.00% | Reduce -1.2% | 3,389 | $177K |
| Viewpoint Capital Management LLC | 0.06% | No change | 2,550 | $133K |
| Fifth Third Bancorp | 0.00% | Add +88.0% | 2,457 | $129K |
| Franklin Resources Inc. | 0.00% | No change | 2,274 | $119K |
| Colonial Trust Co / SC | 0.01% | No change | 2,067 | $108K |
| Kennebec Savings Bank | 0.09% | New | 1,949 | $102K |
| Spire Wealth Management | 0.00% | Add +0.5% | 1,864 | $97K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.7% | 1,810 | $95K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.8% | 1,798 | $94K |
| Glen Eagle Advisors, LLC | 0.01% | Add +10.4% | 1,765 | $92K |
| Advisory Services Network, LLC | 0.00% | New | 1,530 | $80K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 1,500 | $78K |
| Bokf, NA | 0.00% | No change | 1,492 | $78K |
| Financial Consulate, Inc. | 0.01% | New | 1,418 | $74K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,415 | $74K |
| Kelleher Financial Advisors | 0.02% | New | 1,373 | $72K |
| Root Financial Partners, LLC | 0.00% | New | 1,198 | $63K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.9% | 1,115 | $58K |
| Barrett & Company, Inc. | 0.02% | No change | 1,050 | $55K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,025 | $54K |
| Fairway Wealth LLC | 0.01% | No change | 1,007 | $53K |
| Ameritas Advisory Services, LLC | 0.00% | Add +153.3% | 975 | $51K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $48K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 857 | $45K |
| Bessemer Group Inc. | 0.00% | New | 790 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 759 | $40K |
| Perkins Coie Trust Co | 0.01% | No change | 740 | $39K |
| Caldwell Trust Co | 0.00% | No change | 650 | $34K |
| Center for Financial Planning, Inc. | 0.00% | No change | 552 | $29K |
| Alpine Bank Wealth Management | 0.00% | No change | 530 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 526 | $28K |
| Creative Financial Designs Inc. | 0.00% | No change | 513 | $27K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -26.9% | 496 | $26K |
| Creekmur Asset Management LLC | 0.00% | Reduce -16.0% | 495 | $26K |
| Wolff Wiese Magana LLC | 0.01% | No change | 450 | $24K |
| Russell Investments Group, Ltd. | 0.00% | Add +734.6% | 434 | $23K |
| Noble Wealth Management PBC | 0.01% | — | 432 | $23K |
| Millstone Evans Group, LLC | 0.01% | Add +0.2% | 427 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 425 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 381 | $20K |
| AdvisorNet Financial, Inc | 0.00% | No change | 358 | $19K |
| BlackRock, Inc. | 0.00% | Add +26.3% | 336 | $18K |
| Roxbury Financial LLC | 0.02% | Add +0.3% | 317 | $17K |
| United Community Bank | 0.01% | No change | 311 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.4% | 305 | $16K |
| National Bank of Canada | 0.00% | No change | 300 | $16K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +150.0% | 260 | $14K |
| Register Financial Advisors LLC | 0.00% | New | 241 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 238 | $12K |
| Quaker Wealth Management, LLC | 0.00% | No change | 237 | $12K |
| Financial Freedom, LLC | 0.01% | No change | 235 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.4% | 226 | $12K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 222 | $12K |
| Costello Asset Management, INC | 0.00% | Reduce -31.9% | 218 | $11K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 206 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -79.9% | 204 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 176 | $9K |
| Inlight Wealth Management, LLC | 0.00% | No change | 135 | $7K |
| Manning & Napier Advisors LLC | 0.00% | New | 135 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +27.0% | 127 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 99 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.1% | 95 | $5K |
| Abound Wealth Management | 0.00% | New | 81 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 77 | $4K |
| Covestor Ltd | 0.00% | No change | 69 | $4K |
| REAP Financial Group, LLC | 0.00% | Add +3.2% | 64 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 39 | $2K |
| Bank of New Hampshire | 0.00% | No change | 30 | $2K |
| Spurstone Advisory Services, LLC | 0.02% | No change | 26 | $1K |
| Kozak & Associates, Inc. | 0.00% | New | 25 | $1K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 23 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 21 | $1K |
| GAMMA Investing LLC | 0.00% | Add +150.0% | 15 | $785 |
| BNP Paribas Financial Markets | 0.00% | New | 8 | $418 |
| Kilter Group LLC | 0.00% | No change | 3 | $157 |
| Global Wealth Strategies & Associates | 0.00% | No change | 3 | $157 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $52 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -97.0% | 1 | $32 |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.