Wisdomtree US Midcap DividenDONETF
13F holders, Q4 2025 (December 31)455holders +24
31new positions
26sold out
1famous investor
$51.70avg. 13F price*
At the end of Q4 2025, 455 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, up 24 from Q3 2025. 31 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($241.4M), Morgan Stanley ($122.5M) and LPL Financial LLC ($100.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $28.7M |
| Exits | 26 | $9.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,748,625 shares bought and 1,551,908 shares sold, net +196,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 455 holders
| Bank of America Corp. | 0.02% | Reduce -0.3% | 4,677,636 | $241.4M |
| Morgan Stanley | 0.01% | Add +1.2% | 2,374,903 | $122.5M |
| LPL Financial LLC | 0.03% | Reduce -2.0% | 1,949,899 | $100.6M |
| Linscomb Wealth, Inc. | 4.00% | Add +0.9% | 1,844,548 | $95.2M |
| UBS Group AG | 0.02% | Reduce -2.0% | 1,730,982 | $89.3M |
| Creative Planning | 0.06% | Reduce -0.2% | 1,518,511 | $78.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.5% | 1,381,416 | $71.3M |
| Jones Financial Companies LLLP | 0.04% | Add +14.9% | 1,347,239 | $69.5M |
| Raymond James Financial Inc. | 0.02% | Add +5.4% | 1,114,987 | $57.5M |
| Wells Fargo & Company | 0.01% | Add +6.7% | 998,423 | $51.5M |
| Mercer Global Advisors Inc. | 0.05% | Add +7.4% | 615,614 | $31.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.6% | 586,910 | $30.3M |
| Royal Bank of Canada | 0.01% | Reduce -4.5% | 571,657 | $29.5M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -0.5% | 550,302 | $28.4M |
| Cetera Investment Advisers | 0.03% | Add +0.5% | 549,466 | $28.4M |
| Keybank National Association | 0.09% | Add +1.7% | 508,256 | $26.2M |
| IAG Wealth Partners, LLC | 2.95% | Add +1.6% | 493,195 | $25.4M |
| Coldstream Capital Management Inc. | 0.33% | Reduce -3.4% | 490,747 | $25.3M |
| Osaic Holdings, Inc. | 0.03% | Add +1.1% | 375,667 | $19.4M |
| Stonebridge Financial Group, LLC | 1.64% | Add +2.0% | 371,537 | $19.2M |
| Trajan Wealth LLC | 0.77% | Reduce -0.8% | 357,898 | $18.5M |
| Baird Financial Group, Inc. | 0.03% | Reduce -25.2% | 342,789 | $17.7M |
| AE Wealth Management LLC | 0.10% | Add +8.9% | 335,474 | $17.3M |
| MAI Capital Management | 0.10% | Reduce -1.3% | 332,458 | $17.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -16.8% | 312,692 | $16.1M |
| Stifel Financial Corp. | 0.01% | Reduce -1.9% | 303,081 | $15.6M |
| Three Bearings Fiduciary Advisors, Inc. | 14.16% | — | 282,535 | $15.1M |
| Atlantic Union Bankshares Corp | 0.28% | Reduce -14.2% | 292,142 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.8% | 292,134 | $15.1M |
| Marion Wealth Management | 3.33% | Add +2.5% | 278,243 | $15.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.4% | 275,013 | $14.2M |
| Lido Advisors, LLC | 0.06% | Reduce -0.2% | 268,536 | $14.0M |
| Focus Partners Wealth | 0.02% | Reduce -5.1% | 264,186 | $13.6M |
| Precedent Wealth Partners, LLC | 2.72% | Reduce -8.6% | 251,334 | $13.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.2% | 251,035 | $13.0M |
| Destination Wealth Management | 0.32% | Add +2.3% | 237,071 | $12.2M |
| Concord Wealth Partners | 1.54% | Reduce -1.3% | 229,002 | $11.8M |
| Bank of New York Mellon Corp | 0.00% | Add +83.2% | 228,993 | $11.8M |
| Avantax Planning Partners, Inc. | 0.33% | Reduce -2.3% | 227,248 | $11.7M |
| Eastern Bank | 0.20% | New | 221,666 | $11.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.5% | 213,722 | $11.3M |
| Lee, Kelleher & Klein Wealth Management | 6.58% | Add +4.9% | 213,817 | $11.0M |
| Curi Capital, LLC | 0.19% | Reduce -4.3% | 213,338 | $11.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.8% | 211,129 | $10.9M |
| Goldstone Financial Group, LLC | 1.18% | Add +6.5% | 204,908 | $10.6M |
| Mariner, LLC | 0.01% | Add +58.5% | 188,208 | $9.7M |
| Corient Private Wealth LP | 0.01% | Add +388.2% | 177,506 | $9.2M |
| CX Institutional | 0.27% | Reduce -2.9% | 177,638 | $9.2M |
| White Pine Investment CO | 2.11% | Add +2.3% | 173,338 | $8.9M |
| Concord Asset Management, LLC | 1.45% | Reduce -1.8% | 162,452 | $8.4M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +2.7% | 159,280 | $8.2M |
| Melone Private Wealth, LLC | 3.42% | Reduce -55.1% | 156,391 | $8.1M |
| United Advisor Group, LLC | 0.95% | Reduce -3.2% | 142,776 | $7.4M |
| FAS Wealth Partners, Inc. | 0.47% | Add +6.5% | 142,219 | $7.3M |
| Cornerstone Wealth Management, LLC | 0.38% | Reduce -1.1% | 141,506 | $7.3M |
| Capital Investment Counsel, LLC | 1.01% | Add +2.5% | 140,679 | $7.3M |
| Grey Ledge Advisors, LLC | 1.57% | Add +6.0% | 134,595 | $6.9M |
| MML Investors Services, LLC | 0.02% | Add +1.3% | 130,899 | $6.8M |
| Atria Investments, Inc | 0.07% | Reduce -3.7% | 124,781 | $6.4M |
| Equitable Holdings, Inc. | 0.04% | Add +12.5% | 124,584 | $6.4M |
| MJT & Associates Financial Advisory Group, Inc. | 4.59% | Add +0.3% | 119,202 | $6.2M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.7% | 117,594 | $6.1M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.4% | 116,941 | $6.0M |
| Segall Bryant & Hamill, LLC | 0.08% | New | 116,379 | $6.0M |
| Long Run Wealth Advisors, LLC | 1.13% | Add +3.6% | 115,814 | $6.0M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +34.0% | 103,001 | $5.3M |
| JFS Wealth Advisors, LLC | 0.29% | Reduce -0.9% | 100,372 | $5.2M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -5.4% | 100,025 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.9% | 99,538 | $5.1M |
| Apeiron RIA LLC | 1.02% | Reduce -8.3% | 93,808 | $5.0M |
| SouthState Bank Corp | 0.23% | Add +6.0% | 97,628 | $5.0M |
| IFG Advisory, LLC | 0.21% | Add +4.4% | 95,486 | $4.9M |
| Frazier Financial Advisors, LLC | 2.78% | Reduce -0.8% | 90,874 | $4.7M |
| JPL Wealth Management, LLC | 1.13% | Reduce -0.1% | 89,998 | $4.6M |
| Inspirion Wealth Advisors, LLC | 0.55% | Reduce -10.7% | 87,539 | $4.5M |
| Nikulski Financial, Inc. | 1.08% | Reduce -6.2% | 87,361 | $4.5M |
| Beacon Financial Group | 0.45% | Reduce -4.5% | 86,976 | $4.5M |
| Cascade Financial Partners, LLC | 0.45% | Reduce -0.3% | 86,716 | $4.5M |
| Private Capital Management, LLC | 0.42% | Reduce -0.6% | 86,558 | $4.5M |
| Cahill Financial Advisors Inc. | 0.48% | Add +11.2% | 85,752 | $4.4M |
| Meridian Wealth Management, LLC | 0.15% | Add +1.6% | 84,338 | $4.4M |
| Main Street Financial Solutions, LLC | 0.31% | Add +2.5% | 81,164 | $4.2M |
| Sage Capital Management, LLC | 1.91% | Reduce -8.6% | 80,059 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +0.0% | 77,472 | $4.0M |
| Harbour Wealth Management Group, Inc. | 3.01% | — | 74,526 | $3.8M |
| Larson Financial Group LLC | 0.13% | Add +4.6% | 74,421 | $3.8M |
| Midwest Trust Co | 0.05% | Add +5.8% | 71,727 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -18.9% | 71,667 | $3.7M |
| Natixis Advisors, LLC | 0.01% | Add +9.1% | 68,351 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +501.8% | 67,934 | $3.5M |
| United Capital Financial Advisors, LLC | 0.02% | Add +39.0% | 66,004 | $3.4M |
| Independence Bank of Kentucky | 0.42% | No change | 65,834 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -55.8% | 65,600 | $3.4M |
| NBT Bank, N.A. | 0.22% | Reduce -1.3% | 45,479 | $3.4M |
| Hancock Whitney Corp. | 0.06% | Add +0.0% | 64,763 | $3.3M |
| First Hawaiian Bank | 0.43% | Reduce -18.1% | 62,896 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.0% | 61,993 | $3.2M |
| Cwm, LLC | 0.01% | Reduce -11.3% | 60,489 | $3.1M |
| Founders Grove Wealth Partners, LLC | 0.69% | Reduce -0.7% | 59,572 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -9.8% | 58,900 | $3.0M |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.