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 |
| Sanctuary Advisors, LLC | 0.02% | Reduce -3.2% | 57,358 | $3.0M |
| Brady Martz Wealth Solutions, LLC | 0.50% | Add +0.5% | 55,373 | $2.9M |
| Founders Financial Alliance, LLC | 0.53% | Add +0.8% | 54,247 | $2.8M |
| JNBA Financial Advisors | 0.24% | Reduce -4.1% | 54,244 | $2.8M |
| Intrua Financial, LLC | 0.31% | Add +3.0% | 53,928 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | No change | 52,259 | $2.7M |
| Vident Advisory, LLC | 0.02% | No change | 51,428 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 50,976 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +40.8% | 50,611 | $2.6M |
| Financial Insights, Inc. | 0.87% | Reduce -0.8% | 50,379 | $2.6M |
| Citadel Advisors | 0.00% | Add +366.3% | 50,342 | $2.6M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -2.1% | 49,881 | $2.6M |
| Summit Wealth Group LLC / Co. | 0.33% | New | 48,631 | $2.5M |
| &partners | 0.01% | Add +19.6% | 48,520 | $2.5M |
| Northern Trust Corp. | 0.00% | Add +16.3% | 47,844 | $2.5M |
| Powers Advisory Group, LLC | 0.91% | Add +2.1% | 46,845 | $2.4M |
| Oxinas Partners, LLC | 1.16% | Add +7.0% | 46,659 | $2.4M |
| BIP Wealth, LLC | 0.08% | Reduce -1.8% | 46,266 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -2.4% | 45,719 | $2.4M |
| Silverlake Wealth Management LLC | 0.50% | Reduce -2.6% | 43,255 | $2.2M |
| Principal Securities, Inc. | 0.03% | Add +2.8% | 43,019 | $2.2M |
| HF Advisory Group, LLC | 0.76% | Add +4.0% | 42,304 | $2.2M |
| Well Done, LLC | 0.32% | Add +0.9% | 42,046 | $2.2M |
| Farmers National Bank | 0.48% | Add +1.2% | 41,713 | $2.2M |
| FMR LLC | 0.00% | Add +32.9% | 41,108 | $2.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.0% | 40,975 | $2.1M |
| Salomon & Ludwin, LLC | 0.19% | Reduce -1.3% | 40,148 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -2.0% | 40,594 | $2.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.28% | Add +154.7% | 40,503 | $2.1M |
| Centaurus Financial, Inc. | 0.09% | Add +8.2% | 39,284 | $2.0M |
| TopTier Wealth Management, LLC | 1.36% | — | 38,687 | $2.0M |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -4.6% | 38,656 | $2.0M |
| Yarger Wealth Strategies, LLC | 0.85% | Add +0.7% | 38,517 | $2.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.55% | Reduce -0.7% | 38,406 | $2.0M |
| Midland Wealth Advisors, LLC | 0.10% | Reduce -2.9% | 38,322 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +17.3% | 37,543 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.4% | 36,959 | $1.9M |
| FFG Retirement Advisors LLC | 1.11% | Reduce -0.1% | 34,826 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -6.9% | 33,001 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.3% | 34,082 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.1% | 33,568 | $1.7M |
| Envision Financial LLC | 0.90% | Reduce -16.6% | 33,085 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -2.9% | 32,965 | $1.7M |
| Argent Trust Co | 0.06% | Reduce -13.3% | 32,797 | $1.7M |
| Financial Advisory Partners, LLC | 0.47% | Add +0.6% | 32,183 | $1.7M |
| Wesbanco Bank Inc. | 0.05% | Add +3.1% | 31,779 | $1.6M |
| Financial Management Network Inc. | 0.26% | Reduce -13.6% | 31,470 | $1.6M |
| ORG Partners LLC | 0.29% | Reduce -24.4% | 31,483 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Add +4.5% | 31,350 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +23.0% | 31,041 | $1.6M |
| Harbor Investment Advisory, LLC | 0.12% | Add +3.3% | 30,973 | $1.6M |
| Wealth Enhancement Trust Services, Inc. | 0.20% | — | 30,943 | $1.6M |
| Wealthcare Capital Partners, LLC | 0.74% | Add +10.5% | 30,740 | $1.6M |
| Biondo Investment Advisors, LLC | 0.19% | Add +5.6% | 30,598 | $1.6M |
| Opes Wealth Management LLC | 0.26% | Add +0.5% | 30,173 | $1.6M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -3.9% | 29,771 | $1.5M |
| Southland Equity Partners LLC | 0.29% | Reduce -1.6% | 28,322 | $1.5M |
| Culbertson A N & Co. Inc. | 0.20% | No change | 28,251 | $1.5M |
| Resurgent Financial Advisors LLC | 0.73% | Reduce -3.0% | 28,187 | $1.5M |
| NewSquare Capital LLC | 0.13% | Add +13.0% | 27,914 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +20.5% | 26,905 | $1.4M |
| Aptus Capital Advisors, LLC | 0.01% | New | 26,806 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | — | 26,579 | $1.4M |
| Composition Wealth, LLC | 0.02% | Add +10.1% | 26,526 | $1.4M |
| Flow Traders U.S. LLC | 0.04% | New | 26,377 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -2.1% | 26,360 | $1.4M |
| OMNI 360 Wealth, Inc. | 0.69% | Reduce -1.7% | 25,179 | $1.4M |
| Comerica Bank | 0.01% | Reduce -9.1% | 26,122 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 25,335 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -20.1% | 25,282 | $1.3M |
| Mather Group, Llc. | 0.01% | Reduce -5.7% | 25,238 | $1.3M |
| Cadence Bank | 0.08% | Reduce -2.0% | 25,215 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -2.1% | 24,992 | $1.3M |
| WealthShield Partners, LLC | 0.14% | Add +1.2% | 24,778 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Reduce -2.9% | 24,114 | $1.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.28% | Add +3.6% | 23,208 | $1.2M |
| Causey Wealth LLC | 0.55% | Reduce -1.6% | 23,578 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.7% | 22,652 | $1.2M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -0.7% | 22,303 | $1.2M |
| Pacific Sun Financial Corp | 0.55% | Reduce -4.0% | 21,920 | $1.1M |
| Principle Wealth Partners LLC | 0.06% | Reduce -15.1% | 21,045 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -9.4% | 20,850 | $1.1M |
| Holos Integrated Wealth LLC | 0.60% | Add +0.1% | 20,581 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +15.0% | 20,675 | $1.1M |
| Rossby Financial, LCC | 0.33% | New | 20,319 | $1.0M |
| True Link Financial Advisors, LLC | 0.06% | No change | 20,286 | $1.0M |
| Meridian Financial Advisors, LLC | 0.57% | Reduce -2.0% | 20,113 | $1.0M |
| Kaydan Wealth Management, Inc. | 0.29% | Reduce -0.6% | 19,212 | $991K |
| Collaborative Wealth Managment Inc. | 0.35% | Reduce -7.2% | 19,128 | $987K |
| Vicus Capital | 0.07% | Add +5.5% | 18,611 | $960K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.6% | 18,468 | $953K |
| Gryphon Financial Partners LLC | 0.10% | Reduce -0.7% | 18,438 | $951K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -1.5% | 18,185 | $938K |
| Selby Wealth Management, LLC | 0.37% | — | 17,942 | $926K |
| Denver Wealth Management, Inc. | 0.33% | Reduce -0.6% | 17,847 | $921K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.2% | 17,410 | $898K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.4% | 17,337 | $895K |
| Platform Technology Partners | 0.19% | No change | 17,251 | $890K |
| Marino, Stram & Associates LLC | 0.16% | Add +0.1% | 17,182 | $887K |
| Flputnam Investment Management Co. | 0.01% | Reduce -30.6% | 17,164 | $886K |
| Anson Capital, Inc. | 0.64% | Add +41.0% | 17,072 | $881K |
| Navis Wealth Advisors, LLC | 0.37% | Add +1.1% | 16,751 | $864K |
| SHP Wealth Management | 0.07% | — | 16,638 | $859K |
| CPC Advisors, LLC | 0.09% | Add +5.1% | 16,628 | $858K |
| Savant Capital, LLC | 0.00% | Reduce -2.1% | 16,480 | $850K |
| Simmons Bank | 0.06% | No change | 16,454 | $849K |
| Brady Family Wealth, LLC | 0.26% | No change | 16,034 | $827K |
| Marathon Strategic Advisors, LLC | 0.61% | No change | 15,590 | $804K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 15,574 | $804K |
| AssuredPartners Investment Advisors, LLC | 0.12% | New | 15,168 | $783K |
| Summit Financial, LLC | 0.01% | Reduce -1.1% | 15,130 | $781K |
| Arkos Global Advisors | 0.10% | Reduce -0.5% | 14,723 | $760K |
| Team Financial Group, LLC | 0.34% | Reduce -3.1% | 14,643 | $756K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -14.1% | 14,448 | $746K |
| Friday Financial | 0.26% | Add +62.6% | 14,350 | $740K |
| Trustmark Bank Trust Department | 0.05% | Reduce -0.7% | 14,150 | $730K |
| Betterment LLC | 0.00% | Reduce -2.3% | 14,115 | $728K |
| HighPoint Advisor Group LLC | 0.02% | New | 13,939 | $719K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -5.2% | 13,868 | $716K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +151.9% | 13,694 | $707K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -7.6% | 13,410 | $692K |
| Global Retirement Partners, LLC | 0.01% | Add +34.0% | 13,130 | $678K |
| Allworth Financial LP | 0.00% | Reduce -1.3% | 12,646 | $653K |
| Ironwood Investment Counsel, LLC | 0.09% | Reduce -3.0% | 12,617 | $651K |
| Milestone Asset Management Group, LLC | 0.37% | Add +12.2% | 12,581 | $649K |
| HB Wealth Management, LLC | 0.00% | Reduce -7.9% | 12,473 | $644K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -85.8% | 12,443 | $642K |
| Uhlmann Price Securities, LLC | 0.38% | Reduce -2.0% | 12,324 | $636K |
| Asset Dedication, LLC | 0.04% | No change | 12,303 | $635K |
| Saxon Interests, Inc. | 0.22% | No change | 12,224 | $631K |
| Hanover Advisors Inc. | 0.24% | No change | 11,871 | $613K |
| Centennial Wealth Advisory LLC | 0.16% | Add +6.0% | 11,821 | $610K |
| New Hampshire Trust | 0.12% | No change | 11,805 | $609K |
| Vines Capital Management, LLC | 0.59% | — | 11,638 | $601K |
| Redmond Asset Management, LLC | 0.15% | Reduce -0.6% | 11,593 | $598K |
| New Insight Wealth Advisors | 0.21% | Add +4.0% | 11,489 | $593K |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 11,418 | $589K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -7.7% | 15,755 | $579K |
| WCG Wealth Advisors LLC | 0.02% | New | 11,154 | $576K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -64.7% | 11,342 | $571K |
| Lanark Financial, Inc. | 0.04% | Add +20.1% | 10,776 | $556K |
| Cape Ann Savings Bank | 0.28% | No change | 10,593 | $547K |
| Cerity Partners LLC | 0.00% | Reduce -5.1% | 10,404 | $537K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 10,400 | $537K |
| Ancora Advisors LLC | 0.01% | Reduce -3.3% | 10,251 | $529K |
| Franklin Resources Inc. | 0.00% | Add +345.2% | 10,124 | $522K |
| Integrated Advisors Network LLC | 0.02% | No change | 10,050 | $519K |
| Aspen Investment Management Inc | 0.15% | No change | 9,630 | $497K |
| Sunbelt Securities, Inc. | 0.03% | No change | 9,603 | $496K |
| PFG Investments, LLC | 0.02% | Reduce -0.7% | 9,582 | $494K |
| Howard Bailey Securities, LLC | 0.19% | Reduce -91.7% | 9,542 | $492K |
| Western Wealth Management, LLC | 0.02% | Add +2.2% | 9,434 | $487K |
| Plimoth Trust Co. LLC | 0.11% | No change | 9,403 | $485K |
| Evanson Asset Management, LLC | 0.03% | Add +0.7% | 9,385 | $484K |
| Vertex Planning Partners, LLC | 0.11% | Reduce -1.5% | 9,322 | $481K |
| Rockport Wealth LLC | 0.09% | Reduce -28.4% | 9,278 | $479K |
| IFP Advisors, Inc | 0.01% | Reduce -1.9% | 9,110 | $470K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -10.9% | 9,037 | $466K |
| Heritage Trust Co | 0.05% | Reduce -4.3% | 8,863 | $457K |
| WealthPoint Financial, LLC | 0.39% | — | 8,773 | $453K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.1% | 8,724 | $450K |
| World Investment Advisors | 0.01% | Add +5.4% | 8,605 | $444K |
| Boston Common Asset Management, LLC | 0.03% | New | 8,500 | $439K |
| Modern Wealth Management, LLC | 0.01% | Add +0.0% | 8,485 | $438K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 8,478 | $437K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -2.9% | 8,416 | $434K |
| MCF Advisors LLC | 0.02% | Add +14.3% | 8,392 | $433K |
| Koshinski Asset Management, Inc. | 0.03% | Add +3.7% | 8,256 | $426K |
| Citizens Financial Group Inc. | 0.01% | No change | 8,221 | $424K |
| Robinson Smith Wealth Advisors LLC | 0.29% | No change | 8,161 | $421K |
| Old National Bancorp | 0.01% | No change | 8,154 | $421K |
| Medallion Wealth Advisors, LLC | 0.14% | Add +5.0% | 8,104 | $418K |
| BCGM Wealth Management, LLC | 0.11% | Reduce -4.1% | 8,014 | $414K |
| Bank of Montreal | 0.00% | Reduce -2.7% | 7,807 | $403K |
| Private Trust Co. NA | 0.04% | Add +0.8% | 7,749 | $400K |
| Leo Wealth, LLC | 0.03% | New | 7,613 | $393K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 7,563 | $390K |
| KCM Investment Advisors LLC | 0.01% | Reduce -2.7% | 7,471 | $385K |
| Invesco Ltd. | 0.00% | Reduce -5.7% | 7,337 | $379K |
| Vontobel Holding Ltd. | 0.00% | Add +16.0% | 7,285 | $376K |
| Key Financial Inc | 0.07% | No change | 7,254 | $374K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.2% | 7,218 | $372K |
| Reliant Investment Partners, LLC | 0.29% | Reduce -2.7% | 7,165 | $370K |
| Sigma Planning Corp | 0.01% | Add +0.3% | 7,156 | $369K |
| Wealth Management Associates, Inc. | 0.13% | Add +0.1% | 7,083 | $365K |
| West Bancorporation Inc. | 0.19% | No change | 7,031 | $363K |
| Chatham Capital Group, Inc. | 0.05% | No change | 7,000 | $361K |
| Berkeley, Inc | 0.11% | Reduce -1.4% | 6,965 | $359K |
| DGS Capital Management, LLC | 0.06% | Add +1.6% | 6,843 | $353K |
| RMR Wealth Builders | 0.03% | Add +0.7% | 6,818 | $352K |
| Moneco Advisors, LLC | 0.03% | Reduce -2.0% | 6,558 | $338K |
| Wick Capital Partners, LLC | 0.06% | No change | 6,468 | $334K |
| Quantinno Capital Management LP | 0.00% | New | 6,405 | $331K |
| Worth Financial Advisory Group, LLC | 0.16% | Add +5.7% | 6,350 | $328K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.5% | 6,293 | $325K |
| Essex Financial Services, Inc. | 0.02% | Add +0.2% | 6,142 | $317K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | Add +1.5% | 6,078 | $314K |
| Diversified Enterprises, LLC | 0.02% | Add +0.1% | 6,067 | $313K |
| NewCorp Financial Services, Inc. | 0.27% | — | 5,911 | $305K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -1.1% | 5,867 | $303K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,847 | $302K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.6% | 5,847 | $302K |
| Seek First Inc. | 0.21% | Add +0.7% | 5,807 | $300K |
| Edge Financial Advisors LLC | 0.12% | Add +0.7% | 5,720 | $295K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +2.1% | 5,688 | $294K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.9% | 5,627 | $290K |
| Sun Financial Inc | 0.16% | — | 5,622 | $290K |
| NorthRock Partners, LLC | 0.00% | Reduce -3.4% | 5,590 | $288K |
| Coquina Private Wealth LLC | 0.23% | — | 5,558 | $287K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 5,542 | $286K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.5% | 5,480 | $283K |
| First Trust Advisors LP | 0.00% | No change | 5,443 | $281K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -1.8% | 5,430 | $280K |
| Cottage Street Advisors LLC | 0.12% | No change | 5,326 | $275K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -7.3% | 5,229 | $270K |
| Calton & Associates, Inc. | 0.04% | New | 5,226 | $270K |
| Cibc World Market Inc. | 0.00% | Reduce -2.8% | 5,179 | $267K |
| Portland Financial Advisors Inc | 0.56% | No change | 5,139 | $265K |
| Independent Financial Group, LLC | 0.01% | Add +4.9% | 5,137 | $265K |
| Signal Advisors Wealth, LLC | 0.02% | Add +16.3% | 5,085 | $262K |
| Investors Research Corp | 0.05% | Reduce -1.7% | 5,027 | $259K |
| Marble Wealth, LLC | 0.04% | — | 4,961 | $256K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -12.1% | 4,960 | $256K |
| Kestra Investment Management, LLC | 0.01% | Reduce -18.9% | 4,931 | $254K |
| Blair William & Co. | 0.00% | Add +12.0% | 4,908 | $253K |
| Weinberger Asset Management, Inc | 0.09% | Reduce -0.3% | 4,905 | $253K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.6% | 4,824 | $249K |
| Patten Group, Inc. | 0.05% | Reduce -19.3% | 4,820 | $249K |
| WealthPlan Investment Management, LLC | 0.02% | New | 4,819 | $249K |
| Panoramic Capital Partners, LLC | 0.15% | No change | 4,800 | $248K |
| Moors & Cabot, Inc. | 0.01% | No change | 4,783 | $247K |
| Pitcairn Wealth Advisors LLC | 0.02% | — | 4,700 | $243K |
| Appleton Partners Inc. | 0.02% | No change | 4,689 | $242K |
| MTM Investment Management, LLC | 0.08% | No change | 4,676 | $241K |
| Berger Financial Group, Inc | 0.01% | Add +0.0% | 4,625 | $239K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.5% | 4,594 | $237K |
| Smith, Moore & Co. | 0.02% | Reduce -4.3% | 4,584 | $237K |
| Avant Capital LLC | 0.16% | Add +0.3% | 4,577 | $236K |
| Crux Wealth Advisors | 0.09% | Add +0.7% | 4,556 | $235K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.1% | 4,514 | $233K |
| Pathstone Holdings, LLC | 0.00% | Reduce -26.0% | 4,501 | $232K |
| Smith Partners Wealth Management, LLC | 0.21% | — | 4,473 | $231K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.4% | 4,451 | $230K |
| Alhambra Investment Management LLC | 0.11% | Reduce -0.7% | 4,419 | $228K |
| RFG Advisory, LLC | 0.00% | Add +1.3% | 4,404 | $227K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.7% | 4,389 | $226K |
| Winter & Associates, Inc. | 0.21% | — | 4,303 | $222K |
| NewEdge Wealth, LLC | 0.00% | New | 4,284 | $221K |
| Berkshire Asset Management LLC | 0.01% | No change | 4,257 | $220K |
| Essex Bank | 0.05% | No change | 4,200 | $217K |
| Midwest Capital Advisors, LLC | 0.10% | Reduce -0.7% | 4,155 | $214K |
| Rooted Wealth Advisors, Inc. | 0.06% | Reduce -1.0% | 3,898 | $214K |
| AlphaCore Capital LLC | 0.00% | New | 4,000 | $207K |
| Sightline Wealth Advisors, LLC | 0.09% | Add +0.7% | 3,978 | $205K |
| MWA Asset Management | 0.11% | Reduce -2.0% | 3,955 | $204K |
| Daviman Financial, LLC | 0.12% | — | 3,909 | $202K |
| Willner & Heller, LLC | 0.14% | Add +0.7% | 3,904 | $201K |
| Bantamac Capital, LLC | 0.14% | No change | 3,900 | $201K |
| Founders Financial Securities LLC | 0.01% | New | 3,881 | $200K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 3,878 | $200K |
| Montag A & Associates Inc. | 0.01% | No change | 3,679 | $190K |
| BankPlus Trust Department | 0.05% | No change | 3,534 | $182K |
| CoreCap Advisors, LLC | 0.01% | Add +1.3% | 3,516 | $181K |
| US Bancorp \de | 0.00% | Add +0.9% | 3,419 | $176K |
| Evolution Wealth Management Inc. | 0.13% | Reduce -19.4% | 3,126 | $161K |
| Spire Wealth Management | 0.00% | Add +52.1% | 2,836 | $146K |
| Viewpoint Capital Management LLC | 0.06% | No change | 2,550 | $132K |
| Colonial Trust Co / SC | 0.01% | No change | 2,067 | $108K |
| Kennebec Savings Bank | 0.09% | No change | 1,949 | $101K |
| Fifth Third Bancorp | 0.00% | Reduce -25.7% | 1,826 | $94K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,810 | $93K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.3% | 1,793 | $93K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -8.2% | 1,620 | $84K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,500 | $77K |
| Bokf, NA | 0.00% | No change | 1,492 | $77K |
| Financial Consulate, Inc. | 0.01% | No change | 1,418 | $73K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,417 | $73K |
| Kelleher Financial Advisors | 0.02% | No change | 1,373 | $71K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,259 | $65K |
| National Bank of Canada | 0.00% | Add +300.0% | 1,200 | $62K |
| Root Financial Partners, LLC | 0.00% | No change | 1,198 | $62K |
| Arax Advisory Partners | 0.00% | New | 1,117 | $58K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -2.7% | 1,085 | $56K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +22.9% | 1,053 | $54K |
| Barrett & Company, Inc. | 0.02% | No change | 1,050 | $54K |
| Missouri Trust & Investment Co | 0.02% | No change | 1,025 | $53K |
| Fairway Wealth LLC | 0.01% | No change | 1,007 | $52K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $47K |
| McMillan Office, Inc. | 0.01% | — | 900 | $46K |
| Bessemer Group Inc. | 0.00% | No change | 790 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 764 | $39K |
| Perkins Coie Trust Co | 0.01% | No change | 740 | $38K |
| Hoese & Co LLP | 0.03% | New | 709 | $37K |
| Russell Investments Group, Ltd. | 0.00% | Add +53.7% | 667 | $34K |
| Caldwell Trust Co | 0.00% | No change | 650 | $34K |
| Basepoint Wealth LLC | 0.02% | New | 612 | $32K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 600 | $31K |
| LRI Investments, LLC | 0.00% | New | 600 | $31K |
| Center for Financial Planning, Inc. | 0.00% | No change | 552 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 526 | $27K |
| International Assets Investment Management, LLC | 0.00% | New | 519 | $27K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 496 | $26K |
| Bayban | 0.02% | — | 486 | $25K |
| Creative Financial Designs Inc. | 0.00% | Reduce -7.6% | 474 | $24K |
| Wolff Wiese Magana LLC | 0.01% | No change | 450 | $23K |
| Sfam, LLC | 0.02% | — | 442 | $23K |
| Noble Wealth Management PBC | 0.01% | No change | 432 | $22K |
| Millstone Evans Group, LLC | 0.01% | Reduce -0.2% | 426 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -7.5% | 393 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 381 | $20K |
| Frankly Finances, LLC | 0.02% | — | 362 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 359 | $19K |
| BlackRock, Inc. | 0.00% | No change | 336 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.3% | 315 | $16K |
| Roxbury Financial LLC | 0.01% | Add +0.3% | 318 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 312 | $16K |
| United Community Bank | 0.01% | No change | 311 | $16K |
| Ankerstar Wealth, LLC | 0.01% | — | 261 | $13K |
| Triumph Capital Management | 0.00% | New | 243 | $13K |
| Register Financial Advisors LLC | 0.00% | No change | 241 | $12K |
| 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 +0.9% | 228 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 206 | $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% | No change | 135 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -42.2% | 118 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 99 | $5K |
| RHL Group, LLC | 0.00% | — | 89 | $5K |
| Vision Retirement, LLC | 0.00% | — | 89 | $5K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 87 | $4K |
| Covestor Ltd | 0.00% | No change | 69 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 75 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -97.3% | 71 | $4K |
| Vestor Capital, LLC | 0.00% | Reduce -99.8% | 170 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 64 | $3K |
| Abound Wealth Management | 0.00% | Reduce -35.8% | 52 | $3K |
| Quadrant Capital Group LLC | 0.00% | New | 49 | $3K |
| IMG Wealth Management, Inc. | 0.00% | Add +2.6% | 40 | $2K |
| Key Capital Management, INC | 0.00% | — | 36 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 34 | $2K |
| UMB Bank, n.a. | 0.00% | New | 27 | $1K |
| Spurstone Advisory Services, LLC | 0.02% | No change | 26 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 25 | $1K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 23 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 21 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -86.6% | 17 | $877 |
| Sound Income Strategies, LLC | 0.00% | New | 11 | $595 |
| Kilter Group LLC | 0.00% | No change | 3 | $155 |
| BNP Paribas Financial Markets | 0.00% | Reduce -62.5% | 3 | $155 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $52 |
| St Germain D J Co. Inc. | 0.00% | Reduce -98.7% | 1 | $34 |
| Raleigh Capital Management Inc. | 0.00% | No change | 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.