Wisdomtree US Midcap DividenDONETF
13F holders, Q1 2026 (March 31)465holders +10
31new positions
18sold out
2famous investors
$52.53avg. 13F price*
At the end of Q1 2026, 465 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, up 10 from Q4 2025. 31 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($244.1M), Morgan Stanley ($125.6M) and UBS Group AG ($98.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Midcap Dividen
- CUSIP
- 97717W505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $24.1M |
| Exits | 18 | $7.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,891,453 shares bought and 1,980,724 shares sold, net −89,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 465 holders
| Bank of America Corp. | 0.02% | Reduce -0.7% | 4,645,518 | $244.1M |
| Morgan Stanley | 0.01% | Add +0.7% | 2,390,779 | $125.6M |
| UBS Group AG | 0.02% | Add +8.8% | 1,883,131 | $98.9M |
| LPL Financial LLC | 0.03% | Reduce -5.2% | 1,848,389 | $97.1M |
| Jones Financial Companies LLLP | 0.04% | Add +23.1% | 1,658,884 | $85.8M |
| Linscomb Wealth, Inc. | 3.69% | Reduce -14.4% | 1,578,807 | $83.0M |
| Creative Planning | 0.05% | Reduce -0.0% | 1,518,247 | $79.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.0% | 1,353,416 | $71.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.0% | 1,003,719 | $52.7M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 1,001,100 | $52.6M |
| Mercer Global Advisors Inc. | 0.06% | Add +15.8% | 712,930 | $37.5M |
| Royal Bank of Canada | 0.01% | Reduce -8.0% | 526,235 | $27.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -11.3% | 520,381 | $27.3M |
| Keybank National Association | 0.10% | Add +0.8% | 512,431 | $26.9M |
| IAG Wealth Partners, LLC | 2.94% | Add +1.5% | 500,699 | $26.3M |
| Cetera Investment Advisers | 0.03% | Reduce -15.0% | 466,862 | $24.5M |
| Coldstream Capital Management Inc. | 0.30% | Reduce -5.0% | 465,970 | $24.5M |
| Osaic Holdings, Inc. | 0.03% | Add +8.0% | 405,679 | $21.3M |
| Stonebridge Financial Group, LLC | 1.68% | Add +4.5% | 388,062 | $20.4M |
| Trajan Wealth LLC | 0.77% | Add +2.0% | 365,015 | $19.2M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -33.7% | 364,806 | $19.2M |
| AE Wealth Management LLC | 0.10% | Add +6.8% | 358,439 | $18.8M |
| Baird Financial Group, Inc. | 0.03% | Add +3.4% | 354,423 | $18.6M |
| MAI Capital Management | 0.10% | Reduce -1.1% | 328,941 | $17.3M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 304,356 | $16.0M |
| Marion Wealth Management | 3.50% | Add +7.8% | 299,971 | $15.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -5.5% | 295,524 | $15.5M |
| Three Bearings Fiduciary Advisors, Inc. | 14.40% | Add +0.3% | 283,315 | $14.9M |
| Eastern Bank | 0.25% | Add +24.3% | 275,531 | $14.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.0% | 274,964 | $14.4M |
| Focus Partners Wealth | 0.02% | Reduce -0.3% | 263,494 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 263,167 | $13.6M |
| Lido Advisors, LLC | 0.05% | Reduce -5.5% | 253,829 | $13.3M |
| Atlantic Union Bankshares Corp | 0.24% | Reduce -17.2% | 241,866 | $12.7M |
| Concord Wealth Partners | 1.62% | Add +3.6% | 237,162 | $12.5M |
| Destination Wealth Management | 0.32% | Reduce -0.3% | 236,414 | $12.4M |
| Avantax Planning Partners, Inc. | 0.34% | Add +2.6% | 233,065 | $12.2M |
| Avidian Wealth Enterprises, LLC | 0.39% | New | 231,196 | $12.1M |
| Precedent Wealth Partners, LLC | 2.43% | Reduce -8.0% | 231,191 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -9.4% | 227,381 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.5% | 226,934 | $11.9M |
| Curi Capital, LLC | 0.21% | Add +3.8% | 221,372 | $11.6M |
| Lee, Kelleher & Klein Wealth Management | 6.92% | Add +3.5% | 221,346 | $11.6M |
| Mariner, LLC | 0.01% | Reduce -2.7% | 183,155 | $9.6M |
| CX Institutional | 0.29% | Add +0.6% | 178,692 | $9.4M |
| White Pine Investment CO | 2.14% | Add +1.2% | 175,404 | $9.2M |
| Concord Asset Management, LLC | 1.54% | Add +6.5% | 172,926 | $9.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +439.9% | 167,577 | $8.8M |
| Goldstone Financial Group, LLC | 0.92% | Reduce -21.1% | 161,651 | $8.5M |
| Dynamic Advisor Solutions LLC | 0.27% | Add +1.1% | 161,013 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.4% | 156,993 | $8.2M |
| Melone Private Wealth, LLC | 3.23% | Reduce -3.8% | 150,438 | $7.9M |
| FAS Wealth Partners, Inc. | 0.48% | Add +4.0% | 147,837 | $7.8M |
| Capital Investment Counsel, LLC | 1.05% | Add +3.5% | 145,594 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.38% | Add +0.9% | 142,778 | $7.5M |
| United Advisor Group, LLC | 0.92% | Reduce -0.9% | 141,468 | $7.4M |
| Grey Ledge Advisors, LLC | 1.63% | Add +2.4% | 137,789 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -41.6% | 124,710 | $6.6M |
| Dickmeyer Boyce Financial Management, Inc. | 3.82% | — | 123,701 | $6.5M |
| Atria Investments, Inc | 0.07% | Reduce -1.0% | 123,521 | $6.5M |
| D.A. Davidson & Co. | 0.04% | Add +0.9% | 118,673 | $6.2M |
| MJT & Associates Financial Advisory Group, Inc. | 4.53% | Reduce -1.6% | 117,327 | $6.2M |
| Segall Bryant & Hamill, LLC | 0.09% | No change | 116,379 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Reduce -5.4% | 117,892 | $6.1M |
| Main Street Financial Solutions, LLC | 0.44% | Add +39.9% | 113,577 | $6.0M |
| Modera Wealth Management, LLC | 0.07% | Reduce -5.6% | 110,358 | $5.8M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -1.2% | 101,760 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 101,245 | $5.3M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.1% | 98,959 | $5.2M |
| Roan Capital Partners | 4.75% | — | 97,778 | $5.1M |
| JFS Wealth Advisors, LLC | 0.28% | Reduce -5.9% | 94,416 | $5.0M |
| Private Capital Management, LLC | 0.49% | Add +6.5% | 92,190 | $4.8M |
| Frazier Financial Advisors, LLC | 2.67% | Add +1.0% | 91,791 | $4.8M |
| JPL Wealth Management, LLC | 1.08% | Reduce -0.8% | 89,314 | $4.7M |
| Apeiron RIA LLC | 1.08% | Reduce -5.7% | 88,462 | $4.6M |
| SouthState Bank Corp | 0.21% | Reduce -10.5% | 87,375 | $4.6M |
| Cahill Financial Advisors Inc. | 0.49% | Add +1.4% | 86,936 | $4.6M |
| MML Investors Services, LLC | 0.01% | Reduce -34.1% | 86,271 | $4.5M |
| Cascade Financial Partners, LLC | 0.47% | Reduce -0.9% | 85,960 | $4.5M |
| Inspirion Wealth Advisors, LLC | 0.56% | Reduce -2.6% | 85,247 | $4.5M |
| Beacon Financial Group | 0.45% | Reduce -2.3% | 84,993 | $4.5M |
| Meridian Wealth Management, LLC | 0.16% | Reduce -1.4% | 83,196 | $4.4M |
| Nikulski Financial, Inc. | 1.08% | Reduce -4.8% | 83,173 | $4.4M |
| Harbour Wealth Management Group, Inc. | 3.28% | Add +11.2% | 82,893 | $4.4M |
| Sage Capital Management, LLC | 1.97% | Reduce -0.5% | 79,639 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +28.1% | 79,420 | $4.2M |
| Larson Financial Group LLC | 0.13% | Add +3.5% | 77,051 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +9.6% | 74,911 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -5.6% | 73,152 | $3.8M |
| Midwest Trust Co | 0.05% | Add +0.5% | 72,075 | $3.8M |
| Vestor Capital, LLC | 0.27% | Add +42230.0% | 71,961 | $3.8M |
| Hancock Whitney Corp. | 0.07% | Add +5.1% | 68,062 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.0% | 71,337 | $3.7M |
| NBT Bank, N.A. | 0.23% | Add +46.7% | 66,732 | $3.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.5% | 65,680 | $3.5M |
| Independence Bank of Kentucky | 0.43% | Reduce -1.2% | 65,069 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.3% | 64,983 | $3.4M |
| Corient Private Wealth LP | 0.00% | Reduce -66.5% | 59,462 | $3.1M |
| Independent Advisor Alliance | 0.03% | New | 58,844 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -0.9% | 58,378 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -4.1% | 58,029 | $3.0M |
| Founders Grove Wealth Partners, LLC | 0.69% | Reduce -3.1% | 57,723 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.2% | 57,465 | $3.0M |
| Intrua Financial, LLC | 0.32% | Add +5.2% | 56,750 | $3.0M |
| First Hawaiian Bank | 0.41% | Reduce -11.2% | 55,858 | $2.9M |
| Brady Martz Wealth Solutions, LLC | 0.50% | Add +0.1% | 55,409 | $2.9M |
| Founders Financial Alliance, LLC | 0.52% | Add +0.8% | 54,662 | $2.9M |
| FFG Retirement Advisors LLC | 1.66% | Add +56.0% | 54,339 | $2.9M |
| Vident Advisory, LLC | 0.02% | No change | 51,428 | $2.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.72% | Add +31.5% | 50,505 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -4.4% | 49,959 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Add +106.0% | 49,664 | $2.6M |
| Financial Insights, Inc. | 0.84% | Reduce -1.6% | 49,551 | $2.6M |
| Summit Wealth Group LLC / Co. | 0.27% | Add +1.3% | 49,263 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Reduce -3.3% | 48,925 | $2.6M |
| JNBA Financial Advisors | 0.21% | Reduce -10.8% | 48,380 | $2.5M |
| &partners | 0.01% | Reduce -0.4% | 48,311 | $2.5M |
| Northern Trust Corp. | 0.00% | Add +0.9% | 48,272 | $2.5M |
| Oxinas Partners, LLC | 1.16% | Add +3.1% | 48,112 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.3% | 47,760 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +744.9% | 47,540 | $2.5M |
| Powers Advisory Group, LLC | 0.88% | Add +1.1% | 47,361 | $2.5M |
| HF Advisory Group, LLC | 0.82% | Add +8.3% | 45,794 | $2.4M |
| Harbour Investments, Inc. | 0.04% | Add +30.2% | 44,384 | $2.3M |
| Silverlake Wealth Management LLC | 0.48% | Reduce -0.4% | 43,072 | $2.3M |
| Farmers National Bank | 0.50% | Add +3.2% | 43,033 | $2.3M |
| Principal Securities, Inc. | 0.03% | Reduce -0.1% | 42,987 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.9% | 42,476 | $2.2M |
| Well Done, LLC | 0.32% | Reduce -0.8% | 41,724 | $2.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.8% | 41,307 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -2.1% | 39,728 | $2.1M |
| BIP Wealth, LLC | 0.08% | Reduce -15.1% | 39,301 | $2.1M |
| Centaurus Financial, Inc. | 0.10% | Reduce -0.1% | 39,250 | $2.1M |
| Salomon & Ludwin, LLC | 0.18% | Reduce -3.0% | 38,946 | $2.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -22.0% | 38,896 | $2.0M |
| TopTier Wealth Management, LLC | 1.25% | Add +0.4% | 38,828 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -15.2% | 38,776 | $2.0M |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -1.5% | 38,061 | $2.0M |
| FMR LLC | 0.00% | Reduce -7.9% | 37,862 | $2.0M |
| Yarger Wealth Strategies, LLC | 0.79% | Reduce -3.3% | 37,232 | $2.0M |
| Midland Wealth Advisors, LLC | 0.10% | Reduce -3.1% | 37,140 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -30.3% | 35,085 | $1.8M |
| Financial Advisory Partners, LLC | 0.52% | Add +9.0% | 35,077 | $1.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.24% | Reduce -14.8% | 34,503 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -1.1% | 32,649 | $1.8M |
| Wealthcare Capital Partners, LLC | 0.83% | Add +9.4% | 33,646 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.9% | 32,939 | $1.7M |
| Envision Financial LLC | 0.92% | Reduce -1.9% | 32,450 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.19% | Add +182.2% | 32,012 | $1.7M |
| Wesbanco Bank Inc. | 0.05% | Reduce -0.0% | 31,770 | $1.7M |
| Opes Wealth Management LLC | 0.28% | Add +5.0% | 31,686 | $1.7M |
| Argent Trust Co | 0.06% | Reduce -3.7% | 31,597 | $1.7M |
| Harbor Investment Advisory, LLC | 0.13% | Add +1.9% | 31,571 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -5.3% | 31,223 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.6% | 31,167 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | New | 31,110 | $1.6M |
| Wealth Enhancement Trust Services, Inc. | 0.20% | No change | 30,943 | $1.6M |
| Biondo Investment Advisors, LLC | 0.21% | Add +0.8% | 30,848 | $1.6M |
| NewSquare Capital LLC | 0.13% | Add +4.8% | 29,251 | $1.5M |
| Fifth Third Bancorp | 0.00% | Add +1487.0% | 28,979 | $1.5M |
| Composition Wealth, LLC | 0.02% | Add +7.8% | 28,591 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +6.7% | 28,360 | $1.5M |
| Culbertson A N & Co. Inc. | 0.19% | No change | 28,251 | $1.5M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -5.3% | 28,200 | $1.5M |
| Southland Equity Partners LLC | 0.28% | Reduce -1.9% | 27,777 | $1.5M |
| Resurgent Financial Advisors LLC | 0.53% | Reduce -2.5% | 27,470 | $1.4M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 26,806 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.3% | 26,281 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.1% | 25,627 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.69% | Add +1.1% | 25,458 | $1.3M |
| Financial Management Network Inc. | 0.20% | Reduce -22.4% | 24,413 | $1.3M |
| Mather Group, Llc. | 0.01% | Reduce -0.3% | 25,167 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -0.2% | 24,944 | $1.3M |
| Huntington National Bank | 0.01% | New | 24,817 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.34% | Add +6.7% | 24,752 | $1.3M |
| WealthShield Partners, LLC | 0.14% | Reduce -0.3% | 24,707 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.9% | 23,076 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +10.1% | 22,954 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +256.2% | 22,815 | $1.2M |
| Pacific Sun Financial Corp | 0.55% | Reduce -0.6% | 21,790 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -19.4% | 21,697 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -14.2% | 21,682 | $1.1M |
| Principle Wealth Partners LLC | 0.06% | No change | 21,045 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.34% | Add +1.9% | 19,587 | $1.0M |
| True Link Financial Advisors, LLC | 0.06% | Reduce -4.9% | 19,286 | $1.0M |
| Holos Integrated Wealth LLC | 0.50% | Reduce -9.1% | 18,705 | $993K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -16.1% | 18,706 | $983K |
| Meridian Financial Advisors, LLC | 0.53% | Reduce -8.0% | 18,504 | $972K |
| Vicus Capital | 0.07% | Reduce -2.0% | 18,235 | $958K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -0.7% | 18,065 | $949K |
| Pasadena Private Wealth, LLC | 0.13% | New | 18,057 | $949K |
| Causey Wealth LLC | 0.40% | Reduce -23.8% | 17,958 | $944K |
| Anson Capital, Inc. | 0.64% | Add +4.8% | 17,892 | $940K |
| Gryphon Financial Partners LLC | 0.10% | Reduce -3.2% | 17,848 | $938K |
| Denver Wealth Management, Inc. | 0.32% | Reduce -0.2% | 17,804 | $935K |
| Rossby Financial, LCC | 0.19% | Reduce -13.4% | 17,586 | $928K |
| Selby Wealth Management, LLC | 0.36% | Reduce -2.7% | 17,462 | $917K |
| Collaborative Wealth Managment Inc. | 0.42% | Reduce -9.4% | 17,331 | $911K |
| Platform Technology Partners | 0.17% | No change | 17,251 | $906K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.9% | 17,178 | $903K |
| Navis Wealth Advisors, LLC | 0.46% | Add +1.6% | 17,014 | $894K |
| BlackRock, Inc. | 0.00% | Add +4939.9% | 16,934 | $890K |
| Waverly Advisors, LLC | 0.01% | Reduce -19.8% | 16,586 | $871K |
| Lanark Financial, Inc. | 0.07% | Add +53.4% | 16,532 | $869K |
| Savant Capital, LLC | 0.00% | No change | 16,480 | $866K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.1% | 16,349 | $859K |
| CPC Advisors, LLC | 0.14% | Reduce -3.5% | 16,051 | $843K |
| Brady Family Wealth, LLC | 0.26% | No change | 16,034 | $842K |
| Marino, Stram & Associates LLC | 0.15% | Reduce -6.7% | 16,026 | $842K |
| Marathon Strategic Advisors, LLC | 0.59% | No change | 15,590 | $819K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.9% | 15,535 | $816K |
| Summit Financial, LLC | 0.01% | Add +1.4% | 15,349 | $806K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Reduce -1.0% | 15,018 | $797K |
| Milestone Asset Management Group, LLC | 0.46% | Add +19.4% | 15,021 | $789K |
| Arkos Global Advisors | 0.10% | Reduce -0.2% | 14,692 | $772K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -8.6% | 14,393 | $756K |
| Friday Financial | 0.26% | No change | 14,350 | $754K |
| SHP Wealth Management | 0.06% | Reduce -13.8% | 14,347 | $754K |
| Team Financial Group, LLC | 0.34% | Reduce -2.0% | 14,345 | $754K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1036.3% | 14,306 | $752K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -1.6% | 14,209 | $747K |
| Keel Point, LLC | 0.05% | New | 13,940 | $732K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -0.8% | 13,823 | $726K |
| Cerity Partners LLC | 0.00% | Add +31.0% | 13,626 | $716K |
| Simmons Bank | 0.05% | Reduce -17.6% | 13,554 | $712K |
| Western Wealth Management, LLC | 0.03% | Add +43.6% | 13,548 | $712K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 13,322 | $700K |
| Betterment LLC | 0.00% | Reduce -5.8% | 13,296 | $699K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -16.0% | 13,086 | $688K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -6.4% | 12,976 | $682K |
| Trustmark Bank Trust Department | 0.04% | Reduce -9.1% | 12,856 | $675K |
| HB Wealth Management, LLC | 0.00% | Add +3.0% | 12,848 | $675K |
| Allworth Financial LP | 0.00% | Add +0.3% | 12,684 | $666K |
| Uhlmann Price Securities, LLC | 0.04% | Add +0.4% | 12,376 | $650K |
| WealthPlan Investment Management, LLC | 0.04% | Add +156.2% | 12,344 | $649K |
| Ironwood Investment Counsel, LLC | 0.09% | Reduce -2.3% | 12,332 | $648K |
| Asset Dedication, LLC | 0.05% | No change | 12,303 | $646K |
| Citigroup Inc. | 0.00% | Add +5.8% | 12,076 | $634K |
| New Insight Wealth Advisors | 0.22% | Add +3.6% | 11,903 | $625K |
| Hanover Advisors Inc. | 0.25% | No change | 11,871 | $624K |
| New Hampshire Trust | 0.13% | No change | 11,805 | $620K |
| Centennial Wealth Advisory LLC | 0.15% | Reduce -0.7% | 11,742 | $617K |
| Redmond Asset Management, LLC | 0.17% | Add +0.4% | 11,640 | $612K |
| Vines Capital Management, LLC | 0.60% | Reduce -0.6% | 11,573 | $608K |
| WCG Wealth Advisors LLC | 0.02% | Add +1.4% | 11,315 | $594K |
| Cape Ann Savings Bank | 0.30% | Add +6.7% | 11,298 | $594K |
| AQR Capital Management | 0.00% | New | 10,742 | $564K |
| Flputnam Investment Management Co. | 0.01% | Reduce -37.8% | 10,684 | $561K |
| Franklin Resources Inc. | 0.00% | Add +4.9% | 10,624 | $558K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 10,499 | $552K |
| Sunbelt Securities, Inc. | 0.03% | Add +9.2% | 10,488 | $551K |
| Geneos Wealth Management Inc. | 0.01% | Add +19.1% | 10,393 | $546K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -72.4% | 10,349 | $544K |
| Ancora Advisors LLC | 0.01% | No change | 10,251 | $539K |
| Saxon Interests, Inc. | 0.18% | Reduce -16.7% | 10,182 | $535K |
| Integrated Advisors Network LLC | 0.03% | No change | 10,050 | $528K |
| Aspen Investment Management Inc | 0.15% | No change | 9,630 | $506K |
| WealthPoint Financial, LLC | 0.42% | Add +8.8% | 9,545 | $501K |
| Howard Bailey Securities, LLC | 0.20% | Reduce -0.6% | 9,483 | $498K |
| Evanson Asset Management, LLC | 0.03% | Add +0.5% | 9,432 | $496K |
| PFG Investments, LLC | 0.02% | Reduce -2.7% | 9,325 | $490K |
| Vertex Planning Partners, LLC | 0.09% | Reduce -2.6% | 9,083 | $477K |
| Heritage Trust Co | 0.05% | No change | 8,863 | $466K |
| Plimoth Trust Co. LLC | 0.10% | Reduce -8.0% | 8,653 | $455K |
| MCF Advisors LLC | 0.02% | Add +1.5% | 8,515 | $447K |
| Boston Common Asset Management, LLC | 0.03% | No change | 8,500 | $447K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -0.2% | 8,464 | $445K |
| Golden State Wealth Management, LLC | 0.05% | Add +0.0% | 8,417 | $442K |
| Citizens Financial Group Inc. | 0.01% | No change | 8,221 | $432K |
| Robinson Smith Wealth Advisors LLC | 0.29% | No change | 8,161 | $429K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +110.3% | 8,157 | $429K |
| Old National Bancorp | 0.01% | No change | 8,154 | $428K |
| Vontobel Holding Ltd. | 0.00% | Add +8.9% | 7,937 | $417K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -11.3% | 8,017 | $414K |
| Invesco Ltd. | 0.00% | Add +7.2% | 7,868 | $413K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -3.4% | 7,827 | $411K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.2% | 7,825 | $411K |
| Modern Wealth Management, LLC | 0.01% | Reduce -9.9% | 7,646 | $403K |
| Leo Wealth, LLC | 0.03% | Add +0.0% | 7,614 | $400K |
| First Trust Advisors LP | 0.00% | Add +38.0% | 7,509 | $395K |
| KCM Investment Advisors LLC | 0.01% | Add +0.1% | 7,475 | $393K |
| DMC Group, LLC | 0.26% | New | 7,369 | $387K |
| World Investment Advisors | 0.01% | Reduce -14.7% | 7,340 | $386K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -8.5% | 7,335 | $385K |
| Prospera Financial Services Inc | 0.01% | Add +1.3% | 7,311 | $384K |
| Reliant Investment Partners, LLC | 0.31% | No change | 7,165 | $376K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -5.5% | 7,144 | $375K |
| Southern Michigan Bank & Trust | 0.14% | — | 7,128 | $375K |
| Wealth Management Associates, Inc. | 0.13% | Add +0.1% | 7,088 | $372K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +20.7% | 7,059 | $371K |
| West Bancorporation Inc. | 0.18% | No change | 7,031 | $369K |
| Chatham Capital Group, Inc. | 0.05% | No change | 7,000 | $368K |
| Berkeley, Inc | 0.12% | No change | 6,965 | $366K |
| Bank of Montreal | 0.00% | Reduce -10.8% | 6,963 | $366K |
| IFP Advisors, Inc | 0.01% | Reduce -24.2% | 6,902 | $363K |
| Two Sigma Investments, LP | 0.00% | Reduce -89.5% | 6,900 | $363K |
| Key Financial Inc | 0.06% | Reduce -6.4% | 6,789 | $357K |
| Wick Capital Partners, LLC | 0.06% | No change | 6,468 | $340K |
| DGS Capital Management, LLC | 0.06% | Reduce -5.5% | 6,468 | $340K |
| Sigma Planning Corp | 0.01% | Reduce -12.3% | 6,272 | $330K |
| Essex Financial Services, Inc. | 0.02% | Add +0.1% | 6,149 | $323K |
| RMR Wealth Builders | 0.03% | Reduce -10.3% | 6,119 | $322K |
| Diversified Enterprises, LLC | 0.02% | Add +0.0% | 6,069 | $319K |
| Fragasso Financial Advisors Inc | 0.02% | Add +1.6% | 5,942 | $315K |
| Private Trust Co. NA | 0.03% | Reduce -23.1% | 5,961 | $313K |
| Moneco Advisors, LLC | 0.02% | Reduce -9.4% | 5,943 | $312K |
| Sun Financial Inc | 0.15% | Add +0.3% | 5,639 | $308K |
| Brighton Jones LLC | 0.01% | New | 5,863 | $308K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +2.6% | 5,839 | $307K |
| NewCorp Financial Services, Inc. | 0.26% | Reduce -2.0% | 5,794 | $304K |
| Foundations Investment Advisors, LLC | 0.00% | Add +9.4% | 5,721 | $301K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -2.6% | 5,717 | $300K |
| NorthRock Partners, LLC | 0.00% | Reduce -0.1% | 5,586 | $294K |
| Coquina Private Wealth LLC | 0.23% | Add +0.0% | 5,560 | $292K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 5,542 | $291K |
| Signal Advisors Wealth, LLC | 0.02% | Add +8.3% | 5,505 | $289K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.3% | 5,499 | $289K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 5,430 | $285K |
| Weinberger Asset Management, Inc | 0.11% | Add +10.4% | 5,413 | $284K |
| Cottage Street Advisors LLC | 0.12% | No change | 5,326 | $280K |
| Independent Financial Group, LLC | 0.01% | Add +2.4% | 5,262 | $276K |
| Kovack Advisors, Inc. | 0.01% | New | 5,210 | $275K |
| Cibc World Market Inc. | 0.00% | Add +0.8% | 5,219 | $274K |
| Portland Financial Advisors Inc | 0.56% | No change | 5,139 | $270K |
| Summit Trail Advisors, LLC | 0.00% | New | 5,110 | $268K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,080 | $267K |
| Calton & Associates, Inc. | 0.04% | Reduce -3.6% | 5,038 | $265K |
| Seek First Inc. | 0.18% | Reduce -14.3% | 4,979 | $262K |
| Marble Wealth, LLC | 0.05% | No change | 4,961 | $261K |
| Kestra Investment Management, LLC | 0.00% | No change | 4,931 | $259K |
| Blair William & Co. | 0.00% | Add +0.1% | 4,913 | $258K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -2.5% | 4,835 | $254K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -0.4% | 4,806 | $253K |
| Panoramic Capital Partners, LLC | 0.16% | No change | 4,800 | $252K |
| Patten Group, Inc. | 0.04% | Reduce -1.4% | 4,754 | $250K |
| Investors Research Corp | 0.05% | Reduce -6.0% | 4,727 | $248K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.0% | 4,688 | $246K |
| Appleton Partners Inc. | 0.02% | No change | 4,689 | $246K |
| Berger Financial Group, Inc | 0.01% | Add +0.0% | 4,626 | $243K |
| Pitcairn Wealth Advisors LLC | 0.02% | No change | 4,700 | $243K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,594 | $241K |
| Smith, Moore & Co. | 0.02% | No change | 4,584 | $241K |
| Crux Wealth Advisors | 0.09% | Add +0.5% | 4,579 | $241K |
| Pathstone Holdings, LLC | 0.00% | No change | 4,501 | $236K |
| Smith Partners Wealth Management, LLC | 0.21% | No change | 4,473 | $235K |
| RFG Advisory, LLC | 0.00% | Add +1.5% | 4,470 | $235K |
| Alhambra Investment Management LLC | 0.11% | No change | 4,419 | $232K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.5% | 4,411 | $232K |
| Winter & Associates, Inc. | 0.20% | Add +1.0% | 4,347 | $231K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 4,379 | $230K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 4,379 | $230K |
| Berkshire Asset Management LLC | 0.01% | No change | 4,257 | $224K |
| Essex Bank | 0.05% | No change | 4,200 | $221K |
| Northern Financial Advisors Inc | 0.16% | New | 4,118 | $216K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.5% | 4,116 | $216K |
| Midwest Capital Advisors, LLC | 0.10% | Reduce -1.0% | 4,115 | $216K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -67.1% | 4,098 | $215K |
| Rockport Wealth LLC | 0.04% | Reduce -55.9% | 4,095 | $215K |
| Rooted Wealth Advisors, Inc. | 0.06% | Reduce -2.1% | 3,816 | $212K |
| Compass Capital Management, Inc. | 0.01% | New | 4,000 | $210K |
| Sightline Wealth Advisors, LLC | 0.09% | Add +0.5% | 3,998 | $210K |
| Avant Capital LLC | 0.15% | Reduce -14.2% | 3,929 | $206K |
| Willner & Heller, LLC | 0.15% | Add +0.5% | 3,924 | $206K |
| Bantamac Capital, LLC | 0.15% | No change | 3,900 | $205K |
| Joseph P. Lucia & Associates, LLC | 0.07% | New | 3,871 | $203K |
| MWA Asset Management | 0.11% | Reduce -2.4% | 3,860 | $203K |
| US Bancorp \de | 0.00% | Add +12.7% | 3,853 | $202K |
| RAM Investment Partners, LLC | 0.04% | New | 3,851 | $202K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 3,816 | $200K |
| Montag A & Associates Inc. | 0.01% | No change | 3,679 | $193K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 3,645 | $192K |
| MTM Investment Management, LLC | 0.06% | Reduce -23.1% | 3,596 | $189K |
| CoreCap Advisors, LLC | 0.01% | Add +0.1% | 3,519 | $185K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.1% | 3,514 | $185K |
| BankPlus Trust Department | 0.05% | Reduce -5.3% | 3,348 | $176K |
| Kelleher Financial Advisors | 0.04% | Add +143.8% | 3,347 | $168K |
| Evolution Wealth Management Inc. | 0.12% | Add +0.1% | 3,129 | $164K |
| Hickory Point Bank & Trust | 0.11% | New | 3,108 | $163K |
| AlphaCore Capital LLC | 0.00% | Reduce -25.0% | 3,000 | $158K |
| Advisory Services Network, LLC | 0.00% | New | 2,798 | $147K |
| Spire Wealth Management | 0.00% | Reduce -7.2% | 2,633 | $138K |
| Viewpoint Capital Management LLC | 0.06% | No change | 2,550 | $134K |
| Colonial Trust Co / SC | 0.01% | Reduce -2.7% | 2,012 | $104K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +530.8% | 1,968 | $103K |
| Kennebec Savings Bank | 0.09% | No change | 1,949 | $102K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,810 | $95K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.5% | 1,628 | $86K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -16.1% | 1,505 | $79K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,500 | $79K |
| Bokf, NA | 0.00% | No change | 1,492 | $78K |
| Dunhill Financial, LLC | 0.02% | New | 1,440 | $76K |
| Bessemer Group Inc. | 0.00% | Add +81.0% | 1,430 | $75K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,419 | $75K |
| Financial Consulate, Inc. | 0.01% | No change | 1,418 | $75K |
| Mosley Wealth Management | 0.03% | New | 1,208 | $63K |
| National Bank of Canada | 0.00% | No change | 1,200 | $63K |
| Root Financial Partners, LLC | 0.00% | No change | 1,198 | $63K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,139 | $60K |
| Arax Advisory Partners | 0.00% | Add +0.1% | 1,118 | $59K |
| Ascentis Independent Advisors | 0.00% | New | 1,081 | $57K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,053 | $55K |
| 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 |
| Synergy Investment Management, LLC | 0.02% | New | 1,000 | $53K |
| Glass Jacobson Investment Advisors llc | 0.02% | New | 928 | $49K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $48K |
| McMillan Office, Inc. | 0.01% | No change | 900 | $47K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -21.2% | 855 | $45K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +105.0% | 781 | $41K |
| Perkins Coie Trust Co | 0.01% | No change | 740 | $39K |
| Hoese & Co LLP | 0.03% | No change | 709 | $37K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.8% | 679 | $36K |
| Caldwell Trust Co | 0.00% | No change | 650 | $34K |
| Basepoint Wealth LLC | 0.02% | Add +0.3% | 614 | $32K |
| Center for Financial Planning, Inc. | 0.00% | No change | 552 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 526 | $28K |
| International Assets Investment Management, LLC | 0.00% | No change | 519 | $27K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 496 | $26K |
| Bayban | 0.02% | No change | 486 | $26K |
| Creative Financial Designs Inc. | 0.00% | No change | 474 | $25K |
| Wolff Wiese Magana LLC | 0.01% | No change | 450 | $24K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 450 | $24K |
| Sfam, LLC | 0.02% | Reduce -0.9% | 438 | $23K |
| Assetmark, Inc. | 0.00% | Add +266.9% | 433 | $23K |
| Noble Wealth Management PBC | 0.01% | No change | 432 | $23K |
| Millstone Evans Group, LLC | 0.01% | No change | 426 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Add +19.7% | 377 | $19K |
| Frankly Finances, LLC | 0.02% | No change | 362 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 359 | $19K |
| Vanguard Advisers Inc. | 0.00% | — | 351 | $18K |
| Roxbury Financial LLC | 0.01% | No change | 318 | $17K |
| United Community Bank | 0.01% | No change | 311 | $16K |
| POM Investment Strategies, LLC | 0.02% | New | 274 | $14K |
| Ankerstar Wealth, LLC | 0.01% | No change | 261 | $14K |
| Register Financial Advisors LLC | 0.00% | No change | 241 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 238 | $13K |
| Quaker Wealth Management, LLC | 0.00% | No change | 237 | $12K |
| Triumph Capital Management | 0.00% | Reduce -2.5% | 237 | $12K |
| Financial Freedom, LLC | 0.01% | No change | 235 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.4% | 229 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 206 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -82.1% | 137 | $7K |
| Manning & Napier Advisors LLC | 0.00% | No change | 135 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 99 | $5K |
| RHL Group, LLC | 0.00% | No change | 89 | $5K |
| Vision Retirement, LLC | 0.00% | No change | 89 | $5K |
| Covestor Ltd | 0.00% | No change | 69 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 71 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +317.6% | 71 | $4K |
| REAP Financial Group, LLC | 0.00% | No change | 64 | $3K |
| Abound Wealth Management | 0.00% | No change | 52 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 49 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 40 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 34 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 27 | $1K |
| Spurstone Advisory Services, LLC | 0.02% | No change | 26 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 25 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 21 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | New | 21 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 11 | $580 |
| Bell Investment Advisors, Inc | 0.00% | New | 9 | $473 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 3 | $158 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $53 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.