Wisdomtree US Midcap DividenDONETF
13F holders, Q2 2026 (June 30)474holders +9
34new positions
25sold out
1famous investor
$56.65avg. 13F price*
At the end of Q2 2026, 474 institutions reported holding Wisdomtree US Midcap Dividen (DON) in their 13F filings, up 9 from Q1 2026. 34 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($255.6M), Morgan Stanley ($139.9M) and UBS Group AG ($105.4M). One famous investor held it 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $15.6M |
| Exits | 25 | $13.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,599,578 shares bought and 1,783,943 shares sold, net −184,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 474 holders
| Bank of America Corp. | 0.02% | Reduce -2.6% | 4,522,366 | $255.6M |
| Morgan Stanley | 0.01% | Add +3.5% | 2,475,172 | $139.9M |
| UBS Group AG | 0.02% | Reduce -1.0% | 1,865,075 | $105.4M |
| Jones Financial Companies LLLP | 0.04% | Add +10.1% | 1,826,895 | $103.7M |
| LPL Financial LLC | 0.02% | Reduce -4.6% | 1,763,190 | $99.7M |
| Linscomb Wealth, Inc. | 3.74% | Reduce -3.3% | 1,527,377 | $86.3M |
| Creative Planning | 0.05% | Reduce -0.1% | 1,516,308 | $85.7M |
| Ameriprise Financial Inc. | 0.02% | Add +2.8% | 1,391,530 | $78.7M |
| Raymond James Financial Inc. | 0.02% | Add +3.3% | 1,036,786 | $58.6M |
| Wells Fargo & Company | 0.01% | Reduce -0.2% | 998,779 | $56.5M |
| Mercer Global Advisors Inc. | 0.06% | Add +21.0% | 862,327 | $48.7M |
| Keybank National Association | 0.11% | Add +10.7% | 567,317 | $32.1M |
| Royal Bank of Canada | 0.01% | Add +0.3% | 527,892 | $29.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.2% | 503,822 | $28.5M |
| Osaic Holdings, Inc. | 0.03% | Add +18.1% | 478,941 | $27.1M |
| IAG Wealth Partners, LLC | 2.63% | Reduce -6.1% | 470,081 | $26.6M |
| Coldstream Capital Management Inc. | 0.33% | Reduce -1.7% | 458,200 | $25.9M |
| Cetera Investment Advisers | 0.02% | Reduce -5.8% | 439,529 | $24.8M |
| Stonebridge Financial Group, LLC | 1.70% | Add +2.2% | 396,757 | $22.4M |
| Trajan Wealth LLC | 0.80% | Add +2.2% | 372,990 | $21.1M |
| Baird Financial Group, Inc. | 0.03% | Add +1.5% | 359,731 | $20.3M |
| AE Wealth Management LLC | 0.09% | Reduce -0.7% | 355,863 | $20.1M |
| MAI Capital Management | 0.07% | Reduce -1.5% | 323,917 | $18.3M |
| Marion Wealth Management | 3.66% | Add +5.9% | 317,689 | $18.0M |
| Stifel Financial Corp. | 0.01% | Reduce -1.4% | 300,151 | $17.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.3% | 291,812 | $16.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.9% | 291,122 | $16.5M |
| Three Bearings Fiduciary Advisors, Inc. | 14.40% | Add +0.3% | 284,239 | $16.1M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -22.5% | 282,809 | $16.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 245,561 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.9% | 242,608 | $13.7M |
| Destination Wealth Management | 0.32% | Add +1.5% | 239,935 | $13.6M |
| Avantax Planning Partners, Inc. | 0.33% | Add +1.1% | 235,598 | $13.3M |
| Concord Wealth Partners | 1.52% | Reduce -1.1% | 234,616 | $13.3M |
| Focus Partners Wealth | 0.01% | Reduce -12.3% | 230,956 | $13.1M |
| Avidian Wealth Enterprises, LLC | 0.36% | Reduce -0.8% | 229,415 | $13.0M |
| Precedent Wealth Partners, LLC | 2.10% | Reduce -3.4% | 223,446 | $12.6M |
| Lee, Kelleher & Klein Wealth Management | 6.59% | Add +0.7% | 222,951 | $12.6M |
| Curi Capital, LLC | 0.19% | Reduce -3.1% | 214,530 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.2% | 211,011 | $11.9M |
| Farther Finance Advisors, LLC | 0.09% | Add +18.3% | 198,304 | $11.2M |
| Atlantic Union Bankshares Corp | 0.18% | Reduce -20.8% | 191,626 | $10.8M |
| CX Institutional | 0.29% | Add +0.2% | 179,117 | $10.1M |
| Corient Private Wealth LP | 0.01% | Add +198.8% | 177,698 | $10.0M |
| White Pine Investment CO | 2.14% | Add +1.2% | 177,549 | $10.0M |
| Bank of New York Mellon Corp | 0.00% | Add +12.8% | 177,150 | $10.0M |
| Concord Asset Management, LLC | 1.46% | Reduce -3.4% | 167,105 | $9.4M |
| FAS Wealth Partners, Inc. | 0.49% | Add +12.7% | 166,625 | $9.4M |
| Melone Private Wealth, LLC | 3.27% | Add +1.0% | 151,892 | $8.6M |
| Dynamic Advisor Solutions LLC | 0.24% | Reduce -6.6% | 150,378 | $8.5M |
| Capital Investment Counsel, LLC | 1.04% | Add +1.7% | 148,059 | $8.4M |
| Cornerstone Wealth Management, LLC | 0.35% | Reduce -0.3% | 142,402 | $8.0M |
| United Advisor Group, LLC | 0.85% | Add +0.4% | 141,999 | $8.0M |
| Goldstone Financial Group, LLC | 0.72% | Reduce -13.6% | 139,716 | $7.9M |
| Grey Ledge Advisors, LLC | 1.58% | Add +0.7% | 138,793 | $7.8M |
| Vestor Capital, LLC | 0.49% | Add +30.5% | 93,887 | $7.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +710.8% | 125,957 | $7.1M |
| Dickmeyer Boyce Financial Management, Inc. | 3.65% | Add +0.8% | 124,755 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.0% | 123,429 | $7.0M |
| MJT & Associates Financial Advisory Group, Inc. | 4.59% | Add +4.6% | 122,710 | $6.9M |
| Mariner, LLC | 0.01% | Reduce -33.6% | 121,630 | $6.9M |
| MML Investors Services, LLC | 0.01% | Add +36.2% | 117,538 | $6.6M |
| Main Street Financial Solutions, LLC | 0.43% | Add +3.3% | 117,357 | $6.6M |
| Segall Bryant & Hamill, LLC | 0.08% | Reduce -0.1% | 116,310 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.7% | 116,159 | $6.6M |
| D.A. Davidson & Co. | 0.04% | Reduce -3.1% | 114,929 | $6.5M |
| Equitable Holdings, Inc. | 0.04% | Reduce -3.1% | 114,206 | $6.5M |
| Roan Capital Partners | 5.14% | Add +12.2% | 109,694 | $6.2M |
| Modera Wealth Management, LLC | 0.07% | Reduce -1.1% | 109,088 | $6.2M |
| Copper Harbor Investment Advisors, LLC | 1.29% | — | 107,806 | $6.1M |
| IFG Advisory, LLC | 0.21% | New | 105,197 | $5.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.8% | 99,740 | $5.6M |
| Atria Investments, Inc | 0.06% | Reduce -19.5% | 99,412 | $5.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -3.0% | 98,669 | $5.6M |
| JFS Wealth Advisors, LLC | 0.27% | Add +0.6% | 94,973 | $5.4M |
| Frazier Financial Advisors, LLC | 2.71% | Add +3.4% | 94,923 | $5.4M |
| Private Capital Management, LLC | 0.48% | Add +0.7% | 92,847 | $5.2M |
| Cahill Financial Advisors Inc. | 0.48% | Add +2.4% | 89,047 | $5.0M |
| Apeiron RIA LLC | 1.28% | Add +0.0% | 88,465 | $5.0M |
| Natixis Advisors, LLC | 0.01% | Add +16.7% | 87,443 | $4.9M |
| JPL Wealth Management, LLC | 0.97% | Reduce -3.0% | 86,608 | $4.9M |
| Harbour Wealth Management Group, Inc. | 3.29% | Add +3.9% | 86,114 | $4.9M |
| Cascade Financial Partners, LLC | 0.42% | Reduce -0.6% | 85,460 | $4.8M |
| Inspirion Wealth Advisors, LLC | 0.54% | Reduce -2.8% | 82,879 | $4.7M |
| Viaable, LLC | 3.84% | — | 81,845 | $4.6M |
| Nikulski Financial, Inc. | 0.98% | Reduce -3.0% | 80,685 | $4.6M |
| Larson Financial Group LLC | 0.12% | Add +3.9% | 80,053 | $4.5M |
| Sage Capital Management, LLC | 1.76% | Add +0.3% | 79,919 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.7% | 77,269 | $4.4M |
| SouthState Bank Corp | 0.18% | Reduce -11.8% | 77,046 | $4.4M |
| Meridian Wealth Management, LLC | 0.13% | Reduce -8.1% | 76,429 | $4.3M |
| Beacon Financial Group | 0.39% | Reduce -10.2% | 76,334 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +54.6% | 73,854 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.7% | 73,289 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -1.4% | 72,124 | $4.1M |
| Midwest Trust Co | 0.05% | Reduce -0.3% | 71,841 | $4.1M |
| Hancock Whitney Corp. | 0.06% | Reduce -0.0% | 68,053 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.6% | 67,355 | $3.8M |
| Independence Bank of Kentucky | 0.41% | Add +0.1% | 65,149 | $3.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.9% | 63,098 | $3.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +113.5% | 60,561 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +1.5% | 59,256 | $3.3M |
| Intrua Financial, LLC | 0.31% | Add +2.4% | 58,110 | $3.3M |
| Founders Grove Wealth Partners, LLC | 0.65% | Reduce -0.5% | 57,442 | $3.2M |
| Brady Martz Wealth Solutions, LLC | 0.48% | Add +0.5% | 55,699 | $3.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.2% | 55,604 | $3.1M |
| &partners | 0.01% | Add +10.8% | 53,534 | $3.0M |
| Arkadios Wealth Advisors | 0.05% | Add +5.4% | 52,367 | $3.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.75% | Add +2.9% | 51,966 | $2.9M |
| Fiduciary Financial Advisors | 0.30% | New | 51,826 | $2.9M |
| Vident Advisory, LLC | 0.02% | No change | 51,428 | $2.9M |
| NBT Bank, N.A. | 0.19% | Reduce -24.2% | 50,573 | $2.9M |
| Summit Wealth Group LLC / Co. | 0.23% | Add +1.9% | 50,187 | $2.8M |
| Oxinas Partners, LLC | 1.09% | Add +2.1% | 49,112 | $2.8M |
| Centaurus Financial, Inc. | 0.11% | Add +24.4% | 48,835 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -2.5% | 48,688 | $2.8M |
| Financial Insights, Inc. | 0.74% | Reduce -2.5% | 48,305 | $2.7M |
| Powers Advisory Group, LLC | 0.83% | Reduce -0.9% | 46,923 | $2.7M |
| HF Advisory Group, LLC | 0.82% | Add +2.1% | 46,776 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -3.7% | 46,487 | $2.6M |
| JNBA Financial Advisors | 0.20% | Reduce -4.0% | 46,431 | $2.6M |
| FMR LLC | 0.00% | Add +22.6% | 46,409 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Add +3.7% | 46,014 | $2.6M |
| Savant Capital, LLC | 0.01% | Add +181.4% | 46,370 | $2.6M |
| Principal Securities, Inc. | 0.03% | Add +4.7% | 45,006 | $2.5M |
| First Hawaiian Bank | 0.31% | Reduce -21.5% | 43,846 | $2.5M |
| Farmers National Bank | 0.51% | Add +1.4% | 43,639 | $2.5M |
| Silverlake Wealth Management LLC | 0.47% | Add +0.8% | 43,422 | $2.5M |
| BIP Wealth, LLC | 0.07% | Add +10.4% | 43,408 | $2.5M |
| Well Done, LLC | 0.31% | Reduce -1.6% | 41,070 | $2.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.8% | 40,999 | $2.3M |
| Composition Wealth, LLC | 0.03% | Add +38.6% | 39,640 | $2.2M |
| TopTier Wealth Management, LLC | 1.33% | Add +0.3% | 38,931 | $2.2M |
| Salomon & Ludwin, LLC | 0.18% | Reduce -1.3% | 38,454 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -1.4% | 38,219 | $2.2M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -0.9% | 37,725 | $2.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -6.2% | 36,505 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -8.4% | 36,387 | $2.1M |
| Financial Advisory Partners, LLC | 0.54% | Add +3.5% | 36,288 | $2.1M |
| Wealthcare Capital Partners, LLC | 0.83% | Add +5.4% | 35,465 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -17.1% | 35,212 | $2.0M |
| Yarger Wealth Strategies, LLC | 0.69% | Reduce -8.7% | 33,986 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Reduce -31.0% | 33,767 | $1.9M |
| Harbor Investment Advisory, LLC | 0.13% | Add +5.8% | 33,400 | $1.9M |
| Midland Wealth Advisors, LLC | 0.09% | Reduce -12.4% | 32,519 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -1.4% | 32,192 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | Add +2.0% | 32,406 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.7% | 32,375 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.18% | Add +0.0% | 32,019 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Add +2.6% | 31,983 | $1.8M |
| Biondo Investment Advisors, LLC | 0.22% | Add +2.6% | 31,653 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.0% | 31,111 | $1.8M |
| Argent Trust Co | 0.05% | Reduce -2.6% | 30,787 | $1.7M |
| NewSquare Capital LLC | 0.13% | Add +4.1% | 30,457 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +1.7% | 29,475 | $1.7M |
| Wealth Enhancement Trust Services, Inc. | 0.18% | Reduce -7.1% | 28,743 | $1.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.19% | Reduce -17.4% | 28,503 | $1.6M |
| Culbertson A N & Co. Inc. | 0.19% | Add +0.7% | 28,441 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -10.3% | 27,997 | $1.6M |
| Southland Equity Partners LLC | 0.27% | Reduce -1.0% | 27,504 | $1.6M |
| Coppell Advisory Solutions LLC | 0.13% | New | 446 | $1.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0.35% | Add +8.5% | 26,862 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 26,806 | $1.5M |
| Soltis Investment Advisors LLC | 0.09% | Reduce -6.2% | 26,466 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +3.9% | 25,905 | $1.5M |
| Resurgent Financial Advisors LLC | 0.41% | Reduce -6.0% | 25,820 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +12.2% | 25,591 | $1.4M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -3.0% | 25,483 | $1.4M |
| Huntington National Bank | 0.01% | Reduce -0.2% | 24,759 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.8% | 24,664 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +11.1% | 24,097 | $1.4M |
| Pasadena Private Wealth, LLC | 0.17% | Add +32.7% | 23,956 | $1.4M |
| Financial Management Network Inc. | 0.19% | Reduce -4.1% | 23,408 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.1% | 23,713 | $1.3M |
| Envision Financial LLC | 0.61% | Reduce -27.7% | 23,475 | $1.3M |
| Eastern Bank | 0.02% | Reduce -91.5% | 23,443 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.0% | 22,567 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -2.5% | 22,375 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.58% | Reduce -13.4% | 22,056 | $1.2M |
| Mosley Wealth Management | 0.39% | Add +1681.7% | 21,523 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.5% | 21,344 | $1.2M |
| Principle Wealth Partners LLC | 0.06% | No change | 21,045 | $1.2M |
| Lido Advisors, LLC | 0.00% | Reduce -91.9% | 20,634 | $1.2M |
| Anson Capital, Inc. | 0.74% | Add +12.9% | 20,201 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.35% | Add +2.3% | 20,045 | $1.1M |
| Pacific Sun Financial Corp | 0.46% | Reduce -8.7% | 19,900 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -21.0% | 19,873 | $1.1M |
| Holos Integrated Wealth LLC | 0.50% | Add +0.1% | 18,721 | $1.1M |
| Meridian Financial Advisors, LLC | 0.50% | Add +0.0% | 18,511 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +34.2% | 18,280 | $1.0M |
| Gryphon Financial Partners LLC | 0.09% | Add +1.3% | 18,073 | $1.0M |
| Vicus Capital | 0.07% | Reduce -1.6% | 17,953 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Add +8.2% | 17,951 | $1.0M |
| Causey Wealth LLC | 0.40% | Reduce -0.4% | 17,885 | $1.0M |
| BlackRock, Inc. | 0.00% | Add +3.8% | 17,580 | $994K |
| WealthPlan Investment Management, LLC | 0.05% | Add +41.2% | 17,433 | $985K |
| Collaborative Wealth Managment Inc. | 0.41% | Add +0.4% | 17,406 | $984K |
| Denver Wealth Management, Inc. | 0.28% | Reduce -2.7% | 17,331 | $980K |
| Focus Financial Network, Inc. | 0.03% | Add +0.7% | 17,300 | $978K |
| Platform Technology Partners | 0.16% | No change | 17,251 | $975K |
| Geneos Wealth Management Inc. | 0.02% | Add +65.5% | 17,205 | $972K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -4.8% | 17,205 | $972K |
| Stonebridge Financial Group, LLC | 0.13% | — | 16,896 | $954K |
| Highland Investment Advisors LLC | 0.41% | — | 16,466 | $931K |
| Navis Wealth Advisors, LLC | 0.35% | Reduce -4.5% | 16,240 | $918K |
| Marino, Stram & Associates LLC | 0.14% | Add +0.1% | 16,037 | $906K |
| Brady Family Wealth, LLC | 0.26% | No change | 16,034 | $906K |
| Selby Wealth Management, LLC | 0.32% | Reduce -8.6% | 15,959 | $902K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -3.4% | 15,794 | $893K |
| Milestone Asset Management Group, LLC | 0.45% | Add +4.3% | 15,662 | $885K |
| Marathon Strategic Advisors, LLC | 0.50% | No change | 15,590 | $881K |
| Lanark Financial, Inc. | 0.06% | Reduce -6.9% | 15,394 | $870K |
| CPC Advisors, LLC | 0.11% | Reduce -6.8% | 14,955 | $845K |
| Summit Financial, LLC | 0.01% | Reduce -3.5% | 14,810 | $837K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -1.5% | 14,797 | $836K |
| Arkos Global Advisors | 0.10% | Reduce -0.8% | 14,567 | $823K |
| Global Retirement Partners, LLC | 0.01% | — | 14,521 | $821K |
| Friday Financial | 0.22% | No change | 14,350 | $813K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.5% | 14,238 | $805K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -0.8% | 14,098 | $797K |
| Team Financial Group, LLC | 0.33% | Reduce -3.9% | 13,780 | $779K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -1.8% | 13,574 | $767K |
| SHP Wealth Management | 0.05% | Reduce -6.5% | 13,420 | $759K |
| NewEdge Advisors, LLC | 0.00% | Add +27.6% | 13,391 | $757K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -7.4% | 13,322 | $753K |
| Betterment LLC | 0.00% | Reduce -0.7% | 13,202 | $746K |
| Western Wealth Management, LLC | 0.02% | Reduce -2.9% | 13,162 | $744K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 13,094 | $740K |
| AQR Capital Management | 0.00% | Add +18.1% | 12,684 | $717K |
| Redmond Asset Management, LLC | 0.17% | Add +6.6% | 12,408 | $701K |
| Ironwood Investment Counsel, LLC | 0.09% | Add +0.1% | 12,338 | $697K |
| Flputnam Investment Management Co. | 0.01% | Add +15.2% | 12,308 | $696K |
| Asset Dedication, LLC | 0.04% | No change | 12,303 | $695K |
| Uhlmann Price Securities, LLC | 0.03% | Reduce -1.7% | 12,169 | $688K |
| New Insight Wealth Advisors | 0.20% | Add +1.6% | 12,088 | $683K |
| Allworth Financial LP | 0.00% | Reduce -5.3% | 12,006 | $679K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -7.8% | 11,971 | $677K |
| Simmons Bank | 0.04% | Reduce -11.8% | 11,954 | $676K |
| Hanover Advisors Inc. | 0.24% | No change | 11,871 | $671K |
| New Hampshire Trust | 0.13% | No change | 11,805 | $667K |
| Centennial Wealth Advisory LLC | 0.14% | Reduce -0.5% | 11,684 | $660K |
| XTX Topco Ltd | 0.01% | New | 11,509 | $650K |
| Vines Capital Management, LLC | 0.53% | Reduce -1.7% | 11,373 | $643K |
| Cape Ann Savings Bank | 0.30% | Reduce -0.8% | 11,208 | $633K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -2.1% | 11,072 | $626K |
| HB Wealth Management, LLC | 0.00% | Reduce -14.1% | 11,034 | $624K |
| Franklin Resources Inc. | 0.00% | Add +2.8% | 10,924 | $617K |
| MCF Advisors LLC | 0.02% | Add +27.5% | 10,854 | $613K |
| Ancora Advisors LLC | 0.01% | No change | 10,251 | $579K |
| Saxon Interests, Inc. | 0.16% | No change | 10,182 | $575K |
| Trustmark Bank Trust Department | 0.03% | Reduce -23.7% | 9,809 | $554K |
| WealthPoint Financial, LLC | 0.40% | Add +2.3% | 9,765 | $552K |
| Integrated Advisors Network LLC | 0.03% | Reduce -3.5% | 9,700 | $548K |
| Aspen Investment Management Inc | 0.15% | No change | 9,630 | $544K |
| Evanson Financial, LLC | 0.03% | — | 9,449 | $534K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -10.5% | 9,267 | $524K |
| PFG Investments, LLC | 0.02% | Reduce -0.7% | 9,259 | $523K |
| Vertex Planning Partners, LLC | 0.08% | Add +0.1% | 9,093 | $514K |
| Heritage Trust Co | 0.04% | No change | 8,863 | $501K |
| Plimoth Trust Co. LLC | 0.10% | No change | 8,653 | $489K |
| Boston Common Asset Management, LLC | 0.03% | No change | 8,500 | $480K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 8,464 | $478K |
| Citizens Financial Group Inc. | 0.01% | No change | 8,221 | $465K |
| NorthRock Partners, LLC | 0.01% | Add +47.1% | 8,220 | $465K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -57.5% | 8,196 | $463K |
| Howard Bailey Securities, LLC | 0.17% | Reduce -13.8% | 8,176 | $462K |
| Invesco Ltd. | 0.00% | Add +3.3% | 8,128 | $459K |
| Rossby Financial, LCC | 0.08% | Reduce -53.9% | 8,106 | $458K |
| Vontobel Holding Ltd. | 0.00% | Add +1.3% | 8,037 | $454K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -2.0% | 7,996 | $452K |
| Koshinski Asset Management, Inc. | 0.02% | Add +1.8% | 7,962 | $450K |
| Medallion Wealth Advisors, LLC | 0.14% | Add +0.1% | 7,834 | $443K |
| Robinson Smith Wealth Advisors LLC | 0.26% | Reduce -4.4% | 7,800 | $441K |
| Modern Wealth Management, LLC | 0.01% | Add +0.7% | 7,697 | $435K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -10.5% | 7,537 | $426K |
| First Trust Advisors LP | 0.00% | No change | 7,509 | $424K |
| MOR Wealth Management, LLC | 0.17% | New | 7,354 | $416K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +4.1% | 7,350 | $415K |
| Pathstone Holdings, LLC | 0.00% | Add +59.9% | 7,198 | $407K |
| Reliant Investment Partners, LLC | 0.27% | Reduce -0.4% | 7,137 | $403K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -62.5% | 7,015 | $396K |
| Chatham Capital Group, Inc. | 0.05% | No change | 7,000 | $396K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.4% | 6,917 | $391K |
| IFP Advisors, Inc | 0.01% | No change | 6,902 | $390K |
| Wealth Management Associates, Inc. | 0.11% | Reduce -2.7% | 6,894 | $390K |
| Berkeley, Inc | 0.12% | Reduce -1.4% | 6,865 | $388K |
| Bank of Montreal | 0.00% | Reduce -1.6% | 6,853 | $387K |
| Key Financial Inc | 0.06% | No change | 6,789 | $384K |
| Southern Michigan Bank & Trust | 0.14% | Reduce -5.3% | 6,747 | $381K |
| Foundations Investment Advisors, LLC | 0.00% | Add +16.8% | 6,680 | $378K |
| Wick Capital Partners, LLC | 0.06% | No change | 6,468 | $366K |
| World Investment Advisors | 0.01% | Reduce -7.2% | 6,812 | $358K |
| Independent Financial Group, LLC | 0.01% | Add +20.0% | 6,315 | $357K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 6,280 | $355K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -13.1% | 6,207 | $351K |
| Worth Financial Advisory Group, LLC | 0.15% | New | 6,201 | $350K |
| Old National Bancorp | 0.01% | Reduce -24.7% | 6,142 | $347K |
| Diversified Enterprises, LLC | 0.02% | Add +0.1% | 6,072 | $343K |
| RMR Wealth Builders | 0.02% | Reduce -0.8% | 6,069 | $343K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.5% | 6,058 | $342K |
| Moneco Advisors, LLC | 0.02% | Add +0.4% | 5,966 | $337K |
| Private Trust Co. NA | 0.03% | No change | 5,961 | $337K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.2% | 5,956 | $337K |
| Brighton Jones LLC | 0.01% | Add +0.1% | 5,872 | $332K |
| NewCorp Financial Services, Inc. | 0.25% | Add +0.2% | 5,808 | $328K |
| Sun Financial Inc | 0.15% | Reduce -1.9% | 5,531 | $322K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -0.5% | 5,687 | $321K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -3.0% | 5,662 | $320K |
| Coquina Private Wealth LLC | 0.21% | Add +0.1% | 5,564 | $314K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 5,542 | $313K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.4% | 5,522 | $312K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 5,430 | $307K |
| Perspective Wealth Advisors LLC | 0.17% | New | 5,375 | $304K |
| Weinberger Asset Management, Inc | 0.10% | Reduce -2.8% | 5,260 | $303K |
| Cottage Street Advisors LLC | 0.12% | No change | 5,326 | $301K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -4.3% | 5,271 | $298K |
| Arax Advisory Partners | 0.00% | Add +369.0% | 5,243 | $296K |
| Kovack Advisors, Inc. | 0.01% | Add +0.6% | 5,240 | $296K |
| OneAscent Wealth Management LLC | 0.09% | New | 5,230 | $296K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -0.0% | 5,078 | $287K |
| BCGM Wealth Management, LLC | 0.06% | Reduce -30.9% | 5,068 | $286K |
| Portland Financial Advisors Inc | 0.52% | Reduce -1.5% | 5,060 | $286K |
| Advisory Services Network, LLC | 0.00% | Add +80.1% | 5,038 | $285K |
| Seek First Inc. | 0.18% | Add +0.6% | 5,010 | $283K |
| Quadcap Wealth Management, LLC | 0.03% | Add +3.4% | 4,967 | $281K |
| Marble Wealth, LLC | 0.04% | No change | 4,961 | $280K |
| Kestra Investment Management, LLC | 0.01% | No change | 4,931 | $279K |
| Cibc World Market Inc. | 0.00% | Reduce -6.3% | 4,890 | $276K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -4.5% | 4,882 | $276K |
| Panoramic Capital Partners, LLC | 0.13% | No change | 4,800 | $271K |
| Investors Research Corp | 0.05% | No change | 4,727 | $267K |
| Pitcairn Wealth Advisors LLC | 0.03% | No change | 4,700 | $266K |
| Appleton Partners Inc. | 0.02% | No change | 4,689 | $265K |
| OneAscent Family Office, LLC | 0.13% | New | 4,666 | $264K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -4.3% | 4,627 | $261K |
| Berger Financial Group, Inc | 0.01% | No change | 4,626 | $261K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,594 | $260K |
| Smith, Moore & Co. | 0.02% | No change | 4,584 | $259K |
| Nuveen, LLC | 0.00% | New | 4,556 | $258K |
| Patten Group, Inc. | 0.04% | Reduce -4.6% | 4,536 | $256K |
| RFG Advisory, LLC | 0.00% | Reduce -0.4% | 4,453 | $252K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.6% | 4,438 | $251K |
| Alhambra Investment Management LLC | 0.11% | Reduce -0.2% | 4,409 | $249K |
| Smith Partners Wealth Management, LLC | 0.20% | Reduce -1.8% | 4,393 | $248K |
| Elevation Point Wealth Partners, LLC | 0.00% | No change | 4,379 | $248K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 4,379 | $248K |
| Berkshire Asset Management LLC | 0.01% | No change | 4,257 | $241K |
| Essex Bank | 0.05% | No change | 4,200 | $237K |
| Calton & Associates, Inc. | 0.03% | Reduce -16.8% | 4,190 | $237K |
| Blair William & Co. | 0.00% | Reduce -15.5% | 4,150 | $235K |
| Crux Wealth Advisors | 0.08% | Reduce -9.5% | 4,145 | $234K |
| Northern Financial Advisors Inc | 0.15% | No change | 4,118 | $233K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 4,116 | $233K |
| Midwest Capital Advisors, LLC | 0.09% | Reduce -0.1% | 4,110 | $232K |
| Rockport Wealth LLC | 0.04% | No change | 4,095 | $231K |
| Sightline Wealth Advisors, LLC | 0.08% | Add +0.6% | 4,022 | $227K |
| HRT Financial LP | 0.00% | New | 4,033 | $227K |
| Willner & Heller, LLC | 0.14% | Add +0.6% | 3,948 | $223K |
| Avant Capital LLC | 0.14% | Add +0.3% | 3,941 | $223K |
| Bantamac Capital, LLC | 0.16% | No change | 3,900 | $220K |
| Joseph P. Lucia & Associates, LLC | 0.07% | No change | 3,871 | $219K |
| RAM Investment Partners, LLC | 0.03% | No change | 3,851 | $218K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 3,850 | $218K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 3,816 | $216K |
| Rooted Wealth Advisors, Inc. | 0.05% | Reduce -0.2% | 3,807 | $215K |
| Sowell Financial Services LLC | 0.01% | New | 3,794 | $214K |
| Uptick Partners, LLC | 0.03% | New | 3,778 | $214K |
| SwitchPoint Financial Planning, LLC | 0.12% | New | 3,758 | $212K |
| Wedbush Securities Inc. | 0.01% | New | 3,703 | $209K |
| Montag A & Associates Inc. | 0.01% | No change | 3,679 | $208K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 3,645 | $206K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.04% | New | 3,606 | $204K |
| Valmark Advisers, Inc. | 0.00% | New | 3,602 | $204K |
| MWA Asset Management | 0.09% | Reduce -6.7% | 3,600 | $203K |
| Stenger Family Office, LLC | 0.03% | New | 3,585 | $203K |
| Kickstand Ventures, Llc. | 0.04% | New | 3,566 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,514 | $199K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +115366.7% | 3,464 | $196K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.8% | 3,422 | $193K |
| River Street Advisors LLC | 0.06% | New | 3,408 | $193K |
| MTM Investment Management, LLC | 0.05% | Reduce -6.3% | 3,371 | $191K |
| BankPlus Trust Department | 0.04% | No change | 3,348 | $189K |
| Spire Wealth Management | 0.01% | Add +24.5% | 3,277 | $185K |
| Hickory Point Bank & Trust | 0.11% | No change | 3,108 | $176K |
| Evolution Wealth Management Inc. | 0.10% | Reduce -1.9% | 3,068 | $173K |
| Clearstead Advisors, LLC | 0.00% | Add +95.3% | 2,771 | $157K |
| Viewpoint Capital Management LLC | 0.07% | No change | 2,550 | $144K |
| AlphaCore Capital LLC | 0.00% | Reduce -18.7% | 2,440 | $138K |
| Versant Capital Management, Inc | 0.01% | New | 2,386 | $135K |
| Financial Consulate, Inc. | 0.01% | Add +61.4% | 2,288 | $129K |
| Chilton Capital Management LLC | 0.00% | New | 2,230 | $126K |
| Colonial Trust Co / SC | 0.01% | No change | 2,012 | $114K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,968 | $111K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -96.5% | 1,928 | $109K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,810 | $102K |
| Glen Eagle Advisors, LLC | 0.01% | Add +10.4% | 1,797 | $102K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.1% | 1,506 | $85K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,500 | $85K |
| Bokf, NA | 0.00% | No change | 1,492 | $84K |
| Dunhill Financial, LLC | 0.02% | No change | 1,440 | $81K |
| Bessemer Group Inc. | 0.00% | No change | 1,430 | $81K |
| Kennebec Savings Bank | 0.06% | Reduce -27.2% | 1,418 | $80K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,387 | $78K |
| Kelleher Financial Advisors | 0.01% | Reduce -59.0% | 1,373 | $78K |
| Tounjian Advisory Partners, LLC | 0.03% | New | 1,276 | $72K |
| National Bank of Canada | 0.00% | No change | 1,200 | $68K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +24.9% | 1,159 | $65K |
| Ascentis Independent Advisors | 0.16% | No change | 1,081 | $61K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,053 | $60K |
| Fairway Wealth LLC | 0.01% | No change | 1,007 | $57K |
| Synergy Investment Management, LLC | 0.01% | No change | 1,000 | $57K |
| Valley National Advisers Inc. | 0.01% | No change | 930 | $53K |
| McMillan Office, Inc. | 0.01% | No change | 900 | $51K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 855 | $48K |
| Russell Investments Group, Ltd. | 0.00% | Add +21.4% | 824 | $47K |
| Perkins Coie Trust Co | 0.01% | No change | 740 | $42K |
| Assetmark, Inc. | 0.00% | Add +63.7% | 709 | $40K |
| Hoese & Co LLP | 0.03% | No change | 709 | $40K |
| Caldwell Trust Co | 0.00% | No change | 650 | $37K |
| WealthCollab, LLC | 0.01% | New | 645 | $36K |
| Basepoint Wealth LLC | 0.02% | Add +0.2% | 615 | $35K |
| RMG Wealth Management LLC | 0.00% | New | 543 | $32K |
| Center for Financial Planning, Inc. | 0.00% | No change | 552 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 526 | $30K |
| International Assets Investment Management, LLC | 0.00% | Add +0.2% | 520 | $29K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 496 | $28K |
| Bayban | 0.02% | No change | 486 | $27K |
| Zions Bancorporation, National Association | 0.00% | New | 480 | $27K |
| Creative Financial Designs Inc. | 0.00% | No change | 474 | $27K |
| Wolff Wiese Magana LLC | 0.01% | No change | 450 | $25K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 450 | $25K |
| LifeSteps Financial, Inc. | 0.01% | New | 447 | $25K |
| Noble Wealth Management PBC | 0.01% | No change | 432 | $24K |
| Millstone Evans Group, LLC | 0.01% | No change | 426 | $24K |
| Sfam, LLC | 0.02% | Reduce -11.2% | 389 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -51.2% | 381 | $22K |
| Smartleaf Asset Management LLC | 0.00% | No change | 377 | $21K |
| Frankly Finances, LLC | 0.02% | No change | 362 | $20K |
| AdvisorNet Financial, Inc | 0.00% | No change | 359 | $20K |
| Compass Financial Management LLC | 0.00% | — | 335 | $19K |
| Roxbury Financial LLC | 0.01% | Add +0.3% | 319 | $18K |
| United Community Bank | 0.01% | No change | 311 | $18K |
| Register Financial Advisors LLC | 0.01% | Add +24.9% | 301 | $17K |
| Triumph Capital Management | 0.00% | Add +2.1% | 242 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 238 | $13K |
| Quaker Wealth Management, LLC | 0.00% | No change | 237 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.4% | 230 | $13K |
| Vanguard Advisers Inc. | 0.00% | Reduce -35.3% | 227 | $13K |
| Quantum Portfolio Management LLC | 0.00% | New | 225 | $13K |
| DecisionPoint Financial, LLC | 0.00% | New | 190 | $11K |
| Ankerstar Wealth, LLC | 0.01% | Reduce -28.0% | 188 | $11K |
| Manning & Napier Advisors LLC | 0.00% | No change | 135 | $8K |
| REAP Financial Group, LLC | 0.00% | Add +56.3% | 100 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 99 | $6K |
| RHL Group, LLC | 0.00% | Add +1.1% | 90 | $5K |
| Vision Retirement, LLC | 0.00% | No change | 89 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 71 | $4K |
| Covestor Ltd | 0.00% | Reduce -1.4% | 68 | $4K |
| Abound Wealth Management | 0.00% | No change | 52 | $3K |
| Kingdom Financial Group LLC. | 0.00% | New | 46 | $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 | $2K |
| 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% | New | 23 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 21 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 21 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 17 | $961 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -77.5% | 16 | $904 |
| Key Capital Management, INC | 0.00% | New | 14 | $791 |
| Bell Investment Advisors, Inc | 0.00% | No change | 9 | $509 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $57 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $44 |
"% of holder's portfolio" is DON's weight in each manager's 13F, not the share of Wisdomtree US Midcap Dividen the manager owns.