Vault-13

WISDOMTREE TR DON

US MIDCAP DIVID · ETP · CUSIP 97717W505

435 institutional holders -2 vs Q1 2025
42,128,86042.1m shares reported held*
$2.1bnreported value*
24 new 168 added 157 reduced 30 sold out net bought ≈ $55.4m (+1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($730.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.54. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 343Q4 22: 367Q1 23: 368Q2 23: 374Q3 23: 380Q4 23: 411Q1 24: 425Q2 24: 416Q3 24: 420Q4 24: 444Q1 25: 437Q2 25: 435435Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022343
Q4 2022367
Q1 2023368
Q2 2023374
Q3 2023380
Q4 2023411
Q1 2024425
Q2 2024416
Q3 2024420
Q4 2024444
Q1 2025437
Q2 2025435

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 168 bought or addedQ3 23: 160 cut or sold outQ4 23: 172 bought or addedQ4 23: 174 cut or sold outQ4 23Q1 24: 204 bought or addedQ1 24: 181 cut or sold outQ2 24: 168 bought or addedQ2 24: 205 cut or sold outQ2 24Q3 24: 175 bought or addedQ3 24: 197 cut or sold outQ4 24: 173 bought or addedQ4 24: 183 cut or sold outQ4 24Q1 25: 213 bought or addedQ1 25: 180 cut or sold outQ2 25: 192 bought or addedQ2 25: 187 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023168160
Q4 2023172174
Q1 2024204181
Q2 2024168205
Q3 2024175197
Q4 2024173183
Q1 2025213180
Q2 2025192187

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $11.7kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$11.7k—
Q2 2025$0$0—

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +466,917+466.9k
Atlantic Union Bankshares Corp New +390,289+390.3k
ROYAL BANK OF CANADA Added +348,885+348.9k
Rockefeller Capital Management L.P. Added +273,043+273.0k
BANK OF AMERICA CORP /DE/ Added +241,593+241.6k
UBS Group AG Added +175,552+175.6k
Concord Asset Management, LLC/VA Added +80,456+80.5k
Thrivent Financial for Lutherans New +46,043+46.0k
Kestra Advisory Services, LLC Added +45,685+45.7k
Curi Capital, LLC Added +39,652+39.7k

Biggest sellers

INVENIO WEALTH PARTNERS LLC Sold out -199,998-200.0k
AMERIPRISE FINANCIAL INC Reduced -139,646-139.6k
TWO SIGMA INVESTMENTS, LP Reduced -121,700-121.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -99,292-99.3k
MORGAN STANLEY Reduced -83,330-83.3k
Bank of New York Mellon Corp Reduced -76,595-76.6k
FINANCIAL COUNSELORS INC Sold out -68,918-68.9k
VESTOR CAPITAL, LLC Reduced -64,721-64.7k
WELLS FARGO & COMPANY/MN Reduced -59,859-59.9k
Atria Wealth Solutions, Inc. Reduced -55,277-55.3k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 4,857,3974.9m $243.5m $243.5m 0.02% Added +241.6k +241,593
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,374,1592.4m $119.0m $119.0m 0.01% Reduced -83.3k -83,330
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,017,6862.0m $101.1m $101.1m 0.03% Added +12.5k +12,521
4 Linscomb Wealth, Inc. 4.22% of their portfolio Houston, TX 1,831,3481.8m $91.8m $91.8m 4.22% Added +11.2k +11,235
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,788,1811.8m $89.6m $89.6m 0.02% Added +175.6k +175,552
6 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 1,517,6131.5m $76.1m $76.1m 0.06% Reduced -10.8k -10,764
7 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,375,5001.4m $68.9m $68.9m 0.02% Reduced -139.6k -139,646
8 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,127,2731.1m $56.5m $56.5m 0.02% Reduced -7.0k -6,957
9 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,120,9461.1m $56.2m $56.2m 0.01% Added +348.9k +348,885
10 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,088,1341.1m $54.4m $54.4m 0.04% Added +466.9k +466,917
11 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 1,009,3601.0m $50.6m $50.6m 0.06% Added +24.6k +24,561
12 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 983,080983.1k $49.3m $49.3m 0.01% Reduced -59.9k -59,859
13 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 750,263750.3k $37.6m $37.6m 0.05% Reduced -99.3k -99,292
14 Kestra Advisory Services, LLC 0.14% of their portfolio AUSTIN, TX 560,364560.4k $28.1m $28.1m 0.14% Added +45.7k +45,685
15 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 533,578533.6k $26.7m $26.7m 0.03% Added +273.0k +273,043
16 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 529,675529.7k $26.5m $26.5m 0.04% Reduced -3.9k -3,937
17 COLDSTREAM CAPITAL MANAGEMENT INC 0.43% of their portfolio BELLEVUE, WA 522,008522.0k $26.2m $26.2m 0.43% Added +22.9k +22,884
18 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 496,979497.0k $24.9m $24.9m 0.09% Added +8.8k +8,789
19 IAG Wealth Partners, LLC 3.12% of their portfolio WAUKESHA, WI 470,660470.7k $23.6m $23.6m 3.12% Reduced -14.3k -14,306
20 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 450,491450.5k $22.6m $22.6m 0.04% Reduced -2.0k -2,039
21 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 407,198407.2k $20.4m $20.4m 0.05% Added +32.4k +32,363
22 Atlantic Union Bankshares Corp 0.45% of their portfolio GLEN ALLEN, VA 390,289390.3k $19.6m $19.6m 0.45% New
23 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 376,878376.9k $18.9m $18.9m 0.01% Added +13.8k +13,802
24 Trajan Wealth LLC 0.91% of their portfolio SCOTTSDALE, AZ 372,555372.6k $18.7m $18.7m 0.91% Reduced -17.8k -17,759
25 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 372,107372.1k $18.7m $18.7m 0.03% Reduced -31.2k -31,226
26 Stonebridge Financial Group, LLC 1.75% of their portfolio Wormleysburg, PA 359,764359.8k $18.0m $18.0m 1.75% Added +23.3k +23,301
27 HUNTINGTON NATIONAL BANK 0.11% of their portfolio COLUMBUS, OH 340,584340.6k $17.1m $17.1m 0.11% Added +6.7k +6,716
28 MAI Capital Management 0.12% of their portfolio INDEPENDENCE, OH 339,307339.3k $17.0m $17.0m 0.12% Added +6.5k +6,476
29 Melone Private Wealth, LLC 8.55% of their portfolio AUBURN HILLS, MI 334,530334.5k $16.7m $16.7m 8.55% Added +7.7k +7,741
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 314,509314.5k $15.8m $15.8m 0.00% Added +2.1k +2,064
31 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 311,553311.6k $15.6m $15.6m 0.02% Reduced -3.5k -3,545
32 PRECEDENT WEALTH PARTNERS, LLC 3.43% of their portfolio HOUSTON, TX 279,484279.5k $14.0m $14.0m 3.43% Added +11.8k +11,829
33 Lido Advisors, LLC 0.07% of their portfolio Los Angeles, CA 277,530277.5k $13.9m $13.9m 0.07% Reduced -5.8k -5,777
34 AE Wealth Management LLC 0.10% of their portfolio TOPEKA, KS 271,347271.3k $13.6m $13.6m 0.10% Added +27.9k +27,912
35 Marion Wealth Management 3.38% of their portfolio MONROEVILLE, PA 269,680269.7k $13.5m $13.5m 3.38% Added +7.8k +7,795
36 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 260,364260.4k $13.0m $13.0m 0.03% Added +6.6k +6,562
37 Concord Wealth Partners 1.73% of their portfolio ABINGDON, VA 237,086237.1k $11.9m $11.9m 1.73% Added +4.1k +4,071
38 Concord Asset Management, LLC/VA 1.79% of their portfolio ABINGDON, VA 237,086237.1k $11.9m $11.9m 1.79% Added +80.5k +80,456
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 232,438232.4k $12.0m $12.0m 0.02% Added +720 +720
40 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 231,864231.9k $11.6m $11.6m 0.04% Added +25.6k +25,648
41 Avantax Planning Partners, Inc. 0.37% of their portfolio DUBUQUE, IA 231,520231.5k $11.6m $11.6m 0.37% Added +770 +770
42 Destination Wealth Management 0.34% of their portfolio Walnut Creek, CA 228,361228.4k $11.4m $11.4m 0.34% Added +3.8k +3,816
43 Curi Capital, LLC 0.21% of their portfolio CHICAGO, IL 222,102222.1k $11.1m $11.1m 0.21% Added +39.7k +39,652
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 201,613201.6k $10.1m $10.1m 0.01% Reduced -3.9k -3,900
45 Lee, Kelleher & Klein Wealth Management 6.35% of their portfolio ELLICOTT CITY, MD 190,705190.7k $9.6m $9.6m 6.35% Added +7.8k +7,769
46 Goldstone Financial Group, LLC 1.19% of their portfolio OAKBROOK TERRACE, IL 174,349174.3k $9.0m $9.0m 1.19% Added +7.3k +7,328
47 White Pine Investment CO 2.07% of their portfolio LIVONIA, MI 165,549165.5k $8.3m $8.3m 2.07% Reduced -2.4k -2,413
48 CX Institutional 0.29% of their portfolio AUBURN, IN 163,539163.5k $8.2m $8.2m 0.29% Added +10.1k +10,069
49 Dynamic Advisor Solutions LLC 0.23% of their portfolio PHOENIX, AZ 148,454148.5k $7.4m $7.4m 0.23% Added +3.3k +3,349
50 United Advisor Group, LLC 1.26% of their portfolio CINCINNATI, OH 145,258145.3k $7.3m $7.3m 1.26% Added +1.2k +1,229
51 Cornerstone Wealth Management, LLC 0.43% of their portfolio ST. PETERS, MO 142,016142.0k $7.1m $7.1m 0.43% Added +3.8k +3,778
52 Capital Investment Counsel, LLC 1.03% of their portfolio DENVER, CO 132,870132.9k $6.7m $6.7m 1.03% Added +402 +402
53 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 132,004132.0k $6.6m $6.6m 0.02% Added +3.4k +3,370
54 FAS Wealth Partners, Inc. 0.48% of their portfolio LEAWOOD, KS 130,223130.2k $6.5m $6.5m 0.48% Added +2.4k +2,363
55 Grey Ledge Advisors, LLC 1.51% of their portfolio GUILFORD, CT 123,149123.1k $6.2m $6.2m 1.51% Added +13.6k +13,642
56 Mariner, LLC 0.01% of their portfolio Overland Park, KS 120,882120.9k $6.1m $6.1m 0.01% Reduced -15.1k -15,126
57 Modera Wealth Management, LLC 0.07% of their portfolio WESTWOOD, NJ 117,650117.7k $5.9m $5.9m 0.07% Reduced -3.6k -3,609
58 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 116,780116.8k $5.9m $5.9m 0.04% Added +3.4k +3,411
59 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 111,333111.3k $5.6m $5.6m 0.07% Added +13.1k +13,144
60 MJT & Associates Financial Advisory Group, Inc. 6.88% of their portfolio MONTEVIDEO, MN 110,684110.7k $5.5m $5.5m 6.88% Added +2.1k +2,124
61 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 110,247110.2k $5.5m $5.5m 0.00% Reduced -76.6k -76,595
62 Apeiron RIA LLC 1.41% of their portfolio Dallas, TX 109,376109.4k $5.5m $5.5m 1.41% Reduced -6.2k -6,163
63 FIRST HAWAIIAN BANK 0.73% of their portfolio HONOLULU, HI 107,886107.9k $5.4m $5.4m 0.73% Reduced -35.9k -35,919
64 Long Run Wealth Advisors, LLC 1.12% of their portfolio Lake Placid, NY 106,909106.9k $5.4m $5.4m 1.12% Added +2.3k +2,322
65 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 106,535106.5k $5.3m $5.3m 0.04% Added +753 +753
66 BEACON FINANCIAL GROUP 0.55% of their portfolio DALLAS, TX 104,718104.7k $5.2m $5.2m 0.55% Reduced -6.9k -6,942
67 JFS WEALTH ADVISORS, LLC 0.32% of their portfolio HERMITAGE, PA 101,306101.3k $5.1m $5.1m 0.32% Reduced -585 -585
68 TD Waterhouse Canada Inc. 0.04% of their portfolio TORONTO, A6 99,77099.8k $5.1m $5.1m 0.04% Reduced -2.6k -2,601
69 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 95,81695.8k $4.8m $4.8m 0.01% Reduced -30.7k -30,736
70 Nikulski Financial, Inc. 1.28% of their portfolio BETTENDORF, IA 93,31993.3k $4.7m $4.7m 1.28% Added +202 +202
71 INSPIRION WEALTH ADVISORS, LLC 0.62% of their portfolio LIBERTYVILLE, IL 93,08493.1k $4.7m $4.7m 0.62% Reduced -2.9k -2,944
72 CWM, LLC 0.02% of their portfolio OMAHA, NE 92,49092.5k $4.6m $4.6m 0.02% Reduced -933 -933
73 Sage Capital Management, LLC 2.21% of their portfolio Stockton, NJ 91,67291.7k $4.6m $4.6m 2.21% Reduced -1.6k -1,611
74 SouthState Bank Corp 0.20% of their portfolio Winter Haven, FL 91,34591.3k $4.6m $4.6m 0.20% Added +4.4k +4,426
75 IFG Advisory, LLC 0.23% of their portfolio ATLANTA, GA 91,06991.1k $4.6m $4.6m 0.23% Added +10.1k +10,090
76 Frazier Financial Advisors, LLC 3.20% of their portfolio COLUMBUS, OH 90,44590.4k $4.5m $4.5m 3.20% Reduced -2.0k -1,953
77 JPL Wealth Management, LLC 1.21% of their portfolio GREENWOOD VILLAGE, CO 89,51989.5k $4.5m $4.5m 1.21% Added +1.5k +1,530
78 Cascade Financial Partners, LLC 0.53% of their portfolio SAN DIEGO, CA 88,71088.7k $4.4m $4.4m 0.53% Reduced -3.9k -3,928
79 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.10% of their portfolio LOS ANGELES, CA 88,07888.1k $4.4m $4.4m 0.10% Reduced -43.4k -43,426
80 HOWARD BAILEY SECURITIES, LLC 1.34% of their portfolio FORT WAYNE, IN 86,57386.6k $4.3m $4.3m 1.34% Added +3.3k +3,271
81 Meridian Wealth Management, LLC 0.18% of their portfolio LEXINGTON, KY 82,24782.2k $4.1m $4.1m 0.18% Added +1.5k +1,465
82 Private Capital Management, LLC 0.40% of their portfolio NAPLES, FL 79,62979.6k $4.0m $4.0m 0.40% Reduced -1.0k -1,034
83 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 77,84477.8k $3.9m $3.9m 0.01% Reduced -3.4k -3,382
84 Main Street Financial Solutions, LLC 0.28% of their portfolio NEWTOWN, PA 77,13977.1k $3.9m $3.9m 0.28% Reduced -1.6k -1,622
85 CAHILL FINANCIAL ADVISORS INC 0.47% of their portfolio EDINA, MN 76,25576.3k $3.8m $3.8m 0.47% Added +3.7k +3,748
86 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 69,81869.8k $3.5m $3.5m 0.05% Added +190 +190
87 Midwest Trust Co 0.05% of their portfolio Overland Park, KS 69,22869.2k $3.5m $3.5m 0.05% First filing
88 NBT BANK, N.A. 0.23% of their portfolio NORWICH, NY 67,04467.0k $3.4m $3.4m 0.23% Reduced -3.7k -3,731
89 Wealthcare Advisory Partners LLC 0.08% of their portfolio WEST CHESTER, PA 66,61666.6k $3.3m $3.3m 0.08% Added +3.6k +3,552
90 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 66,07966.1k $3.3m $3.3m 0.02% Reduced -92 -92
91 Independence Bank of Kentucky 0.47% of their portfolio OWENSBORO, KY 65,98466.0k $3.3m $3.3m 0.47% Reduced -456 -456
92 HANCOCK WHITNEY CORP 0.06% of their portfolio GULFPORT, MS 65,76565.8k $3.3m $3.3m 0.06% Reduced -2.1k -2,114
93 Defined Financial Planning LLC 2.93% of their portfolio SAN RAFAEL, CA 65,37565.4k $3.3m $3.3m 2.93% Added +11.1k +11,087
94 TFG Advisers LLC 1.10% of their portfolio Auburn Hills, MI 64,34064.3k $3.2m $3.2m 1.10% Reduced -388 -388
95 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.75% of their portfolio RICHMOND, VA 60,01160.0k $3.0m $3.0m 0.75% Reduced -2.1k -2,104
96 JNBA Financial Advisors 0.28% of their portfolio BLOOMINGTON, MN 58,98059.0k $3.0m $3.0m 0.28% Reduced -4.0k -3,980
97 SUMMIT WEALTH GROUP LLC / CO 0.74% of their portfolio COLORADO SPRINGS, CO 58,83858.8k $2.9m $2.9m 0.74% First filing
98 Financial Insights, Inc. 1.01% of their portfolio TACOMA, WA 55,29655.3k $2.8m $2.8m 1.01% Reduced -3.8k -3,798
99 Brady Martz Wealth Solutions, LLC 0.53% of their portfolio GRAND FORKS, ND 54,88554.9k $2.8m $2.8m 0.53% Reduced -1.2k -1,166
100 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 54,39454.4k $2.7m $2.7m 0.01% Reduced -15.6k -15,550