Vault-13

WISDOMTREE TR DON

US MIDCAP DIVID · ETP · CUSIP 97717W505

477 institutional holders +9 vs Q1 2026
41,008,85741.0m shares reported held*
$2.3bnreported value*
34 new 158 added 175 reduced 24 sold out net bought ≈ $1.4m (+31.0k 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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.11.

Trends to Q2 2026

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: 435Q3 25: 433Q4 25: 458Q1 26: 468Q2 26: 477477Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025433
Q4 2025458
Q1 2026468
Q2 2026477

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 200 bought or addedQ3 25: 179 cut or sold outQ4 25: 171 bought or addedQ4 25: 200 cut or sold outQ4 25Q1 26: 181 bought or addedQ1 26: 199 cut or sold outQ2 26: 192 bought or addedQ2 26: 199 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024175197
Q4 2024173183
Q1 2025213180
Q2 2025192187
Q3 2025200179
Q4 2025171200
Q1 2026181199
Q2 2026192199

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +194,590+194.6k
JONES FINANCIAL COMPANIES LLLP Added +168,011+168.0k
MERCER GLOBAL ADVISORS INC /ADV Added +149,397+149.4k
Corient Private Wealth LP Added +118,236+118.2k
GOLDMAN SACHS GROUP INC Added +110,422+110.4k
IFG Advisory, LLC New +105,197+105.2k
MORGAN STANLEY Added +84,393+84.4k
OSAIC HOLDINGS, INC. Added +73,262+73.3k
KEYBANK NATIONAL ASSOCIATION/OH Added +54,886+54.9k
FIDUCIARY FINANCIAL ADVISORS New +51,826+51.8k

Biggest sellers

EASTERN BANK Reduced -252,088-252.1k
Lido Advisors, LLC Reduced -233,195-233.2k
BANK OF AMERICA CORP /DE/ Reduced -123,152-123.2k
LPL Financial LLC Reduced -85,199-85.2k
Kestra Advisory Services, LLC Reduced -81,997-82.0k
Mariner, LLC Reduced -61,525-61.5k
Independent Advisor Alliance Sold out -58,844-58.8k
FFG RETIREMENT ADVISORS LLC Sold out -54,339-54.3k
Founders Financial Alliance, LLC Reduced -52,734-52.7k
Linscomb Wealth, Inc. Reduced -51,430-51.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 4,522,3664.5m $255.6m $255.6m 0.02% Reduced -123.2k -123,152
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,475,1722.5m $139.9m $139.9m 0.01% Added +84.4k +84,393
3 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,865,0751.9m $105.4m $105.4m 0.02% Reduced -18.1k -18,056
4 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,826,8951.8m $103.7m $103.7m 0.04% Added +168.0k +168,011
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,763,1901.8m $99.7m $99.7m 0.02% Reduced -85.2k -85,199
6 Linscomb Wealth, Inc. 3.74% of their portfolio Houston, TX 1,527,3771.5m $86.3m $86.3m 3.74% Reduced -51.4k -51,430
7 Creative Planning 0.05% of their portfolio OVERLAND PARK, KS 1,516,3081.5m $85.7m $85.7m 0.05% Reduced -1.9k -1,939
8 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,391,5301.4m $78.7m $78.7m 0.02% Added +38.1k +38,114
9 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,036,7861.0m $58.6m $58.6m 0.02% Added +33.1k +33,067
10 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 998,779998.8k $56.5m $56.5m 0.01% Reduced -2.3k -2,321
11 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 862,327862.3k $48.7m $48.7m 0.06% Added +149.4k +149,397
12 KEYBANK NATIONAL ASSOCIATION/OH 0.11% of their portfolio BROOKLYN, OH 567,317567.3k $32.1m $32.1m 0.11% Added +54.9k +54,886
13 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 527,892527.9k $29.8m $29.8m 0.01% Added +1.7k +1,657
14 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 503,822503.8k $28.5m $28.5m 0.04% Reduced -16.6k -16,559
15 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 478,941478.9k $27.1m $27.1m 0.03% Added +73.3k +73,262
16 IAG Wealth Partners, LLC 2.63% of their portfolio WAUKESHA, WI 470,081470.1k $26.6m $26.6m 2.63% Reduced -30.6k -30,618
17 COLDSTREAM CAPITAL MANAGEMENT INC 0.32% of their portfolio BELLEVUE, WA 458,200458.2k $25.9m $25.9m 0.32% Reduced -7.8k -7,770
18 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 439,529439.5k $24.8m $24.8m 0.02% Reduced -27.3k -27,333
19 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 421,971422.0k $23.8m $23.8m 0.03% Added +194.6k +194,590
20 Stonebridge Financial Group, LLC 1.70% of their portfolio Wormleysburg, PA 396,757396.8k $22.4m $22.4m 1.70% Added +8.7k +8,695
21 Trajan Wealth LLC 0.80% of their portfolio SCOTTSDALE, AZ 372,990373.0k $21.1m $21.1m 0.80% Added +8.0k +7,975
22 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 359,731359.7k $20.3m $20.3m 0.03% Added +5.3k +5,308
23 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 355,863355.9k $20.1m $20.1m 0.09% Reduced -2.6k -2,576
24 HUNTINGTON NATIONAL BANK 0.09% of their portfolio COLUMBUS, OH 326,113326.1k $18.4m $18.4m 0.09% Reduced -6.6k -6,632
25 MAI Capital Management 0.07% of their portfolio INDEPENDENCE, OH 323,917323.9k $18.3m $18.3m 0.07% Reduced -5.0k -5,024
26 Marion Wealth Management 3.66% of their portfolio MONROEVILLE, PA 317,689317.7k $18.0m $18.0m 3.66% Added +17.7k +17,718
27 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 300,151300.2k $17.0m $17.0m 0.01% Reduced -4.2k -4,205
28 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 291,812291.8k $16.5m $16.5m 0.02% Reduced -3.7k -3,712
29 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 291,122291.1k $16.5m $16.5m 0.03% Added +16.2k +16,158
30 Three Bearings Fiduciary Advisors, Inc. 14.40% of their portfolio HAMPTON, NH 284,239284.2k $16.1m $16.1m 14.40% Added +924 +924
31 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 282,809282.8k $16.0m $16.0m 0.05% Reduced -82.0k -81,997
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 245,561245.6k $13.9m $13.9m 0.00% Reduced -17.6k -17,606
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 242,608242.6k $13.7m $13.7m 0.01% Added +15.7k +15,674
34 Destination Wealth Management 0.32% of their portfolio Walnut Creek, CA 239,935239.9k $13.6m $13.6m 0.32% Added +3.5k +3,521
35 Avantax Planning Partners, Inc. 0.33% of their portfolio DUBUQUE, IA 235,598235.6k $13.3m $13.3m 0.33% Added +2.5k +2,533
36 Concord Wealth Partners 1.52% of their portfolio ABINGDON, VA 234,616234.6k $13.3m $13.3m 1.52% Reduced -2.5k -2,546
37 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 230,956231.0k $13.1m $13.1m 0.01% Reduced -32.5k -32,538
38 Avidian Wealth Enterprises, LLC 0.36% of their portfolio Houston, TX 229,415229.4k $13.0m $13.0m 0.36% Reduced -1.8k -1,781
39 PRECEDENT WEALTH PARTNERS, LLC 2.10% of their portfolio HOUSTON, TX 223,446223.4k $12.6m $12.6m 2.10% Reduced -7.7k -7,745
40 Lee, Kelleher & Klein Wealth Management 6.59% of their portfolio ELLICOTT CITY, MD 222,951223.0k $12.6m $12.6m 6.59% Added +1.6k +1,605
41 Curi Capital, LLC 0.19% of their portfolio CHICAGO, IL 214,530214.5k $12.1m $12.1m 0.19% Reduced -6.8k -6,842
42 Farther Finance Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 198,304198.3k $11.2m $11.2m 0.09% Added +30.7k +30,727
43 Atlantic Union Bankshares Corp 0.18% of their portfolio GLEN ALLEN, VA 191,626191.6k $10.8m $10.8m 0.18% Reduced -50.2k -50,240
44 CX Institutional 0.29% of their portfolio AUBURN, IN 179,117179.1k $10.1m $10.1m 0.29% Added +425 +425
45 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 177,698177.7k $10.0m $10.0m 0.01% Added +118.2k +118,236
46 White Pine Investment CO 2.14% of their portfolio LIVONIA, MI 177,549177.5k $10.0m $10.0m 2.14% Added +2.1k +2,145
47 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 177,150177.2k $10.0m $10.0m 0.00% Added +20.2k +20,157
48 Concord Asset Management, LLC/VA 1.46% of their portfolio ABINGDON, VA 167,105167.1k $9.4m $9.4m 1.46% Reduced -5.8k -5,821
49 FAS Wealth Partners, Inc. 0.49% of their portfolio LEAWOOD, KS 166,625166.6k $9.4m $9.4m 0.49% Added +18.8k +18,788
50 Melone Private Wealth, LLC 3.27% of their portfolio AUBURN HILLS, MI 151,892151.9k $8.6m $8.6m 3.27% Added +1.5k +1,454
51 Dynamic Advisor Solutions LLC 0.24% of their portfolio PHOENIX, AZ 150,378150.4k $8.5m $8.5m 0.24% Reduced -10.6k -10,635
52 Capital Investment Counsel, LLC 1.04% of their portfolio DENVER, CO 148,059148.1k $8.4m $8.4m 1.04% Added +2.5k +2,465
53 Cornerstone Wealth Management, LLC 0.35% of their portfolio ST. PETERS, MO 142,402142.4k $8.0m $8.0m 0.35% Reduced -376 -376
54 United Advisor Group, LLC 0.85% of their portfolio CINCINNATI, OH 141,999142.0k $8.0m $8.0m 0.85% Added +531 +531
55 Goldstone Financial Group, LLC 0.72% of their portfolio OAKBROOK TERRACE, IL 139,716139.7k $7.9m $7.9m 0.72% Reduced -21.9k -21,935
56 Grey Ledge Advisors, LLC 1.58% of their portfolio GUILFORD, CT 138,793138.8k $7.8m $7.8m 1.58% Added +1.0k +1,004
57 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 125,957126.0k $7.1m $7.1m 0.00% Added +110.4k +110,422
58 Dickmeyer Boyce Financial Management, Inc. 3.65% of their portfolio FORT WAYNE, IN 124,755124.8k $7.1m $7.1m 3.65% Added +1.1k +1,054
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 123,429123.4k $7.0m $7.0m 0.01% Reduced -1.3k -1,281
60 MJT & Associates Financial Advisory Group, Inc. 4.59% of their portfolio MONTEVIDEO, MN 122,710122.7k $6.9m $6.9m 4.59% Added +5.4k +5,383
61 Mariner, LLC 0.01% of their portfolio Overland Park, KS 121,630121.6k $6.9m $6.9m 0.01% Reduced -61.5k -61,525
62 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 117,538117.5k $6.6m $6.6m 0.01% Added +31.3k +31,267
63 Main Street Financial Solutions, LLC 0.43% of their portfolio NEWTOWN, PA 117,357117.4k $6.6m $6.6m 0.43% Added +3.8k +3,780
64 SEGALL BRYANT & HAMILL, LLC 0.08% of their portfolio CHICAGO, IL 116,310116.3k $6.6m $6.6m 0.08% Reduced -69 -69
65 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 116,159116.2k $6.6m $6.6m 0.00% Added +14.9k +14,914
66 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 114,929114.9k $6.5m $6.5m 0.04% Reduced -3.7k -3,744
67 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 114,206114.2k $6.5m $6.5m 0.04% Reduced -3.7k -3,686
68 Roan Capital Partners 5.14% of their portfolio JOHNSON CITY, TN 109,694109.7k $6.2m $6.2m 5.14% Added +11.9k +11,916
69 Modera Wealth Management, LLC 0.07% of their portfolio WESTWOOD, NJ 109,088109.1k $6.2m $6.2m 0.07% Reduced -1.3k -1,270
70 Copper Harbor Investment Advisors, LLC 1.29% of their portfolio APPLETON, WI 107,806107.8k $6.1m $6.1m 1.29% First filing
71 IFG Advisory, LLC 0.21% of their portfolio ATLANTA, GA 105,197105.2k $5.9m $5.9m 0.21% New
72 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 99,74099.7k $5.6m $5.6m 0.01% Added +781 +781
73 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 99,41299.4k $5.6m $5.6m 0.06% Reduced -24.1k -24,109
74 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 98,66998.7k $5.6m $5.6m 0.05% Reduced -3.1k -3,091
75 JFS WEALTH ADVISORS, LLC 0.27% of their portfolio HERMITAGE, PA 94,97395.0k $5.4m $5.4m 0.27% Added +557 +557
76 Frazier Financial Advisors, LLC 2.71% of their portfolio COLUMBUS, OH 94,92394.9k $5.4m $5.4m 2.71% Added +3.1k +3,132
77 VESTOR CAPITAL, LLC 0.49% of their portfolio CHICAGO, IL 93,88793.9k $7.8m $7.8m 0.49% Added +21.9k +21,926
78 Private Capital Management, LLC 0.48% of their portfolio NAPLES, FL 92,84792.8k $5.2m $5.2m 0.48% Added +657 +657
79 CAHILL FINANCIAL ADVISORS INC 0.48% of their portfolio EDINA, MN 89,04789.0k $5.0m $5.0m 0.48% Added +2.1k +2,111
80 Apeiron RIA LLC 1.28% of their portfolio Dallas, TX 88,46588.5k $5.0m $5.0m 1.28% Added +3 +3
81 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 87,44387.4k $4.9m $4.9m 0.01% Added +12.5k +12,532
82 JPL Wealth Management, LLC 0.97% of their portfolio GREENWOOD VILLAGE, CO 86,60886.6k $4.9m $4.9m 0.97% Reduced -2.7k -2,706
83 Harbour Wealth Management Group, Inc. 3.29% of their portfolio DANIEL ISLAND, SC 86,11486.1k $4.9m $4.9m 3.29% Added +3.2k +3,221
84 Cascade Financial Partners, LLC 0.42% of their portfolio SAN DIEGO, CA 85,46085.5k $4.8m $4.8m 0.42% Reduced -500 -500
85 INSPIRION WEALTH ADVISORS, LLC 0.54% of their portfolio LIBERTYVILLE, IL 82,87982.9k $4.7m $4.7m 0.54% Reduced -2.4k -2,368
86 Viaable, LLC 3.84% of their portfolio WAYNE, PA 81,84581.8k $4.6m $4.6m 3.84% First filing
87 Nikulski Financial, Inc. 0.98% of their portfolio BETTENDORF, IA 80,68580.7k $4.6m $4.6m 0.98% Reduced -2.5k -2,488
88 Larson Financial Group LLC 0.12% of their portfolio ST LOUIS, MO 80,05380.1k $4.5m $4.5m 0.12% Added +3.0k +3,002
89 Sage Capital Management, LLC 1.76% of their portfolio Stockton, NJ 79,91979.9k $4.5m $4.5m 1.76% Added +280 +280
90 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 77,26977.3k $4.4m $4.4m 0.02% Reduced -2.2k -2,151
91 SouthState Bank Corp 0.18% of their portfolio Winter Haven, FL 77,04677.0k $4.4m $4.4m 0.18% Reduced -10.3k -10,329
92 Meridian Wealth Management, LLC 0.13% of their portfolio LEXINGTON, KY 76,42976.4k $4.3m $4.3m 0.13% Reduced -6.8k -6,767
93 BEACON FINANCIAL GROUP 0.39% of their portfolio DALLAS, TX 76,33476.3k $4.3m $4.3m 0.39% Reduced -8.7k -8,659
94 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 73,85473.9k $4.2m $4.2m 0.02% Added +26.1k +26,094
95 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 73,28973.3k $4.1m $4.1m 0.01% Added +2.0k +1,952
96 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 72,12472.1k $4.1m $4.1m 0.01% Reduced -1.0k -1,028
97 Midwest Trust Co 0.05% of their portfolio Overland Park, KS 71,84171.8k $4.1m $4.1m 0.05% Reduced -234 -234
98 HANCOCK WHITNEY CORP 0.06% of their portfolio GULFPORT, MS 68,05368.1k $3.8m $3.8m 0.06% Reduced -9 -9
99 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 67,35567.4k $3.8m $3.8m 0.01% Added +2.4k +2,372
100 Independence Bank of Kentucky 0.41% of their portfolio OWENSBORO, KY 65,14965.1k $3.7m $3.7m 0.41% Added +80 +80