WISDOMTREE US MIDCAP DIVIDEN - Security Detail

Security Name:	WISDOMTREE US MIDCAP DIVIDEN
Ticker:	DON
Security Type:	OTHER
Exchange:	US
CUSIP:	97717W505

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$1.89B	-	399	-
2024-09-30	$2.00B	+5.9%	403	+1.0%
2024-12-31	$2.16B	+8.2%	313	-22.3%

Institution	Value	Shares	% of Portfolio
LINSCOMB WEALTH, INC.	$93.7M	1,839K	4.7%
IAG WEALTH PARTNERS, LLC	$24.4M	479K	4.3%
INVENIO WEALTH PARTNERS LLC	$9.7M	191K	4.1%
FRAZIER FINANCIAL ADVISORS, LLC	$4.5M	89K	3.6%
DEFINED FINANCIAL PLANNING LLC	$2.6M	50K	2.8%
SAGE CAPITAL MANAGEMENT, LLC	$4.7M	93K	2.4%
STONEBRIDGE FINANCIAL GROUP, LLC	$16.5M	324K	1.8%
HOWARD BAILEY SECURITIES, LLC	$4.7M	91K	1.7%
UNITED ADVISOR GROUP, LLC	$7.0M	138K	1.4%
JPL WEALTH MANAGEMENT, LLC	$4.3M	83K	1.2%
TRAJAN WEALTH LLC	$22.0M	431K	1.2%
TFG ADVISERS LLC	$3.3M	64K	1.2%
FINANCIAL INSIGHTS, INC.	$3.2M	62K	1.2%
SANDY SPRING BANK	$26.8M	525K	1.1%
LONG RUN WEALTH ADVISORS, LLC	$4.4M	86K	1.1%
KIELY WEALTH ADVISORY GROUP, INC.	$1.5M	29K	1.0%
SILVERLAKE WEALTH MANAGEMENT LLC	$2.3M	45K	0.9%
RESURGENT FINANCIAL ADVISORS LLC	$1.5M	29K	0.9%
C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	$9.7M	125K	0.8%
OMNI 360 WEALTH, INC.	$1.2M	23K	0.8%
PORTLAND FINANCIAL ADVISORS INC	$0.3M	5K	0.7%
FOUNDERS FINANCIAL ALLIANCE, LLC	$2.5M	49K	0.7%
BEACON FINANCIAL GROUP	$6.4M	125K	0.7%
MIDWEST CAPITAL ADVISORS, LLC	$0.9M	17K	0.7%
PACIFIC SUN FINANCIAL CORP	$1.2M	22K	0.6%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
QSIG	US	WISDOMTREE US SHORT TERM COR	0.095	2	21
MTGP	US	WISDOMTREE MTGE PLUS BOND	0.074	2	27
QHY	US	WISDOMTREE US HIGH YIELD COR	0.064	3	47
AGGY	US	WISDOMTREE YIELD ENHANCED US	0.027	3	113
EES	US	WISDOMTREE US SMALLCAP FUND	0.025	3	118
RECS	US	COLUMBIA RESRH ENHANCED CORE	0.022	2	89
IQDG	US	WISDOMTREE INTL QLTY DVD GRW	0.020	2	98
STRV	US	STRIVE 500 ETF	0.020	2	99
DGRS	US	WISDOMTREE U.S. SMALLCAP QUA	0.019	2	105
XSOE	US	WISDMTREE EMERG MKT EX-ST OW	0.018	3	170
SDOG	US	ALPS SECTOR DIVIDEND DOGS	0.016	2	124
PWV	US	INVESCO LARGE CAP VALUE ETF	0.016	2	125
DGS	US	WISDOMTREE EM SMALL CAP	0.016	3	188
DXJ	US	WISDOMTREE JAPAN HEDGED EQ	0.012	3	248
DHS	US	WISDOMTREE US HIGH DIVIDEND	0.012	2	167
DLN	US	WISDOMTREE US LARGECAP DIVID	0.010	3	297
DGRW	US	WISDOMTREE U.S. QUALITY DIVI	0.010	5	510
PULS	US	PGIM ULTRA SHORT BOND ETF	0.009	2	230
JMUB	US	JPMORGAN MUNICIPAL ETF	0.009	2	231
DES	US	WISDOMTREE US SMALLCAP DIVID	0.008	2	252
DBEF	US	XTRACKERS MSCI EAFE HEDGED E	0.007	2	267
USFR	US	WISDOMTREE FLOATING RATE TRE	0.007	3	402
SPDW	US	SPDR PORTFOLIO DEVELOPED WOR	0.006	4	678
USIG	US	ISHARES BROAD USD INVESTMENT	0.006	2	340
TLH	US	ISHARES 10-20 YEAR TREASURY	0.006	2	345