Institutional Ownership Wisdomtree Tr U.S. Midcap Divi (DON)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Midcap Divi (DON). We have compiled data on the 442 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,530,361
shares
|
$218 Million
0.02% of portfolio
|
Q1 2024
Added 6.7%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,603,639
shares
|
$125 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 14, 2024 Q1 2024 |
1,900,479
shares
|
$91.4 Million
4.77% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,807,265
shares
|
$86.9 Million
0.05% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,608,088
shares
|
$77.4 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,397,088
shares
|
$67.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
|
Financial Planning & Information Services, Inc.
|
May 14, 2024 Q1 2024 |
994,655
shares
|
$47.9 Million
7.29% of portfolio
|
Q1 2024
Reduced 9.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
942,925
shares
|
$45.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
890,564
shares
|
$42.8 Million
0.07% of portfolio
|
Q1 2024
Added 11.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
745,320
shares
|
$35.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
737,174
shares
|
$35.5 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
667,438
shares
|
$32.1 Million
0.4% of portfolio
|
Q1 2024
Reduced 15.07%
|
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
599,343
shares
|
$28.8 Million
1.34% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
551,699
shares
|
$26.5 Million
0.69% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
514,461
shares
|
$24.8 Million
0.06% of portfolio
|
Q1 2024
Added 3136.42%
|
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
493,093
shares
|
$23.7 Million
5.2% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
479,728
shares
|
$23.1 Million
0.05% of portfolio
|
Q1 2024
Reduced 7.93%
|
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
448,444
shares
|
$21.6 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
446,561
shares
|
$21.5 Million
1.47% of portfolio
|
Q1 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
445,252
shares
|
$21.4 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
441,787
shares
|
$21.3 Million
0.01% of portfolio
|
Q1 2024
Added 1.71%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
415,424
shares
|
$20 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.54%
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
355,309
shares
|
$17.1 Million
0.19% of portfolio
|
Q1 2024
Added 2.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
346,027
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
342,527
shares
|
$16.5 Million
0.12% of portfolio
|
Q1 2024
Added 5.39%
|
|