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 448 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,382,956
shares
|
$234 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,455,098
shares
|
$131 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,409,553
shares
|
$129 Million
0.06% of portfolio
|
Q3 2024
Added 28.07%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
1,860,069
shares
|
$99.4 Million
4.73% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,612,696
shares
|
$86.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,573,500
shares
|
$84.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,451,340
shares
|
$77.5 Million
0.02% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,080,032
shares
|
$57.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
867,943
shares
|
$46.4 Million
6.12% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
806,344
shares
|
$43.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
754,286
shares
|
$40.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
731,762
shares
|
$39.1 Million
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
583,172
shares
|
$31.2 Million
1.24% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
543,093
shares
|
$29 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
521,022
shares
|
$27.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
489,788
shares
|
$26.2 Million
4.68% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
471,782
shares
|
$25.2 Million
0.09% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
445,763
shares
|
$23.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
440,000
shares
|
$23.5 Million
1.33% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
427,839
shares
|
$22.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
408,327
shares
|
$21.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
343,503
shares
|
$18.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
341,480
shares
|
$18.2 Million
9.27% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
333,011
shares
|
$17.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
330,251
shares
|
$17.6 Million
0.12% of portfolio
|
Q3 2024
Added 2.03%
|