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 498 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,693,857
shares
|
$239 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,345,786
shares
|
$119 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,989,624
shares
|
$101 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
1,828,781
shares
|
$93 Million
4.23% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,766,204
shares
|
$89.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,521,213
shares
|
$77.4 Million
0.06% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,388,697
shares
|
$70.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,172,077
shares
|
$59.6 Million
0.04% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,057,418
shares
|
$53.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
935,361
shares
|
$47.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
867,943
shares
|
$44.1 Million
6.12% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
731,762
shares
|
$37.2 Million
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
609,114
shares
|
$31 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
598,715
shares
|
$30.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
573,251
shares
|
$29.1 Million
0.05% of portfolio
|
Q3 2025
Added 40.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
552,977
shares
|
$28.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
547,008
shares
|
$27.8 Million
0.04% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
508,182
shares
|
$25.8 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
499,724
shares
|
$25.4 Million
0.09% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
485,330
shares
|
$24.7 Million
3.42% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
458,141
shares
|
$23.3 Million
0.04% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
433,008
shares
|
$22 Million
0.92% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
427,839
shares
|
$21.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
375,993
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 62.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
371,707
shares
|
$18.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|