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 492 institutions that hold shares in the stock, with a total of 44.7 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 |
May 15, 2025 Q1 2025 |
4,615,804
shares
|
$226 Million
0.02% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,457,489
shares
|
$120 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,005,165
shares
|
$98.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
1,820,113
shares
|
$89.2 Million
4.57% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,612,629
shares
|
$79 Million
0.02% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,528,377
shares
|
$74.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,515,146
shares
|
$74.3 Million
0.02% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,134,230
shares
|
$55.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,042,939
shares
|
$51.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
984,799
shares
|
$48.3 Million
0.07% of portfolio
|
Q1 2025
Added 503.35%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
867,943
shares
|
$42.5 Million
6.12% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
849,555
shares
|
$41.6 Million
0.06% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
772,061
shares
|
$37.8 Million
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
731,762
shares
|
$35.9 Million
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
621,217
shares
|
$30.4 Million
0.03% of portfolio
|
Q1 2025
Added 156.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
533,612
shares
|
$26.2 Million
0.05% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
514,679
shares
|
$25.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
499,124
shares
|
$24.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
488,190
shares
|
$23.9 Million
0.1% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
484,966
shares
|
$23.8 Million
4.18% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
452,530
shares
|
$22.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
433,008
shares
|
$21.2 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 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
403,333
shares
|
$19.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
390,314
shares
|
$19.1 Million
1.05% of portfolio
|
Q1 2025
Reduced 9.45%
|