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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
16,811
shares
|
$854,839
0.09% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
16,567
shares
|
$842,431
0.67% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
16,454
shares
|
$836,685
0.06% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
16,034
shares
|
$815,328
0.26% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
15,903
shares
|
$808,667
0.13% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
15,825
shares
|
$804,701
0.1% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
15,590
shares
|
$792,751
0.65% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
15,557
shares
|
$791,073
0.01% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
15,299
shares
|
$777,954
0.01% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
15,109
shares
|
$768,292
0.37% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
14,803
shares
|
$752,732
0.1% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
14,625
shares
|
$743,681
0.06% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
14,520
shares
|
$738,342
0.03% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,449
shares
|
$734,731
0.0% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
14,242
shares
|
$724,205
0.05% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,155
shares
|
$719,781
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
13,871
shares
|
$705,340
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
13,821
shares
|
$702,797
0.19% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
13,541
shares
|
$688,559
0.0% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,168
shares
|
$669,592
0.02% of portfolio
|
Q2 2020
Reduced 14.97%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,139
shares
|
$668,118
0.34% of portfolio
|
Q2 2022
Added 2.5%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
13,067
shares
|
$664,456
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
13,012
shares
|
$661,660
0.1% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,001
shares
|
$661,100
0.04% of portfolio
|
Q4 2022
Reduced 4.9%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
12,964
shares
|
$659,219
0.14% of portfolio
|
Q3 2025
Reduced 9.12%
|
|