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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
16,915
shares
|
$829,004
0.0% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,895
shares
|
$828,023
0.0% of portfolio
|
Q1 2025
Added 194.75%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
16,836
shares
|
$825,132
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,688
shares
|
$817,878
0.03% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
16,420
shares
|
$804,744
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
16,034
shares
|
$785,826
0.25% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
15,970
shares
|
$782,689
0.12% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
15,918
shares
|
$780,141
0.01% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
15,493
shares
|
$759,311
0.07% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
15,280
shares
|
$748,872
0.81% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
15,267
shares
|
$748,235
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
15,193
shares
|
$744,608
0.22% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
14,899
shares
|
$730,199
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
14,876
shares
|
$729,072
0.11% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
14,619
shares
|
$716,477
0.01% of portfolio
|
Q1 2025
Added 78.02%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
14,595
shares
|
$715,300
0.05% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
14,418
shares
|
$706,626
0.34% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,155
shares
|
$693,736
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
13,541
shares
|
$663,644
0.01% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,186
shares
|
$646,245
0.0% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,168
shares
|
$645,363
0.02% of portfolio
|
Q2 2020
Reduced 14.97%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,139
shares
|
$643,942
0.34% of portfolio
|
Q2 2022
Added 2.5%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
13,067
shares
|
$640,413
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,001
shares
|
$637,179
0.04% of portfolio
|
Q4 2022
Reduced 4.9%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
12,940
shares
|
$634,189
0.39% of portfolio
|
Q1 2025
Reduced 26.02%
|