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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
10,305
shares
|
$505,048
0.2% of portfolio
|
Q1 2025
Added 28.43%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,201
shares
|
$499,951
0.14% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
10,197
shares
|
$499,754
0.21% of portfolio
|
Q1 2025
Added 90.78%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
10,056
shares
|
$492,844
0.02% of portfolio
|
Q4 2024
Added 1878.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
10,050
shares
|
$492,550
0.03% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
9,753
shares
|
$477,994
0.13% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
9,630
shares
|
$471,966
0.22% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
9,582
shares
|
$469,613
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,515
shares
|
$466,330
0.0% of portfolio
|
Q1 2025
Reduced 91.55%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
9,486
shares
|
$464,908
0.1% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,450
shares
|
$463,144
0.03% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
9,202
shares
|
$450,990
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
9,000
shares
|
$441,090
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
9,000
shares
|
$441,090
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,810
shares
|
$431,778
0.05% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
8,747
shares
|
$428,690
0.06% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
8,729
shares
|
$427,808
0.0% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,694
shares
|
$426,092
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,688
shares
|
$425,798
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
8,478
shares
|
$415,506
0.05% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,466
shares
|
$414,918
0.14% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
8,381
shares
|
$410,752
0.1% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
8,318
shares
|
$407,665
0.01% of portfolio
|
Q3 2021
Reduced 30.98%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
8,287
shares
|
$406,145
0.14% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
8,229
shares
|
$403,303
0.06% of portfolio
|
Q2 2024
Reduced 10.8%
|