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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
10,050
shares
|
$511,042
0.02% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,800
shares
|
$498,330
0.01% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
9,651
shares
|
$490,753
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
9,630
shares
|
$489,685
0.19% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
9,603
shares
|
$488,312
0.04% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
9,460
shares
|
$481,041
0.09% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
9,403
shares
|
$478,142
0.11% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,317
shares
|
$473,769
0.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,282
shares
|
$471,989
0.01% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
9,256
shares
|
$470,667
0.05% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9,231
shares
|
$469,396
0.03% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
9,000
shares
|
$457,650
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
9,000
shares
|
$457,650
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,972
shares
|
$456,226
0.04% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
8,826
shares
|
$448,802
0.19% of portfolio
|
Q3 2025
Added 26.01%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
8,824
shares
|
$448,700
0.01% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,688
shares
|
$441,784
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
8,664
shares
|
$440,564
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
8,484
shares
|
$431,411
0.01% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
8,478
shares
|
$431,106
0.05% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,466
shares
|
$430,496
0.14% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,357
shares
|
$424,953
0.13% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
8,229
shares
|
$418,444
0.06% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
8,221
shares
|
$418,037
0.01% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,163
shares
|
$415,088
0.01% of portfolio
|
Q3 2025
Added 21.69%
|
|