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 489 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 $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
8,161
shares
|
$420,454
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
8,111
shares
|
$417,878
0.41% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,971
shares
|
$410,665
0.01% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,942
shares
|
$409,171
0.01% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,815
shares
|
$402,628
0.04% of portfolio
|
Q2 2023
Reduced 12.44%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,602
shares
|
$391,655
0.02% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,511
shares
|
$386,966
0.15% of portfolio
|
Q2 2022
Reduced 4.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,433
shares
|
$382,948
0.01% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
7,281
shares
|
$375,117
0.24% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,202
shares
|
$371,047
0.0% of portfolio
|
Q1 2025
Reduced 29.01%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
7,155
shares
|
$368,625
0.17% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
7,004
shares
|
$360,846
0.18% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
7,000
shares
|
$360,640
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,990
shares
|
$360,124
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
6,981
shares
|
$359,661
0.31% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,873
shares
|
$354,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,849
shares
|
$352,860
0.01% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,808
shares
|
$350,748
0.03% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,761
shares
|
$348,326
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
6,693
shares
|
$344,823
0.07% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
6,588
shares
|
$339,413
0.14% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
6,569
shares
|
$338,434
0.06% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
6,468
shares
|
$333,231
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
6,443
shares
|
$331,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
6,442
shares
|
$331,891
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|