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 468 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
6,071
shares
|
$316,541
0.03% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,975
shares
|
$311,536
0.0% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
5,971
shares
|
$311,327
0.13% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
5,888
shares
|
$307,000
0.07% of portfolio
|
Q3 2024
Reduced 77.34%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
5,676
shares
|
$295,946
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,669
shares
|
$295,581
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
5,663
shares
|
$295,268
0.02% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
5,600
shares
|
$291,984
0.03% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,489
shares
|
$286,196
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,429
shares
|
$283,068
0.04% of portfolio
|
Q3 2024
Added 55.34%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
5,379
shares
|
$280,461
0.18% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
5,345
shares
|
$278,688
0.11% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,330
shares
|
$277,906
0.01% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,325
shares
|
$277,645
0.15% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,212
shares
|
$271,753
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
5,143
shares
|
$268,156
0.04% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
5,139
shares
|
$267,947
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
5,120
shares
|
$266,956
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,120
shares
|
$266,956
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,105
shares
|
$266,174
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,080
shares
|
$264,871
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,027
shares
|
$262,107
0.15% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,003
shares
|
$260,856
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,917
shares
|
$256,372
0.04% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
4,873
shares
|
$254,078
0.06% of portfolio
|
Q4 2024
Reduced 5.38%
|