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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
6,282
shares
|
$319,439
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,195
shares
|
$315,015
0.0% of portfolio
|
Q3 2025
Added 23.31%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,129
shares
|
$311,659
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
6,081
shares
|
$309,218
0.01% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
6,081
shares
|
$309,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
6,063
shares
|
$308,303
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
6,010
shares
|
$305,608
0.18% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
5,990
shares
|
$304,591
0.1% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
5,973
shares
|
$303,727
0.06% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,933
shares
|
$301,693
0.03% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,845
shares
|
$297,218
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
5,815
shares
|
$295,692
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,786
shares
|
$294,218
0.01% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
5,765
shares
|
$293,150
0.22% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
5,681
shares
|
$288,878
0.13% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,669
shares
|
$288,268
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,645
shares
|
$287,048
0.08% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,639
shares
|
$286,743
0.0% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
5,569
shares
|
$283,183
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
5,542
shares
|
$281,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
5,529
shares
|
$281,149
0.01% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,452
shares
|
$277,234
0.04% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
5,443
shares
|
$276,776
0.0% of portfolio
|
Q3 2025
Added 29.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,437
shares
|
$276,471
0.01% of portfolio
|
Q3 2025
Reduced 58.87%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
5,329
shares
|
$270,979
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|