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 491 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 $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,147
shares
|
$263,011
0.01% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
5,139
shares
|
$262,602
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,120
shares
|
$261,632
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,024
shares
|
$256,726
0.0% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
5,019
shares
|
$256,470
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
5,012
shares
|
$256,113
0.1% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,990
shares
|
$254,989
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
4,986
shares
|
$254,784
0.2% of portfolio
|
Q1 2025
Reduced 39.91%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,936
shares
|
$252,229
0.04% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,912
shares
|
$251,003
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,912
shares
|
$251,003
0.0% of portfolio
|
Q1 2025
Reduced 72.72%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
4,856
shares
|
$248,141
0.06% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
4,797
shares
|
$245,126
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
4,750
shares
|
$242,725
0.03% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,737
shares
|
$242,060
0.08% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
4,676
shares
|
$238,943
0.1% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,633
shares
|
$236,746
0.0% of portfolio
|
Q1 2025
Reduced 35.58%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,553
shares
|
$232,658
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
4,520
shares
|
$230,972
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,513
shares
|
$230,614
0.0% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
4,467
shares
|
$228,263
0.12% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
4,464
shares
|
$228,110
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
4,461
shares
|
$227,957
0.07% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
4,449
shares
|
$227,343
0.11% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,428
shares
|
$226,270
0.02% of portfolio
|
Q4 2024
Reduced 6.35%
|