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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
4,858
shares
|
$253,296
0.21% of portfolio
|
Q4 2024
Added 12684.21%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,836
shares
|
$252,149
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
4,793
shares
|
$249,907
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,789
shares
|
$249,698
0.02% of portfolio
|
Q1 2024
Reduced 30.18%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
4,737
shares
|
$246,987
0.09% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,713
shares
|
$245,735
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
4,710
shares
|
$245,579
0.09% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,708
shares
|
$245,475
0.04% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
4,676
shares
|
$243,806
0.1% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,641
shares
|
$241,981
0.01% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,611
shares
|
$240,417
0.08% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,559
shares
|
$237,706
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
4,552
shares
|
$237,341
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
4,470
shares
|
$233,065
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,455
shares
|
$232,283
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
4,428
shares
|
$230,875
0.02% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,409
shares
|
$229,885
0.0% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,358
shares
|
$227,226
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
4,301
shares
|
$224,254
0.05% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4,227
shares
|
$220,395
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,200
shares
|
$218,988
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
4,184
shares
|
$218,153
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,143
shares
|
$216,016
0.19% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,070
shares
|
$212,209
0.14% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
4,069
shares
|
$212,157
0.17% of portfolio
|
Q4 2024
Added 0.62%
|