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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,036
shares
|
$210,437
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
3,959
shares
|
$206,422
0.14% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,906
shares
|
$203,658
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
3,673
shares
|
$191,510
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,479
shares
|
$181,395
0.01% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,446
shares
|
$179,674
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,427
shares
|
$178,683
0.03% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,896
shares
|
$150,997
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,745
shares
|
$143,124
0.04% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
2,550
shares
|
$132,957
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,512
shares
|
$130,975
0.1% of portfolio
|
Q3 2024
Reduced 90.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
2,446
shares
|
$127,534
0.0% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,859
shares
|
$96,928
0.03% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,810
shares
|
$94,373
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$93,852
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,776
shares
|
$92,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
1,599
shares
|
$83,371
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,496
shares
|
$78,001
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,492
shares
|
$77,792
0.0% of portfolio
|
Q1 2023
Reduced 80.76%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,463
shares
|
$76,280
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,400
shares
|
$72,996
0.05% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,355
shares
|
$70,649
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,310
shares
|
$68,303
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,211
shares
|
$63,141
0.0% of portfolio
|
Q1 2023
Reduced 22.42%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,177
shares
|
$61,368
0.01% of portfolio
|
Q3 2024
Reduced 66.98%
|