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 492 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 $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
4,303
shares
|
$210,890
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
4,257
shares
|
$208,635
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
4,228
shares
|
$207,214
0.18% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
4,200
shares
|
$205,842
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
4,184
shares
|
$205,057
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,111
shares
|
$201,480
0.04% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,105
shares
|
$201,186
0.01% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
4,091
shares
|
$200,499
0.17% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
4,070
shares
|
$199,470
0.14% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,051
shares
|
$198,539
0.0% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,943
shares
|
$193,246
0.0% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,783
shares
|
$185,404
0.01% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,554
shares
|
$174,181
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
3,534
shares
|
$173,201
0.06% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,486
shares
|
$170,848
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,427
shares
|
$167,957
0.03% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,293
shares
|
$161,389
0.03% of portfolio
|
Q1 2025
Reduced 39.34%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,079
shares
|
$150,901
0.01% of portfolio
|
Q1 2025
Added 295.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,896
shares
|
$141,932
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2,550
shares
|
$124,975
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,483
shares
|
$121,691
0.04% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
2,274
shares
|
$111,448
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,199
shares
|
$107,772
0.01% of portfolio
|
Q1 2025
Added 21.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,859
shares
|
$91,109
0.03% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,767
shares
|
$86,600
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|