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 $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,599
shares
|
$81,708
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,589
shares
|
$81,197
0.01% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,492
shares
|
$76,241
0.0% of portfolio
|
Q1 2023
Reduced 80.76%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,400
shares
|
$71,540
0.05% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,358
shares
|
$69,393
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,307
shares
|
$66,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,211
shares
|
$61,882
0.0% of portfolio
|
Q1 2023
Reduced 22.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,185
shares
|
$60,553
0.0% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,127
shares
|
$57,589
0.03% of portfolio
|
Q2 2024
Reduced 61.3%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,115
shares
|
$56,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,079
shares
|
$55,136
0.02% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,050
shares
|
$53,655
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,025
shares
|
$52,377
0.02% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,019
shares
|
$52,070
0.02% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
1,007
shares
|
$51,457
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
970
shares
|
$49,567
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
968
shares
|
$49,464
0.01% of portfolio
|
Q1 2018
Reduced 7.81%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
930
shares
|
$47,523
0.01% of portfolio
|
Q4 2020
Reduced 13.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
915
shares
|
$46,756
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
886
shares
|
$45,274
0.04% of portfolio
|
Q4 2024
Reduced 64.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
856
shares
|
$43,741
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
851
shares
|
$43,486
0.02% of portfolio
|
Q1 2024
Reduced 54.78%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
822
shares
|
$42,004
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
749
shares
|
$38,273
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
740
shares
|
$37,814
0.01% of portfolio
|
Q3 2024
New holding
|