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 498 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,896
shares
|
$147,261
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,620
shares
|
$133,227
0.04% of portfolio
|
Q3 2025
Added 3590.14%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2,550
shares
|
$129,667
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,457
shares
|
$124,938
0.0% of portfolio
|
Q3 2025
Added 87.99%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
2,274
shares
|
$115,632
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,067
shares
|
$105,106
0.01% of portfolio
|
Q2 2025
Reduced 37.23%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,949
shares
|
$99,106
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,864
shares
|
$94,784
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,859
shares
|
$94,530
0.03% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,810
shares
|
$92,038
0.0% of portfolio
|
Q3 2025
Reduced 17.69%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,798
shares
|
$91,428
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,765
shares
|
$89,750
0.01% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,530
shares
|
$77,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,500
shares
|
$76,275
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,492
shares
|
$75,868
0.0% of portfolio
|
Q1 2023
Reduced 80.76%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,418
shares
|
$72,105
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,415
shares
|
$71,952
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,400
shares
|
$71,190
0.05% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,373
shares
|
$69,817
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,198
shares
|
$60,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,127
shares
|
$57,307
0.03% of portfolio
|
Q2 2024
Reduced 61.3%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,115
shares
|
$56,697
0.0% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,050
shares
|
$53,392
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,025
shares
|
$52,121
0.02% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
1,007
shares
|
$51,205
0.01% of portfolio
|
Q1 2024
New holding
|
|