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 491 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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
705
shares
|
$36,025
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
660
shares
|
$33,726
0.0% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
552
shares
|
$28,207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
548
shares
|
$28,002
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
542
shares
|
$27,696
0.01% of portfolio
|
Q1 2025
Reduced 33.25%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
530
shares
|
$27,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
529
shares
|
$27,031
0.0% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
526
shares
|
$26,878
0.0% of portfolio
|
Q3 2024
Reduced 47.35%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
450
shares
|
$22,995
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
426
shares
|
$21,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
425
shares
|
$21,717
0.0% of portfolio
|
Q3 2024
Reduced 81.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
425
shares
|
$21,717
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
381
shares
|
$19,469
0.0% of portfolio
|
Q2 2025
Reduced 32.57%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
358
shares
|
$18,293
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
355
shares
|
$18,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
355
shares
|
$18,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$17,578
0.0% of portfolio
|
Q3 2020
Reduced 24.56%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
316
shares
|
$16,147
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
314
shares
|
$16,045
0.0% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
311
shares
|
$15,892
0.01% of portfolio
|
Q1 2024
Reduced 77.79%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$12,775
0.0% of portfolio
|
Q2 2024
Reduced 61.24%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
245
shares
|
$12,519
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
238
shares
|
$12,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
237
shares
|
$12,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
235
shares
|
$12,008
0.01% of portfolio
|
Q2 2024
New holding
|