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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
358
shares
|
$18,204
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
355
shares
|
$18,051
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$17,492
0.0% of portfolio
|
Q3 2020
Reduced 24.56%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
317
shares
|
$16,119
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
311
shares
|
$15,814
0.01% of portfolio
|
Q1 2024
Reduced 77.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
305
shares
|
$15,509
0.0% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
300
shares
|
$15,255
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
260
shares
|
$13,221
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$12,712
0.0% of portfolio
|
Q2 2024
Reduced 61.24%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
241
shares
|
$12,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
238
shares
|
$12,102
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
237
shares
|
$12,051
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
235
shares
|
$11,949
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
232
shares
|
$11,797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
226
shares
|
$11,492
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
222
shares
|
$11,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
218
shares
|
$11,085
0.0% of portfolio
|
Q3 2025
Reduced 31.87%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
206
shares
|
$10,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
205
shares
|
$10,424
0.0% of portfolio
|
Q2 2023
Reduced 99.36%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
204
shares
|
$10,373
0.0% of portfolio
|
Q3 2025
Reduced 79.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
176
shares
|
$8,949
0.0% of portfolio
|
Q4 2023
Reduced 16.19%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
135
shares
|
$6,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
135
shares
|
$6,864
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
127
shares
|
$6,457
0.01% of portfolio
|
Q3 2025
Added 27.0%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
117
shares
|
$5,949
0.0% of portfolio
|
Q1 2024
Added 0.86%
|
|