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 464 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
121
shares
|
$6,308
0.0% of portfolio
|
Q4 2024
Reduced 95.55%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
117
shares
|
$6,100
0.0% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
102
shares
|
$5,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
93
shares
|
$4,849
0.0% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
86
shares
|
$4,484
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
85
shares
|
$4,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
60
shares
|
$3,128
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
50
shares
|
$2,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$1,929
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
30
shares
|
$1,564
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$1,564
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
24
shares
|
$1,251
0.0% of portfolio
|
Q1 2024
Added 4.35%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
23
shares
|
$1,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
22
shares
|
$1,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
21
shares
|
$1,094
0.0% of portfolio
|
Q3 2024
Reduced 95.02%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
16
shares
|
$834
0.0% of portfolio
|
Q3 2024
Reduced 85.96%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$521
0.05% of portfolio
|
Q4 2024
Reduced 99.9%
|