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 487 institutions that hold shares in the stock, with a total of 45.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
222
shares
|
$11,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
206
shares
|
$10,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
205
shares
|
$10,742
0.0% of portfolio
|
Q2 2023
Reduced 99.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
188
shares
|
$9,851
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
176
shares
|
$9,222
0.0% of portfolio
|
Q4 2023
Reduced 16.19%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
172
shares
|
$9,012
0.0% of portfolio
|
Q2 2025
Reduced 29.8%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
166
shares
|
$8,698
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
162
shares
|
$8,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
159
shares
|
$8,331
0.0% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
135
shares
|
$7,074
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
117
shares
|
$6,130
0.0% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
104
shares
|
$5,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
100
shares
|
$5,240
0.01% of portfolio
|
Q1 2025
Reduced 44.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
99
shares
|
$5,187
0.0% of portfolio
|
Q2 2025
Added 312.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
94
shares
|
$4,925
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
86
shares
|
$4,506
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
85
shares
|
$4,454
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
71
shares
|
$3,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
69
shares
|
$3,615
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
69
shares
|
$3,615
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
62
shares
|
$3,248
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
52
shares
|
$2,724
0.0% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
39
shares
|
$2,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
39
shares
|
$2,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$1,938
0.01% of portfolio
|
Q3 2024
New holding
|