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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
364,092
shares
|
$18.5 Million
1.68% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
360,971
shares
|
$18.4 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
347,987
shares
|
$17.7 Million
8.26% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
341,751
shares
|
$17.4 Million
0.11% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
340,573
shares
|
$17.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
338,833
shares
|
$17.2 Million
0.0% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
336,976
shares
|
$17.1 Million
0.11% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
309,061
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
307,922
shares
|
$15.7 Million
0.12% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
280,375
shares
|
$14.3 Million
2.67% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
274,941
shares
|
$14 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
273,830
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
271,505
shares
|
$13.8 Million
3.45% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
268,995
shares
|
$13.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
238,710
shares
|
$12.1 Million
0.03% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
232,660
shares
|
$11.8 Million
0.35% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
231,955
shares
|
$11.8 Million
1.71% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
231,712
shares
|
$11.8 Million
0.35% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
226,208
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
223,043
shares
|
$11.3 Million
0.22% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
203,908
shares
|
$10.4 Million
6.57% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
203,384
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
192,445
shares
|
$9.79 Million
1.19% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
182,922
shares
|
$9.3 Million
0.29% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
180,297
shares
|
$9.17 Million
0.27% of portfolio
|
Q4 2023
Reduced 17.23%
|
|