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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
376,878
shares
|
$19.7 Million
0.01% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
372,555
shares
|
$19.5 Million
0.91% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
372,107
shares
|
$19.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
359,764
shares
|
$18.9 Million
1.75% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
340,584
shares
|
$17.8 Million
0.11% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
334,530
shares
|
$17.5 Million
8.55% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
332,831
shares
|
$17.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
312,445
shares
|
$16.4 Million
0.0% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
311,553
shares
|
$16.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
280,375
shares
|
$14.7 Million
2.67% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
279,484
shares
|
$14.6 Million
3.43% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
277,530
shares
|
$14.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
271,347
shares
|
$14.2 Million
0.12% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
269,680
shares
|
$14.1 Million
3.44% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
266,789
shares
|
$14 Million
0.03% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
237,086
shares
|
$12.4 Million
1.77% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
237,086
shares
|
$12.4 Million
1.79% of portfolio
|
Q2 2025
Added 51.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
232,438
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
231,864
shares
|
$12.1 Million
0.04% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
231,520
shares
|
$12.1 Million
0.37% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
228,361
shares
|
$12 Million
0.35% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
222,102
shares
|
$11.6 Million
0.22% of portfolio
|
Q2 2025
Added 21.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
201,613
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
190,705
shares
|
$9.99 Million
6.35% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
180,297
shares
|
$9.45 Million
0.27% of portfolio
|
Q4 2023
Reduced 17.23%
|