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 485 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
334,934
shares
|
$16.5 Million
0.12% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
324,471
shares
|
$16 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
324,222
shares
|
$15.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 97.99%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
320,959
shares
|
$15.8 Million
8.48% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
312,639
shares
|
$15.4 Million
0.02% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
306,136
shares
|
$15 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
299,095
shares
|
$14.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
290,157
shares
|
$14.3 Million
0.07% of portfolio
|
Q4 2024
Added 1887.92%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
280,375
shares
|
$13.8 Million
2.67% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
261,885
shares
|
$12.9 Million
3.47% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
247,317
shares
|
$12.2 Million
4.11% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
243,227
shares
|
$12 Million
0.03% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
241,232
shares
|
$11.9 Million
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
230,089
shares
|
$11.3 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
228,287
shares
|
$11.2 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
225,257
shares
|
$11.1 Million
1.9% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
223,194
shares
|
$11 Million
0.11% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
198,470
shares
|
$9.76 Million
0.03% of portfolio
|
Q4 2024
Added 39.41%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
191,051
shares
|
$9.39 Million
4.08% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
188,587
shares
|
$9.27 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
182,997
shares
|
$9 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
180,297
shares
|
$8.86 Million
0.27% of portfolio
|
Q4 2023
Reduced 17.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
178,829
shares
|
$8.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
167,106
shares
|
$8.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
163,398
shares
|
$8.03 Million
2.25% of portfolio
|
Q4 2024
Added 22.15%
|