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 492 institutions that hold shares in the stock, with a total of 44.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
167,021
shares
|
$8.19 Million
1.25% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
156,630
shares
|
$7.68 Million
1.61% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
153,470
shares
|
$7.52 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
145,105
shares
|
$7.11 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
144,450
shares
|
$7.08 Million
1.42% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
144,029
shares
|
$7.06 Million
1.57% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
First Hawaiian Bank
|
Jun 04, 2025 Q1 2025 |
143,805
shares
|
$7.05 Million
1.04% of portfolio
|
Q1 2025
Reduced 25.53%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
138,238
shares
|
$6.78 Million
0.47% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
136,008
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
134,100
shares
|
$6.57 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
132,468
shares
|
$6.49 Million
1.09% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
131,504
shares
|
$6.45 Million
0.17% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
128,634
shares
|
$6.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
127,860
shares
|
$6.27 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
126,552
shares
|
$6.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
121,259
shares
|
$5.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
115,539
shares
|
$5.66 Million
1.88% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
113,369
shares
|
$5.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
111,660
shares
|
$5.47 Million
0.63% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
109,507
shares
|
$5.37 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
108,560
shares
|
$5.32 Million
5.16% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
105,782
shares
|
$5.18 Million
0.05% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
104,587
shares
|
$5.13 Million
1.18% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
102,371
shares
|
$5.02 Million
0.04% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
101,891
shares
|
$4.99 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.71%
|