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 |
|---|---|---|---|---|---|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
169,518
shares
|
$8.62 Million
2.1% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
165,446
shares
|
$8.41 Million
1.57% of portfolio
|
Q3 2025
Reduced 30.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
155,041
shares
|
$7.88 Million
0.24% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
148,500
shares
|
$7.55 Million
0.01% of portfolio
|
Q3 2025
Added 1097.58%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
147,559
shares
|
$7.5 Million
1.12% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
144,450
shares
|
$7.35 Million
1.42% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
143,038
shares
|
$7.27 Million
0.43% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
137,270
shares
|
$6.98 Million
1.06% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
133,586
shares
|
$6.79 Million
0.51% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
129,588
shares
|
$6.59 Million
0.08% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
129,164
shares
|
$6.57 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
126,984
shares
|
$6.46 Million
1.62% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
119,575
shares
|
$6.08 Million
0.04% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
118,791
shares
|
$6.04 Million
5.05% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
118,748
shares
|
$6.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
117,367
shares
|
$5.97 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
116,948
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.97%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
111,836
shares
|
$5.69 Million
1.28% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
110,710
shares
|
$5.63 Million
0.05% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
105,731
shares
|
$5.38 Million
0.04% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
102,299
shares
|
$5.2 Million
1.36% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
101,331
shares
|
$5.15 Million
0.31% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
99,589
shares
|
$5.06 Million
2.57% of portfolio
|
Q4 2022
Added 6.05%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
97,986
shares
|
$4.98 Million
0.66% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
93,915
shares
|
$4.78 Million
0.16% of portfolio
|
Q1 2023
Reduced 0.33%
|
|