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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
174,349
shares
|
$9.14 Million
1.19% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
165,549
shares
|
$8.67 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
163,539
shares
|
$8.57 Million
0.29% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
148,454
shares
|
$7.78 Million
0.24% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
145,258
shares
|
$7.61 Million
1.35% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
144,450
shares
|
$7.57 Million
1.42% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
142,016
shares
|
$7.44 Million
0.45% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
132,870
shares
|
$6.96 Million
1.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
132,004
shares
|
$6.92 Million
0.02% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
130,223
shares
|
$6.82 Million
0.52% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
123,149
shares
|
$6.45 Million
1.61% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
120,882
shares
|
$6.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
117,650
shares
|
$6.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
116,780
shares
|
$6.12 Million
0.04% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
111,333
shares
|
$5.83 Million
0.07% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
110,684
shares
|
$5.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
109,376
shares
|
$5.73 Million
1.58% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
107,886
shares
|
$5.65 Million
0.74% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
106,909
shares
|
$5.6 Million
1.25% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
106,535
shares
|
$5.58 Million
0.05% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
104,718
shares
|
$5.49 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
101,306
shares
|
$5.31 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
99,770
shares
|
$5.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
99,589
shares
|
$5.22 Million
2.57% of portfolio
|
Q4 2022
Added 6.05%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
95,816
shares
|
$5.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.29%
|