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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
99,589
shares
|
$4.88 Million
2.57% of portfolio
|
Q4 2022
Added 6.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
98,189
shares
|
$4.81 Million
0.07% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
96,028
shares
|
$4.71 Million
0.66% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
93,915
shares
|
$4.6 Million
0.16% of portfolio
|
Q1 2023
Reduced 0.33%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
93,423
shares
|
$4.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
93,283
shares
|
$4.57 Million
2.51% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
93,117
shares
|
$4.56 Million
1.42% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
92,638
shares
|
$4.54 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
92,398
shares
|
$4.53 Million
3.53% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89,302
shares
|
$4.38 Million
1.01% of portfolio
|
Q2 2022
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
86,919
shares
|
$4.26 Million
0.2% of portfolio
|
Q1 2025
Added 58.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
81,226
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
80,979
shares
|
$3.97 Million
0.23% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
80,782
shares
|
$3.96 Million
0.2% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
80,663
shares
|
$3.95 Million
0.52% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
78,761
shares
|
$3.86 Million
0.34% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
73,918
shares
|
$3.62 Million
1.41% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
72,507
shares
|
$3.55 Million
0.5% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
70,775
shares
|
$3.47 Million
0.25% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
70,122
shares
|
$3.44 Million
1.4% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
69,944
shares
|
$3.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
69,628
shares
|
$3.41 Million
0.06% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
69,447
shares
|
$3.4 Million
1.88% of portfolio
|
Q4 2023
Reduced 11.47%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
68,918
shares
|
$3.38 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
67,879
shares
|
$3.33 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.18%
|