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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
93,915
shares
|
$4.92 Million
0.16% of portfolio
|
Q1 2023
Reduced 0.33%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
93,319
shares
|
$4.89 Million
1.32% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
93,084
shares
|
$4.88 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
92,490
shares
|
$4.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
91,672
shares
|
$4.8 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
91,345
shares
|
$4.79 Million
0.2% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
91,069
shares
|
$4.77 Million
0.24% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
90,445
shares
|
$4.74 Million
3.2% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
89,519
shares
|
$4.69 Million
1.21% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89,302
shares
|
$4.68 Million
1.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
88,710
shares
|
$4.65 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
88,078
shares
|
$4.62 Million
0.1% of portfolio
|
Q2 2025
Reduced 33.02%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
82,247
shares
|
$4.31 Million
0.18% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
79,629
shares
|
$4.17 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
78,330
shares
|
$4.1 Million
0.01% of portfolio
|
Q2 2025
Added 111.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
77,844
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
77,139
shares
|
$4.04 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
76,255
shares
|
$4 Million
0.49% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
69,818
shares
|
$3.66 Million
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
69,765
shares
|
$3.66 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
69,447
shares
|
$3.64 Million
1.88% of portfolio
|
Q4 2023
Reduced 11.47%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
69,228
shares
|
$3.63 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
67,044
shares
|
$3.51 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
66,616
shares
|
$3.49 Million
0.08% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
65,984
shares
|
$3.46 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.69%
|