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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
65,765
shares
|
$3.45 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
65,375
shares
|
$3.43 Million
2.93% of portfolio
|
Q2 2025
Added 20.42%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
64,340
shares
|
$3.37 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,553
shares
|
$3.28 Million
0.02% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
60,011
shares
|
$3.14 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
58,980
shares
|
$3.09 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
58,838
shares
|
$3.08 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
55,296
shares
|
$2.9 Million
1.04% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
54,885
shares
|
$2.88 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
54,394
shares
|
$2.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
53,961
shares
|
$2.83 Million
0.41% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
53,807
shares
|
$2.82 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
53,733
shares
|
$2.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
53,561
shares
|
$2.81 Million
0.64% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
53,254
shares
|
$2.79 Million
0.89% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
53,036
shares
|
$2.78 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
51,554
shares
|
$2.7 Million
0.11% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
51,428
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
50,397
shares
|
$2.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
48,362
shares
|
$2.53 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
46,976
shares
|
$2.46 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
46,073
shares
|
$2.41 Million
1.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
46,043
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
45,469
shares
|
$2.38 Million
1.19% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
44,573
shares
|
$2.34 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.26%
|