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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
66,616
shares
|
$3.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
66,440
shares
|
$3.26 Million
0.52% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
66,038
shares
|
$3.24 Million
0.27% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
64,728
shares
|
$3.17 Million
1.18% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
63,064
shares
|
$3.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
62,960
shares
|
$3.09 Million
0.32% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,553
shares
|
$3.07 Million
0.02% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
62,115
shares
|
$3.04 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
60,006
shares
|
$2.94 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
59,094
shares
|
$2.9 Million
1.18% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
57,865
shares
|
$2.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
56,051
shares
|
$2.75 Million
0.63% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
54,288
shares
|
$2.66 Million
2.73% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
54,140
shares
|
$2.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
53,254
shares
|
$2.61 Million
0.89% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
52,949
shares
|
$2.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
52,826
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
52,818
shares
|
$2.59 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
51,603
shares
|
$2.53 Million
0.64% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
51,428
shares
|
$2.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
51,233
shares
|
$2.51 Million
0.06% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
50,283
shares
|
$2.46 Million
0.41% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
47,938
shares
|
$2.35 Million
0.05% of portfolio
|
Q1 2025
Added 355.25%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
47,394
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
45,736
shares
|
$2.24 Million
1.08% of portfolio
|
Q1 2025
Reduced 3.79%
|