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 498 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
65,834
shares
|
$3.35 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
65,291
shares
|
$3.32 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
64,744
shares
|
$3.29 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
64,340
shares
|
$3.27 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
63,911
shares
|
$3.25 Million
0.03% of portfolio
|
Q3 2025
Added 18.78%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
62,650
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2025
Added 50.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,553
shares
|
$3.18 Million
0.02% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
60,004
shares
|
$3.05 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
56,575
shares
|
$2.88 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
55,296
shares
|
$2.81 Million
1.04% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
55,089
shares
|
$2.8 Million
0.52% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
53,826
shares
|
$2.74 Million
0.58% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
53,254
shares
|
$2.71 Million
0.89% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
52,335
shares
|
$2.66 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
52,259
shares
|
$2.66 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
51,428
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
51,248
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
50,943
shares
|
$2.59 Million
0.05% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
47,467
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
47,122
shares
|
$2.4 Million
0.09% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
46,845
shares
|
$2.38 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
46,056
shares
|
$2.34 Million
0.18% of portfolio
|
Q3 2025
Reduced 31.3%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
45,901
shares
|
$2.33 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
45,469
shares
|
$2.31 Million
1.19% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
44,393
shares
|
$2.26 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.4%
|
|