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 496 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
62,896
shares
|
$3.2 Million
0.44% of portfolio
|
Q4 2025
Reduced 18.14%
|
|
|
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%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
60,489
shares
|
$3.08 Million
0.01% of portfolio
|
Q4 2025
Reduced 11.28%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
59,572
shares
|
$3.03 Million
0.69% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
58,900
shares
|
$3 Million
0.06% of portfolio
|
Q4 2025
Reduced 9.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 29, 2026 Q4 2025 |
57,358
shares
|
$2.92 Million
0.02% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
55,373
shares
|
$2.82 Million
0.5% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
55,296
shares
|
$2.81 Million
1.04% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Jnba Financial Advisors
|
Jan 26, 2026 Q4 2025 |
54,244
shares
|
$2.76 Million
0.25% of portfolio
|
Q4 2025
Reduced 4.12%
|
|
|
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%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
50,611
shares
|
$2.57 Million
0.02% of portfolio
|
Q4 2025
Added 40.81%
|
|
|
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%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
46,659
shares
|
$2.37 Million
1.25% of portfolio
|
Q4 2025
Added 6.97%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
46,266
shares
|
$2.35 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
45,901
shares
|
$2.33 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 28, 2026 Q4 2025 |
45,719
shares
|
$2.32 Million
0.11% of portfolio
|
Q4 2025
Reduced 2.4%
|
|