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 448 institutions that hold shares in the stock, with a total of 41 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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
60,490
shares
|
$3.23 Million
1.39% of portfolio
|
Q2 2024
Added 5.79%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
60,025
shares
|
$3.21 Million
0.67% of portfolio
|
Q3 2024
Added 119.03%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
57,020
shares
|
$3.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.56%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
56,695
shares
|
$3.03 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
56,671
shares
|
$3.03 Million
0.03% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
56,539
shares
|
$3.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
56,200
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
55,330
shares
|
$2.96 Million
0.19% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
53,254
shares
|
$2.85 Million
0.89% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
51,758
shares
|
$2.77 Million
0.27% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
51,428
shares
|
$2.75 Million
0.07% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
50,752
shares
|
$2.71 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
48,580
shares
|
$2.6 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
48,037
shares
|
$2.57 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
47,345
shares
|
$2.53 Million
0.69% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
47,303
shares
|
$2.53 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
46,882
shares
|
$2.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
46,441
shares
|
$2.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
45,469
shares
|
$2.43 Million
1.19% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
44,103
shares
|
$2.36 Million
0.35% of portfolio
|
Q3 2024
Added 421.31%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
43,586
shares
|
$2.33 Million
0.61% of portfolio
|
Q4 2020
Reduced 63.2%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
42,506
shares
|
$2.27 Million
0.26% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,355
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2023
Added 0.42%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
42,277
shares
|
$2.26 Million
0.21% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
40,917
shares
|
$2.19 Million
0.38% of portfolio
|
Q3 2024
Added 1.56%
|