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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
44,325
shares
|
$2.32 Million
0.56% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
44,141
shares
|
$2.31 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
43,391
shares
|
$2.27 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,355
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2023
Added 0.42%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
41,788
shares
|
$2.19 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
41,741
shares
|
$2.19 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
41,690
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
41,629
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
41,340
shares
|
$2.17 Million
1.13% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
40,562
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
40,287
shares
|
$2.11 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
40,063
shares
|
$2.1 Million
0.63% of portfolio
|
Q2 2025
Added 25.06%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
40,032
shares
|
$2.1 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
39,532
shares
|
$2.07 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
39,147
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
39,129
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
38,519
shares
|
$2.02 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,419
shares
|
$2.01 Million
0.06% of portfolio
|
Q3 2022
Reduced 27.69%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
38,258
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
38,116
shares
|
$2 Million
1.16% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
37,644
shares
|
$1.97 Million
0.4% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
37,555
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
36,774
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
36,751
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
36,322
shares
|
$1.9 Million
0.13% of portfolio
|
Q2 2025
Added 14.67%
|