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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
36,304
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
34,486
shares
|
$1.81 Million
1.08% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
33,872
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
33,816
shares
|
$1.77 Million
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
32,674
shares
|
$1.71 Million
0.05% of portfolio
|
Q2 2025
Added 21.71%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
32,207
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
31,204
shares
|
$1.64 Million
0.49% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
30,801
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
30,765
shares
|
$1.61 Million
0.35% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
30,615
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30,339
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2023
Reduced 19.78%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
30,043
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
29,876
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
29,835
shares
|
$1.56 Million
0.86% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,580
shares
|
$1.55 Million
0.3% of portfolio
|
Q3 2020
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
29,525
shares
|
$1.55 Million
0.27% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
29,296
shares
|
$1.54 Million
0.97% of portfolio
|
Q4 2024
Added 322.5%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
29,227
shares
|
$1.53 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
29,123
shares
|
$1.53 Million
0.19% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
29,073
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,818
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
28,520
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
28,492
shares
|
$1.49 Million
0.11% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
28,288
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 93.5%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
28,251
shares
|
$1.48 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.43%
|