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 |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
27,019
shares
|
$1.42 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
26,540
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2022
Added 38.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
26,221
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
25,923
shares
|
$1.36 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
25,296
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
25,227
shares
|
$1.32 Million
0.62% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
24,795
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
24,666
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Added 330.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,335
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
24,158
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
24,044
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
23,735
shares
|
$1.24 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,500
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2024
Added 20.51%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
22,986
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
22,925
shares
|
$1.2 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
22,924
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
22,792
shares
|
$1.19 Million
0.57% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,477
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
22,469
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
22,250
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
21,676
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
21,645
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
21,546
shares
|
$1.13 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
21,527
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 35.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
21,380
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 26.55%
|