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 498 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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
28,736
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
28,520
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
28,492
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
28,251
shares
|
$1.44 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
27,830
shares
|
$1.42 Million
0.67% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,936
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
26,773
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
26,540
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2022
Added 38.06%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
25,723
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
25,603
shares
|
$1.3 Million
0.75% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
25,540
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
25,335
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
25,242
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Added 185.58%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
24,827
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
24,795
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
24,747
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 34.1%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
24,711
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
24,488
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
24,089
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,500
shares
|
$1.19 Million
0.06% of portfolio
|
Q4 2024
Added 20.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,011
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
22,845
shares
|
$1.16 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
22,469
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
22,391
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
22,332
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 3.17%
|
|