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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
21,278
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
20,794
shares
|
$1.09 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
20,559
shares
|
$1.08 Million
0.63% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
20,500
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
20,447
shares
|
$1.07 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
20,374
shares
|
$1.07 Million
0.44% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
20,323
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
20,286
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
19,457
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
19,454
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
19,444
shares
|
$1.02 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
19,443
shares
|
$1.02 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
19,286
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,619
shares
|
$975,635
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
18,501
shares
|
$969,452
0.01% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
18,474
shares
|
$968,037
0.23% of portfolio
|
Q2 2023
Added 7.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
18,264
shares
|
$957,033
0.01% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
17,592
shares
|
$921,820
0.07% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
17,548
shares
|
$919,515
0.03% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
17,251
shares
|
$903,952
0.24% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
17,220
shares
|
$902,328
0.02% of portfolio
|
Q2 2025
Added 52.12%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
17,152
shares
|
$898,764
0.18% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
17,052
shares
|
$893,524
0.1% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
16,903
shares
|
$885,717
0.15% of portfolio
|
Q2 2025
Reduced 61.67%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
16,836
shares
|
$882,206
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|