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 |
|---|---|---|---|---|---|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
22,210
shares
|
$1.13 Million
0.55% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
21,835
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
21,774
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
21,683
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
20,804
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
20,601
shares
|
$1.05 Million
0.45% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
20,559
shares
|
$1.05 Million
0.63% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
20,516
shares
|
$1.04 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
20,500
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
20,441
shares
|
$1.04 Million
0.44% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
20,286
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
19,336
shares
|
$983,235
0.29% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,619
shares
|
$946,776
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
18,570
shares
|
$944,284
0.11% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
18,474
shares
|
$939,402
0.23% of portfolio
|
Q2 2023
Added 7.0%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
18,464
shares
|
$938,894
0.04% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
18,167
shares
|
$923,791
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
17,977
shares
|
$914,130
0.01% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
17,959
shares
|
$913,215
0.37% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
17,769
shares
|
$903,553
0.03% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
17,647
shares
|
$897,349
0.07% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
17,251
shares
|
$877,213
0.23% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
17,167
shares
|
$872,941
0.16% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,065
shares
|
$867,755
0.02% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
16,836
shares
|
$856,110
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|