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 483 institutions that hold shares in the stock, with a total of 45.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,615,804
shares
|
$234 Million
0.02% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,457,489
shares
|
$125 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,017,686
shares
|
$102 Million
0.04% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
1,831,348
shares
|
$92.9 Million
4.31% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,788,181
shares
|
$90.7 Million
0.02% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,517,613
shares
|
$77 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,375,500
shares
|
$69.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,134,230
shares
|
$57.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,088,134
shares
|
$55.2 Million
0.04% of portfolio
|
Q2 2025
Added 75.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,009,360
shares
|
$51.2 Million
0.07% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
983,080
shares
|
$49.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
867,943
shares
|
$44 Million
6.12% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
772,061
shares
|
$39.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
750,263
shares
|
$38 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
731,762
shares
|
$37.1 Million
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
529,675
shares
|
$26.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
522,008
shares
|
$26.5 Million
0.44% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
514,679
shares
|
$26.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
496,979
shares
|
$25.2 Million
0.09% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
470,660
shares
|
$23.9 Million
3.47% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
450,491
shares
|
$22.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
433,008
shares
|
$22 Million
0.92% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
427,839
shares
|
$21.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
390,289
shares
|
$19.8 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
383,487
shares
|
$19.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.92%
|