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 488 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 $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
16,034
shares
|
$846,434
0.25% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
16,032
shares
|
$846,329
0.11% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
15,611
shares
|
$824,104
0.67% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,535
shares
|
$820,092
0.0% of portfolio
|
Q2 2025
Added 33.52%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
15,524
shares
|
$819,511
0.38% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
15,396
shares
|
$812,754
0.22% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
15,280
shares
|
$806,631
0.71% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
15,088
shares
|
$796,495
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,960
shares
|
$789,738
0.06% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
14,933
shares
|
$788,313
0.03% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,803
shares
|
$781,450
0.1% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
14,504
shares
|
$765,666
0.05% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
14,418
shares
|
$761,126
0.32% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
14,265
shares
|
$753,049
0.17% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,198
shares
|
$749,512
0.0% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,155
shares
|
$747,242
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,541
shares
|
$714,829
0.01% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
13,219
shares
|
$697,831
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,168
shares
|
$695,138
0.02% of portfolio
|
Q2 2020
Reduced 14.97%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,139
shares
|
$693,607
0.34% of portfolio
|
Q2 2022
Added 2.5%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
13,067
shares
|
$689,806
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,001
shares
|
$686,322
0.04% of portfolio
|
Q4 2022
Reduced 4.9%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
12,943
shares
|
$683,260
0.0% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$661,141
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
12,503
shares
|
$660,033
0.05% of portfolio
|
Q2 2025
Added 1.63%
|