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 449 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,596
shares
|
$751,985
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,155
shares
|
$729,265
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
13,873
shares
|
$714,736
0.25% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,168
shares
|
$678,415
0.02% of portfolio
|
Q2 2020
Reduced 14.97%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
13,164
shares
|
$678,209
0.0% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,139
shares
|
$676,921
0.34% of portfolio
|
Q2 2022
Added 2.5%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
13,067
shares
|
$673,211
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,001
shares
|
$669,811
0.04% of portfolio
|
Q4 2022
Reduced 4.9%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
12,976
shares
|
$668,523
0.21% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
12,915
shares
|
$665,380
0.02% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,787
shares
|
$658,786
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,763
shares
|
$657,549
0.01% of portfolio
|
Q3 2024
Added 27.05%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
12,652
shares
|
$651,831
0.08% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,636
shares
|
$651,006
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$645,236
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,391
shares
|
$638,384
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
12,303
shares
|
$633,850
0.04% of portfolio
|
Q1 2023
Added 15.78%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
12,291
shares
|
$633,232
0.18% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
12,057
shares
|
$621,176
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
12,000
shares
|
$618,240
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
11,871
shares
|
$611,593
0.25% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,771
shares
|
$606,441
0.04% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
11,678
shares
|
$601,650
0.0% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
11,603
shares
|
$597,786
0.28% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
11,464
shares
|
$590,625
0.08% of portfolio
|
Q3 2024
Reduced 14.85%
|