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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,400
shares
|
$654,596
0.0% of portfolio
|
Q2 2025
Reduced 90.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
12,340
shares
|
$651,428
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
12,140
shares
|
$640,870
0.25% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
12,000
shares
|
$633,480
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
11,871
shares
|
$626,670
0.24% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
11,805
shares
|
$623,185
0.12% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
11,765
shares
|
$621,074
0.14% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
11,603
shares
|
$612,522
0.28% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
11,584
shares
|
$611,519
0.09% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,526
shares
|
$608,457
0.0% of portfolio
|
Q2 2025
Reduced 78.18%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
11,449
shares
|
$604,392
0.56% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
11,370
shares
|
$600,222
0.38% of portfolio
|
Q1 2024
Reduced 12.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,339
shares
|
$598,585
0.01% of portfolio
|
Q2 2025
Reduced 82.98%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
11,084
shares
|
$585,124
0.19% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
11,048
shares
|
$583,223
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,672
shares
|
$563,374
0.05% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
10,593
shares
|
$559,204
0.32% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10,545
shares
|
$556,670
0.01% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
10,482
shares
|
$553,344
0.39% of portfolio
|
Q2 2025
Reduced 39.41%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
10,370
shares
|
$547,432
0.06% of portfolio
|
Q1 2025
Reduced 23.88%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,370
shares
|
$547,432
0.0% of portfolio
|
Q2 2025
Reduced 18.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10,224
shares
|
$539,724
0.0% of portfolio
|
Q2 2025
Added 68.02%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,201
shares
|
$538,510
0.14% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
10,050
shares
|
$530,539
0.02% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,015
shares
|
$528,691
0.04% of portfolio
|
Q2 2025
Reduced 5.29%
|