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 436 institutions that hold shares in the stock, with a total of 41.4 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 |
|---|---|---|---|---|---|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
11,603
shares
|
$593,493
0.28% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
11,400
shares
|
$583,110
0.12% of portfolio
|
Q2 2023
Added 23.51%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
11,370
shares
|
$581,575
0.38% of portfolio
|
Q1 2024
Reduced 12.97%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
11,215
shares
|
$573,647
0.01% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,916
shares
|
$558,353
0.01% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
10,782
shares
|
$551,499
0.0% of portfolio
|
Q2 2024
Reduced 16.01%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
10,768
shares
|
$550,783
0.32% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
10,750
shares
|
$549,862
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
10,738
shares
|
$549,248
0.53% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
10,672
shares
|
$545,872
0.06% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
10,398
shares
|
$531,857
0.04% of portfolio
|
Q3 2024
Reduced 54.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
10,165
shares
|
$519,939
0.0% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
10,140
shares
|
$518,661
0.04% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,058
shares
|
$514,466
0.03% of portfolio
|
Q3 2024
Reduced 29.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,050
shares
|
$514,057
0.02% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
10,046
shares
|
$513,852
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
9,881
shares
|
$505,413
0.23% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
9,866
shares
|
$504,645
0.0% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
9,853
shares
|
$503,980
0.13% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Jul 26, 2024 Q2 2024 |
9,730
shares
|
$497,689
0.23% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 09, 2024 Q2 2024 |
9,552
shares
|
$488,584
0.15% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
9,542
shares
|
$488,073
0.05% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
9,414
shares
|
$481,526
0.11% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
9,336
shares
|
$477,536
0.01% of portfolio
|
Q4 2023
Reduced 25.41%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
9,272
shares
|
$474,262
0.06% of portfolio
|
Q2 2024
Reduced 3.03%
|