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 44.7 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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
12,375
shares
|
$637,560
0.02% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,303
shares
|
$633,850
0.05% of portfolio
|
Q1 2023
Added 15.78%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
12,242
shares
|
$630,707
0.45% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
12,140
shares
|
$625,452
0.25% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
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 |
May 14, 2025 Q1 2025 |
11,871
shares
|
$611,593
0.25% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11,846
shares
|
$610,305
0.0% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
11,805
shares
|
$608,193
0.13% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
11,644
shares
|
$599,898
0.15% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
11,635
shares
|
$599,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
11,603
shares
|
$597,786
0.28% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
11,578
shares
|
$596,498
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
11,540
shares
|
$594,540
0.11% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
11,370
shares
|
$585,782
0.38% of portfolio
|
Q1 2024
Reduced 12.97%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,320
shares
|
$583,206
0.02% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,225
shares
|
$578,312
0.02% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
11,084
shares
|
$571,047
0.19% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
11,006
shares
|
$567,029
0.0% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
10,986
shares
|
$565,998
0.56% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,672
shares
|
$549,821
0.05% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
10,593
shares
|
$545,751
0.32% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
10,545
shares
|
$543,278
0.01% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,370
shares
|
$534,262
0.06% of portfolio
|
Q1 2025
Reduced 23.88%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,201
shares
|
$525,555
0.14% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
10,056
shares
|
$518,085
0.02% of portfolio
|
Q4 2024
Added 1878.54%
|