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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
9,000
shares
|
$463,680
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
8,898
shares
|
$458,424
0.1% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,688
shares
|
$447,605
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
8,673
shares
|
$446,832
0.06% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
8,574
shares
|
$441,732
0.4% of portfolio
|
Q3 2024
Reduced 30.17%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
8,511
shares
|
$438,486
0.02% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,466
shares
|
$436,168
0.14% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
8,466
shares
|
$436,168
0.04% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,439
shares
|
$434,777
0.04% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
8,318
shares
|
$428,543
0.01% of portfolio
|
Q3 2021
Reduced 30.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
8,313
shares
|
$428,285
0.01% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
8,229
shares
|
$423,958
0.06% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,223
shares
|
$423,648
0.15% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
8,195
shares
|
$422,206
0.22% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
8,161
shares
|
$420,454
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,114
shares
|
$418,033
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
8,113
shares
|
$417,981
0.04% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
8,080
shares
|
$416,281
0.16% of portfolio
|
Q3 2024
Reduced 84.02%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,817
shares
|
$402,731
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,815
shares
|
$402,628
0.04% of portfolio
|
Q2 2023
Reduced 12.44%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,673
shares
|
$395,312
0.02% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
7,615
shares
|
$392,324
0.01% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,511
shares
|
$386,966
0.15% of portfolio
|
Q2 2022
Reduced 4.32%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
7,412
shares
|
$381,866
0.0% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
7,331
shares
|
$377,693
0.0% of portfolio
|
Q3 2024
Reduced 4.26%
|