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 |
|---|---|---|---|---|---|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
9,976
shares
|
$526,633
0.07% of portfolio
|
Q2 2025
Added 54.24%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,651
shares
|
$509,476
0.01% of portfolio
|
Q2 2025
Added 21.08%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
9,630
shares
|
$508,367
0.2% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,619
shares
|
$507,787
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
9,438
shares
|
$498,232
0.12% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
9,435
shares
|
$498,073
0.1% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,265
shares
|
$489,099
0.03% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
9,243
shares
|
$487,937
0.02% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
9,157
shares
|
$483,398
0.01% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,058
shares
|
$478,171
0.03% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
9,000
shares
|
$475,110
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
9,000
shares
|
$475,110
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,873
shares
|
$468,405
0.01% of portfolio
|
Q2 2025
Added 814.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,839
shares
|
$466,610
0.01% of portfolio
|
Q2 2025
Added 529.11%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8,744
shares
|
$461,595
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,688
shares
|
$458,639
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
8,683
shares
|
$458,375
0.05% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
8,478
shares
|
$447,553
0.05% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,466
shares
|
$446,920
0.14% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
8,325
shares
|
$439,476
0.13% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
8,318
shares
|
$439,107
0.01% of portfolio
|
Q3 2021
Reduced 30.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
8,266
shares
|
$436,362
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
8,229
shares
|
$434,408
0.06% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
8,221
shares
|
$433,986
0.01% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
8,161
shares
|
$430,819
0.33% of portfolio
|
Q4 2023
New holding
|