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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
7,247
shares
|
$370,684
0.0% of portfolio
|
Q2 2024
Added 12.11%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
7,230
shares
|
$369,814
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
7,215
shares
|
$369,047
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
7,115
shares
|
$363,932
0.01% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
7,113
shares
|
$363,829
0.08% of portfolio
|
Q2 2024
Reduced 13.49%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
7,082
shares
|
$362,244
0.03% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Source Financial Advisors LLC
New York, NY |
Jul 17, 2024 Q2 2024 |
6,990
shares
|
$357,538
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
6,845
shares
|
$350,121
0.04% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
6,529
shares
|
$333,958
0.0% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,443
shares
|
$329,559
0.05% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,262
shares
|
$320,301
0.02% of portfolio
|
Q3 2024
Reduced 40.23%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
6,235
shares
|
$318,920
0.01% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
6,227
shares
|
$318,511
0.01% of portfolio
|
Q3 2023
Reduced 11.89%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,182
shares
|
$316,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,081
shares
|
$311,043
0.01% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
6,046
shares
|
$309,252
0.0% of portfolio
|
Q2 2024
Added 172.83%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,045
shares
|
$309,201
0.04% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
6,042
shares
|
$309,048
0.27% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
5,921
shares
|
$302,859
0.12% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
5,881
shares
|
$300,813
0.0% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 22, 2024 Q2 2024 |
5,712
shares
|
$292,168
0.21% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
5,676
shares
|
$290,327
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,669
shares
|
$289,969
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
5,600
shares
|
$286,440
0.03% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
5,568
shares
|
$284,803
0.01% of portfolio
|
Q1 2024
New holding
|