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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
8,084
shares
|
$426,754
0.0% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,023
shares
|
$423,534
0.0% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,815
shares
|
$412,553
0.04% of portfolio
|
Q2 2023
Reduced 12.44%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,753
shares
|
$409,280
0.01% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,687
shares
|
$405,796
0.04% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
7,670
shares
|
$404,899
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,564
shares
|
$399,303
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,551
shares
|
$398,617
0.01% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
7,530
shares
|
$397,508
0.27% of portfolio
|
Q3 2024
Added 55.09%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,511
shares
|
$396,505
0.15% of portfolio
|
Q2 2022
Reduced 4.32%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
7,361
shares
|
$388,587
0.32% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
7,281
shares
|
$384,363
0.24% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
7,248
shares
|
$382,621
0.07% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
7,155
shares
|
$377,712
0.13% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
7,109
shares
|
$375,284
0.08% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
7,069
shares
|
$373,172
0.14% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
7,004
shares
|
$369,741
0.18% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
7,000
shares
|
$369,530
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,990
shares
|
$369,002
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
6,981
shares
|
$368,526
0.31% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,919
shares
|
$365,254
0.01% of portfolio
|
Q2 2025
Added 124.72%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,873
shares
|
$362,825
0.01% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,808
shares
|
$359,394
0.03% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
6,708
shares
|
$354,115
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
6,663
shares
|
$351,739
0.03% of portfolio
|
Q1 2025
Added 2.29%
|