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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,275
shares
|
$374,808
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
7,263
shares
|
$374,189
0.0% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
7,230
shares
|
$372,489
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,158
shares
|
$368,780
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
7,113
shares
|
$366,461
0.08% of portfolio
|
Q2 2024
Reduced 13.49%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
7,082
shares
|
$364,864
0.03% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,990
shares
|
$360,124
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
6,934
shares
|
$357,239
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
6,845
shares
|
$352,654
0.04% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
6,632
shares
|
$341,680
0.11% of portfolio
|
Q3 2024
Reduced 97.99%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
6,484
shares
|
$334,055
0.15% of portfolio
|
Q3 2024
Reduced 86.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,443
shares
|
$331,943
0.05% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,262
shares
|
$322,618
0.02% of portfolio
|
Q3 2024
Reduced 40.23%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,182
shares
|
$318,496
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,138
shares
|
$316,229
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,081
shares
|
$313,293
0.01% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,045
shares
|
$311,438
0.04% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
6,042
shares
|
$311,283
0.27% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,975
shares
|
$307,832
0.0% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
5,888
shares
|
$303,349
0.07% of portfolio
|
Q3 2024
Reduced 77.34%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
5,712
shares
|
$294,282
0.12% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
5,676
shares
|
$292,427
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,669
shares
|
$292,066
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
5,600
shares
|
$288,512
0.03% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
5,430
shares
|
$279,753
0.11% of portfolio
|
Q3 2024
Reduced 73.16%
|