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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,587
shares
|
$347,727
0.01% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
6,442
shares
|
$340,073
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
6,380
shares
|
$336,800
0.02% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
6,357
shares
|
$335,586
0.04% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
6,245
shares
|
$329,673
0.09% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,119
shares
|
$323,022
0.02% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
6,081
shares
|
$321,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
6,060
shares
|
$319,907
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,032
shares
|
$318,429
0.03% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,958
shares
|
$314,522
0.0% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
5,790
shares
|
$305,654
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,744
shares
|
$303,225
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
5,735
shares
|
$302,750
0.01% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
5,692
shares
|
$300,480
0.05% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
5,676
shares
|
$299,636
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,669
shares
|
$299,266
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
5,652
shares
|
$298,369
0.15% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
5,628
shares
|
$297,102
0.1% of portfolio
|
Q2 2025
Reduced 67.54%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
5,600
shares
|
$295,624
0.17% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
5,600
shares
|
$295,624
0.02% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
5,556
shares
|
$293,301
0.05% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,542
shares
|
$292,562
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,472
shares
|
$288,866
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
5,431
shares
|
$286,702
0.04% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
5,383
shares
|
$284,168
0.0% of portfolio
|
Q2 2025
Added 9.59%
|