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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,429
shares
|
$279,702
0.04% of portfolio
|
Q3 2024
Added 55.34%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
5,367
shares
|
$276,507
0.2% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,325
shares
|
$274,344
0.15% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
5,324
shares
|
$274,292
0.01% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,322
shares
|
$274,189
0.05% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
5,250
shares
|
$270,480
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,212
shares
|
$268,522
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
5,150
shares
|
$265,328
0.07% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
5,120
shares
|
$263,782
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,120
shares
|
$263,782
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,105
shares
|
$263,009
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,080
shares
|
$261,721
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,067
shares
|
$261,051
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,027
shares
|
$258,991
0.15% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,984
shares
|
$256,775
0.01% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,789
shares
|
$246,729
0.02% of portfolio
|
Q1 2024
Reduced 30.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,782
shares
|
$246,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,728
shares
|
$243,586
0.02% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,713
shares
|
$242,813
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
4,710
shares
|
$242,659
0.09% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,708
shares
|
$242,556
0.04% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
4,676
shares
|
$240,907
0.1% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,641
shares
|
$239,104
0.01% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,611
shares
|
$237,558
0.08% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,551
shares
|
$234,467
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|