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 44.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
6,245
shares
|
$321,742
0.09% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,210
shares
|
$319,939
0.03% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
6,164
shares
|
$317,569
0.07% of portfolio
|
Q1 2025
Reduced 69.21%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,119
shares
|
$315,250
0.02% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6,085
shares
|
$313,499
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
6,060
shares
|
$312,211
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,032
shares
|
$310,768
0.03% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,031
shares
|
$310,717
0.03% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,958
shares
|
$306,956
0.0% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
5,790
shares
|
$298,300
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,744
shares
|
$295,930
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,731
shares
|
$295,261
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
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
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
5,652
shares
|
$291,191
0.15% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
5,643
shares
|
$290,727
0.08% of portfolio
|
Q1 2025
Reduced 63.52%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,639
shares
|
$290,521
0.01% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
5,628
shares
|
$289,954
0.1% of portfolio
|
Q2 2025
Reduced 67.54%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
5,600
shares
|
$288,512
0.02% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
5,600
shares
|
$288,512
0.17% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
5,556
shares
|
$286,245
0.05% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,353
shares
|
$275,786
0.0% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
5,326
shares
|
$274,395
0.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
5,231
shares
|
$269,501
0.05% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,147
shares
|
$265,173
0.01% of portfolio
|
Q1 2025
Added 1.3%
|