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 436 institutions that hold shares in the stock, with a total of 41.4 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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
5,430
shares
|
$277,744
0.11% of portfolio
|
Q3 2024
Reduced 73.16%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 12, 2024 Q2 2024 |
5,336
shares
|
$272,936
0.19% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Cottage Street Advisors LLC
|
Jul 23, 2024 Q2 2024 |
5,325
shares
|
$272,373
0.15% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,322
shares
|
$272,220
0.05% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
5,300
shares
|
$271,095
0.03% of portfolio
|
Q1 2024
Added 19.24%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
5,274
shares
|
$269,765
0.0% of portfolio
|
Q2 2024
Added 322.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
5,250
shares
|
$268,537
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
5,150
shares
|
$263,422
0.07% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
5,104
shares
|
$261,069
0.02% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,067
shares
|
$259,177
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,027
shares
|
$257,131
0.15% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,984
shares
|
$254,931
0.01% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
4,961
shares
|
$253,755
0.03% of portfolio
|
Q1 2024
Added 2.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
4,880
shares
|
$249,612
0.01% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
4,797
shares
|
$245,366
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
4,789
shares
|
$244,957
0.02% of portfolio
|
Q1 2024
Reduced 30.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,782
shares
|
$244,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,728
shares
|
$241,837
0.02% of portfolio
|
Q1 2024
Reduced 16.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,713
shares
|
$241,069
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Jul 29, 2024 Q2 2024 |
4,710
shares
|
$240,916
0.09% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
4,690
shares
|
$239,893
0.09% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
4,687
shares
|
$239,740
0.04% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
4,559
shares
|
$233,192
0.0% of portfolio
|
Q2 2024
Added 3.4%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,551
shares
|
$232,783
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
4,542
shares
|
$232,323
0.0% of portfolio
|
Q2 2024
New holding
|