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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,369
shares
|
$283,429
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,326
shares
|
$281,159
0.14% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
5,231
shares
|
$276,144
0.05% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
5,139
shares
|
$271,287
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,120
shares
|
$270,284
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
5,043
shares
|
$266,219
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
5,040
shares
|
$266,061
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,024
shares
|
$265,216
0.0% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
5,012
shares
|
$264,583
0.1% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,832
shares
|
$255,081
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
4,789
shares
|
$252,811
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
4,775
shares
|
$252,072
0.03% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,747
shares
|
$250,594
0.0% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
4,676
shares
|
$246,846
0.08% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,529
shares
|
$239,085
0.06% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
4,521
shares
|
$238,663
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
4,498
shares
|
$237,449
0.1% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
4,484
shares
|
$236,710
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
4,484
shares
|
$236,710
0.05% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
4,464
shares
|
$235,654
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
4,449
shares
|
$234,862
0.11% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,428
shares
|
$233,754
0.02% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
4,385
shares
|
$231,484
0.13% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,332
shares
|
$228,686
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,313
shares
|
$227,683
0.0% of portfolio
|
Q2 2025
New holding
|