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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
1,340
shares
|
$68,541
0.0% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,211
shares
|
$61,942
0.0% of portfolio
|
Q1 2023
Reduced 22.42%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,177
shares
|
$60,203
0.01% of portfolio
|
Q3 2024
Reduced 66.98%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,127
shares
|
$57,646
0.03% of portfolio
|
Q2 2024
Reduced 61.3%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
1,064
shares
|
$54,423
0.03% of portfolio
|
Q2 2024
Added 32.17%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,050
shares
|
$53,707
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
1,015
shares
|
$51,917
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Aug 09, 2024 Q2 2024 |
1,007
shares
|
$51,508
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
999
shares
|
$51,098
0.01% of portfolio
|
Q2 2024
Added 73.44%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
970
shares
|
$49,615
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
968
shares
|
$49,513
0.01% of portfolio
|
Q1 2018
Reduced 7.81%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
960
shares
|
$49,104
0.0% of portfolio
|
Q1 2024
Reduced 28.89%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
930
shares
|
$47,569
0.01% of portfolio
|
Q4 2020
Reduced 13.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
915
shares
|
$46,802
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
856
shares
|
$43,784
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
851
shares
|
$43,528
0.01% of portfolio
|
Q1 2024
Reduced 54.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
833
shares
|
$42,607
0.0% of portfolio
|
Q3 2024
Added 430.57%
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
792
shares
|
$40,510
0.0% of portfolio
|
Q1 2022
Reduced 10.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
741
shares
|
$37,902
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
740
shares
|
$37,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
725
shares
|
$37,083
0.01% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
704
shares
|
$36,009
0.01% of portfolio
|
Q3 2024
Added 186.18%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
704
shares
|
$36,009
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
575
shares
|
$29,411
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
570
shares
|
$29,155
0.01% of portfolio
|
Q1 2022
New holding
|