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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
4,257
shares
|
$224,727
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
4,255
shares
|
$224,621
0.11% of portfolio
|
Q2 2025
Reduced 67.12%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
4,239
shares
|
$223,776
0.17% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
4,213
shares
|
$222,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
4,211
shares
|
$222,298
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,200
shares
|
$221,718
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
4,184
shares
|
$220,873
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
4,118
shares
|
$217,389
0.15% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,111
shares
|
$217,019
0.04% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,943
shares
|
$208,150
0.0% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
3,716
shares
|
$196,167
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
3,679
shares
|
$194,214
0.01% of portfolio
|
Q2 2025
Reduced 75.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,547
shares
|
$187,246
0.01% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
3,534
shares
|
$186,559
0.05% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,431
shares
|
$181,122
0.0% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,427
shares
|
$180,911
0.03% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,896
shares
|
$152,879
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
2,550
shares
|
$134,614
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
2,274
shares
|
$120,044
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,199
shares
|
$116,085
0.01% of portfolio
|
Q1 2025
Added 21.49%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,067
shares
|
$109,116
0.02% of portfolio
|
Q2 2025
Reduced 37.23%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,859
shares
|
$98,136
0.03% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,855
shares
|
$97,925
0.0% of portfolio
|
Q2 2025
Reduced 46.79%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,767
shares
|
$93,279
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,599
shares
|
$84,411
0.01% of portfolio
|
Q2 2025
Added 0.63%
|