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 449 institutions that hold shares in the stock, with a total of 41 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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
725
shares
|
$37,352
0.01% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
704
shares
|
$36,270
0.01% of portfolio
|
Q3 2024
Added 186.18%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
704
shares
|
$36,270
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
575
shares
|
$29,624
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
570
shares
|
$29,366
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
565
shares
|
$29,108
0.0% of portfolio
|
Q2 2024
Reduced 61.25%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
526
shares
|
$27,099
0.0% of portfolio
|
Q3 2024
Reduced 47.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
451
shares
|
$23,235
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
450
shares
|
$23,184
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
443
shares
|
$22,823
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
425
shares
|
$21,896
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
425
shares
|
$21,896
0.0% of portfolio
|
Q3 2024
Reduced 81.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
356
shares
|
$18,341
0.0% of portfolio
|
Q2 2024
Added 394.44%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
355
shares
|
$18,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
355
shares
|
$18,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$17,722
0.0% of portfolio
|
Q3 2020
Reduced 24.56%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
331
shares
|
$17,053
0.0% of portfolio
|
Q3 2024
Added 707.32%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
311
shares
|
$16,022
0.01% of portfolio
|
Q1 2024
Reduced 77.79%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
289
shares
|
$14,889
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$12,880
0.0% of portfolio
|
Q2 2024
Reduced 61.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
246
shares
|
$12,673
0.0% of portfolio
|
Q3 2024
Reduced 99.44%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
245
shares
|
$12,622
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
235
shares
|
$12,107
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
205
shares
|
$10,561
0.0% of portfolio
|
Q2 2023
Reduced 99.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
185
shares
|
$9,531
0.0% of portfolio
|
Q3 2024
Added 0.54%
|