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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,599
shares
|
$84,411
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,492
shares
|
$78,762
0.0% of portfolio
|
Q1 2023
Reduced 80.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,413
shares
|
$74,592
0.0% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,400
shares
|
$73,906
0.05% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
1,317
shares
|
$69,524
0.0% of portfolio
|
Q2 2025
Reduced 98.01%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,307
shares
|
$68,996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,185
shares
|
$62,556
0.0% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,127
shares
|
$59,494
0.03% of portfolio
|
Q2 2024
Reduced 61.3%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,050
shares
|
$55,429
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,025
shares
|
$54,109
0.02% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,015
shares
|
$53,581
0.0% of portfolio
|
Q2 2025
Added 328.27%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
1,007
shares
|
$53,159
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,003
shares
|
$52,948
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
1,000
shares
|
$52,790
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
977
shares
|
$51,575
0.01% of portfolio
|
Q3 2024
Reduced 33.45%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
968
shares
|
$51,100
0.01% of portfolio
|
Q1 2018
Reduced 7.81%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
930
shares
|
$49,094
0.01% of portfolio
|
Q4 2020
Reduced 13.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
915
shares
|
$48,302
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
886
shares
|
$46,771
0.04% of portfolio
|
Q4 2024
Reduced 64.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
857
shares
|
$45,241
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
851
shares
|
$44,924
0.02% of portfolio
|
Q1 2024
Reduced 54.78%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
822
shares
|
$43,393
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
754
shares
|
$39,803
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
740
shares
|
$39,064
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
589
shares
|
$31,093
0.01% of portfolio
|
Q2 2025
Reduced 16.45%
|