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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
552
shares
|
$29,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
548
shares
|
$28,928
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
530
shares
|
$27,978
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
526
shares
|
$27,767
0.0% of portfolio
|
Q3 2024
Reduced 47.35%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
513
shares
|
$27,081
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
450
shares
|
$23,755
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
426
shares
|
$22,488
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
425
shares
|
$22,435
0.0% of portfolio
|
Q3 2024
Reduced 81.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
425
shares
|
$22,435
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
385
shares
|
$20,324
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
381
shares
|
$20,112
0.0% of portfolio
|
Q2 2025
Reduced 32.57%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
358
shares
|
$18,898
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
355
shares
|
$18,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
355
shares
|
$18,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$18,159
0.0% of portfolio
|
Q3 2020
Reduced 24.56%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
320
shares
|
$16,892
0.01% of portfolio
|
Q2 2025
Added 162.3%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
319
shares
|
$16,840
0.0% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
316
shares
|
$16,681
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
311
shares
|
$16,417
0.01% of portfolio
|
Q1 2024
Reduced 77.79%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
300
shares
|
$15,837
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$13,197
0.0% of portfolio
|
Q2 2024
Reduced 61.24%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
238
shares
|
$12,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
237
shares
|
$12,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
235
shares
|
$12,405
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
225
shares
|
$11,877
0.0% of portfolio
|
Q2 2025
Added 0.9%
|