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 490 institutions that hold shares in the stock, with a total of 44.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
235
shares
|
$12,008
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
223
shares
|
$11,395
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
222
shares
|
$11,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
205
shares
|
$10,475
0.0% of portfolio
|
Q2 2023
Reduced 99.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
187
shares
|
$9,555
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
176
shares
|
$8,993
0.0% of portfolio
|
Q4 2023
Reduced 16.19%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
166
shares
|
$8,482
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
162
shares
|
$8,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
159
shares
|
$8,124
0.0% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
135
shares
|
$6,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
122
shares
|
$6,234
0.0% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
120
shares
|
$6,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
117
shares
|
$5,978
0.0% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
100
shares
|
$5,110
0.01% of portfolio
|
Q1 2025
Reduced 44.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
99
shares
|
$5,058
0.0% of portfolio
|
Q2 2025
Added 312.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
94
shares
|
$4,803
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
86
shares
|
$4,394
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
85
shares
|
$4,343
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
71
shares
|
$3,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
69
shares
|
$3,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
62
shares
|
$3,168
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
60
shares
|
$3,066
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
60
shares
|
$3,066
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
42
shares
|
$2,146
0.0% of portfolio
|
Q1 2025
Reduced 92.7%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
39
shares
|
$1,992
0.0% of portfolio
|
Q4 2024
New holding
|