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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
374,835
shares
|
$19.2 Million
0.04% of portfolio
|
Q1 2025
Added 25.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
363,076
shares
|
$18.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
336,463
shares
|
$17.2 Million
1.77% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
334,530
shares
|
$17.1 Million
8.55% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
333,868
shares
|
$17.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
332,831
shares
|
$17 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
315,098
shares
|
$16.1 Million
0.02% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
312,445
shares
|
$16 Million
0.0% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
283,307
shares
|
$14.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
280,375
shares
|
$14.3 Million
2.67% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
279,484
shares
|
$14.3 Million
3.43% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
261,885
shares
|
$13.4 Million
3.47% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
260,535
shares
|
$13.3 Million
0.03% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
243,435
shares
|
$12.4 Million
0.12% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
233,015
shares
|
$11.9 Million
1.93% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
232,438
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
230,750
shares
|
$11.8 Million
0.41% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
224,545
shares
|
$11.5 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
206,216
shares
|
$10.5 Million
0.03% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
205,513
shares
|
$10.5 Million
0.01% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
199,998
shares
|
$10.2 Million
4.16% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
190,705
shares
|
$9.75 Million
6.35% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
182,450
shares
|
$9.32 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
180,297
shares
|
$9.21 Million
0.27% of portfolio
|
Q4 2023
Reduced 17.23%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
174,349
shares
|
$8.91 Million
1.19% of portfolio
|
Q2 2025
Added 4.39%
|