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 |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
144,450
shares
|
$7.44 Million
1.42% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
142,365
shares
|
$7.33 Million
0.02% of portfolio
|
Q3 2024
Added 71.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
141,750
shares
|
$7.3 Million
0.22% of portfolio
|
Q3 2024
Added 20.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
136,177
shares
|
$7.02 Million
0.5% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
135,818
shares
|
$7 Million
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
135,528
shares
|
$6.98 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
133,974
shares
|
$6.9 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
133,772
shares
|
$6.89 Million
1.98% of portfolio
|
Q3 2024
Added 32.45%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
131,529
shares
|
$6.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
129,181
shares
|
$6.66 Million
1.14% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
126,848
shares
|
$6.54 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
124,187
shares
|
$6.4 Million
1.51% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
118,670
shares
|
$6.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
118,285
shares
|
$6.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 32.69%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
110,175
shares
|
$5.68 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
106,255
shares
|
$5.47 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
104,899
shares
|
$5.4 Million
1.39% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
99,589
shares
|
$5.13 Million
2.57% of portfolio
|
Q4 2022
Added 6.05%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
97,986
shares
|
$5.05 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
93,915
shares
|
$4.84 Million
0.16% of portfolio
|
Q1 2023
Reduced 0.33%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
92,743
shares
|
$4.78 Million
2.28% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
92,588
shares
|
$4.77 Million
0.6% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
91,926
shares
|
$4.74 Million
1.78% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
90,632
shares
|
$4.67 Million
3.6% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89,302
shares
|
$4.6 Million
1.01% of portfolio
|
Q2 2022
New holding
|