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 |
|---|---|---|---|---|---|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
165,549
shares
|
$8.46 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
163,539
shares
|
$8.36 Million
0.29% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
156,630
shares
|
$8 Million
1.61% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
148,454
shares
|
$7.59 Million
0.24% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
144,450
shares
|
$7.38 Million
1.42% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
144,029
shares
|
$7.36 Million
1.57% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
138,238
shares
|
$7.06 Million
0.47% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
136,008
shares
|
$6.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
134,100
shares
|
$6.85 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
132,468
shares
|
$6.77 Million
1.09% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
131,504
shares
|
$6.72 Million
0.17% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
128,634
shares
|
$6.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
127,860
shares
|
$6.53 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
123,149
shares
|
$6.29 Million
1.61% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
121,259
shares
|
$6.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
115,539
shares
|
$5.9 Million
1.88% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
113,369
shares
|
$5.79 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
110,684
shares
|
$5.66 Million
0.01% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
107,886
shares
|
$5.51 Million
0.74% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
105,782
shares
|
$5.41 Million
0.05% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
104,718
shares
|
$5.35 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
104,587
shares
|
$5.34 Million
1.18% of portfolio
|
Q1 2025
Added 20.61%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
102,371
shares
|
$5.23 Million
0.04% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
101,891
shares
|
$5.21 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
99,589
shares
|
$5.09 Million
2.57% of portfolio
|
Q4 2022
Added 6.05%
|