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 |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
45,603
shares
|
$2.33 Million
0.85% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
45,469
shares
|
$2.32 Million
1.19% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
44,529
shares
|
$2.28 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
44,521
shares
|
$2.28 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
44,325
shares
|
$2.27 Million
0.56% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
44,103
shares
|
$2.25 Million
0.34% of portfolio
|
Q3 2024
Added 421.31%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
43,624
shares
|
$2.23 Million
0.1% of portfolio
|
Q1 2025
Added 40.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,355
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2023
Added 0.42%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
41,788
shares
|
$2.14 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
41,741
shares
|
$2.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
41,340
shares
|
$2.11 Million
1.13% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
40,287
shares
|
$2.06 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
40,063
shares
|
$2.05 Million
0.63% of portfolio
|
Q2 2025
Added 25.06%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
40,032
shares
|
$2.05 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
39,736
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
39,646
shares
|
$2.03 Million
0.05% of portfolio
|
Q1 2025
Added 24.58%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
39,590
shares
|
$2.02 Million
0.55% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
39,551
shares
|
$2.02 Million
0.07% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
39,186
shares
|
$2 Million
0.04% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
38,519
shares
|
$1.97 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,419
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2022
Reduced 27.69%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
38,298
shares
|
$1.96 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
37,861
shares
|
$1.93 Million
1.25% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
37,644
shares
|
$1.92 Million
0.4% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
36,975
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 1.65%
|