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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
36,676
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
36,286
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
35,215
shares
|
$1.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
34,531
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Added 164.81%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
33,803
shares
|
$1.73 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
33,624
shares
|
$1.72 Million
0.01% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
31,676
shares
|
$1.62 Million
0.11% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
31,204
shares
|
$1.59 Million
0.49% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
31,152
shares
|
$1.59 Million
1.05% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
30,851
shares
|
$1.58 Million
0.25% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
30,765
shares
|
$1.57 Million
0.35% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
30,615
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,397
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30,339
shares
|
$1.55 Million
0.1% of portfolio
|
Q4 2023
Reduced 19.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
30,239
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2025
Added 355.75%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
29,876
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,580
shares
|
$1.51 Million
0.3% of portfolio
|
Q3 2020
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
29,559
shares
|
$1.51 Million
0.91% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
29,296
shares
|
$1.5 Million
0.97% of portfolio
|
Q4 2024
Added 322.5%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
29,227
shares
|
$1.49 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
29,093
shares
|
$1.49 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
29,073
shares
|
$1.49 Million
0.11% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
28,500
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
28,492
shares
|
$1.46 Million
0.11% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
28,288
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 93.5%
|