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 |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
27,082
shares
|
$1.38 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
27,007
shares
|
$1.38 Million
0.46% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
26,875
shares
|
$1.37 Million
0.17% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
26,846
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
26,540
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2022
Added 38.06%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
26,285
shares
|
$1.34 Million
0.27% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
26,221
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
25,439
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
25,296
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
25,227
shares
|
$1.29 Million
0.62% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
24,795
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
23,735
shares
|
$1.21 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,500
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 20.51%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
23,305
shares
|
$1.19 Million
0.69% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
23,174
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
23,039
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
22,924
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
22,494
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
22,338
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Added 20.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,300
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
22,190
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
22,162
shares
|
$1.13 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
21,923
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
21,582
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 52.6%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
21,507
shares
|
$1.1 Million
0.8% of portfolio
|
Q1 2025
New holding
|