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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
23,982
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
23,339
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
22,855
shares
|
$1.18 Million
0.23% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
22,660
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
22,656
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
22,605
shares
|
$1.16 Million
0.68% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
22,436
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
22,400
shares
|
$1.15 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
22,093
shares
|
$1.14 Million
0.33% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,965
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
21,944
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
21,841
shares
|
$1.13 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
21,733
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
21,729
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
21,439
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
21,410
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
21,336
shares
|
$1.1 Million
0.29% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
21,144
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
20,950
shares
|
$1.08 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
20,916
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
20,500
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
19,995
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
19,849
shares
|
$1.02 Million
0.51% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
19,758
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 128.13%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
19,506
shares
|
$1 Million
0.51% of portfolio
|
Q3 2024
Reduced 8.53%
|