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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
21,449
shares
|
$1.1 Million
0.51% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
21,429
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
20,794
shares
|
$1.06 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
20,678
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
20,677
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
20,500
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
20,458
shares
|
$1.05 Million
1.02% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,434
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
20,109
shares
|
$1.03 Million
0.51% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
19,747
shares
|
$1.01 Million
0.48% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
19,570
shares
|
$1 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
19,444
shares
|
$993,588
0.32% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
19,264
shares
|
$984,390
0.14% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
18,638
shares
|
$952,401
0.53% of portfolio
|
Q1 2025
Reduced 65.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,619
shares
|
$951,430
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
18,494
shares
|
$945,043
0.01% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
18,474
shares
|
$944,021
0.23% of portfolio
|
Q2 2023
Added 7.0%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
17,592
shares
|
$898,951
0.07% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
17,548
shares
|
$896,702
0.03% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
17,301
shares
|
$884,081
0.78% of portfolio
|
Q1 2025
Added 149.15%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
17,251
shares
|
$881,526
0.27% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
17,152
shares
|
$876,467
0.18% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
17,063
shares
|
$871,919
0.03% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
17,052
shares
|
$871,357
0.1% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
17,036
shares
|
$870,539
0.08% of portfolio
|
Q1 2025
Reduced 16.68%
|