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 $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
19,500
shares
|
$1 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,344
shares
|
$996,602
0.02% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
19,268
shares
|
$992,687
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
18,748
shares
|
$965,896
0.12% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,619
shares
|
$959,250
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
18,474
shares
|
$951,780
0.23% of portfolio
|
Q2 2023
Added 7.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
18,411
shares
|
$948,534
0.03% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
17,462
shares
|
$899,642
0.11% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
17,373
shares
|
$895,056
0.2% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
17,320
shares
|
$892,326
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
17,304
shares
|
$891,502
0.24% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
17,251
shares
|
$888,771
0.28% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
17,050
shares
|
$878,416
0.04% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
16,955
shares
|
$873,521
0.95% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
16,937
shares
|
$872,594
0.08% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
16,358
shares
|
$842,764
0.12% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
16,260
shares
|
$837,715
0.14% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
16,034
shares
|
$826,071
0.25% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
16,020
shares
|
$825,350
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
15,727
shares
|
$810,255
0.06% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
15,592
shares
|
$803,299
0.84% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
15,394
shares
|
$793,098
0.01% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
15,128
shares
|
$779,394
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
15,119
shares
|
$778,930
0.03% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
14,620
shares
|
$753,222
0.35% of portfolio
|
Q3 2024
Reduced 0.73%
|