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 478 institutions that hold shares in the stock, with a total of 43.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,507,537
shares
|
$233 Million
0.02% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,490,239
shares
|
$129 Million
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,080,768
shares
|
$108 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
1,839,233
shares
|
$95.2 Million
4.75% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,594,139
shares
|
$82.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,559,715
shares
|
$80.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,470,854
shares
|
$76.1 Million
0.02% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,135,252
shares
|
$58.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,094,422
shares
|
$56.6 Million
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
867,943
shares
|
$44.9 Million
6.12% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
838,639
shares
|
$43.4 Million
0.06% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
756,976
shares
|
$39.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
731,762
shares
|
$37.9 Million
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
544,569
shares
|
$28.2 Million
0.16% of portfolio
|
Q4 2024
Added 58.53%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
528,326
shares
|
$27.3 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
525,366
shares
|
$27.2 Million
1.11% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
515,904
shares
|
$26.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
479,156
shares
|
$24.8 Million
4.49% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
477,868
shares
|
$24.7 Million
0.1% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
454,793
shares
|
$23.5 Million
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
431,033
shares
|
$22.3 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
427,839
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
420,476
shares
|
$21.8 Million
0.02% of portfolio
|
Q4 2024
Added 34.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
399,423
shares
|
$20.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
335,397
shares
|
$17.4 Million
0.13% of portfolio
|
Q4 2024
New holding
|