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 43.7 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 |
|---|---|---|---|---|---|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,201
shares
|
$528,003
0.14% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
10,145
shares
|
$525,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,050
shares
|
$520,188
0.02% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
9,793
shares
|
$506,885
0.13% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
9,630
shares
|
$498,448
0.23% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
9,554
shares
|
$494,515
0.03% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
9,530
shares
|
$493,272
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,189
shares
|
$475,622
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
9,017
shares
|
$466,719
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
9,000
shares
|
$465,840
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
9,000
shares
|
$465,840
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
8,712
shares
|
$450,933
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,709
shares
|
$450,777
0.02% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
8,688
shares
|
$449,690
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
8,478
shares
|
$438,821
0.05% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,466
shares
|
$438,200
0.14% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
8,466
shares
|
$438,200
0.04% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,439
shares
|
$436,802
0.05% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
8,372
shares
|
$433,334
0.06% of portfolio
|
Q4 2024
Added 26.35%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
8,318
shares
|
$430,539
0.01% of portfolio
|
Q3 2021
Reduced 30.98%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
8,298
shares
|
$429,504
0.52% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
8,258
shares
|
$427,434
0.15% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,244
shares
|
$426,709
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
8,229
shares
|
$425,933
0.06% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
8,221
shares
|
$425,518
0.01% of portfolio
|
Q4 2024
Added 7.96%
|