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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,212
shares
|
$425,053
0.0% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
8,161
shares
|
$422,413
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
8,140
shares
|
$421,326
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,077
shares
|
$418,065
0.09% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
8,024
shares
|
$415,322
0.16% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,817
shares
|
$404,607
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,815
shares
|
$404,504
0.04% of portfolio
|
Q2 2023
Reduced 12.44%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,627
shares
|
$394,773
0.01% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,511
shares
|
$388,769
0.15% of portfolio
|
Q2 2022
Reduced 4.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
7,240
shares
|
$374,742
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,232
shares
|
$374,328
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,192
shares
|
$372,257
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
7,126
shares
|
$368,841
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,990
shares
|
$361,802
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
6,871
shares
|
$355,642
0.01% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
6,822
shares
|
$353,106
0.04% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,756
shares
|
$349,690
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
6,693
shares
|
$346,429
0.08% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,635
shares
|
$343,427
0.01% of portfolio
|
Q4 2024
Added 24.62%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
6,504
shares
|
$336,647
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
6,457
shares
|
$334,214
0.0% of portfolio
|
Q4 2024
Reduced 42.69%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,274
shares
|
$324,742
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,134
shares
|
$317,495
0.15% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
6,079
shares
|
$314,649
0.28% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
6,073
shares
|
$314,338
0.0% of portfolio
|
Q4 2024
Reduced 45.44%
|