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 497 institutions that hold shares in the stock, with a total of 44.5 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 |
|---|---|---|---|---|---|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
8,161
shares
|
$414,986
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
8,154
shares
|
$414,630
0.01% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
8,023
shares
|
$407,969
0.0% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
8,014
shares
|
$407,511
0.12% of portfolio
|
Q4 2025
Reduced 4.1%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,958
shares
|
$404,664
0.03% of portfolio
|
Q3 2025
Added 24.73%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,815
shares
|
$397,392
0.04% of portfolio
|
Q2 2023
Reduced 12.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
7,778
shares
|
$395,511
0.0% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,777
shares
|
$395,460
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,687
shares
|
$390,883
0.04% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
7,675
shares
|
$390,273
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
7,613
shares
|
$387,121
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
7,563
shares
|
$384,578
0.02% of portfolio
|
Q2 2024
Added 51.83%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,511
shares
|
$381,934
0.15% of portfolio
|
Q2 2022
Reduced 4.32%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
7,361
shares
|
$374,306
0.3% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
7,340
shares
|
$373,239
0.02% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
7,254
shares
|
$368,865
0.07% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
7,136
shares
|
$362,865
0.01% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
7,083
shares
|
$360,170
0.13% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
7,065
shares
|
$359,255
0.12% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
7,031
shares
|
$357,526
0.21% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
7,000
shares
|
$355,950
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,990
shares
|
$355,441
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
6,769
shares
|
$344,203
0.03% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
6,689
shares
|
$340,135
0.03% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
6,593
shares
|
$335,254
0.0% of portfolio
|
Q3 2025
Added 67.21%
|
|