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 |
|---|---|---|---|---|---|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,593
shares
|
$335,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
6,468
shares
|
$328,897
0.09% of portfolio
|
Q3 2025
Reduced 35.16%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
6,350
shares
|
$322,897
0.16% of portfolio
|
Q4 2025
Added 5.66%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
6,282
shares
|
$319,439
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,195
shares
|
$315,015
0.0% of portfolio
|
Q3 2025
Added 23.31%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,129
shares
|
$311,659
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
6,081
shares
|
$309,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
6,081
shares
|
$309,218
0.01% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
6,078
shares
|
$309,066
0.09% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
6,063
shares
|
$308,303
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,933
shares
|
$301,693
0.03% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
5,847
shares
|
$297,319
0.02% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,845
shares
|
$297,218
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
5,786
shares
|
$294,218
0.01% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
5,765
shares
|
$293,150
0.22% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
5,681
shares
|
$288,878
0.13% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,669
shares
|
$288,268
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,645
shares
|
$287,048
0.08% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,639
shares
|
$286,743
0.0% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
5,569
shares
|
$283,183
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
5,542
shares
|
$281,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
5,480
shares
|
$278,658
0.04% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
5,443
shares
|
$276,776
0.0% of portfolio
|
Q3 2025
Added 29.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,437
shares
|
$276,471
0.01% of portfolio
|
Q3 2025
Reduced 58.87%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
5,430
shares
|
$276,115
0.01% of portfolio
|
Q4 2025
Reduced 1.79%
|
|