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 |
|---|---|---|---|---|---|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
4,219
shares
|
$218,375
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,200
shares
|
$217,392
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
4,184
shares
|
$216,563
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,143
shares
|
$214,441
0.19% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,111
shares
|
$212,785
0.04% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,070
shares
|
$210,663
0.14% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
4,069
shares
|
$210,611
0.17% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
3,959
shares
|
$204,917
0.14% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,906
shares
|
$202,174
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
3,673
shares
|
$190,114
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,479
shares
|
$180,073
0.01% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,446
shares
|
$178,364
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,437
shares
|
$177,899
0.01% of portfolio
|
Q4 2024
Reduced 25.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,427
shares
|
$177,381
0.03% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,896
shares
|
$149,896
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,745
shares
|
$142,081
0.04% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
2,550
shares
|
$131,988
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
2,326
shares
|
$120,393
0.0% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,859
shares
|
$96,221
0.03% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,810
shares
|
$93,685
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
1,800
shares
|
$93,168
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,776
shares
|
$91,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
1,599
shares
|
$82,764
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,581
shares
|
$81,832
0.01% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,492
shares
|
$77,225
0.0% of portfolio
|
Q1 2023
Reduced 80.76%
|