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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,348
shares
|
$221,095
0.01% of portfolio
|
Q3 2025
Reduced 33.99%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
4,339
shares
|
$220,638
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,288
shares
|
$218,044
0.0% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
4,257
shares
|
$216,468
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
4,200
shares
|
$213,570
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
4,186
shares
|
$212,858
0.11% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
4,184
shares
|
$212,756
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
4,118
shares
|
$209,400
0.11% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,111
shares
|
$209,044
0.04% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,035
shares
|
$205,179
0.12% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
4,012
shares
|
$204,010
0.05% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,951
shares
|
$200,908
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,949
shares
|
$200,806
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
3,936
shares
|
$200,145
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
3,915
shares
|
$199,077
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
3,904
shares
|
$198,518
0.15% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
3,900
shares
|
$198,315
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
3,880
shares
|
$197,298
0.21% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
3,871
shares
|
$196,840
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,838
shares
|
$195,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,679
shares
|
$187,077
0.01% of portfolio
|
Q2 2025
Reduced 75.9%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
3,534
shares
|
$179,703
0.05% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,516
shares
|
$178,788
0.01% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,427
shares
|
$174,262
0.03% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,389
shares
|
$172,330
0.0% of portfolio
|
Q3 2025
Reduced 1.22%
|
|