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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,463
shares
|
$75,724
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,400
shares
|
$72,464
0.05% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,377
shares
|
$71,273
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,357
shares
|
$70,238
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,245
shares
|
$64,441
0.0% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,211
shares
|
$62,681
0.0% of portfolio
|
Q1 2023
Reduced 22.42%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,127
shares
|
$58,333
0.03% of portfolio
|
Q2 2024
Reduced 61.3%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,050
shares
|
$54,348
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,025
shares
|
$53,054
0.02% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
1,007
shares
|
$52,122
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$51,760
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
970
shares
|
$50,207
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
968
shares
|
$50,103
0.01% of portfolio
|
Q1 2018
Reduced 7.81%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
930
shares
|
$48,136
0.01% of portfolio
|
Q4 2020
Reduced 13.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
915
shares
|
$47,360
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
886
shares
|
$45,859
0.04% of portfolio
|
Q4 2024
Reduced 64.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
856
shares
|
$44,306
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
851
shares
|
$44,047
0.01% of portfolio
|
Q1 2024
Reduced 54.78%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
839
shares
|
$43,426
0.0% of portfolio
|
Q4 2024
Reduced 28.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
833
shares
|
$43,116
0.0% of portfolio
|
Q3 2024
Added 430.57%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
812
shares
|
$42,029
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
750
shares
|
$38,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
745
shares
|
$38,561
0.01% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
744
shares
|
$38,509
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
740
shares
|
$38,302
0.01% of portfolio
|
Q3 2024
New holding
|