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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
704
shares
|
$36,439
0.01% of portfolio
|
Q3 2024
Added 186.18%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
660
shares
|
$34,161
0.0% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
575
shares
|
$29,762
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
565
shares
|
$29,244
0.0% of portfolio
|
Q2 2024
Reduced 61.25%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
548
shares
|
$28,364
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
526
shares
|
$27,225
0.0% of portfolio
|
Q3 2024
Reduced 47.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
451
shares
|
$23,343
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
450
shares
|
$23,292
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
426
shares
|
$22,049
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
425
shares
|
$21,998
0.0% of portfolio
|
Q3 2024
Reduced 81.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
425
shares
|
$21,998
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
357
shares
|
$18,478
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
355
shares
|
$18,374
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
355
shares
|
$18,374
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
344
shares
|
$17,805
0.0% of portfolio
|
Q3 2020
Reduced 24.56%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
331
shares
|
$17,132
0.0% of portfolio
|
Q3 2024
Added 707.32%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
313
shares
|
$16,200
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
311
shares
|
$16,097
0.01% of portfolio
|
Q1 2024
Reduced 77.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
299
shares
|
$15,476
0.0% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$12,940
0.0% of portfolio
|
Q2 2024
Reduced 61.24%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
245
shares
|
$12,681
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
238
shares
|
$12,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
237
shares
|
$12,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
235
shares
|
$12,163
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
222
shares
|
$11,490
0.0% of portfolio
|
Q4 2024
Reduced 49.89%
|