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 43.6 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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
235
shares
|
$12,163
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
222
shares
|
$11,490
0.0% of portfolio
|
Q4 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%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
211
shares
|
$10,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
205
shares
|
$10,610
0.0% of portfolio
|
Q2 2023
Reduced 99.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
186
shares
|
$9,627
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
181
shares
|
$9,368
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
180
shares
|
$9,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
177
shares
|
$9,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
176
shares
|
$9,109
0.0% of portfolio
|
Q4 2023
Reduced 16.19%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
166
shares
|
$8,592
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
164
shares
|
$8,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
149
shares
|
$7,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
121
shares
|
$6,262
0.0% of portfolio
|
Q4 2024
Reduced 95.55%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
117
shares
|
$6,055
0.0% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
93
shares
|
$4,813
0.0% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
86
shares
|
$4,451
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
85
shares
|
$4,399
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
60
shares
|
$3,105
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
50
shares
|
$2,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
40
shares
|
$2,070
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
39
shares
|
$2,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$1,915
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$1,552
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
30
shares
|
$1,552
0.0% of portfolio
|
Q1 2022
New holding
|