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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
95
shares
|
$4,830
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
86
shares
|
$4,373
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
77
shares
|
$3,915
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
75
shares
|
$3,813
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
69
shares
|
$3,508
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
64
shares
|
$3,254
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
52
shares
|
$2,644
0.0% of portfolio
|
Q4 2025
Reduced 35.8%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
39
shares
|
$1,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
39
shares
|
$1,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$1,881
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$1,525
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
30
shares
|
$1,525
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
26
shares
|
$1,322
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
25
shares
|
$1,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
23
shares
|
$1,169
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
21
shares
|
$1,067
0.0% of portfolio
|
Q3 2024
Reduced 95.02%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
11
shares
|
$559
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
3
shares
|
$152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
1
shares
|
$50
0.0% of portfolio
|
Q3 2025
Reduced 96.97%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$50
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|