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 |
|---|---|---|---|---|---|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
163,398
shares
|
$8.46 Million
2.25% of portfolio
|
Q4 2024
Added 22.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
163,221
shares
|
$8.45 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
160,340
shares
|
$8.3 Million
1.28% of portfolio
|
Q2 2024
Reduced 21.41%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
154,492
shares
|
$8 Million
0.31% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
146,145
shares
|
$7.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
144,450
shares
|
$7.48 Million
1.42% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
140,903
shares
|
$7.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
136,347
shares
|
$7.06 Million
0.48% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
131,412
shares
|
$6.8 Million
1.12% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
130,623
shares
|
$6.76 Million
1.46% of portfolio
|
Q4 2024
Added 18.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
128,890
shares
|
$6.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
128,820
shares
|
$6.67 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
128,786
shares
|
$6.67 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
127,318
shares
|
$6.59 Million
0.03% of portfolio
|
Q4 2024
Added 49.47%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
125,085
shares
|
$6.47 Million
0.72% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
124,187
shares
|
$6.43 Million
1.51% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
118,540
shares
|
$6.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
118,010
shares
|
$6.11 Million
1.72% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
112,624
shares
|
$5.83 Million
0.0% of portfolio
|
Q4 2024
Added 223.65%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
110,496
shares
|
$5.72 Million
1.49% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
104,749
shares
|
$5.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
104,733
shares
|
$5.42 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
99,589
shares
|
$5.15 Million
2.57% of portfolio
|
Q4 2022
Added 6.05%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
99,151
shares
|
$5.13 Million
0.13% of portfolio
|
Q4 2024
Added 73.89%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
95,985
shares
|
$4.97 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.04%
|