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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
93,915
shares
|
$4.86 Million
0.16% of portfolio
|
Q1 2023
Reduced 0.33%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
93,488
shares
|
$4.84 Million
0.62% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
93,091
shares
|
$4.82 Million
2.4% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
92,658
shares
|
$4.8 Million
0.06% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
91,833
shares
|
$4.75 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
91,355
shares
|
$4.73 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
90,591
shares
|
$4.69 Million
0.05% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
90,109
shares
|
$4.66 Million
0.04% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89,302
shares
|
$4.62 Million
1.01% of portfolio
|
Q2 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
89,090
shares
|
$4.61 Million
3.59% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
87,117
shares
|
$4.51 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
86,717
shares
|
$4.49 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
83,973
shares
|
$4.35 Million
1.23% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
83,809
shares
|
$4.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
80,177
shares
|
$4.15 Million
0.2% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
77,031
shares
|
$3.99 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
76,563
shares
|
$3.96 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
74,031
shares
|
$3.83 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
71,579
shares
|
$3.7 Million
0.51% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
71,227
shares
|
$3.69 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
70,499
shares
|
$3.65 Million
0.25% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
69,447
shares
|
$3.59 Million
1.88% of portfolio
|
Q4 2023
Reduced 11.47%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
69,247
shares
|
$3.58 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
68,911
shares
|
$3.57 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
68,690
shares
|
$3.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.03%
|