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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
93,915
shares
|
$4.78 Million
0.16% of portfolio
|
Q1 2023
Reduced 0.33%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
92,078
shares
|
$4.68 Million
0.23% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
91,611
shares
|
$4.66 Million
2.94% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
91,500
shares
|
$4.65 Million
0.23% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
91,112
shares
|
$4.63 Million
0.5% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
90,105
shares
|
$4.58 Million
1.12% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89,302
shares
|
$4.54 Million
1.01% of portfolio
|
Q2 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
88,367
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
87,936
shares
|
$4.47 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
87,539
shares
|
$4.45 Million
0.57% of portfolio
|
Q4 2025
Reduced 10.66%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
87,361
shares
|
$4.44 Million
1.12% of portfolio
|
Q4 2025
Reduced 6.22%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
87,082
shares
|
$4.43 Million
0.49% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
87,001
shares
|
$4.42 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
85,585
shares
|
$4.35 Million
1.68% of portfolio
|
Q3 2025
Added 22.68%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
83,017
shares
|
$4.22 Million
0.17% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
81,593
shares
|
$4.15 Million
3.52% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
80,059
shares
|
$4.07 Million
1.91% of portfolio
|
Q4 2025
Reduced 8.6%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
79,189
shares
|
$4.03 Million
0.27% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
77,462
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
77,142
shares
|
$3.92 Million
0.48% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
76,877
shares
|
$3.91 Million
0.05% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
71,121
shares
|
$3.62 Million
0.14% of portfolio
|
Q3 2025
Added 37.95%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
69,447
shares
|
$3.53 Million
1.88% of portfolio
|
Q4 2023
Reduced 11.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
68,180
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.28%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
67,981
shares
|
$3.46 Million
0.26% of portfolio
|
Q3 2025
Added 5061.81%
|
|