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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
66,255
shares
|
$3.43 Million
0.53% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
65,240
shares
|
$3.38 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
64,873
shares
|
$3.36 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
64,776
shares
|
$3.35 Million
0.25% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
64,604
shares
|
$3.34 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
64,083
shares
|
$3.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
62,740
shares
|
$3.25 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
62,553
shares
|
$3.24 Million
0.02% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
61,641
shares
|
$3.19 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
58,383
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 88.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
58,158
shares
|
$3.01 Million
0.03% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
55,842
shares
|
$2.89 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
55,684
shares
|
$2.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
55,027
shares
|
$2.85 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
54,876
shares
|
$2.84 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
54,820
shares
|
$2.84 Million
0.18% of portfolio
|
Q4 2024
Added 116.14%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
53,505
shares
|
$2.77 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
53,315
shares
|
$2.76 Million
1.56% of portfolio
|
Q4 2024
Reduced 34.52%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
53,254
shares
|
$2.76 Million
0.89% of portfolio
|
Q4 2023
Reduced 10.43%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
51,791
shares
|
$2.68 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
51,428
shares
|
$2.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
50,997
shares
|
$2.64 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
50,940
shares
|
$2.64 Million
0.06% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
49,344
shares
|
$2.55 Million
0.71% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
47,536
shares
|
$2.46 Million
1.22% of portfolio
|
Q4 2024
Added 0.49%
|