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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
33,900
shares
|
$1.75 Million
0.22% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
31,998
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
31,833
shares
|
$1.65 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
31,780
shares
|
$1.64 Million
0.54% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
31,763
shares
|
$1.64 Million
0.99% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,650
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
31,527
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
31,467
shares
|
$1.63 Million
0.61% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
30,993
shares
|
$1.6 Million
0.08% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
30,804
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
30,765
shares
|
$1.59 Million
0.35% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
30,732
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
30,645
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Added 202.22%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
30,553
shares
|
$1.58 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30,339
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2023
Reduced 19.78%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
29,603
shares
|
$1.53 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,580
shares
|
$1.53 Million
0.3% of portfolio
|
Q3 2020
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
29,449
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
29,440
shares
|
$1.52 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
29,299
shares
|
$1.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
29,296
shares
|
$1.52 Million
0.97% of portfolio
|
Q4 2024
Added 322.5%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
29,293
shares
|
$1.52 Million
0.89% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
28,492
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
28,271
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
28,054
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.4%
|