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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
35,435
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 12, 2026 Q4 2025 |
34,826
shares
|
$1.77 Million
1.11% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
34,198
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
33,962
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
33,218
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
33,085
shares
|
$1.68 Million
0.9% of portfolio
|
Q4 2025
Reduced 16.58%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 23, 2026 Q4 2025 |
32,183
shares
|
$1.64 Million
0.47% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
32,001
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
31,646
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
31,483
shares
|
$1.6 Million
0.34% of portfolio
|
Q4 2025
Reduced 24.42%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
31,470
shares
|
$1.6 Million
0.31% of portfolio
|
Q4 2025
Reduced 13.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
31,080
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 100.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
31,041
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2025
Added 22.97%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
31,020
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Added 553.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
30,976
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
30,973
shares
|
$1.57 Million
0.11% of portfolio
|
Q4 2025
Added 3.29%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
30,809
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
30,765
shares
|
$1.56 Million
0.35% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
30,740
shares
|
$1.56 Million
0.74% of portfolio
|
Q4 2025
Added 10.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30,339
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2023
Reduced 19.78%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
30,028
shares
|
$1.53 Million
0.28% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
30,013
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
29,580
shares
|
$1.5 Million
0.3% of portfolio
|
Q3 2020
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
29,296
shares
|
$1.49 Million
0.97% of portfolio
|
Q4 2024
Added 322.5%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
29,063
shares
|
$1.48 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.59%
|
|