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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
27,072
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
26,979
shares
|
$1.4 Million
0.47% of portfolio
|
Q4 2024
Added 94.47%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
26,540
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2022
Added 38.06%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
26,235
shares
|
$1.36 Million
0.28% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
25,808
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
25,456
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
25,335
shares
|
$1.31 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
25,313
shares
|
$1.31 Million
0.19% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
25,258
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
25,021
shares
|
$1.3 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
24,795
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
24,324
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
24,086
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,500
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 20.51%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
23,427
shares
|
$1.21 Million
0.75% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
23,339
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
22,705
shares
|
$1.18 Million
0.67% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,483
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
22,481
shares
|
$1.16 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
22,228
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
21,956
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
21,840
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
21,762
shares
|
$1.13 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
21,573
shares
|
$1.12 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,500
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.07%
|