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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
21,429
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
21,014
shares
|
$1.09 Million
0.5% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
20,500
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
20,446
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
20,117
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
19,927
shares
|
$1.03 Million
0.49% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,693
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
19,370
shares
|
$1 Million
1.1% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
19,184
shares
|
$992,963
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,067
shares
|
$986,907
0.0% of portfolio
|
Q4 2024
Added 44.84%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
19,066
shares
|
$986,856
0.48% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
18,776
shares
|
$971,845
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
18,766
shares
|
$971,328
0.46% of portfolio
|
Q4 2024
Added 89.92%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,619
shares
|
$963,719
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
18,584
shares
|
$961,907
0.01% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
18,494
shares
|
$957,249
0.01% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
18,474
shares
|
$956,214
0.23% of portfolio
|
Q2 2023
Added 7.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,074
shares
|
$935,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
18,005
shares
|
$931,938
0.0% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
17,491
shares
|
$905,334
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
17,449
shares
|
$903,160
0.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
17,389
shares
|
$900,054
0.2% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
17,288
shares
|
$894,826
0.04% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
17,251
shares
|
$892,911
0.28% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
17,200
shares
|
$890,272
0.39% of portfolio
|
Q4 2024
Reduced 0.6%
|