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 487 institutions that hold shares in the stock, with a total of 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
17,200
shares
|
$845,551
0.39% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
17,089
shares
|
$840,095
0.03% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
16,856
shares
|
$828,640
0.01% of portfolio
|
Q4 2024
Added 68.46%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,688
shares
|
$820,382
0.03% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
16,420
shares
|
$807,207
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
16,034
shares
|
$788,231
0.25% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
15,952
shares
|
$784,200
0.03% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
15,945
shares
|
$783,856
0.26% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
15,541
shares
|
$763,995
0.12% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
15,510
shares
|
$762,471
0.12% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
15,493
shares
|
$761,635
0.07% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
15,280
shares
|
$751,164
0.81% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
15,253
shares
|
$749,837
0.04% of portfolio
|
Q4 2024
Reduced 30.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
15,117
shares
|
$743,151
0.01% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
15,078
shares
|
$741,234
0.06% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
14,893
shares
|
$732,139
0.01% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
14,884
shares
|
$731,697
0.11% of portfolio
|
Q4 2024
Added 183.5%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
14,720
shares
|
$723,635
0.0% of portfolio
|
Q4 2024
Added 98.6%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
14,619
shares
|
$718,670
0.01% of portfolio
|
Q1 2025
Added 78.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,155
shares
|
$695,859
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
13,900
shares
|
$683,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
13,624
shares
|
$669,755
0.08% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,168
shares
|
$647,338
0.02% of portfolio
|
Q2 2020
Reduced 14.97%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,139
shares
|
$645,913
0.34% of portfolio
|
Q2 2022
Added 2.5%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
13,067
shares
|
$642,373
0.41% of portfolio
|
Q2 2022
New holding
|