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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
13,040
shares
|
$641,046
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,001
shares
|
$639,129
0.04% of portfolio
|
Q4 2022
Reduced 4.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,813
shares
|
$629,887
0.04% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$615,679
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
12,521
shares
|
$615,532
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12,303
shares
|
$604,815
0.05% of portfolio
|
Q1 2023
Added 15.78%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,194
shares
|
$599,457
0.0% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
12,000
shares
|
$589,920
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
11,871
shares
|
$583,578
0.25% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
11,805
shares
|
$580,333
0.13% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
11,785
shares
|
$579,350
0.3% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
11,607
shares
|
$570,600
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
11,603
shares
|
$570,403
0.28% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
11,578
shares
|
$569,174
0.02% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
11,487
shares
|
$564,700
0.26% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
11,370
shares
|
$558,949
0.38% of portfolio
|
Q1 2024
Reduced 12.97%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
11,350
shares
|
$557,966
0.15% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,225
shares
|
$551,821
0.02% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,916
shares
|
$536,630
0.01% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
10,819
shares
|
$531,862
0.0% of portfolio
|
Q4 2024
Reduced 28.48%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
10,781
shares
|
$529,993
0.37% of portfolio
|
Q4 2024
Reduced 32.7%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
10,768
shares
|
$529,354
0.33% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
10,672
shares
|
$524,635
0.05% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
10,635
shares
|
$522,816
0.5% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
10,621
shares
|
$522,128
0.37% of portfolio
|
Q3 2024
New holding
|