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 494 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,001
shares
|
$661,100
0.04% of portfolio
|
Q4 2022
Reduced 4.9%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
12,964
shares
|
$659,219
0.14% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
12,818
shares
|
$651,795
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
12,524
shares
|
$636,845
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
12,324
shares
|
$626,675
0.38% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
12,303
shares
|
$625,607
0.04% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
12,224
shares
|
$621,590
0.25% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
12,110
shares
|
$615,793
0.57% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
12,000
shares
|
$610,200
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
11,871
shares
|
$603,640
0.24% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
11,821
shares
|
$601,097
0.18% of portfolio
|
Q4 2025
Added 5.98%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
11,805
shares
|
$600,284
0.12% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
11,666
shares
|
$593,216
0.16% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
11,603
shares
|
$590,012
0.28% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
11,429
shares
|
$581,164
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
11,370
shares
|
$578,164
0.38% of portfolio
|
Q1 2024
Reduced 12.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,339
shares
|
$576,588
0.01% of portfolio
|
Q2 2025
Reduced 82.98%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
11,289
shares
|
$574,045
0.0% of portfolio
|
Q3 2025
Reduced 75.48%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
11,215
shares
|
$570,282
0.37% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
11,050
shares
|
$561,892
0.22% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,968
shares
|
$557,722
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
10,797
shares
|
$549,027
0.0% of portfolio
|
Q3 2025
Reduced 49.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,783
shares
|
$548,315
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
10,601
shares
|
$539,060
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
10,593
shares
|
$538,654
0.3% of portfolio
|
Q2 2025
Reduced 0.94%
|
|