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 455 institutions that hold shares in the stock, with a total of 41.1 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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
4,676
shares
|
$246,238
0.1% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,641
shares
|
$244,395
0.01% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,611
shares
|
$242,815
0.08% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
4,552
shares
|
$239,708
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
4,470
shares
|
$235,390
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,455
shares
|
$234,600
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
4,428
shares
|
$233,178
0.02% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,409
shares
|
$232,177
0.0% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,358
shares
|
$229,492
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
4,245
shares
|
$223,541
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4,227
shares
|
$222,593
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,200
shares
|
$221,172
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
4,184
shares
|
$220,329
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,143
shares
|
$218,170
0.19% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
4,071
shares
|
$214,378
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
4,044
shares
|
$212,957
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,036
shares
|
$212,535
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
3,959
shares
|
$208,480
0.14% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,906
shares
|
$205,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,479
shares
|
$183,204
0.01% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,438
shares
|
$181,045
0.0% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,427
shares
|
$180,465
0.03% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,896
shares
|
$152,503
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,745
shares
|
$144,551
0.04% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
2,550
shares
|
$134,283
0.07% of portfolio
|
Q4 2022
New holding
|