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 498 institutions that hold shares in the stock, with a total of 44.5 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 |
|---|---|---|---|---|---|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
5,326
shares
|
$270,827
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
5,139
shares
|
$261,318
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,120
shares
|
$260,352
0.03% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
5,112
shares
|
$259,945
0.05% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
4,922
shares
|
$250,283
0.09% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,807
shares
|
$244,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Oct 17, 2025 Q3 2025 |
4,800
shares
|
$244,080
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
4,797
shares
|
$243,927
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
4,789
shares
|
$243,520
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,783
shares
|
$243,215
0.01% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,762
shares
|
$242,147
0.0% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
4,689
shares
|
$238,435
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
4,676
shares
|
$237,774
0.08% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,654
shares
|
$236,655
0.0% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
4,624
shares
|
$235,130
0.02% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
4,563
shares
|
$232,028
0.17% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
4,523
shares
|
$229,994
0.09% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
4,500
shares
|
$228,825
0.02% of portfolio
|
Q3 2025
Reduced 19.64%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
4,464
shares
|
$226,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
4,449
shares
|
$226,231
0.11% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
4,428
shares
|
$225,163
0.02% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,383
shares
|
$222,875
0.0% of portfolio
|
Q3 2025
Reduced 26.44%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
4,372
shares
|
$222,316
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,357
shares
|
$221,553
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,348
shares
|
$221,095
0.01% of portfolio
|
Q3 2025
Reduced 33.99%
|
|