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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
975
shares
|
$49,578
0.0% of portfolio
|
Q3 2025
Added 153.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
968
shares
|
$49,222
0.01% of portfolio
|
Q1 2018
Reduced 7.81%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
930
shares
|
$47,290
0.01% of portfolio
|
Q4 2020
Reduced 13.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
915
shares
|
$46,527
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
886
shares
|
$45,053
0.04% of portfolio
|
Q4 2024
Reduced 64.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
857
shares
|
$43,578
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
851
shares
|
$43,273
0.02% of portfolio
|
Q1 2024
Reduced 54.78%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
790
shares
|
$40,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
759
shares
|
$38,595
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
740
shares
|
$37,629
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
650
shares
|
$33,052
0.0% of portfolio
|
Q4 2019
Added 869.08%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
552
shares
|
$28,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
548
shares
|
$27,865
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
530
shares
|
$26,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
526
shares
|
$26,747
0.0% of portfolio
|
Q3 2024
Reduced 47.35%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
517
shares
|
$26,289
0.26% of portfolio
|
Q2 2025
Added 2485.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
513
shares
|
$26,086
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
496
shares
|
$25,221
0.0% of portfolio
|
Q3 2025
Reduced 49.23%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
495
shares
|
$25,170
0.0% of portfolio
|
Q3 2025
Reduced 15.96%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
450
shares
|
$22,882
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
434
shares
|
$22,068
0.0% of portfolio
|
Q3 2025
Added 734.62%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
427
shares
|
$21,712
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
425
shares
|
$21,611
0.0% of portfolio
|
Q3 2024
Reduced 81.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
425
shares
|
$21,611
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
381
shares
|
$19,373
0.0% of portfolio
|
Q2 2025
Reduced 32.57%
|
|