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 449 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
328,207
shares
|
$16.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
312,109
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2024
Added 60.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
305,746
shares
|
$15.8 Million
0.03% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
297,691
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
280,375
shares
|
$14.4 Million
2.67% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
268,570
shares
|
$13.8 Million
4.53% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
257,151
shares
|
$13.2 Million
3.53% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
238,636
shares
|
$12.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
235,761
shares
|
$12.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
235,107
shares
|
$12.1 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
221,298
shares
|
$11.4 Million
0.03% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
215,451
shares
|
$11.1 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
215,288
shares
|
$11.1 Million
4.76% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
212,718
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
212,083
shares
|
$10.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 68.62%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
201,714
shares
|
$10.4 Million
1.74% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
199,255
shares
|
$10.3 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
183,481
shares
|
$9.45 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
180,297
shares
|
$9.29 Million
0.27% of portfolio
|
Q4 2023
Reduced 17.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
170,540
shares
|
$8.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
163,073
shares
|
$8.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
155,743
shares
|
$8.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
154,403
shares
|
$7.95 Million
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
148,801
shares
|
$7.67 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
147,551
shares
|
$7.6 Million
0.34% of portfolio
|
Q3 2024
Added 1.62%
|