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 436 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
144,450
shares
|
$7.36 Million
1.42% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
142,365
shares
|
$7.26 Million
0.02% of portfolio
|
Q3 2024
Added 71.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
141,750
shares
|
$7.22 Million
0.22% of portfolio
|
Q3 2024
Added 20.81%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
138,926
shares
|
$7.08 Million
0.75% of portfolio
|
Q2 2024
Reduced 8.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
136,177
shares
|
$6.94 Million
0.5% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
135,201
shares
|
$6.89 Million
0.03% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
133,974
shares
|
$6.83 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
133,772
shares
|
$6.82 Million
1.98% of portfolio
|
Q3 2024
Added 32.45%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
131,529
shares
|
$6.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
127,685
shares
|
$6.51 Million
1.85% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
124,932
shares
|
$6.37 Million
1.15% of portfolio
|
Q2 2024
Added 5.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
124,561
shares
|
$6.35 Million
0.0% of portfolio
|
Q2 2024
Added 150.67%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
118,778
shares
|
$6.05 Million
0.05% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
118,285
shares
|
$6.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 32.69%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
117,709
shares
|
$6 Million
0.14% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
110,286
shares
|
$5.62 Million
1.69% of portfolio
|
Q2 2024
Added 22.07%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
106,255
shares
|
$5.42 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
104,899
shares
|
$5.35 Million
1.39% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
102,856
shares
|
$5.24 Million
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
99,589
shares
|
$5.08 Million
2.57% of portfolio
|
Q4 2022
Added 6.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
98,605
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
97,986
shares
|
$4.99 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
95,079
shares
|
$4.85 Million
3.53% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
93,915
shares
|
$4.79 Million
0.16% of portfolio
|
Q1 2023
Reduced 0.33%
|
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
93,886
shares
|
$4.79 Million
0.46% of portfolio
|
Q2 2024
Reduced 32.71%
|