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 485 institutions that hold shares in the stock, with a total of 43.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
47,536
shares
|
$2.34 Million
1.22% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
45,600
shares
|
$2.24 Million
0.89% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
45,534
shares
|
$2.24 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
45,524
shares
|
$2.24 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
45,469
shares
|
$2.24 Million
1.19% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
44,838
shares
|
$2.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 13.37%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
44,103
shares
|
$2.17 Million
0.34% of portfolio
|
Q3 2024
Added 421.31%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
43,586
shares
|
$2.14 Million
0.61% of portfolio
|
Q4 2020
Reduced 63.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,355
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2023
Added 0.42%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
41,520
shares
|
$2.04 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
40,917
shares
|
$2.01 Million
0.38% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
40,713
shares
|
$2 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
39,999
shares
|
$1.97 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
39,725
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
39,332
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
38,848
shares
|
$1.91 Million
0.08% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
38,543
shares
|
$1.89 Million
0.04% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,419
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2022
Reduced 27.69%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
37,688
shares
|
$1.85 Million
1.25% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
37,161
shares
|
$1.83 Million
0.87% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
36,375
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
36,304
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
35,479
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
34,638
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
34,264
shares
|
$1.68 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.71%
|