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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
41,063
shares
|
$2.09 Million
0.2% of portfolio
|
Q2 2024
Reduced 48.77%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
40,917
shares
|
$2.09 Million
0.38% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
39,960
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
39,763
shares
|
$2.03 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
39,462
shares
|
$2.01 Million
0.95% of portfolio
|
Q2 2024
Added 12.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
38,600
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,419
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2022
Reduced 27.69%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
37,145
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
36,898
shares
|
$1.88 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
36,790
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
36,652
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2024
Added 3.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
36,491
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
34,508
shares
|
$1.76 Million
0.28% of portfolio
|
Q1 2023
Reduced 1.28%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
33,662
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
33,422
shares
|
$1.7 Million
0.21% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
33,157
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
32,119
shares
|
$1.64 Million
1.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
31,879
shares
|
$1.62 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
30,765
shares
|
$1.57 Million
0.35% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
30,751
shares
|
$1.57 Million
0.26% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
30,747
shares
|
$1.57 Million
0.61% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
30,618
shares
|
$1.56 Million
0.13% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
30,449
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30,339
shares
|
$1.55 Million
0.1% of portfolio
|
Q4 2023
Reduced 19.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
30,330
shares
|
$1.55 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.4%
|