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 496 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 |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
43,618
shares
|
$2.22 Million
1.32% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
42,355
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2023
Added 0.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
41,869
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
41,680
shares
|
$2.12 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
41,654
shares
|
$2.12 Million
0.48% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
41,416
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
41,235
shares
|
$2.1 Million
0.51% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
41,138
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
40,962
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
40,672
shares
|
$2.07 Million
0.78% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
40,658
shares
|
$2.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
40,575
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
40,504
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
39,882
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Added 246.02%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
39,662
shares
|
$2.02 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
39,447
shares
|
$2.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
39,129
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
38,664
shares
|
$1.97 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,419
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2022
Reduced 27.69%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
38,240
shares
|
$1.94 Million
1.09% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
37,808
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
37,315
shares
|
$1.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
36,409
shares
|
$1.85 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
36,362
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
36,299
shares
|
$1.85 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.06%
|
|