DON Institutional Ownership
WisdomTree U.S. MidCap Dividend Fund
1W: -0.5%
1M: -5.2%
3M: -3.9%
YTD: +4.8%
1Y: +4.9%
3Y: +41.2%
5Y: +44.9%
$54.58
+0.29 (+0.53%)
Weekly Expected Move ±1.2%
$53
$54
$55
$55
$56
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DON
501
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
41
New Positions
157
Increased
201
Reduced
26
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (521 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 4,522,366 | $247M | -123,152 | -2.7% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,475,172 | $135M | +84,393 | +3.5% | 60Q | SEC ↗ |
| 3 | UBS Group AG | 1,865,075 | $102M | -18,056 | -1.0% | 9Q | SEC ↗ |
| 4 | JONES FINANCIAL COMPANIES LLLP | 1,826,895 | $100M | +168,011 | +10.1% | 23Q | SEC ↗ |
| 5 | LPL Financial LLC | 1,763,190 | $96M | -85,199 | -4.6% | 54Q | SEC ↗ |
| 6 | Linscomb Wealth, Inc. | 1,527,377 | $83M | -51,430 | -3.3% | 77Q | SEC ↗ |
| 7 | Creative Planning | 1,516,308 | $83M | -1,939 | -0.1% | 59Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 1,391,530 | $76M | +38,114 | +2.8% | 16Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,036,786 | $57M | +33,067 | +3.3% | 7Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 998,779 | $55M | -2,321 | -0.2% | 71Q | SEC ↗ |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | 862,327 | $47M | +149,397 | +21.0% | 30Q | SEC ↗ |
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 567,317 | $31M | +54,886 | +10.7% | 31Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 527,892 | $29M | +1,657 | +0.3% | 67Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 503,822 | $27M | -16,559 | -3.2% | 35Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 478,941 | $26M | +73,262 | +18.1% | 26Q | SEC ↗ |
| 16 | IAG Wealth Partners, LLC | 470,081 | $26M | -30,618 | -6.1% | 27Q | SEC ↗ |
| 17 | COLDSTREAM CAPITAL MANAGEMENT INC | 458,200 | $25M | -7,770 | -1.7% | 15Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 439,529 | $24M | -27,333 | -5.9% | 43Q | SEC ↗ |
| 19 | Stonebridge Financial Group, LLC | 396,757 | $22M | +8,695 | +2.2% | 7Q | SEC ↗ |
| 20 | Trajan Wealth LLC | 372,990 | $20M | +7,975 | +2.2% | 10Q | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 359,731 | $20M | +5,308 | +1.5% | 45Q | SEC ↗ |
| 22 | AE Wealth Management LLC | 355,863 | $19M | -2,576 | -0.7% | 30Q | SEC ↗ |
| 23 | HUNTINGTON NATIONAL BANK | 350,872 | $19M | -6,690 | -1.9% | 47Q | SEC ↗ |
| 24 | MAI Capital Management | 323,917 | $18M | -5,024 | -1.5% | 7Q | SEC ↗ |
| 25 | Marion Wealth Management | 317,689 | $17M | +17,718 | +5.9% | 19Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 300,151 | $16M | -4,205 | -1.4% | 49Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 291,812 | $16M | -3,712 | -1.3% | 22Q | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 291,122 | $16M | +16,158 | +5.9% | 31Q | SEC ↗ |
| 29 | Three Bearings Fiduciary Advisors, Inc | 284,239 | $16M | +924 | +0.3% | 3Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 282,809 | $15M | -81,997 | -22.5% | 24Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 245,561 | $13M | -17,606 | -6.7% | 58Q | SEC ↗ |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 242,608 | $13M | +15,674 | +6.9% | 46Q | SEC ↗ |
| 33 | Destination Wealth Management | 239,935 | $13M | +3,521 | +1.5% | 51Q | SEC ↗ |
| 34 | Avantax Planning Partners, Inc. | 235,598 | $13M | +2,533 | +1.1% | 39Q | SEC ↗ |
| 35 | Concord Wealth Partners | 234,616 | $13M | -2,546 | -1.1% | 23Q | SEC ↗ |
| 36 | Focus Partners Wealth | 230,956 | $13M | -32,538 | -12.3% | 7Q | SEC ↗ |
| 37 | Avidian Wealth Enterprises, LLC | 229,415 | $13M | -1,781 | -0.8% | 2Q | SEC ↗ |
| 38 | PRECEDENT WEALTH PARTNERS, LLC | 223,446 | $12M | -7,745 | -3.4% | 11Q | SEC ↗ |
| 39 | Lee, Kelleher & Klein Wealth Managemen | 222,951 | $12M | +1,605 | +0.7% | 7Q | SEC ↗ |
| 40 | Curi Capital, LLC | 214,530 | $12M | -6,842 | -3.1% | 33Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 211,011 | $12M | -16,370 | -7.2% | 63Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 198,304 | $11M | +30,727 | +18.3% | 10Q | SEC ↗ |
| 43 | Atlantic Union Bankshares Corp | 191,626 | $10M | -50,240 | -20.8% | 5Q | SEC ↗ |
| 44 | CX Institutional | 179,117 | $10M | +425 | +0.2% | 33Q | SEC ↗ |
| 45 | Corient Private Wealth LP | 177,698 | $10M | +118,236 | +198.8% | 12Q | SEC ↗ |
| 46 | White Pine Investment CO | 177,549 | $10M | +2,145 | +1.2% | 30Q | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 177,150 | $10M | +20,157 | +12.8% | 65Q | SEC ↗ |
| 48 | Concord Asset Management, LLC/VA | 167,105 | $9M | -5,821 | -3.4% | 19Q | SEC ↗ |
| 49 | FAS Wealth Partners, Inc. | 166,625 | $9M | +18,788 | +12.7% | 25Q | SEC ↗ |
| 50 | Melone Private Wealth, LLC | 151,892 | $8M | +1,454 | +1.0% | 19Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Copper Harbor Investment Advisors, | 107,806 | $6M |
| IFG Advisory, LLC | 105,197 | $6M |
| Viaable, LLC | 81,845 | $4M |
| FIDUCIARY FINANCIAL ADVISORS | 51,826 | $3M |
| Stonebridge Financial Group, LLC/CA | 16,896 | $922K |
| Highland Investment Advisors LLC | 16,466 | $899K |
| Global Retirement Partners, LLC | 14,521 | $793K |
| XTX Topco Ltd | 11,509 | $628K |
| Evanson Financial, LLC | 9,449 | $516K |
| MOR Wealth Management, LLC | 7,354 | $401K |
| Worth Financial Advisory Group, LLC | 6,201 | $338K |
| PERSPECTIVE WEALTH ADVISORS LLC | 5,375 | $293K |
| OneAscent Wealth Management LLC | 5,230 | $285K |
| OneAscent Family Office, LLC | 4,666 | $255K |
| Nuveen, LLC | 4,556 | $249K |
| HRT FINANCIAL LP | 4,033 | $220K |
| Sowell Financial Services LLC | 3,794 | $207K |
| UPTICK PARTNERS, LLC | 3,778 | $206K |
| SwitchPoint Financial Planning, LLC | 3,758 | $205K |
| WEDBUSH SECURITIES INC | 3,703 | $202K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 58,844 | $3M |
| FFG RETIREMENT ADVISORS LLC | 54,339 | $3M |
| CITADEL ADVISORS LLC | 35,085 | $2M |
| FLOW TRADERS U.S. LLC | 26,377 | $1M |
| WealthShield Partners, LLC | 24,707 | $1M |
| Keel Point, LLC | 13,940 | $761K |
| CITIGROUP INC | 12,076 | $659K |
| B. Riley Wealth Advisors, Inc. | 8,017 | $438K |
| KCM INVESTMENT ADVISORS LLC | 7,475 | $408K |
| DMC Group, LLC | 7,369 | $402K |
| WEST BANCORPORATION INC | 7,031 | $384K |
| TWO SIGMA INVESTMENTS, LP | 6,900 | $377K |
| Capital Advisory Group Advisory Ser | 6,078 | $332K |
| Moors & Cabot, Inc. | 4,688 | $256K |
| Winter & Associates, Inc. | 4,347 | $237K |
| NewEdge Wealth, LLC | 4,284 | $234K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 4,098 | $224K |
| COMPASS CAPITAL MANAGEMENT, INC | 4,000 | $218K |
| Daviman Financial, LLC | 3,909 | $213K |
| FOUNDERS FINANCIAL SECURITIES LLC | 3,881 | $212K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +168,011 | +10.1% | 1,826,895 |
| MERCER GLOBAL ADVISORS INC /ADV | +149,397 | +21.0% | 862,327 |
| Corient Private Wealth LP | +118,236 | +198.8% | 177,698 |
| GOLDMAN SACHS GROUP INC | +110,422 | +710.8% | 125,957 |
| MORGAN STANLEY | +84,393 | +3.5% | 2,475,172 |
| OSAIC HOLDINGS, INC. | +73,262 | +18.1% | 478,941 |
| KEYBANK NATIONAL ASSOCIATION/OH | +54,886 | +10.7% | 567,317 |
| AMERIPRISE FINANCIAL INC | +38,114 | +2.8% | 1,391,530 |
| RAYMOND JAMES FINANCIAL INC | +33,067 | +3.3% | 1,036,786 |
| EP Wealth Advisors, LLC | +32,201 | +113.5% | 60,561 |
| MML INVESTORS SERVICES, LLC | +31,267 | +36.2% | 117,538 |
| Farther Finance Advisors, LLC | +30,727 | +18.3% | 198,304 |
| Savant Capital, LLC | +29,890 | +181.4% | 46,370 |
| Private Advisor Group, LLC | +26,094 | +54.6% | 73,854 |
| VESTOR CAPITAL, LLC | +21,926 | +30.5% | 93,887 |
| Mosley Wealth Management | +20,315 | +1681.7% | 21,523 |
| Bank of New York Mellon Corp | +20,157 | +12.8% | 177,150 |
| FAS Wealth Partners, Inc. | +18,788 | +12.7% | 166,625 |
| Marion Wealth Management | +17,718 | +5.9% | 317,689 |
| Rockefeller Capital Management L.P. | +16,158 | +5.9% | 291,122 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EASTERN BANK | -252,088 | -91.5% | 23,443 |
| Lido Advisors, LLC | -233,195 | -91.9% | 20,634 |
| BANK OF AMERICA CORP /DE | -123,152 | -2.7% | 4,522,366 |
| LPL Financial LLC | -85,199 | -4.6% | 1,763,190 |
| Kestra Advisory Services, LLC | -81,997 | -22.5% | 282,809 |
| Mariner, LLC | -61,525 | -33.6% | 121,630 |
| Founders Financial Alliance, LLC | -52,734 | -96.5% | 1,928 |
| Linscomb Wealth, Inc. | -51,430 | -3.3% | 1,527,377 |
| Atlantic Union Bankshares Corp | -50,240 | -20.8% | 191,626 |
| Focus Partners Wealth | -32,538 | -12.3% | 230,956 |
| IAG Wealth Partners, LLC | -30,618 | -6.1% | 470,081 |
| Cetera Investment Advisers | -27,333 | -5.9% | 439,529 |
| Atria Investments, Inc | -24,109 | -19.5% | 99,412 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -23,827 | -50.1% | 23,713 |
| Goldstone Financial Group, LLC | -21,935 | -13.6% | 139,716 |
| UBS Group AG | -18,056 | -1.0% | 1,865,075 |
| JPMORGAN CHASE & CO | -17,606 | -6.7% | 245,561 |
| COMMONWEALTH EQUITY SERVICES, LLC | -16,559 | -3.2% | 503,822 |
| Cambridge Investment Research Advis | -16,370 | -7.2% | 211,011 |
| NBT BANK, N.A. | -16,159 | -24.2% | 50,573 |