Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US MIDCAP DIVID
-
Total 13F shares
-
3,448,744
-
Share change
-
-80,032
-
Total reported value
-
$177,275,662
-
Price per share
-
$51.60
-
Number of holders
-
90
-
Value change
-
-$4,156,872
-
Number of buys
-
36
-
Number of sells
-
39
Institutional Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q4 2025
As of 31 Dec 2025,
WISDOMTREE TR - US MIDCAP DIVID (DON) was held by
90 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,448,744 shares.
The largest 10 holders included
Stonebridge Financial Group, LLC, PRECEDENT WEALTH PARTNERS, LLC, EASTERN BANK, Lee-Kelleher Wealth Management, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Dynamic Advisor Solutions LLC, Melone Private Wealth, LLC, Modera Wealth Management, LLC, JFS WEALTH ADVISORS, LLC, and INSPIRION WEALTH ADVISORS, LLC.
This page lists
90
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.