Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / US MIDCAP DIVID
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Number of holders
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429
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Total 13F shares, excl. options
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41,522,463
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Shares change
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+348,586
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Total reported value, excl. options
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$2,081,692,900
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Value change
-
+$17,591,783
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Number of buys
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191
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Number of sells
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183
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Price
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$50.12
Institutional Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q2 2025
As of 30 Jun 2025 WISDOMTREE TR - US MIDCAP DIVID (DON) had 429 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 41,522,463 shares of stock of the company.
Largest 10 holders included BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC, Linscomb Wealth, Inc., UBS Group AG, Creative Planning, AMERIPRISE FINANCIAL INC, RAYMOND JAMES FINANCIAL INC, JONES FINANCIAL COMPANIES LLLP, and HighTower Advisors, LLC.
This table shows 430 institutional shareholders of the security as of 30 Jun 2025.
| 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.