Who owns WisdomTree MidCap Dividend Fund?
- Ticker: DON
- CUSIP Number: 97717W505
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree MidCap Dividend Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of WisdomTree MidCap Dividend Fund stock
Who bought or sold WisdomTree MidCap Dividend Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 4.5M | $221M | 7% | Mar 2024 |
|
| Morgan Stanley | 2.6M | $127M | -23% | Mar 2024 |
|
| Linscomb & Williams | 1.9M | $88M | -4% | Dec 2023 |
|
| LPL Financial | 1.8M | $88M | 2% | Mar 2024 |
|
| Creative Planning | 1.6M | $78M | -3% | Mar 2024 |
|
| Ameriprise Financial | 1.4M | $68M | -1% | Mar 2024 |
|
| Financial Planning & Information Services | 995k | $49M | -10% | Mar 2024 |
|
| Wells Fargo & Company | 943k | $46M | -5% | Mar 2024 |
|
| Commonwealth Equity Services | 891k | $43M | 12% | Mar 2024 |
|
| Royal Bank of Canada | 745k | $36M | -2% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 737k | $36M | -5% | Mar 2024 |
|
| AE Wealth Management | 667k | $33M | -15% | Mar 2024 |
|
| Sandy Spring Bank | 599k | $29M | 0% | Mar 2024 |
|
| Coldstream Capital Management | 561k | $26M | 7% | Dec 2023 |
|
| Baird Financial | 521k | $24M | 2% | Dec 2023 |
|
| IAG Wealth Partners | 493k | $24M | 1% | Mar 2024 |
|
| Keybank National Association | 448k | $22M | -2% | Mar 2024 |
|
| Rockefeller Capital Management | 448k | $21M | 7% | Dec 2023 |
|
| Raymond James & Associates | 442k | $22M | 2% | Mar 2024 |
|
| Envestnet Asset Management | 415k | $20M | -11% | Mar 2024 |
|
| MAI Wealth Advisors | 355k | $17M | 3% | Mar 2024 |
|
| Jpmorgan Chase & Co | 346k | $17M | -2% | Mar 2024 |
|
| Melone Private Wealth | 329k | $16M | 0% | Mar 2024 |
|
| Kestra Advisory Services | 325k | $15M | -13% | Dec 2023 |
|
| Huntington National Bank | 320k | $16M | 1% | Mar 2024 |
|
| Stifel Financial | 300k | $15M | 4% | Mar 2024 |
|
| Mercer Global Advisors | 283k | $14M | 13% | Mar 2024 |
|
| Private Wealth Strategies | 274k | $13M | 3% | Mar 2024 |
|
| Honkamp Krueger Financial Services | 267k | $13M | 23% | Mar 2024 |
|
| Precedent Wealth Partners | 257k | $13M | 3% | Mar 2024 |
|
| Marion Wealth Management | 243k | $12M | -1% | Mar 2024 |
|
| First Hawaiian Bank | 226k | $11M | -2% | Mar 2024 |
|
| Invenio Wealth Partners | 221k | $11M | 33% | Mar 2024 |
|
| Concord Wealth Partners | 211k | $10M | 7% | Mar 2024 |
|
| Advisor Group Holdings | 208k | $10M | -59% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 204k | $10M | 31% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 201k | $9.8M | -4% | Mar 2024 |
|
| RMB Capital Management | 199k | $9.1M | 8% | Dec 2023 |
|
| Janney Montgomery Scott | 187k | $9.1M | -1% | Mar 2024 |
|
| Private Advisor | 186k | $9.1M | 0% | Mar 2024 |
|
| GW & Wade | 180k | $8.2M | -17% | Dec 2023 |
|
| HighTower Advisors | 168k | $8.2M | -1% | Mar 2024 |
|
| Colony | 166k | $8.1M | 100% | Mar 2024 |
|
| Mariner Wealth Advisors | 160k | $7.8M | 15% | Mar 2024 |
|
| Beacon Financial | 151k | $7.4M | -10% | Mar 2024 |
|
| CX Institutional | 149k | $7.3M | -8% | Mar 2024 |
|
| JNBA Financial Advisors | 140k | $6.8M | -50% | Mar 2024 |
|
| Signature Estate and Investment Advisors | 139k | $6.8M | -1% | Mar 2024 |
|
| Apeiron RIA | 133k | $6.5M | -4% | Mar 2024 |
|
| Modera Wealth Management | 133k | $6.5M | -2% | Mar 2024 |
|
| Cornerstone Wealth Management | 131k | $6.4M | 7% | Mar 2024 |
|
| Financial Advisory Service | 130k | $6.3M | 4% | Mar 2024 |
|
| Susquehanna International | 127k | $6.2M | 201% | Mar 2024 |
|
| Salomon & Ludwin | 121k | $5.9M | -6% | Mar 2024 |
|
| D.A. Davidson & Co. | 118k | $5.7M | 7% | Mar 2024 |
|
| Dynamic Advisors Solutions | 114k | $5.6M | 6% | Mar 2024 |
|
| JFS Wealth Advisors | 109k | $5.3M | -4% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 108k | $5.3M | 13% | Mar 2024 |
|
| David J.Sculati | 103k | $5.0M | -13% | Mar 2024 |
|
| Integrys Wealth Advisors | 100k | $4.9M | 0% | Mar 2024 |
|
| Frazier Financial Advisors | 95k | $4.6M | -1% | Mar 2024 |
|
| Long Run Wealth Advisors | 92k | $4.5M | 2% | Mar 2024 |
|
| Team Financial Group | 92k | $4.5M | -13% | Mar 2024 |
|
| United Advisor Group | 90k | $4.4M | 100% | Mar 2024 |
|
| Proequities | 90k | $4.4B | -1% | Mar 2024 |
|
| Wealthcare Advisory Partners | 85k | $4.2M | 23% | Mar 2024 |
|
| GSB Wealth Management | 85k | $4.2M | 15% | Mar 2024 |
|
| Captrust Financial Advisors | 84k | $4.1M | -1% | Mar 2024 |
|
| Financial Counselors | 83k | $4.0M | -2% | Mar 2024 |
|
| United Capital Financial Advisers | 82k | $4.0M | -40% | Mar 2024 |
|
| Private Capital Management | 82k | $4.0M | 4% | Mar 2024 |
|
| IFG Advisory | 81k | $4.0M | -3% | Mar 2024 |
|
| Soltis Investment Advisors | 80k | $3.9M | -81% | Mar 2024 |
|
| Bank of New York Mellon | 79k | $3.9M | -58% | Mar 2024 |
|
| NBT Bank | 77k | $3.7M | -1% | Mar 2024 |
|
| CWM | 73k | $3.6M | 13% | Mar 2024 |
|
| Main Street Financial Solutions | 73k | $3.5M | -32% | Mar 2024 |
|
| Atria Wealth Solutions | 73k | $3.5M | -11% | Mar 2024 |
|
| Stock Yards Trust Company | 72k | $3.5M | -7% | Mar 2024 |
|
| DB Wealth Management Group | 69k | $3.2M | -11% | Dec 2023 |
|
| Hancock Bank Trust Department | 68k | $3.3M | -1% | Mar 2024 |
|
| Financial Insights | 68k | $3.3M | -5% | Mar 2024 |
|
| Vestor Capital Corp | 67k | $3.3M | 5% | Mar 2024 |
|
| TD Waterhouse Canada | 67k | $3.2M | 274% | Mar 2024 |
|
| Midland Wealth Advisors | 66k | $3.2M | -19% | Mar 2024 |
|
| TFG Advisers | 65k | $3.2M | -1% | Mar 2024 |
|
| Insight Advisors, LLC/ PA | 63k | $3.1M | 36% | Mar 2024 |
|
| BIP Wealth | 63k | $3.1M | -2% | Mar 2024 |
|
| Ohe Financial | 61k | $3.0M | 4% | Mar 2024 |
|
| Atria Investments | 59k | $2.7M | 100% | Dec 2023 |
|
| CliftonLarsonAllen Wealth Advisors | 57k | $2.8M | 0% | Mar 2024 |
|
| JPL Wealth Management | 57k | $2.8M | 29% | Mar 2024 |
|
| Mather Group | 55k | $2.5M | -5% | Mar 2024 |
|
| Silverlake Wealth Management | 54k | $2.6M | -4% | Mar 2024 |
|
| GLOBALT Investments LLC / GA | 54k | $2.6M | -5% | Mar 2024 |
|
| EisnerAmper Wealth Management Corporate Benefits | 53k | $2.4M | -10% | Dec 2023 |
|
| Resurgent Financial Advisors | 52k | $2.5M | 125% | Mar 2024 |
|
| Apollon Wealth Management | 52k | $2.5M | 1% | Mar 2024 |
|
| Vident Advisory | 51k | $2.3M | 0% | Dec 2023 |
|
| Prosperity Consulting Group | 51k | $2.5M | 100% | Mar 2024 |
|
| West Bancorporation | 50k | $2.5M | -26% | Mar 2024 |
|
| Beacon Pointe Advisors | 50k | $2.3M | -18% | Dec 2023 |
|
| Citadel Advisors | 50k | $2.4M | -47% | Mar 2024 |
|
| Powers Advisory Group | 49k | $2.4M | 1% | Mar 2024 |
|
| Alaska Permanent Capital Management | 47k | $2.3M | 7% | Mar 2024 |
|
| Centennial Wealth Advisory | 47k | $2.3M | 4% | Mar 2024 |
|
| Merit Financial Group | 46k | $2.2M | 3% | Mar 2024 |
|
| Eudaimonia Advisors | 46k | $2.2M | 1% | Mar 2024 |
|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 44k | $2.2M | 0% | Mar 2024 |
|
| Rooted Wealth Advisors | 44k | $2.1M | -15% | Mar 2024 |
|
| Smartleaf Asset Management | 42k | $1.9M | 32% | Mar 2024 |
|
| Chicago Partners Investment | 41k | $1.9M | -3% | Mar 2024 |
|
| Well Done | 41k | $2.0M | 0% | Mar 2024 |
|
| Founders Financial Alliance | 41k | $2.0M | 3910% | Mar 2024 |
|
| Yarger Wealth Strategies | 40k | $1.9M | 1% | Mar 2024 |
|
| Sontag Advisory | 39k | $1.9M | 0% | Mar 2024 |
|
| Farmers & Merchants Trust Co of Chambersburg PA | 38k | $1.8M | -11% | Mar 2024 |
|
| Northern Trust | 37k | $1.8M | -15% | Mar 2024 |
|
| Argent Trust | 37k | $1.8M | -1% | Mar 2024 |
|
| CI Private Wealth | 37k | $1.8M | -7% | Mar 2024 |
|
| Centaurus Financial | 35k | $1.7M | -3% | Mar 2024 |
|
| HF Advisory Group | 35k | $1.7M | 15% | Mar 2024 |
|
| Principal Securities | 35k | $1.7M | 2% | Mar 2024 |
|
| Capital Advisors | 33k | $1.6M | -1% | Mar 2024 |
|
| Branch Banking & Trust Company | 33k | $1.6M | 1% | Mar 2024 |
|
| Snowden Capital Advisors | 33k | $1.6M | 25% | Mar 2024 |
|
| Ffg Retirement Advisors | 33k | $1.6M | 2% | Mar 2024 |
|
| Sweet Financial Partners | 32k | $1.6M | -1% | Mar 2024 |
|
| EP Wealth Advisors | 32k | $1.5M | -1% | Dec 2023 |
|
| Financial Engines Advisors L.L.C | 31k | $1.5M | 2% | Mar 2024 |
|
| Miracle Mile Advisors | 31k | $1.5M | 0% | Mar 2024 |
|
| Benjamin Edwards | 31k | $1.5M | 4% | Mar 2024 |
|
| Baystate Wealth Management | 30k | $1.4M | -20% | Dec 2023 |
|
| A.N. Culbertson & Company | 30k | $1.5M | 0% | Mar 2024 |
|
| Financial Management Network | 30k | $1.4M | 3% | Mar 2024 |
|
| Southland Equity Partners | 30k | $1.5M | 0% | Mar 2024 |
|
| Financial Advisory Partners | 30k | $1.4M | -44% | Mar 2024 |
|
| Gyl Financial Synergies | 28k | $1.3M | 4% | Dec 2023 |
|
| Biondo Investment Advisors | 28k | $1.4M | 9% | Mar 2024 |
|
| Connecticut Wealth Management | 27k | $1.3M | -30% | Mar 2024 |
|
| Brian McDonald | 27k | $1.3M | 2% | Mar 2024 |
|
| Investors Research Corp | 26k | $1.3M | -1% | Mar 2024 |
|
| Great Valley Advisor Group | 26k | $1.3M | 295% | Mar 2024 |
|
| Gail Mannix | 26k | $1.3M | -9% | Mar 2024 |
|
| Principle Wealth Partners | 26k | $1.3M | 0% | Mar 2024 |
|
| Harbor Investment Advisory | 26k | $1.2M | 4% | Mar 2024 |
|
| Wayne Hummer Investments | 25k | $1.2M | 39% | Mar 2024 |
|
| Independence Bank of Kentucky | 25k | $1.2M | 27% | Mar 2024 |
|
| Arkadios Wealth Advisors | 25k | $1.2M | -2% | Mar 2024 |
|
| Great Diamond Partners | 24k | $1.2M | -4% | Mar 2024 |
|
| Apexium Financial | 24k | $1.2M | -9% | Mar 2024 |
|
| Emerald Investment Partners | 21k | $1.0M | -12% | Mar 2024 |
|
Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Dec 2023 | 1.7M | $77M |
| Coulter & Justus Financial Services | Dec 2023 | 229k | $10M |
| Meridian Wealth Management | Dec 2023 | 65k | $3.0M |
| Berkeley Capital Partners | Dec 2023 | 54k | $2.5M |
| Stratos Wealth Advisors | Dec 2023 | 49k | $2.2M |
| Two Sigma Investments | Dec 2023 | 37k | $1.7M |