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
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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 | $230M | 3% | Dec 2024 |
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| Morgan Stanley | 2.5M | $127M | 1% | Dec 2024 |
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| LPL Financial | 2.1M | $106M | -14% | Dec 2024 |
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| Linscomb & Williams | 1.8M | $94M | -1% | Dec 2024 |
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| UBS Group | 1.6M | $81M | -1% | Dec 2024 |
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| Creative Planning | 1.6M | $80M | -1% | Dec 2024 |
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| Ameriprise Financial | 1.5M | $75M | 1% | Dec 2024 |
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| Raymond James Financial | 1.1M | $58M | 100% | Dec 2024 |
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| Wells Fargo & Company | 1.1M | $56M | 1% | Dec 2024 |
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| Financial Planning & Information Services | 868k | $44M | -11% | Sep 2024 |
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| Commonwealth Equity Services | 839k | $43M | 4% | Dec 2024 |
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| Royal Bank of Canada | 757k | $39M | 0% | Dec 2024 |
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| Raymond James Financial Services Advisors | 732k | $37M | 2% | Sep 2024 |
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| Kestra Advisory Services | 545k | $28M | 59% | Dec 2024 |
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| Coldstream Capital Management | 528k | $27M | -3% | Dec 2024 |
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| Sandy Spring Bank | 525k | $27M | -10% | Dec 2024 |
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| Cetera Investment Advisers | 516k | $26M | -1% | Dec 2024 |
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| IAG Wealth Partners | 479k | $24M | -2% | Dec 2024 |
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| Keybank National Association | 478k | $24M | 1% | Dec 2024 |
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| Baird Financial | 455k | $23M | 2% | Dec 2024 |
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| Trajan Wealth | 431k | $22M | -2% | Dec 2024 |
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| Raymond James & Associates | 428k | $22M | -2% | Sep 2024 |
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| Jones Financial Companies, L.L | 421k | $21M | 35% | Dec 2024 |
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| Envestnet Asset Management | 399k | $20M | -2% | Dec 2024 |
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| MAI Wealth Advisors | 335k | $17M | 1% | Dec 2024 |
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| Huntington National Bank | 335k | $17M | 1% | Dec 2024 |
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| Stonebridge Financial Group | 325k | $17M | 100% | Dec 2024 |
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| Melone Private Wealth | 321k | $16M | -6% | Dec 2024 |
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| Stifel Financial | 313k | $16M | 5% | Dec 2024 |
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| Jpmorgan Chase & Co | 306k | $16M | -7% | Dec 2024 |
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| Mercer Global Advisors | 299k | $15M | -2% | Dec 2024 |
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| Lido Advisors | 290k | $15M | 1888% | Dec 2024 |
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| Marion Wealth Management | 260k | $13M | 1% | Dec 2024 |
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| Precedent Wealth Partners | 247k | $13M | -8% | Dec 2024 |
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| Rockefeller Capital Management | 243k | $12M | 10% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 239k | $12M | -3% | Dec 2024 |
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| Honkamp Krueger Financial Services | 230k | $12M | -2% | Dec 2024 |
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| Colony | 229k | $12M | 100% | Dec 2024 |
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| YCMNET Advisors | 228k | $12M | -3% | Dec 2024 |
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| Concord Wealth Partners | 225k | $12M | 12% | Dec 2024 |
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| AE Wealth Management | 223k | $11M | 5% | Dec 2024 |
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| Invenio Wealth Partners | 215k | $11M | -8% | Sep 2024 |
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| Cambridge Investment Research Advisors | 199k | $10M | 39% | Dec 2024 |
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| First Hawaiian Bank | 193k | $9.8M | -10% | Dec 2024 |
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| Modern Wealth Management | 189k | $9.7M | -5% | Dec 2024 |
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| RMB Capital Management | 183k | $9.3M | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 179k | $9.1M | -16% | Dec 2024 |
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| Advisor Group Holdings | 167k | $8.5M | -2% | Dec 2024 |
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| David J.Sculati | 163k | $8.3M | 22% | Dec 2024 |
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| HighTower Advisors | 163k | $8.3M | 0% | Dec 2024 |
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| Bank of New York Mellon | 162k | $8.3M | 208% | Dec 2024 |
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| Goldstone Financial Group | 160k | $8.2M | 8% | Dec 2024 |
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| CX Institutional | 155k | $7.9M | 5% | Dec 2024 |
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| Janney Montgomery Scott | 146k | $7.4M | -6% | Dec 2024 |
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| Mariner Wealth Advisors | 141k | $7.2M | -9% | Dec 2024 |
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| United Advisor Group | 138k | $7.0M | 11% | Dec 2024 |
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| Cornerstone Wealth Management | 136k | $6.9M | 0% | Dec 2024 |
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| Capital Investment Counsel | 131k | $6.7M | 2% | Dec 2024 |
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| Concord Asset Management | 131k | $6.7M | 19% | Dec 2024 |
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| Mml Investors Services | 129k | $6.6M | -5% | Dec 2024 |
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| Modera Wealth Management | 129k | $6.6M | -2% | Dec 2024 |
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| Financial Advisory Service | 129k | $6.6M | -4% | Dec 2024 |
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| CWM | 127k | $6.5M | 49% | Dec 2024 |
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| Beacon Financial | 125k | $6.4M | -8% | Dec 2024 |
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| D.A. Davidson & Co. | 119k | $6.0M | 0% | Dec 2024 |
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| Apeiron RIA | 118k | $6.0M | -8% | Dec 2024 |
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| Bank Of Montreal | 113k | $5.7M | 224% | Dec 2024 |
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| GSB Wealth Management | 111k | $5.6M | 5% | Dec 2024 |
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| Private Advisor | 105k | $5.3M | -11% | Dec 2024 |
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| JFS Wealth Advisors | 105k | $5.3M | -1% | Dec 2024 |
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| Signature Estate and Investment Advisors | 99k | $5.1M | 74% | Dec 2024 |
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| Integrys Wealth Advisors | 96k | $4.9M | -2% | Dec 2024 |
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| Cascade Financial Partners | 94k | $4.8M | 1% | Dec 2024 |
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| Sage Capital Management | 93k | $4.7M | 0% | Dec 2024 |
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| Atria Investments | 93k | $4.7M | 12% | Dec 2024 |
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| Howard Bailey Securities | 92k | $4.7M | 0% | Dec 2024 |
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| Nikulski Financial | 91k | $4.7M | 100% | Dec 2024 |
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| Frazier Financial Advisors | 91k | $4.6M | -5% | Sep 2024 |
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| Equitable Holdings | 91k | $4.6M | 2% | Dec 2024 |
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| Proequities | 87k | $4.6B | -2% | Dec 2024 |
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| Long Run Wealth Advisors | 87k | $4.4M | -3% | Dec 2024 |
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| JPL Wealth Management | 84k | $4.3M | 39% | Dec 2024 |
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| Captrust Financial Advisors | 84k | $4.3M | -2% | Dec 2024 |
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| Meridian Wealth Management | 80k | $4.1M | 3% | Dec 2024 |
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| Private Capital Management | 77k | $3.9M | -4% | Dec 2024 |
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| IFG Advisory | 77k | $3.9M | -4% | Dec 2024 |
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| TD Waterhouse Canada | 76k | $3.9M | 0% | Sep 2024 |
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| Main Street Financial Solutions | 74k | $3.8M | 0% | Dec 2024 |
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| Ohe Financial | 72k | $3.6M | 3% | Dec 2024 |
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| JNBA Financial Advisors | 71k | $3.6M | -3% | Dec 2024 |
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| NBT Bank | 71k | $3.6M | 3% | Dec 2024 |
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| Financial Counselors | 69k | $3.5M | -5% | Dec 2024 |
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| Atria Wealth Solutions | 69k | $3.5M | -4% | Dec 2024 |
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| Hancock Bank Trust Department | 69k | $3.5M | 0% | Dec 2024 |
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| Buckingham Strategic Partners | 67k | $3.4M | 459% | Dec 2024 |
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| Independence Bank of Kentucky | 66k | $3.4M | 10% | Dec 2024 |
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| Wealthcare Advisory Partners | 65k | $3.3M | -6% | Dec 2024 |
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| Vestor Capital Corp | 65k | $3.3M | 2% | Dec 2024 |
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| TFG Advisers | 65k | $3.3M | 0% | Dec 2024 |
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| United Capital Financial Advisers | 64k | $3.3M | -5% | Dec 2024 |
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| Founders Grove Wealth Partners | 63k | $3.2M | 100% | Dec 2024 |
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| Sanctuary Advisors | 63k | $3.3M | 4% | Dec 2024 |
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| Financial Insights | 63k | $3.2M | -4% | Dec 2024 |
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| Independent Advisor Alliance | 62k | $3.1M | 100% | Dec 2024 |
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| Susquehanna International | 58k | $3.0M | 89% | Dec 2024 |
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| Beacon Pointe Advisors | 58k | $3.0M | 3% | Dec 2024 |
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| Brady Martz Wealth Solutions | 56k | $2.9M | 100% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 56k | $2.8M | -2% | Dec 2024 |
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| BIP Wealth | 55k | $2.8M | 10% | Sep 2024 |
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| Midland Wealth Advisors | 55k | $2.8M | -3% | Dec 2024 |
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| Stock Yards Trust Company | 55k | $2.8M | -13% | Dec 2024 |
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| SCBT Financial Corporation | 55k | $2.8M | 116% | Dec 2024 |
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| Team Financial Group | 53k | $2.7M | -35% | Dec 2024 |
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| EWG Elevate | 52k | $2.6M | 100% | Dec 2024 |
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| Vident Advisory | 51k | $2.6M | -50% | Sep 2024 |
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| Defined Financial Planning | 51k | $2.6M | 100% | Dec 2024 |
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| Apollon Wealth Management | 51k | $2.6M | 0% | Dec 2024 |
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| Founders Financial Alliance | 49k | $2.5M | 4% | Dec 2024 |
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| Powers Advisory Group | 48k | $2.4M | 0% | Dec 2024 |
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| Prosperity Consulting Group | 46k | $2.4M | -2% | Sep 2024 |
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| Silverlake Wealth Management | 46k | $2.3M | -6% | Dec 2024 |
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| GLOBALT Investments LLC / GA | 46k | $2.3M | -3% | Dec 2024 |
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| Salomon & Ludwin | 45k | $2.3M | -13% | Dec 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 44k | $2.2M | 0% | Dec 2024 |
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| Envision Financial | 42k | $2.1M | 100% | Dec 2024 |
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| Well Done | 41k | $2.1M | 0% | Dec 2024 |
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| Rodgers & Associates | 41k | $2.1M | -4% | Dec 2024 |
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| Soltis Investment Advisors | 40k | $2.0M | -5% | Dec 2024 |
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| Sontag Advisory | 40k | $2.0M | 1% | Dec 2024 |
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| Chicago Partners Investment | 39k | $2.0M | -2% | Dec 2024 |
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| Argent Trust | 39k | $2.0M | 7% | Dec 2024 |
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| Principal Securities | 39k | $2.0M | 6% | Dec 2024 |
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| Yarger Wealth Strategies | 38k | $1.9M | -5% | Dec 2024 |
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| HF Advisory Group | 37k | $1.9M | 3% | Dec 2024 |
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| CI Private Wealth | 36k | $1.9M | 0% | Dec 2024 |
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| Northern Trust | 36k | $1.9M | -2% | Dec 2024 |
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| Merit Financial Group | 36k | $1.8M | 18% | Dec 2024 |
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| Natixis Asset Management Advisors | 35k | $1.8M | 11% | Dec 2024 |
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| Capital Advisors | 34k | $1.7M | 1% | Dec 2024 |
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| EP Wealth Advisors | 32k | $1.6M | 4% | Dec 2024 |
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| Ffg Retirement Advisors | 32k | $1.6M | -1% | Dec 2024 |
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| Great Valley Advisor Group | 32k | $1.6M | 1% | Dec 2024 |
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| Financial Advisory Partners | 32k | $1.6M | 5% | Dec 2024 |
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| Oxinas Partners Wealth Management | 32k | $1.6M | 9% | Dec 2024 |
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| Snowden Capital Advisors | 32k | $1.6M | -5% | Sep 2024 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 32k | $1.6M | 2% | Dec 2024 |
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| Larson Financial Group | 31k | $1.6M | 3% | Dec 2024 |
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| BancorpSouth Bank | 31k | $1.6M | -1% | Dec 2024 |
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| Sweet Financial Partners | 31k | $1.6M | 0% | Sep 2024 |
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| Branch Banking & Trust Company | 31k | $1.6M | -4% | Dec 2024 |
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| A.N. Culbertson & Company | 31k | $1.6M | -1% | Dec 2024 |
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| Centaurus Financial | 30k | $1.5M | -17% | Dec 2024 |
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Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dynamic Advisors Solutions | Sep 2024 | 142k | $7.2M |
| Two Sigma Investments | Sep 2024 | 56k | $2.9M |
| Kingswood Wealth Advisors | Sep 2024 | 48k | $2.5M |