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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.4M | $119M | 100% | Jun 2025 |
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| LPL Financial | 2.0M | $104M | -1% | Sep 2025 |
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| Linscomb & Williams | 1.8M | $96M | 0% | Sep 2025 |
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| UBS Group | 1.8M | $92M | -1% | Sep 2025 |
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| Creative Planning | 1.5M | $80M | 0% | Sep 2025 |
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| Ameriprise Financial | 1.4M | $73M | 1% | Sep 2025 |
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| Jones Financial Companies, L.L | 1.2M | $61M | 8% | Sep 2025 |
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| Raymond James Financial | 1.1M | $55M | -6% | Sep 2025 |
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| Wells Fargo & Company | 935k | $49M | -5% | Sep 2025 |
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| Commonwealth Equity Services | 609k | $32M | -19% | Sep 2025 |
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| Royal Bank of Canada | 599k | $31M | 7% | Sep 2025 |
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| Mercer Global Advisors | 573k | $30M | 41% | Sep 2025 |
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| Kestra Advisory Services | 553k | $29M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 547k | $29M | 3% | Sep 2025 |
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| Coldstream Capital Management | 508k | $27M | -3% | Sep 2025 |
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| Keybank National Association | 500k | $26M | 1% | Sep 2025 |
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| IAG Wealth Partners | 485k | $25M | 3% | Sep 2025 |
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| Baird Financial | 458k | $24M | 2% | Sep 2025 |
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| HighTower Advisors | 376k | $20M | -63% | Sep 2025 |
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| Advisor Group Holdings | 372k | $19M | 0% | Sep 2025 |
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| Stonebridge Financial Group | 364k | $19M | 1% | Sep 2025 |
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| Trajan Wealth | 361k | $19M | -3% | Sep 2025 |
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| Melone Private Wealth | 348k | $18M | 4% | Sep 2025 |
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| Huntington National Bank | 342k | $18M | 0% | Sep 2025 |
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| Union Bankshares | 341k | $18M | -13% | Sep 2025 |
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| Jpmorgan Chase & Co | 339k | $18M | 8% | Sep 2025 |
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| MAI Wealth Advisors | 337k | $18M | -1% | Sep 2025 |
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| Stifel Financial | 309k | $16M | -1% | Sep 2025 |
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| AE Wealth Management | 308k | $16M | 13% | Sep 2025 |
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| Colony | 279k | $15M | 7% | Sep 2025 |
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| Precedent Wealth Partners | 275k | $14M | -2% | Sep 2025 |
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| Rockefeller Capital Management | 274k | $14M | 3% | Sep 2025 |
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| Marion Wealth Management | 272k | $14M | 1% | Sep 2025 |
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| Lido Advisors | 269k | $14M | -3% | Sep 2025 |
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| Cambridge Investment Research Advisors | 239k | $13M | 3% | Sep 2025 |
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| Honkamp Krueger Financial Services | 233k | $12M | 0% | Sep 2025 |
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| Concord Wealth Partners | 232k | $12M | -2% | Sep 2025 |
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| YCMNET Advisors | 232k | $12M | 1% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 226k | $12M | -3% | Sep 2025 |
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| RMB Capital Management | 223k | $12M | 0% | Sep 2025 |
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| Lee-Kelleher Wealth Management | 204k | $11M | 7% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 203k | $11M | 1% | Sep 2025 |
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| Goldstone Financial Group | 192k | $10M | 10% | Sep 2025 |
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| CX Institutional | 183k | $9.6M | 12% | Sep 2025 |
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| David J.Sculati | 170k | $8.9M | 2% | Sep 2025 |
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| Concord Asset Management | 165k | $8.7M | -30% | Sep 2025 |
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| Dynamic Advisors Solutions | 155k | $8.1M | 4% | Sep 2025 |
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| Two Sigma Investments | 149k | $7.8M | 1098% | Sep 2025 |
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| United Advisor Group | 148k | $7.7M | 2% | Sep 2025 |
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| Cornerstone Wealth Management | 143k | $7.5M | 1% | Sep 2025 |
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| Capital Investment Counsel | 137k | $7.2M | 3% | Sep 2025 |
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| Financial Advisory Service | 134k | $7.0M | 3% | Sep 2025 |
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| Atria Investments | 130k | $6.8M | 16% | Sep 2025 |
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| Mml Investors Services | 129k | $6.8M | -2% | Sep 2025 |
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| GSB Wealth Management | 127k | $6.6M | 3% | Sep 2025 |
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| Bank of New York Mellon | 125k | $6.5M | 13% | Sep 2025 |
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| D.A. Davidson & Co. | 120k | $6.3M | 2% | Sep 2025 |
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| MJT & Associates Financial Advisory Group | 119k | $6.2M | 7% | Sep 2025 |
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| Mariner Wealth Advisors | 119k | $6.2M | -2% | Sep 2025 |
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| Modera Wealth Management | 117k | $6.1M | 0% | Sep 2025 |
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| Envestnet Asset Management | 117k | $6.1M | -69% | Sep 2025 |
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| Long Run Wealth Advisors | 112k | $5.8M | 5% | Sep 2025 |
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| Equitable Holdings | 111k | $5.8M | 4% | Sep 2025 |
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| TD Waterhouse Canada | 106k | $5.5M | 6% | Sep 2025 |
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| Apeiron RIA | 102k | $5.2M | -6% | Sep 2025 |
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| JFS Wealth Advisors | 101k | $5.3M | 0% | Sep 2025 |
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| Integrys Wealth Advisors | 98k | $5.0M | 5% | Sep 2025 |
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| Nikulski Financial | 93k | $4.9M | 0% | Sep 2025 |
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| SCBT Financial Corporation | 92k | $4.8M | 1% | Sep 2025 |
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| Frazier Financial Advisors | 92k | $4.8M | 1% | Sep 2025 |
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| IFG Advisory | 92k | $4.8M | 0% | Sep 2025 |
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| Beacon Financial | 91k | $4.8M | -13% | Sep 2025 |
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| JPL Wealth Management | 90k | $4.7M | 1% | Sep 2025 |
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| Janney Montgomery Scott | 88k | $4.6M | -8% | Sep 2025 |
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| Signature Estate and Investment Advisors | 88k | $4.6M | 0% | Sep 2025 |
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| Sage Capital Management | 88k | $4.6M | -4% | Sep 2025 |
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| Private Capital Management | 87k | $4.6M | 9% | Sep 2025 |
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| Cascade Financial Partners | 87k | $4.6M | -2% | Sep 2025 |
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| Howard Bailey Securities | 86k | $4.5M | 23% | Sep 2025 |
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| Meridian Wealth Management | 83k | $4.3M | 1% | Sep 2025 |
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| Defined Financial Planning | 82k | $4.2M | 25% | Sep 2025 |
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| Main Street Financial Solutions | 79k | $4.1M | 3% | Sep 2025 |
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| Captrust Financial Advisors | 78k | $4.1M | 0% | Sep 2025 |
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| Ohe Financial | 77k | $4.0M | 1% | Sep 2025 |
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| Buckingham Strategic Partners | 77k | $4.0M | 10% | Sep 2025 |
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| First Hawaiian Bank | 77k | $4.0M | -29% | Sep 2025 |
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| Larson Financial Group | 71k | $3.7M | 38% | Sep 2025 |
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| CWM | 68k | $3.6M | -26% | Sep 2025 |
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| Vestor Capital Corp | 68k | $3.6M | 5062% | Sep 2025 |
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| Midwest Trust | 68k | $3.5M | -2% | Sep 2025 |
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| Independence Bank of Kentucky | 66k | $3.4M | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 65k | $3.4M | -2% | Sep 2025 |
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| Hancock Bank Trust Department | 65k | $3.4M | -2% | Sep 2025 |
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| TFG Advisers | 64k | $3.2M | -1% | Jun 2025 |
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| Beacon Pointe Advisors | 64k | $3.3M | 19% | Sep 2025 |
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| Natixis Asset Management Advisors | 63k | $3.3M | 50% | Sep 2025 |
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| Founders Grove Wealth Partners | 60k | $3.1M | 0% | Sep 2025 |
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| JNBA Financial Advisors | 57k | $3.0M | -4% | Sep 2025 |
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| Financial Insights | 55k | $2.8M | -6% | Jun 2025 |
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| Brady Martz Wealth Solutions | 55k | $2.9M | 0% | Sep 2025 |
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| Founders Financial Alliance | 54k | $2.8M | 0% | Sep 2025 |
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| Intrua Financial | 52k | $2.7M | -3% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 52k | $2.7M | -1% | Sep 2025 |
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| Vident Advisory | 51k | $2.7M | 0% | Sep 2025 |
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| Private Advisor | 51k | $2.7M | -6% | Sep 2025 |
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| Apollon Wealth Management | 51k | $2.7M | 1% | Sep 2025 |
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| United Capital Financial Advisers | 48k | $2.5M | -12% | Sep 2025 |
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| BIP Wealth | 47k | $2.5M | 0% | Sep 2025 |
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| Kingswood Wealth Advisors | 47k | $2.5M | 100% | Sep 2025 |
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| NBT Bank | 46k | $2.4M | -31% | Sep 2025 |
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| Powers Advisory Group | 46k | $2.4M | 0% | Sep 2025 |
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| Silverlake Wealth Management | 44k | $2.3M | 0% | Sep 2025 |
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| Oxinas Partners Wealth Management | 44k | $2.3M | 6% | Sep 2025 |
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| Principal Securities | 42k | $2.2M | 0% | Sep 2025 |
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| Well Done | 42k | $2.2M | 0% | Sep 2025 |
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| ORG Partners | 42k | $2.2M | -6% | Sep 2025 |
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| Stock Yards Trust Company | 41k | $2.2M | -1% | Sep 2025 |
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| Farmers National Bank | 41k | $2.2M | 4% | Sep 2025 |
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| Northern Trust | 41k | $2.2M | 13% | Sep 2025 |
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| Sontag Advisory | 41k | $2.1M | 1% | Sep 2025 |
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| HF Advisory Group | 41k | $2.1M | 6% | Sep 2025 |
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| Salomon & Ludwin | 41k | $2.1M | -8% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 41k | $2.1M | 10% | Sep 2025 |
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| Prosperity Consulting Group | 41k | $2.1M | -7% | Sep 2025 |
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| Susquehanna International | 40k | $2.1M | 246% | Sep 2025 |
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| Envision Financial | 40k | $2.1M | -1% | Sep 2025 |
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| Midland Wealth Advisors | 39k | $2.1M | -18% | Sep 2025 |
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| H D Vest Advisory Services | 39k | $2.0M | 16% | Jun 2025 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 39k | $2.0M | -3% | Sep 2025 |
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| Yarger Wealth Strategies | 38k | $2.0M | 0% | Sep 2025 |
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| Argent Trust | 38k | $2.0M | -1% | Sep 2025 |
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| Rodgers & Associates | 37k | $2.0M | -7% | Sep 2025 |
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| Financial Management Network | 36k | $1.9M | -3% | Sep 2025 |
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| CI Private Wealth | 36k | $1.9M | -7% | Sep 2025 |
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| Centaurus Financial | 36k | $1.9M | 0% | Sep 2025 |
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| Park Avenue Securities | 36k | $1.9M | 27% | Sep 2025 |
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| O'shaughnessy Asset Management | 36k | $1.9M | 66% | Sep 2025 |
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| Chicago Partners Investment | 35k | $1.8M | -4% | Sep 2025 |
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| Ffg Retirement Advisors | 35k | $1.8M | 1% | Sep 2025 |
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| Harbour Investments | 34k | $1.8M | 5% | Sep 2025 |
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| Branch Banking & Trust Company | 34k | $1.8M | 14% | Sep 2025 |
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| Great Valley Advisor Group | 33k | $1.7M | -2% | Sep 2025 |
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| Capital Advisors | 32k | $1.7M | -5% | Sep 2025 |
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| Financial Advisory Partners | 32k | $1.7M | 3% | Sep 2025 |
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| Concurrent Investment Advisors | 32k | $1.7M | 4% | Sep 2025 |
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| Merit Financial Group | 32k | $1.7M | -19% | Sep 2025 |
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| Goldman Sachs Group | 31k | $1.6M | 167% | Sep 2025 |
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| Integrated Wealth Concepts | 31k | $1.6M | 553% | Sep 2025 |
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| Soltis Investment Advisors | 31k | $1.6M | -4% | Sep 2025 |
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| FMR | 31k | $1.6M | 13% | Sep 2025 |
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| Putnam Fl Investment Management | 25k | $1.3M | -34% | Sep 2025 |
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| Atria Wealth Solutions | 11k | $584k | -83% | Jun 2025 |
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| Thrivent Financial for Lutherans | 11k | $590k | -75% | Sep 2025 |
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Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Summit Wealth Group Llc / Co | Jun 2025 | 59k | $2.9M |