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 |
|---|---|---|---|---|---|
| LPL Financial | 1.9M | $101M | -2% | Dec 2025 |
|
| Linscomb & Williams | 1.8M | $95M | 1% | Dec 2025 |
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| UBS Group | 1.7M | $89M | -2% | Dec 2025 |
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| Creative Planning | 1.5M | $78M | 0% | Dec 2025 |
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| Ameriprise Financial | 1.4M | $71M | -1% | Dec 2025 |
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| Jones Financial Companies, L.L | 1.3M | $70M | 15% | Dec 2025 |
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| Raymond James Financial | 1.1M | $58M | 5% | Dec 2025 |
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| Wells Fargo & Company | 998k | $52M | 7% | Dec 2025 |
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| Mercer Global Advisors | 616k | $32M | 7% | Dec 2025 |
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| Royal Bank of Canada | 599k | $31M | 7% | Sep 2025 |
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| Commonwealth Equity Services | 587k | $30M | -4% | Dec 2025 |
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| Kestra Advisory Services | 550k | $28M | 0% | Dec 2025 |
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| Cetera Investment Advisers | 550k | $28M | 0% | Dec 2025 |
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| Keybank National Association | 508k | $26M | 2% | Dec 2025 |
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| IAG Wealth Partners | 493k | $25M | 2% | Dec 2025 |
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| Coldstream Capital Management | 491k | $25M | -3% | Dec 2025 |
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| Advisor Group Holdings | 376k | $19M | 1% | Dec 2025 |
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| Stonebridge Financial Group | 372k | $19M | 2% | Dec 2025 |
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| Trajan Wealth | 358k | $19M | -1% | Dec 2025 |
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| Baird Financial | 343k | $18M | -25% | Dec 2025 |
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| Jpmorgan Chase & Co | 339k | $18M | 100% | Sep 2025 |
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| Huntington National Bank | 337k | $17M | -1% | Dec 2025 |
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| AE Wealth Management | 336k | $17M | 9% | Dec 2025 |
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| MAI Wealth Advisors | 333k | $17M | -1% | Dec 2025 |
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| HighTower Advisors | 313k | $16M | -17% | Dec 2025 |
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| Stifel Financial | 303k | $16M | -2% | Dec 2025 |
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| Union Bankshares | 292k | $15M | -14% | Dec 2025 |
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| Marion Wealth Management | 278k | $15M | 2% | Dec 2025 |
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| Rockefeller Capital Management | 275k | $14M | 0% | Dec 2025 |
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| Lido Advisors | 269k | $14M | 0% | Dec 2025 |
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| Colony | 264k | $14M | -5% | Dec 2025 |
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| Precedent Wealth Partners | 251k | $13M | -9% | Dec 2025 |
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| Cambridge Investment Research Advisors | 251k | $13M | 5% | Dec 2025 |
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| YCMNET Advisors | 237k | $12M | 2% | Dec 2025 |
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| Concord Wealth Partners | 229k | $12M | -1% | Dec 2025 |
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| Bank of New York Mellon | 229k | $12M | 83% | Dec 2025 |
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| Honkamp Krueger Financial Services | 227k | $12M | -2% | Dec 2025 |
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| RMB Capital Management | 223k | $12M | 0% | Sep 2025 |
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| Eastern Bank | 222k | $11M | 100% | Dec 2025 |
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| Lee-Kelleher Wealth Management | 214k | $11M | 5% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 214k | $11M | -6% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 211k | $11M | 4% | Dec 2025 |
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| Goldstone Financial Group | 205k | $11M | 6% | Dec 2025 |
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| Mariner Wealth Advisors | 188k | $9.7M | 58% | Dec 2025 |
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| CX Institutional | 178k | $9.2M | -3% | Dec 2025 |
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| CI Private Wealth | 177k | $9.2M | 387% | Dec 2025 |
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| David J.Sculati | 173k | $8.9M | 2% | Dec 2025 |
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| Concord Asset Management | 163k | $8.4M | -2% | Dec 2025 |
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| Dynamic Advisors Solutions | 159k | $8.2M | 3% | Dec 2025 |
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| Melone Private Wealth | 156k | $8.1M | -55% | Dec 2025 |
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| Two Sigma Investments | 149k | $7.8M | 1098% | Sep 2025 |
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| United Advisor Group | 143k | $7.4M | -3% | Dec 2025 |
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| Financial Advisory Service | 142k | $7.3M | 6% | Dec 2025 |
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| Cornerstone Wealth Management | 142k | $7.3M | -1% | Dec 2025 |
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| Capital Investment Counsel | 141k | $7.3M | 2% | Dec 2025 |
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| GSB Wealth Management | 135k | $6.9M | 6% | Dec 2025 |
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| Mml Investors Services | 131k | $6.8M | 1% | Dec 2025 |
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| Atria Investments | 125k | $6.4M | -4% | Dec 2025 |
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| Equitable Holdings | 125k | $6.4M | 13% | Dec 2025 |
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| MJT & Associates Financial Advisory Group | 119k | $6.2M | 0% | Dec 2025 |
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| D.A. Davidson & Co. | 118k | $6.1M | -2% | Dec 2025 |
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| Modera Wealth Management | 117k | $6.0M | 0% | Dec 2025 |
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| Segall Bryant & Hamill | 116k | $6.0M | 100% | Dec 2025 |
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| Long Run Wealth Advisors | 116k | $6.0M | 4% | Dec 2025 |
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| Howard Bailey Securities | 115k | $6.0M | 33% | Sep 2025 |
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| Buckingham Strategic Partners | 103k | $5.3M | 34% | Dec 2025 |
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| JFS Wealth Advisors | 100k | $5.2M | -1% | Dec 2025 |
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| TD Waterhouse Canada | 100k | $5.2M | -5% | Dec 2025 |
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| Envestnet Asset Management | 100k | $5.1M | -15% | Dec 2025 |
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| SCBT Financial Corporation | 98k | $5.0M | 6% | Dec 2025 |
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| IFG Advisory | 96k | $4.9M | 4% | Dec 2025 |
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| Apeiron RIA | 94k | $5.0M | -8% | Dec 2025 |
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| Beacon Financial | 91k | $4.8M | -13% | Sep 2025 |
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| Frazier Financial Advisors | 91k | $4.7M | -1% | Dec 2025 |
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| JPL Wealth Management | 90k | $4.6M | 0% | Dec 2025 |
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| Integrys Wealth Advisors | 88k | $4.5M | -11% | Dec 2025 |
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| Nikulski Financial | 87k | $4.5M | -6% | Dec 2025 |
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| Cascade Financial Partners | 87k | $4.5M | 0% | Dec 2025 |
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| Private Capital Management | 87k | $4.5M | -1% | Dec 2025 |
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| Ohe Financial | 86k | $4.4M | 11% | Dec 2025 |
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| Meridian Wealth Management | 84k | $4.4M | 2% | Dec 2025 |
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| Defined Financial Planning | 82k | $4.2M | 25% | Sep 2025 |
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| Main Street Financial Solutions | 81k | $4.2M | 2% | Dec 2025 |
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| Sage Capital Management | 80k | $4.1M | -9% | Dec 2025 |
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| Captrust Financial Advisors | 78k | $4.0M | 0% | Dec 2025 |
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| Harbour Wealth Management Group | 75k | $3.8M | 100% | Dec 2025 |
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| Larson Financial Group | 74k | $3.8M | 5% | Dec 2025 |
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| Midwest Trust | 72k | $3.7M | 6% | Dec 2025 |
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| Janney Montgomery Scott | 72k | $3.7M | -19% | Dec 2025 |
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| Natixis Asset Management Advisors | 68k | $3.5M | 9% | Dec 2025 |
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| Thrivent Financial for Lutherans | 68k | $3.5M | 502% | Dec 2025 |
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| Independence Bank of Kentucky | 66k | $3.4M | 0% | Dec 2025 |
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| Hancock Bank Trust Department | 65k | $3.3M | 0% | Dec 2025 |
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| First Hawaiian Bank | 63k | $3.2M | -18% | Dec 2025 |
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| Beacon Pointe Advisors | 62k | $3.2M | -3% | Dec 2025 |
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| CWM | 61k | $3.1M | -11% | Dec 2025 |
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| Founders Grove Wealth Partners | 60k | $3.1M | -1% | Dec 2025 |
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| Wealthcare Advisory Partners | 59k | $3.0M | -10% | Dec 2025 |
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| Sanctuary Advisors | 57k | $3.0M | -3% | Dec 2025 |
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| Brady Martz Wealth Solutions | 55k | $2.9M | 1% | Dec 2025 |
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| Founders Financial Alliance | 54k | $2.8M | 1% | Dec 2025 |
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| JNBA Financial Advisors | 54k | $2.8M | -4% | Dec 2025 |
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| Intrua Financial | 54k | $2.8M | 3% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 52k | $2.7M | 0% | Dec 2025 |
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| Vident Advisory | 51k | $2.7M | 0% | Dec 2025 |
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| Private Advisor | 51k | $2.6M | -1% | Dec 2025 |
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| Park Avenue Securities | 51k | $2.6M | 41% | Dec 2025 |
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| Apollon Wealth Management | 50k | $2.6M | -2% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 49k | $2.5M | 100% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 49k | $2.5M | 20% | Dec 2025 |
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| Northern Trust | 48k | $2.5M | 16% | Dec 2025 |
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| United Capital Financial Advisers | 48k | $2.5M | -12% | Sep 2025 |
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| Powers Advisory Group | 47k | $2.4M | 2% | Dec 2025 |
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| Oxinas Partners Wealth Management | 47k | $2.4M | 7% | Dec 2025 |
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| BIP Wealth | 46k | $2.4M | -2% | Dec 2025 |
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| Kingswood Wealth Advisors | 46k | $2.4M | -2% | Dec 2025 |
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| NBT Bank | 46k | $456M | -1% | Dec 2025 |
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| Silverlake Wealth Management | 43k | $2.2M | -3% | Dec 2025 |
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| Principal Securities | 43k | $2.2M | 3% | Dec 2025 |
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| HF Advisory Group | 42k | $2.2M | 4% | Dec 2025 |
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| Well Done | 42k | $2.2M | 1% | Dec 2025 |
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| Farmers National Bank | 41k | $2.2M | 4% | Sep 2025 |
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| Sontag Advisory | 41k | $2.1M | 0% | Dec 2025 |
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| Stock Yards Trust Company | 41k | $2.1M | -2% | Dec 2025 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 41k | $2.1M | 155% | Dec 2025 |
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| Salomon & Ludwin | 40k | $2.1M | -1% | Dec 2025 |
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| Centaurus Financial | 39k | $2.0M | 8% | Dec 2025 |
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| Prosperity Consulting Group | 39k | $2.0M | -5% | Dec 2025 |
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| Yarger Wealth Strategies | 39k | $2.0M | 1% | Dec 2025 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 38k | $2.0M | -1% | Dec 2025 |
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| Midland Wealth Advisors | 38k | $2.0M | -3% | Dec 2025 |
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| Concurrent Investment Advisors | 38k | $1.9M | 17% | Dec 2025 |
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| O'shaughnessy Asset Management | 37k | $1.9M | 3% | Dec 2025 |
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| Ffg Retirement Advisors | 35k | $1.8M | 0% | Dec 2025 |
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| Harbour Investments | 34k | $1.8M | 0% | Dec 2025 |
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| Great Valley Advisor Group | 34k | $1.7M | 1% | Dec 2025 |
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| Envision Financial | 33k | $1.7M | -17% | Dec 2025 |
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| Chicago Partners Investment | 33k | $1.8M | -7% | Dec 2025 |
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| Branch Banking & Trust Company | 33k | $1.7M | -3% | Dec 2025 |
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| Argent Trust | 33k | $1.7M | -13% | Dec 2025 |
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| Financial Advisory Partners | 32k | $1.7M | 1% | Dec 2025 |
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| Wesbanco Trust And Investments | 32k | $1.6M | 3% | Dec 2025 |
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| ORG Partners | 32k | $1.6M | -24% | Dec 2025 |
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| Financial Management Network | 32k | $1.6M | -14% | Dec 2025 |
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| Benjamin Edwards | 31k | $1.6M | 4% | Dec 2025 |
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| Farther Finance Advisors | 31k | $1.6M | 23% | Dec 2025 |
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| Harbor Investment Advisory | 31k | $1.6M | 3% | Dec 2025 |
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| Wealth Enhancement Trust Services | 31k | $1.6M | 100% | Dec 2025 |
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| FMR | 31k | $1.6M | 13% | Sep 2025 |
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| Soltis Investment Advisors | 30k | $1.5M | -4% | Dec 2025 |
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| Merit Financial Group | 25k | $1.3M | -20% | Dec 2025 |
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| Goldman Sachs Group | 19k | $953k | -41% | Dec 2025 |
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| Signature Estate and Investment Advisors | 12k | $642k | -86% | Dec 2025 |
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| Capital Advisors | 11k | $571k | -65% | Dec 2025 |
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| Susquehanna International | 5.6k | $290k | -86% | Dec 2025 |
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| Vestor Capital Corp | 170.00 | $3.6M | -100% | Dec 2025 |
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Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rodgers & Associates | Sep 2025 | 37k | $2.0M |
| Integrated Wealth Concepts | Sep 2025 | 31k | $1.6M |