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 | 4.4M | $224M | -3% | Sep 2024 |
|
| Morgan Stanley | 2.5M | $115M | -6% | Jun 2024 |
|
| LPL Financial | 2.4M | $123M | 28% | Sep 2024 |
|
| Linscomb & Williams | 1.9M | $95M | -1% | Sep 2024 |
|
| Creative Planning | 1.6M | $81M | -3% | Sep 2024 |
|
| Wells Fargo & Company | 1.1M | $55M | 1% | Sep 2024 |
|
| Financial Planning & Information Services | 868k | $44M | -11% | Sep 2024 |
|
| Commonwealth Equity Services | 806k | $41M | -6% | Sep 2024 |
|
| Royal Bank of Canada | 754k | $39M | 2% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 732k | $37M | 2% | Sep 2024 |
|
| Sandy Spring Bank | 583k | $30M | -2% | Sep 2024 |
|
| Coldstream Capital Management | 543k | $28M | -1% | Sep 2024 |
|
| Cetera Investment Advisers | 526k | $25M | 2% | Jun 2024 |
|
| IAG Wealth Partners | 490k | $25M | 0% | Sep 2024 |
|
| Keybank National Association | 472k | $24M | 5% | Sep 2024 |
|
| Trajan Wealth | 440k | $23M | 1% | Sep 2024 |
|
| Raymond James & Associates | 428k | $22M | -2% | Sep 2024 |
|
| Envestnet Asset Management | 408k | $21M | 3% | Sep 2024 |
|
| Kestra Advisory Services | 344k | $18M | -3% | Sep 2024 |
|
| Melone Private Wealth | 342k | $18M | 3% | Sep 2024 |
|
| MAI Wealth Advisors | 333k | $17M | -3% | Sep 2024 |
|
| Huntington National Bank | 330k | $17M | 2% | Sep 2024 |
|
| Jpmorgan Chase & Co | 328k | $17M | -5% | Sep 2024 |
|
| Jones Financial Companies, L.L | 312k | $16M | 272% | Sep 2024 |
|
| Stifel Financial | 296k | $14M | -1% | Jun 2024 |
|
| Mercer Global Advisors | 295k | $14M | 4% | Jun 2024 |
|
| Private Wealth Strategies | 280k | $13M | 3% | Jun 2024 |
|
| Honkamp Krueger Financial Services | 274k | $13M | 3% | Jun 2024 |
|
| Precedent Wealth Partners | 269k | $14M | 2% | Sep 2024 |
|
| Marion Wealth Management | 257k | $13M | 4% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 245k | $12M | 22% | Jun 2024 |
|
| YCMNET Advisors | 237k | $11M | 0% | Jun 2024 |
|
| Invenio Wealth Partners | 235k | $11M | 6% | Jun 2024 |
|
| Rockefeller Capital Management | 220k | $10M | -51% | Jun 2024 |
|
| First Hawaiian Bank | 216k | $11M | -3% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 213k | $11M | 1% | Sep 2024 |
|
| AE Wealth Management | 212k | $11M | -69% | Sep 2024 |
|
| Concord Wealth Partners | 202k | $10M | -3% | Sep 2024 |
|
| Modern Wealth Management | 199k | $10M | 100% | Sep 2024 |
|
| RMB Capital Management | 184k | $9.4M | -2% | Sep 2024 |
|
| Advisor Group Holdings | 171k | $8.7M | -18% | Sep 2024 |
|
| HighTower Advisors | 164k | $7.7M | -2% | Jun 2024 |
|
| Janney Montgomery Scott | 156k | $8.0M | -12% | Sep 2024 |
|
| Mariner Wealth Advisors | 154k | $7.9M | 0% | Sep 2024 |
|
| Goldstone Financial Group | 149k | $7.6M | 100% | Sep 2024 |
|
| CX Institutional | 148k | $7.5M | 2% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 142k | $7.3M | 71% | Sep 2024 |
|
| Dynamic Advisors Solutions | 142k | $7.2M | 21% | Sep 2024 |
|
| Cornerstone Wealth Management | 136k | $7.0M | 3% | Sep 2024 |
|
| Mml Investors Services | 136k | $6.9M | 0% | Sep 2024 |
|
| Beacon Financial | 136k | $6.9M | -2% | Sep 2024 |
|
| Financial Advisory Service | 134k | $6.9M | 0% | Sep 2024 |
|
| David J.Sculati | 134k | $6.8M | 32% | Sep 2024 |
|
| Modera Wealth Management | 132k | $6.7M | 0% | Sep 2024 |
|
| Capital Investment Counsel | 129k | $6.6M | 3% | Sep 2024 |
|
| Apeiron RIA | 128k | $6.0M | -4% | Jun 2024 |
|
| United Advisor Group | 124k | $6.3M | 13% | Sep 2024 |
|
| D.A. Davidson & Co. | 119k | $5.6M | 1% | Jun 2024 |
|
| Private Advisor | 118k | $6.0M | -33% | Sep 2024 |
|
| Concord Asset Management | 110k | $5.6M | -1% | Sep 2024 |
|
| JFS Wealth Advisors | 106k | $5.4M | -1% | Sep 2024 |
|
| GSB Wealth Management | 105k | $5.4M | 15% | Sep 2024 |
|
| Integrys Wealth Advisors | 98k | $5.0M | -2% | Sep 2024 |
|
| Sage Capital Management | 93k | $4.7M | 0% | Sep 2024 |
|
| Cascade Financial Partners | 93k | $4.8M | 0% | Sep 2024 |
|
| Howard Bailey Securities | 92k | $4.7M | 100% | Sep 2024 |
|
| Frazier Financial Advisors | 91k | $4.6M | -5% | Sep 2024 |
|
| Long Run Wealth Advisors | 89k | $4.6M | -2% | Sep 2024 |
|
| Proequities | 89k | $4.5B | 0% | Sep 2024 |
|
| Equitable Holdings | 86k | $4.0M | 22% | Jun 2024 |
|
| CWM | 85k | $4.4M | 11% | Sep 2024 |
|
| Captrust Financial Advisors | 85k | $4.4M | 3% | Sep 2024 |
|
| Atria Investments | 83k | $4.2M | 21% | Sep 2024 |
|
| Team Financial Group | 81k | $4.2M | -13% | Sep 2024 |
|
| Private Capital Management | 80k | $4.1M | -2% | Sep 2024 |
|
| IFG Advisory | 80k | $4.1M | -1% | Sep 2024 |
|
| Meridian Wealth Management | 78k | $4.0M | 11% | Sep 2024 |
|
| TD Waterhouse Canada | 76k | $3.9M | 0% | Sep 2024 |
|
| Financial Counselors | 74k | $3.5M | -10% | Jun 2024 |
|
| Main Street Financial Solutions | 74k | $3.8M | 2% | Sep 2024 |
|
| JNBA Financial Advisors | 73k | $3.7M | -22% | Sep 2024 |
|
| Atria Wealth Solutions | 72k | $3.7M | -3% | Sep 2024 |
|
| Sanctuary Advisors | 72k | $3.3M | 100% | Jun 2024 |
|
| Stock Yards Trust Company | 70k | $3.3M | -3% | Jun 2024 |
|
| Ohe Financial | 69k | $3.5M | 3% | Sep 2024 |
|
| Wealthcare Advisory Partners | 69k | $3.5M | -12% | Sep 2024 |
|
| Hancock Bank Trust Department | 69k | $3.2M | 0% | Jun 2024 |
|
| NBT Bank | 69k | $3.5M | -9% | Sep 2024 |
|
| United Capital Financial Advisers | 67k | $3.4M | -5% | Sep 2024 |
|
| Financial Insights | 65k | $3.3M | -1% | Sep 2024 |
|
| TFG Advisers | 65k | $3.3M | 0% | Sep 2024 |
|
| Vestor Capital Corp | 64k | $3.3M | -3% | Sep 2024 |
|
| JPL Wealth Management | 61k | $2.8M | 6% | Jun 2024 |
|
| Independence Bank of Kentucky | 60k | $3.1M | 119% | Sep 2024 |
|
| Signature Estate and Investment Advisors | 57k | $2.9M | -52% | Sep 2024 |
|
| Midland Wealth Advisors | 57k | $2.9M | -11% | Sep 2024 |
|
| Beacon Pointe Advisors | 57k | $2.9M | 7% | Sep 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 57k | $2.9M | -1% | Sep 2024 |
|
| BIP Wealth | 55k | $2.8M | 10% | Sep 2024 |
|
| Bank of New York Mellon | 53k | $2.7M | -32% | Sep 2024 |
|
| Salomon & Ludwin | 52k | $2.6M | -17% | Sep 2024 |
|
| Apollon Wealth Management | 51k | $2.6M | -1% | Sep 2024 |
|
| Silverlake Wealth Management | 49k | $2.5M | -3% | Sep 2024 |
|
| Kingswood Wealth Advisors | 48k | $2.5M | 100% | Sep 2024 |
|
| Founders Financial Alliance | 47k | $2.4M | 1% | Sep 2024 |
|
| Powers Advisory Group | 47k | $2.4M | -1% | Sep 2024 |
|
| GLOBALT Investments LLC / GA | 47k | $2.4M | -3% | Sep 2024 |
|
| Prosperity Consulting Group | 46k | $2.4M | -2% | Sep 2024 |
|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 44k | $2.3M | 421% | Sep 2024 |
|
| Farmers National Bank | 44k | $2.0M | -1% | Jun 2024 |
|
| Rodgers & Associates | 43k | $2.2M | 6% | Sep 2024 |
|
| Soltis Investment Advisors | 42k | $2.2M | 3% | Sep 2024 |
|
| Well Done | 41k | $2.1M | 2% | Sep 2024 |
|
| Chicago Partners Investment | 40k | $2.0M | -3% | Sep 2024 |
|
| Yarger Wealth Strategies | 40k | $2.0M | 0% | Sep 2024 |
|
| Sontag Advisory | 39k | $2.0M | 2% | Sep 2024 |
|
| Northern Trust | 37k | $1.9M | 0% | Sep 2024 |
|
| Centaurus Financial | 37k | $1.9M | 0% | Sep 2024 |
|
| Principal Securities | 37k | $1.9M | 5% | Sep 2024 |
|
| CI Private Wealth | 36k | $1.9M | -1% | Sep 2024 |
|
| HF Advisory Group | 36k | $1.9M | -8% | Sep 2024 |
|
| Argent Trust | 36k | $1.9M | -2% | Sep 2024 |
|
| Branch Banking & Trust Company | 34k | $1.6M | 1% | Jun 2024 |
|
| Capital Advisors | 33k | $1.7M | 1% | Sep 2024 |
|
| Ffg Retirement Advisors | 32k | $1.6M | 1% | Sep 2024 |
|
| Snowden Capital Advisors | 32k | $1.6M | -5% | Sep 2024 |
|
| Great Valley Advisor Group | 32k | $1.6M | 20% | Sep 2024 |
|
| Natixis Asset Management Advisors | 31k | $1.6M | 23% | Sep 2024 |
|
| BancorpSouth Bank | 31k | $1.6M | -2% | Sep 2024 |
|
| Susquehanna International | 31k | $1.6M | -69% | Sep 2024 |
|
| Sweet Financial Partners | 31k | $1.6M | 0% | Sep 2024 |
|
| A.N. Culbertson & Company | 31k | $1.6M | 0% | Sep 2024 |
|
| Farmers & Merchants Trust Co of Chambersburg PA | 31k | $1.6M | -19% | Sep 2024 |
|
| EP Wealth Advisors | 31k | $1.6M | 1% | Sep 2024 |
|
| Western Wealth Management | 31k | $1.6M | 202% | Sep 2024 |
|
| Harbor Investment Advisory | 31k | $1.6M | 11% | Sep 2024 |
|
| Mather Group | 30k | $1.5M | -37% | Sep 2024 |
|
| Financial Advisory Partners | 30k | $1.5M | 5% | Sep 2024 |
|
| Larson Financial Group | 30k | $1.5M | 4% | Sep 2024 |
|
| Merit Financial Group | 30k | $1.5M | -35% | Sep 2024 |
|
| Biondo Investment Advisors | 30k | $1.5M | 7% | Sep 2024 |
|
| Southland Equity Partners | 30k | $1.5M | 0% | Sep 2024 |
|
| Oxinas Partners Wealth Management | 29k | $1.5M | 53% | Sep 2024 |
|
| Gail Mannix | 29k | $1.3M | 12% | Sep 2024 |
|
| Gyl Financial Synergies | 29k | $1.5M | 0% | Sep 2024 |
|
| Resurgent Financial Advisors | 28k | $1.3M | -46% | Jun 2024 |
|
| Benjamin Edwards | 27k | $1.4M | -10% | Sep 2024 |
|
| Wesbanco Trust And Investments | 27k | $1.4M | 8% | Sep 2024 |
|
| IMS Capital Management | 27k | $1.3M | -8% | Jun 2024 |
|
| Financial Engines Advisors L.L.C | 25k | $1.3M | -20% | Sep 2024 |
|
| Financial Management Network | 25k | $1.3M | -14% | Sep 2024 |
|
| Insight Advisors, LLC/ PA | 21k | $1.1M | -71% | Sep 2024 |
|
| Centennial Wealth Advisory | 8.1k | $413k | -84% | Sep 2024 |
|
| Strategic Financial Concepts | 6.6k | $339k | -98% | Sep 2024 |
|
| Rooted Wealth Advisors | 6.5k | $329k | -86% | Sep 2024 |
|
| Smartleaf Asset Management | 246.00 | $13k | -99% | Sep 2024 |
|
Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Colony | Jun 2024 | 170k | $8.0M |
| Citadel Advisors | Jun 2024 | 125k | $5.8M |
| Jane Street | Jun 2024 | 45k | $2.1M |