Who owns WisdomTree MidCap Dividend Fund?

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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
Morgan Stanley 3.6M $161M 100% Mar 2022
Bank of America Corporation 3.0M $131M 100% Dec 2021
Linscomb & Williams 2.5M $110M 2% Mar 2022
Creative Planning 1.3M $58M 2% Dec 2021
Financial Planning & Information Services 968k $43M 4% Dec 2021
Wells Fargo & Company 803k $36M -17% Dec 2021
Coldstream Capital Management 766k $34M 25% Mar 2022
Advisor Group Holdings 762k $34M -2% Mar 2022
Commonwealth Equity Services 660k $29M 2% Mar 2022
Raymond James Financial Services Advisors 648k $29M 1% Mar 2022
AE Wealth Management 627k $28M 12% Dec 2021

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Baird Financial 532k $24M -3% Mar 2022
Kestra Advisory Services 507k $23M 19% Mar 2022
Envestnet Asset Management 397k $18M 12% Mar 2022
Keybank National Association 395k $18M 11% Mar 2022
JNBA Financial Advisors 375k $17M -10% Mar 2022
IAG Wealth Partners 360k $16M 5% Dec 2021
Huntington National Bank 357k $16M 2% Mar 2022
Raymond James & Associates 354k $16M 0% Mar 2022
Sandy Spring Bank 284k $13M 183% Mar 2022
Beacon Financial 278k $13M -1% Mar 2022
Stifel Financial 272k $12M -8% Mar 2022
MAI Wealth Advisors 267k $12M 6% Mar 2022
Jpmorgan Chase & Co 259k $0 1% Mar 2022
Private Wealth Strategies 256k $11M -4% Mar 2022
Concord Wealth Partners 252k $11M -4% Mar 2022
Wealth Enhancement Advisory Services 239k $10M 192% Dec 2021
YCMNET Advisors 238k $11M 0% Dec 2021
First Hawaiian Bank 232k $10M 2% Mar 2022
Janney Montgomery Scott 217k $9.6M -6% Mar 2022
Melone Private Wealth 216k $9.3M 3% Mar 2022
RMB Capital Management 205k $9.1M 8% Mar 2022
CX Institutional 187k $8.3M 4% Mar 2022
First Heartland Consultants 186k $8.3M 100% Mar 2022
JD Financial Services 182k $8.1M 11% Dec 2021
Connecticut Wealth Management 175k $7.8M -6% Dec 2021
Honkamp Krueger Financial Services 174k $7.7M 11% Mar 2022
Cambridge Investment Research Advisors 164k $7.3M -10% Dec 2021
Signature Estate and Investment Advisors 151k $6.7M 4% Mar 2022
Marion Wealth Management 141k $6.3M 100% Mar 2022
Apeiron RIA 140k $6.2M 100% Dec 2021
Salomon & Ludwin 137k $6.1M -1% Mar 2022
Proequities 131k $5.8M 4% Mar 2022
JFS Wealth Advisors 128k $5.7M -7% Mar 2022
Johanson Financial Advisors 128k $5.7M 1% Dec 2021
Hanson McClain Advisors 127k $5.6M 13177% Mar 2022
Snowden Capital Advisors 123k $5.5M 100% Mar 2022
EisnerAmper Wealth Management Corporate Benefits 119k $5.3M -3% Mar 2022
David J.Sculati 118k $5.2M 2% Mar 2022
Rockefeller Capital Management 116k $5.2M 45% Mar 2022
Parsec Financial Management 112k $5.0M -9% Mar 2022
Integrys Wealth Advisors 108k $4.8M -5% Mar 2022
Cetera Investment Advisers 103k $4.6M 160% Mar 2022
Financial Advisory Service 103k $4.6M 7% Mar 2022
Equitable Holdings 103k $4.6M 73% Mar 2022
Cornerstone Wealth Management 97k $4.3M 8% Mar 2022
Financial Insights 94k $4.2M -15% Mar 2022
Modera Wealth Management 93k $4.1M 3% Mar 2022
Northwestern Mutual Wealth Management Company 88k $3.9M -3% Mar 2022
Hancock Bank Trust Department 87k $3.8M -2% Dec 2021
Financial Counselors 87k $3.8M 2% Mar 2022
D.A. Davidson & Co. 82k $3.7M -3% Dec 2021
Bank of New York Mellon 79k $3.5M -68% Mar 2022
Mml Investors Services 79k $3.5M -7% Mar 2022
Private Advisor 72k $3.2M 0% Mar 2022
Mariner Wealth Advisors 71k $3.1M 1% Mar 2022
Baystate Wealth Management 69k $3.1M 0% Dec 2021
Long Run Wealth Advisors 67k $3.0M 14% Mar 2022
Eudaimonia Advisors 67k $3.0M 6% Mar 2022
Vestor Capital Corp 65k $2.9M 0% Mar 2022
TFG Advisers 64k $2.8M 0% Mar 2022
BCS Wealth Management 63k $2.8M 0% Mar 2022
CliftonLarsonAllen Wealth Advisors 60k $2.7M 0% Mar 2022
Captrust Financial Advisors 60k $2.7M -20% Mar 2022
Alaska Permanent Capital Management 60k $2.7M -4% Mar 2022
Mercer Global Advisors 60k $2.7M 12% Mar 2022
Peterson Financial Group 60k $2.6M 100% Dec 2021
Ten Capital Wealth Advisors 59k $2.6M -78% Mar 2022
Beacon Pointe Advisors 56k $2.5M 52% Mar 2022
NBT Bank 56k $2.5M 6% Mar 2022
West Bancorporation 53k $2.4M 53% Mar 2022
Strategic Wealth Advisors 53k $2.3M 4% Mar 2022
Wealthcare Advisory Partners 53k $2.3M 44% Mar 2022
Gail Mannix 52k $2.3M -4% Mar 2022
Ohe Financial 52k $2.3M 0% Dec 2021
Chicago Partners Investment 52k $2.2M -2% Mar 2022
Holt Capital Advisors, L.L.C. dba Holt Capital Partners 49k $2.2M 0% Mar 2022
Centennial Wealth Advisory 49k $2.2M 4% Dec 2021
Pinnacle Wealth Management Advisory 46k $2.0M -4% Mar 2022
Centaurus Financial 45k $2.0M 23% Mar 2022
GW & Wade 45k $2.0M 6% Mar 2022
Well Done 44k $2.0M -9% Mar 2022
Archetype Wealth Partners 43k $1.9M 100% Mar 2022
Yarger Wealth Strategies 42k $1.8M 0% Mar 2022
Berkeley Capital Partners 41k $1.8M 51% Mar 2022
Apollon Wealth Management 41k $1.8M 100% Dec 2021
Insight Advisors, LLC/ PA 40k $1.8M 11% Mar 2022
Northern Trust 39k $1.7M 20% Mar 2022
Private Capital Management 39k $1.7M 100% Mar 2022
Lenox Wealth Advisors 39k $1.7M 2% Mar 2022
PCG Wealth Advisors 38k $1.7M 71% Mar 2022
Arkadios Wealth Advisors 38k $1.7M -2% Mar 2022
Powers Advisory Group 38k $1.7M -6% Mar 2022
A.N. Culbertson & Company 37k $1.6M 0% Dec 2021
Trustmark National Bank - Trust Department 37k $1.6M -1% Dec 2021
Steward Partners Investment Advisory 36k $1.6M -2% Mar 2022
Intrua Financial 36k $1.6M -1% Mar 2022
Sweet Financial Partners 35k $1.5M 3% Mar 2022
EP Wealth Advisors 34k $1.5M 3% Mar 2022
First Republic Investment Management 33k $1.5M 28% Dec 2021
J.w. Cole Advisors 33k $1.4M 100% Dec 2021
Encore Bank Na 32k $1.4M -1% Dec 2021
Soltis Investment Advisors 32k $1.4M -2% Mar 2022
Simmons Bank 32k $1.4M 0% Mar 2022
Branch Banking & Trust Company 31k $1.4M -27% Mar 2022
IMS Capital Management 31k $1.4M 0% Mar 2022
HighTower Advisors 31k $1.4M 16% Dec 2021
Wesbanco Trust And Investments 30k $1.4M 0% Mar 2022
Capital Advisors 30k $1.4M 8% Mar 2022
Opes Wealth Management 30k $1.4M 8% Mar 2022
Financial Engines Advisors L.L.C 30k $1.3M 100% Mar 2022
Principle Wealth Partners 30k $1.3M -4% Mar 2022
Collaborative Wealth Managment 30k $1.3M 100% Dec 2021
Benjamin Edwards 30k $1.3M -2% Mar 2022
Intercontinental Wealth Advisors 30k $1.3M 0% Mar 2022
Gryphon Financial Partners 29k $1.3M -31% Mar 2022
Investors Research Corp 29k $1.3M 0% Mar 2022
Pacific Sun Financial Corp 28k $1.2M 0% Mar 2022
Gyl Financial Synergies 27k $1.2M 0% Dec 2021
Bft Financial Group 27k $1.2M -28% Mar 2022
Goldman Sachs Group 26k $1.1M 150% Mar 2022
Great Diamond Partners 26k $1.1M 100% Mar 2022
Flow Traders US 24k $1.1M 101% Mar 2022
Biondo Investment Advisors 24k $1.1M 5% Dec 2021
PFG Financial Advisors 24k $1.1M -5% Mar 2022
Mather Group 23k $1.0M 100% Mar 2022
Emerald Investment Partners 23k $1.0M 100% Mar 2022
Octavia Wealth Advisors 23k $1.0M -10% Mar 2022
John W. Brooker & Co., CPAs 23k $1.0M 0% Dec 2021
Strategic Financial 22k $967k 0% Mar 2022
Spire Wealth Management 22k $952k 147% Dec 2021
Raymond James Trust 20k $901k 4% Mar 2022
Putnam Fl Investment Management 19k $861k -1% Mar 2022
Western Wealth Management 19k $858k 100% Mar 2022
Plimoth Trust 19k $827k 1% Mar 2022
Bsc Private Wealth Management 18k $794k -7% Mar 2022
Heritage Trust 18k $799k 0% Mar 2022
CFG Asset Management 17k $773k 40% Mar 2022
Platform Technology Partners 17k $766k 0% Mar 2022
Financial Advocates Investment Management 17k $756k -9% Mar 2022
National Asset Management 15k $653k -42% Mar 2022
Sunbelt Securities 13k $576k -38% Mar 2022
Viridian Ria 0 $0 -100% Mar 2022

Who sold out of WisdomTree MidCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Sontag Advisory Sep 2021 38k $1.6M
Citadel Advisors Dec 2021 30k $1.4M
Whittier Trust Dec 2021 29k $1.3M
Kingsview Wealth Management Sep 2021 20k $828k
Stratos Wealth Partners Dec 2021 19k $837k