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 | 4.4M | $185M | -2% | Jun 2023 |
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| Morgan Stanley | 3.4M | $143M | -1% | Jun 2023 |
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| Linscomb & Williams | 2.1M | $89M | -5% | Jun 2023 |
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| UBS Group | 1.8M | $74M | -2% | Jun 2023 |
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| Creative Planning | 1.7M | $70M | 7% | Jun 2023 |
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| LPL Financial | 1.6M | $66M | -5% | Jun 2023 |
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| Ameriprise Financial | 1.4M | $59M | 0% | Jun 2023 |
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| Financial Planning & Information Services | 1.1M | $47M | 6% | Jun 2023 |
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| Wells Fargo & Company | 989k | $42M | -8% | Jun 2023 |
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| Commonwealth Equity Services | 760k | $32M | 2% | Jun 2023 |
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| AE Wealth Management | 736k | $31M | 9% | Jun 2023 |
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| Raymond James Financial Services Advisors | 733k | $31M | 5% | Jun 2023 |
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| Baird Financial | 732k | $31M | 3% | Jun 2023 |
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| Advisor Group Holdings | 695k | $29M | -8% | Jun 2023 |
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| Sandy Spring Bank | 605k | $25M | 6% | Jun 2023 |
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| Royal Bank of Canada | 579k | $24M | -18% | Jun 2023 |
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| United Capital Financial Advisers | 550k | $23M | 2% | Jun 2023 |
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| Financial Network Investment Corporation | 485k | $20M | 0% | Jun 2023 |
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| IAG Wealth Partners | 484k | $20M | 1% | Jun 2023 |
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| Keybank National Association | 480k | $20M | -4% | Jun 2023 |
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| Coldstream Capital Management | 443k | $19M | -11% | Jun 2023 |
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| Soltis Investment Advisors | 439k | $18M | 7% | Jun 2023 |
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| Raymond James & Associates | 420k | $18M | -19% | Jun 2023 |
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| Envestnet Asset Management | 416k | $18M | -19% | Jun 2023 |
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| Rockefeller Capital Management | 411k | $17M | 23% | Jun 2023 |
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| JNBA Financial Advisors | 375k | $16M | -2% | Jun 2023 |
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| Kestra Advisory Services | 360k | $15M | 2% | Jun 2023 |
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| MAI Wealth Advisors | 343k | $14M | -1% | Jun 2023 |
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| Huntington National Bank | 342k | $14M | 1% | Jun 2023 |
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| Jpmorgan Chase & Co | 317k | $13M | 0% | Jun 2023 |
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| Melone Private Wealth | 298k | $13M | 7% | Jun 2023 |
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| Stifel Financial | 293k | $12M | 5% | Jun 2023 |
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| Private Wealth Strategies | 256k | $11M | 2% | Jun 2023 |
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| Beacon Financial | 250k | $11M | -4% | Jun 2023 |
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| YCMNET Advisors | 243k | $10M | 3% | Jun 2023 |
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| First Hawaiian Bank | 241k | $10M | 1% | Jun 2023 |
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| Marion Wealth Management | 231k | $9.7M | 4% | Jun 2023 |
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| GW & Wade | 224k | $9.4M | -12% | Jun 2023 |
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| Concord Wealth Partners | 221k | $9.3M | 18% | Jun 2023 |
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| Honkamp Krueger Financial Services | 208k | $8.8M | 8% | Jun 2023 |
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| Janney Montgomery Scott | 199k | $8.4M | -2% | Jun 2023 |
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| CX Institutional | 194k | $8.2M | -5% | Jun 2023 |
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| Mercer Global Advisors | 192k | $8.1M | -36% | Jun 2023 |
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| RMB Capital Management | 184k | $7.7M | 1% | Jun 2023 |
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| HighTower Advisors | 157k | $6.6M | 163% | Jun 2023 |
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| Private Advisor | 156k | $6.8M | -3% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 147k | $6.2M | 8% | Jun 2023 |
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| Apeiron RIA | 141k | $5.9M | -4% | Jun 2023 |
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| Cambridge Investment Research Advisors | 139k | $5.9M | -9% | Jun 2023 |
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| Modera Wealth Management | 139k | $5.9M | 191% | Jun 2023 |
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| Signature Estate and Investment Advisors | 138k | $5.8M | 3% | Jun 2023 |
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| Mml Investors Services | 136k | $5.7M | 3% | Jun 2023 |
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| Salomon & Ludwin | 130k | $5.5M | -2% | Jun 2023 |
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| Mariner Wealth Advisors | 125k | $5.3M | 3% | Jun 2023 |
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| Coulter & Justus Financial Services | 125k | $5.2M | 70% | Jun 2023 |
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| JFS Wealth Advisors | 119k | $5.0M | -8% | Jun 2023 |
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| Financial Advisory Service | 119k | $5.0M | 1% | Jun 2023 |
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| Cornerstone Wealth Management | 118k | $4.9M | 17% | Jun 2023 |
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| David J.Sculati | 118k | $4.9M | 4% | Jun 2023 |
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| EisnerAmper Wealth Management Corporate Benefits | 114k | $4.8M | -1% | Jun 2023 |
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| D.A. Davidson & Co. | 113k | $4.7M | 0% | Jun 2023 |
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| Main Street Financial Solutions | 111k | $4.7M | 1% | Jun 2023 |
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| Integrys Wealth Advisors | 104k | $4.4M | 0% | Jun 2023 |
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| Snowden Capital Advisors | 103k | $4.3M | 0% | Jun 2023 |
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| DB Wealth Management Group | 95k | $4.0M | -4% | Jun 2023 |
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| Parsec Financial Management | 94k | $3.8M | 0% | Mar 2023 |
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| Long Run Wealth Advisors | 91k | $3.8M | 21% | Jun 2023 |
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| Stock Yards Trust Company | 89k | $3.8M | 11% | Jun 2023 |
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| Proequities | 89k | $3.7B | -35% | Jun 2023 |
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| Bank of New York Mellon | 87k | $3.7M | 188% | Jun 2023 |
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| Captrust Financial Advisors | 83k | $3.5M | -3% | Jun 2023 |
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| IFG Advisory | 82k | $3.5M | 0% | Jun 2023 |
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| Atria Wealth Solutions | 81k | $3.4M | 0% | Jun 2023 |
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| West Bancorporation | 79k | $3.3M | 1% | Jun 2023 |
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| Financial Counselors | 79k | $3.3M | -5% | Jun 2023 |
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| Synovus Financial Corp. | 78k | $3.3M | -7% | Jun 2023 |
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| Financial Insights | 77k | $3.2M | -3% | Mar 2023 |
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| Cetera Investment Advisers | 77k | $3.2M | -24% | Jun 2023 |
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| Rooted Wealth Advisors | 74k | $3.1M | 100% | Jun 2023 |
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| Hancock Bank Trust Department | 74k | $3.1M | -14% | Jun 2023 |
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| Private Capital Management | 73k | $3.1M | 25% | Jun 2023 |
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| BIP Wealth | 72k | $3.0M | -6% | Jun 2023 |
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| Wealthcare Advisory Partners | 67k | $2.8M | -1% | Jun 2023 |
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| TFG Advisers | 65k | $2.7M | -1% | Jun 2023 |
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| Jones Financial Companies, L.L | 65k | $2.7M | 12% | Jun 2023 |
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| Mather Group | 63k | $2.6M | -4% | Jun 2023 |
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| Vestor Capital Corp | 63k | $2.6M | 2% | Jun 2023 |
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| GSB Wealth Management | 62k | $2.6M | 68% | Jun 2023 |
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| Beacon Pointe Advisors | 62k | $2.6M | 3% | Jun 2023 |
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| Ronald Blue Trust | 60k | $2.5M | 100% | Jun 2023 |
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| CliftonLarsonAllen Wealth Advisors | 58k | $2.4M | 0% | Jun 2023 |
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| Silverlake Wealth Management | 58k | $2.4M | 0% | Jun 2023 |
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| Berkeley Capital Partners | 56k | $2.4M | 1% | Jun 2023 |
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| PSI Advisors | 55k | $2.3M | -17% | Jun 2023 |
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| Ohe Financial | 55k | $2.3M | 8% | Jun 2023 |
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| Alaska Permanent Capital Management | 55k | $2.3M | -1% | Jun 2023 |
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| NBT Bank | 55k | $2.3M | -5% | Jun 2023 |
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| Vident Investment Advisory | 51k | $2.2M | 100% | Jun 2023 |
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| Equitable Holdings | 51k | $2.2M | 6% | Jun 2023 |
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| Chicago Partners Investment | 49k | $2.1M | 0% | Jun 2023 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 48k | $2.0M | -2% | Jun 2023 |
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| Powers Advisory Group | 48k | $2.0M | 5% | Jun 2023 |
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| Eudaimonia Advisors | 46k | $2.0M | 0% | Jun 2023 |
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| Northern Trust | 46k | $2.0M | 6% | Jun 2023 |
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| Argent Trust | 43k | $1.8M | -7% | Jun 2023 |
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| Financial Management Network | 43k | $1.8M | 6% | Jun 2023 |
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| Susquehanna International | 43k | $1.8M | 7% | Jun 2023 |
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| First Republic Investment Management | 42k | $1.8M | -18% | Jun 2023 |
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| Centennial Wealth Advisory | 42k | $1.8M | -2% | Jun 2023 |
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| Well Done | 42k | $1.8M | 0% | Jun 2023 |
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| Yarger Wealth Strategies | 42k | $1.7M | -3% | Jun 2023 |
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| Connecticut Wealth Management | 40k | $1.7M | -54% | Jun 2023 |
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| Centaurus Financial | 40k | $1.7M | -11% | Jun 2023 |
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| Merit Financial Group | 39k | $1.7M | 0% | Jun 2023 |
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| Sontag Advisory | 39k | $1.6M | 0% | Jun 2023 |
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| Apollon Wealth Management | 37k | $1.6M | -6% | Jun 2023 |
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| Principle Wealth Partners | 36k | $1.5M | 1% | Jun 2023 |
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| Branch Banking & Trust Company | 35k | $1.5M | -2% | Jun 2023 |
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| Intrua Financial | 35k | $1.4M | -1% | Mar 2023 |
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| Capital Advisors | 34k | $1.4M | -1% | Jun 2023 |
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| BancorpSouth Bank | 34k | $1.4M | 2% | Jun 2023 |
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| Gail Mannix | 34k | $1.4M | -6% | Jun 2023 |
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| Sweet Financial Partners | 32k | $1.4M | 0% | Jun 2023 |
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| Apexium Financial | 32k | $1.3M | -3% | Jun 2023 |
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| Financial Engines Advisors L.L.C | 32k | $1.3M | 2% | Jun 2023 |
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| Insight Advisors, LLC/ PA | 31k | $1.3M | -4% | Jun 2023 |
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| A.N. Culbertson & Company | 30k | $1.3M | -6% | Jun 2023 |
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| Intercontinental Wealth Advisors | 30k | $1.2M | 0% | Jun 2023 |
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| IMS Capital Management | 30k | $1.2M | -3% | Jun 2023 |
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| Benjamin Edwards | 29k | $1.2M | 0% | Jun 2023 |
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| Denver Wealth Management | 29k | $1.2M | -6% | Jun 2023 |
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| Baystate Wealth Management | 28k | $1.2M | -26% | Jun 2023 |
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| Pinnacle Wealth Management Advisory | 28k | $1.2M | -5% | Jun 2023 |
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| Arkadios Wealth Advisors | 28k | $1.2M | -5% | Jun 2023 |
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| Investors Research Corp | 28k | $1.2M | 0% | Jun 2023 |
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| Gyl Financial Synergies | 27k | $1.1M | 0% | Jun 2023 |
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| HF Advisory Group | 27k | $1.1M | 7% | Jun 2023 |
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| Gryphon Financial Partners | 26k | $1.1M | -9% | Jun 2023 |
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| Opes Wealth Management | 26k | $1.1M | 0% | Jun 2023 |
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| Consolidated Planning Corp | 26k | $1.1M | 100% | Jun 2023 |
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| Wesbanco Trust And Investments | 26k | $1.1M | -19% | Jun 2023 |
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| Emerald Investment Partners | 25k | $1.1M | 17% | Jun 2023 |
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| Great Diamond Partners | 25k | $1.0M | -2% | Jun 2023 |
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| Simmons Bank | 24k | $1.0M | -4% | Jun 2023 |
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| Pacific Sun Financial Corp | 24k | $998k | -1% | Jun 2023 |
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| Collaborative Wealth Managment | 23k | $977k | -2% | Jun 2023 |
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| Biondo Investment Advisors | 23k | $969k | 2% | Jun 2023 |
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| EP Wealth Advisors | 23k | $1.3M | 585% | Jun 2023 |
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| Harbor Investment Advisory | 23k | $959k | 9% | Jun 2023 |
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| PFG Financial Advisors | 23k | $959k | -4% | Jun 2023 |
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| Citadel Advisors | 22k | $941k | -82% | Jun 2023 |
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| Steward Partners Investment Advisory | 22k | $913k | -62% | Jun 2023 |
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| Trustmark National Bank - Trust Department | 22k | $902k | -17% | Jun 2023 |
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| Hanson McClain Advisors | 20k | $844k | -75% | Jun 2023 |
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| H D Vest Advisory Services | 17k | $710k | -30% | Jun 2023 |
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| Archetype Wealth Partners | 16k | $653k | -83% | Jun 2023 |
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| Goss Wealth Management | 14k | $599k | -73% | Jun 2023 |
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| Flow Traders US | 13k | $532k | -80% | Jun 2023 |
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| Tower Research Capital | 7.8k | $330k | -72% | Jun 2023 |
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| First Capital Advisors | 205.00 | $8.6k | -99% | Jun 2023 |
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| SRS Capital Advisors | 13.00 | $547.625000 | -100% | Jun 2023 |
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Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RiverTree Advisors | Mar 2023 | 95k | $3.9M |
| Eagle Strategies | Mar 2023 | 68k | $2.8M |
| SkyView Investment Advisors | Mar 2023 | 32k | $1.3M |