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 | 4.5M | $212M | 0% | Jun 2024 |
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| Morgan Stanley | 2.5M | $115M | -6% | Jun 2024 |
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| LPL Financial | 1.9M | $88M | 4% | Jun 2024 |
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| Linscomb & Williams | 1.9M | $88M | -1% | Jun 2024 |
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| Creative Planning | 1.6M | $76M | 0% | Jun 2024 |
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| Ameriprise Financial | 1.4M | $68M | 100% | Mar 2024 |
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| Wells Fargo & Company | 1.1M | $50M | 13% | Jun 2024 |
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| Financial Planning & Information Services | 978k | $46M | -2% | Jun 2024 |
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| Commonwealth Equity Services | 862k | $40M | -3% | Jun 2024 |
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| Royal Bank of Canada | 737k | $35M | -1% | Jun 2024 |
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| Raymond James Financial Services Advisors | 716k | $34M | -3% | Jun 2024 |
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| AE Wealth Management | 676k | $32M | 1% | Jun 2024 |
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| Sandy Spring Bank | 593k | $28M | -1% | Jun 2024 |
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| Coldstream Capital Management | 550k | $26M | 0% | Jun 2024 |
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| Cetera Investment Advisers | 526k | $25M | 2% | Jun 2024 |
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| IAG Wealth Partners | 489k | $23M | -1% | Jun 2024 |
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| Baird Financial | 480k | $23M | -8% | Mar 2024 |
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| Keybank National Association | 451k | $21M | 1% | Jun 2024 |
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| Raymond James & Associates | 438k | $21M | -1% | Jun 2024 |
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| Trajan Wealth | 437k | $20M | 100% | Jun 2024 |
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| Envestnet Asset Management | 396k | $19M | -5% | Jun 2024 |
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| Kestra Advisory Services | 353k | $17M | 3% | Jun 2024 |
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| Jpmorgan Chase & Co | 345k | $16M | 0% | Jun 2024 |
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| MAI Wealth Advisors | 344k | $16M | -3% | Jun 2024 |
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| Melone Private Wealth | 333k | $16M | 1% | Jun 2024 |
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| Strategic Financial Concepts | 329k | $21M | 4320% | Jun 2024 |
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| Huntington National Bank | 324k | $15M | 1% | Jun 2024 |
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| Stifel Financial | 296k | $14M | -1% | Jun 2024 |
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| Mercer Global Advisors | 295k | $14M | 4% | Jun 2024 |
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| Private Wealth Strategies | 280k | $13M | 3% | Jun 2024 |
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| Honkamp Krueger Financial Services | 274k | $13M | 3% | Jun 2024 |
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| Precedent Wealth Partners | 263k | $12M | 2% | Jun 2024 |
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| Marion Wealth Management | 247k | $12M | 2% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 245k | $12M | 22% | Jun 2024 |
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| YCMNET Advisors | 237k | $11M | 0% | Jun 2024 |
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| Invenio Wealth Partners | 235k | $11M | 6% | Jun 2024 |
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| First Hawaiian Bank | 222k | $10M | -2% | Jun 2024 |
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| Rockefeller Capital Management | 220k | $10M | -51% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 211k | $9.9M | 3% | Jun 2024 |
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| Concord Wealth Partners | 209k | $9.8M | -1% | Jun 2024 |
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| Advisor Group Holdings | 208k | $10M | -59% | Mar 2024 |
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| RMB Capital Management | 187k | $8.7M | -11% | Jun 2024 |
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| Janney Montgomery Scott | 176k | $8.2M | -6% | Jun 2024 |
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| Private Advisor | 176k | $8.2M | -6% | Jun 2024 |
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| Colony | 170k | $8.0M | 3% | Jun 2024 |
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| HighTower Advisors | 164k | $7.7M | -2% | Jun 2024 |
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| Mariner Wealth Advisors | 154k | $7.2M | -3% | Jun 2024 |
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| CX Institutional | 145k | $6.8M | -3% | Jun 2024 |
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| Beacon Financial | 139k | $6.5M | -8% | Jun 2024 |
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| Mml Investors Services | 135k | $6.3M | 2% | Jun 2024 |
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| Financial Advisory Service | 135k | $6.3M | 4% | Jun 2024 |
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| Cornerstone Wealth Management | 133k | $6.2M | 1% | Jun 2024 |
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| Modera Wealth Management | 132k | $6.2M | 0% | Jun 2024 |
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| Apeiron RIA | 128k | $6.0M | -4% | Jun 2024 |
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| Capital Investment Counsel | 125k | $5.8M | 6% | Jun 2024 |
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| Citadel Advisors | 125k | $5.8M | 151% | Jun 2024 |
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| D.A. Davidson & Co. | 119k | $5.6M | 1% | Jun 2024 |
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| Signature Estate and Investment Advisors | 118k | $5.5M | -15% | Jun 2024 |
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| Dynamic Advisors Solutions | 117k | $5.5M | 3% | Jun 2024 |
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| United Advisor Group | 110k | $5.2M | 22% | Jun 2024 |
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| JFS Wealth Advisors | 108k | $5.0M | -1% | Jun 2024 |
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| David J.Sculati | 101k | $4.7M | -2% | Jun 2024 |
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| Integrys Wealth Advisors | 100k | $4.7M | 0% | Jun 2024 |
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| Susquehanna International | 99k | $4.6M | -22% | Jun 2024 |
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| Frazier Financial Advisors | 95k | $4.4M | 0% | Jun 2024 |
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| JNBA Financial Advisors | 94k | $4.4M | -33% | Jun 2024 |
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| Team Financial Group | 93k | $4.4M | 1% | Jun 2024 |
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| Sage Capital Management | 92k | $4.3M | 1% | Jun 2024 |
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| Cascade Financial Partners | 92k | $4.3M | 100% | Jun 2024 |
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| Long Run Wealth Advisors | 91k | $4.3M | -1% | Jun 2024 |
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| GSB Wealth Management | 91k | $4.3M | 7% | Jun 2024 |
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| Proequities | 89k | $4.2B | -1% | Jun 2024 |
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| Equitable Holdings | 86k | $4.0M | 22% | Jun 2024 |
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| Jones Financial Companies, L.L | 84k | $4.1M | 21% | Mar 2024 |
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| Cambridge Investment Research Advisors | 83k | $3.9M | -23% | Jun 2024 |
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| Captrust Financial Advisors | 83k | $3.9M | -1% | Jun 2024 |
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| Private Capital Management | 82k | $3.8M | 0% | Jun 2024 |
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| IFG Advisory | 81k | $3.8M | -1% | Jun 2024 |
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| Wealthcare Advisory Partners | 78k | $3.6M | -9% | Jun 2024 |
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| Bank of New York Mellon | 77k | $3.6M | -2% | Jun 2024 |
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| CWM | 77k | $3.6M | 6% | Jun 2024 |
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| NBT Bank | 75k | $3.5M | -2% | Jun 2024 |
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| Insight Advisors, LLC/ PA | 75k | $3.5M | 18% | Jun 2024 |
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| Financial Counselors | 74k | $3.5M | -10% | Jun 2024 |
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| Atria Wealth Solutions | 74k | $3.5M | 2% | Jun 2024 |
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| Main Street Financial Solutions | 73k | $3.5M | -32% | Mar 2024 |
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| Sanctuary Advisors | 72k | $3.3M | 100% | Jun 2024 |
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| Meridian Wealth Management | 71k | $3.3M | 100% | Jun 2024 |
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| United Capital Financial Advisers | 71k | $3.3M | -14% | Jun 2024 |
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| Stock Yards Trust Company | 70k | $3.3M | -3% | Jun 2024 |
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| Hancock Bank Trust Department | 69k | $3.2M | 0% | Jun 2024 |
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| Atria Investments | 68k | $3.2M | 6% | Jun 2024 |
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| Ohe Financial | 68k | $3.2M | 10% | Jun 2024 |
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| TD Waterhouse Canada | 67k | $4.3M | 0% | Jun 2024 |
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| Financial Insights | 66k | $3.1M | -3% | Jun 2024 |
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| Vestor Capital Corp | 66k | $3.1M | -2% | Jun 2024 |
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| TFG Advisers | 64k | $3.0M | -1% | Jun 2024 |
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| Midland Wealth Advisors | 64k | $3.0M | -4% | Jun 2024 |
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| Salomon & Ludwin | 63k | $2.9M | -48% | Jun 2024 |
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| JPL Wealth Management | 61k | $2.8M | 6% | Jun 2024 |
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| CliftonLarsonAllen Wealth Advisors | 57k | $2.7M | -1% | Jun 2024 |
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| Beacon Pointe Advisors | 53k | $2.5M | 2% | Jun 2024 |
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| Vident Advisory | 51k | $2.5M | 0% | Mar 2024 |
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| Apollon Wealth Management | 51k | $2.4M | 0% | Jun 2024 |
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| Centennial Wealth Advisory | 51k | $2.4M | 7% | Jun 2024 |
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| BIP Wealth | 51k | $2.4M | -20% | Jun 2024 |
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| Silverlake Wealth Management | 50k | $2.3M | -7% | Jun 2024 |
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| GLOBALT Investments LLC / GA | 48k | $2.3M | -10% | Jun 2024 |
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| Mather Group | 48k | $2.3M | -13% | Jun 2024 |
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| Powers Advisory Group | 48k | $2.2M | -2% | Jun 2024 |
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| Prosperity Consulting Group | 47k | $2.2M | -6% | Jun 2024 |
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| Founders Financial Alliance | 47k | $2.2M | 15% | Jun 2024 |
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| Merit Financial Group | 46k | $2.2M | 3% | Mar 2024 |
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| Rooted Wealth Advisors | 46k | $2.3M | 5% | Jun 2024 |
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| Eudaimonia Advisors | 46k | $2.2M | 1% | Mar 2024 |
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| Jane Street | 45k | $2.1M | 724% | Jun 2024 |
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| Farmers National Bank | 44k | $2.0M | -1% | Jun 2024 |
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| Smartleaf Asset Management | 42k | $1.9M | 32% | Mar 2024 |
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| Chicago Partners Investment | 41k | $2.1M | 0% | Jun 2024 |
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| Soltis Investment Advisors | 41k | $1.9M | -49% | Jun 2024 |
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| Well Done | 40k | $1.9M | -2% | Jun 2024 |
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| Rodgers & Associates | 40k | $1.9M | 100% | Jun 2024 |
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| Yarger Wealth Strategies | 40k | $1.9M | 1% | Jun 2024 |
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| HF Advisory Group | 40k | $1.8M | 12% | Jun 2024 |
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| Sontag Advisory | 39k | $1.8M | 0% | Jun 2024 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 38k | $1.8M | 0% | Jun 2024 |
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| Northern Trust | 37k | $1.8M | 100% | Mar 2024 |
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| Argent Trust | 37k | $1.7M | 0% | Jun 2024 |
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| CI Private Wealth | 37k | $1.7M | 0% | Jun 2024 |
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| Centaurus Financial | 35k | $1.7M | -3% | Mar 2024 |
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| Principal Securities | 35k | $1.6M | 0% | Jun 2024 |
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| Branch Banking & Trust Company | 34k | $1.6M | 1% | Jun 2024 |
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| Capital Advisors | 33k | $1.6M | 0% | Jun 2024 |
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| Snowden Capital Advisors | 33k | $1.6M | 0% | Jun 2024 |
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| Ffg Retirement Advisors | 32k | $1.5M | -2% | Jun 2024 |
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| BancorpSouth Bank | 32k | $1.5M | -2% | Jun 2024 |
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| Financial Engines Advisors L.L.C | 31k | $1.5M | 100% | Mar 2024 |
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| Sweet Financial Partners | 31k | $1.4M | -4% | Jun 2024 |
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| A.N. Culbertson & Company | 31k | $1.4M | 1% | Jun 2024 |
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| Benjamin Edwards | 30k | $1.4M | 0% | Jun 2024 |
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| EP Wealth Advisors | 30k | $1.4M | 0% | Jun 2024 |
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| Southland Equity Partners | 30k | $1.4M | 0% | Jun 2024 |
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| Financial Management Network | 29k | $1.3M | -3% | Jun 2024 |
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| Larson Financial Group | 29k | $1.4M | 100% | Jun 2024 |
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| Financial Advisory Partners | 29k | $1.3M | -3% | Jun 2024 |
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| Gyl Financial Synergies | 29k | $1.3M | 1% | Jun 2024 |
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| Resurgent Financial Advisors | 28k | $1.3M | -46% | Jun 2024 |
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| Biondo Investment Advisors | 28k | $1.4M | 9% | Mar 2024 |
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| Harbor Investment Advisory | 28k | $1.3M | 8% | Jun 2024 |
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| Independence Bank of Kentucky | 27k | $1.3M | 10% | Jun 2024 |
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| IMS Capital Management | 27k | $1.3M | -8% | Jun 2024 |
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| Harbour Investments | 25k | $1.2M | -9% | Jun 2024 |
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| Miracle Mile Advisors | 25k | $1.2M | -20% | Jun 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 8.5k | $396k | -81% | Jun 2024 |
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Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Dec 2023 | 1.7M | $77M |
| Coulter & Justus Financial Services | Dec 2023 | 229k | $10M |
| West Bancorporation | Mar 2024 | 50k | $2.5M |
| Alaska Permanent Capital Management | Mar 2024 | 47k | $2.3M |