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 |
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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 |