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 | 4.2M | $194M | -2% | Dec 2023 |
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| Linscomb & Williams | 1.9M | $88M | -4% | Dec 2023 |
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| UBS Group | 1.7M | $77M | 0% | Dec 2023 |
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| Creative Planning | 1.7M | $76M | 0% | Dec 2023 |
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| Wells Fargo & Company | 994k | $45M | 6% | Dec 2023 |
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| Commonwealth Equity Services | 798k | $37M | 1% | Dec 2023 |
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| AE Wealth Management | 786k | $36M | 1% | Dec 2023 |
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| Royal Bank of Canada | 760k | $35M | 31% | Dec 2023 |
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| Raymond James Financial Services Advisors | 737k | $36M | -5% | Mar 2024 |
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| Sandy Spring Bank | 598k | $27M | -1% | Dec 2023 |
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| Coldstream Capital Management | 561k | $26M | 7% | Dec 2023 |
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| Baird Financial | 521k | $24M | 2% | Dec 2023 |
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| Advisor Group Holdings | 514k | $24M | -13% | Dec 2023 |
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| IAG Wealth Partners | 493k | $24M | 1% | Mar 2024 |
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| Rockefeller Capital Management | 448k | $21M | 7% | Dec 2023 |
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| Raymond James & Associates | 442k | $22M | 2% | Mar 2024 |
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| Soltis Investment Advisors | 430k | $20M | -2% | Dec 2023 |
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| Jpmorgan Chase & Co | 351k | $16M | 8% | Dec 2023 |
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| MAI Wealth Advisors | 346k | $16M | 2% | Dec 2023 |
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| Melone Private Wealth | 327k | $15M | 4% | Dec 2023 |
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| Kestra Advisory Services | 325k | $15M | -13% | Dec 2023 |
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| Huntington National Bank | 318k | $15M | -5% | Dec 2023 |
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| Stifel Financial | 289k | $13M | -1% | Dec 2023 |
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| Private Wealth Strategies | 267k | $12M | 2% | Dec 2023 |
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| Precedent Wealth Partners | 257k | $13M | 3% | Mar 2024 |
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| Mercer Global Advisors | 251k | $12M | 14% | Dec 2023 |
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| Marion Wealth Management | 243k | $12M | -1% | Mar 2024 |
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| Coulter & Justus Financial Services | 229k | $10M | 5% | Dec 2023 |
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| First Hawaiian Bank | 226k | $11M | -2% | Mar 2024 |
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| Honkamp Krueger Financial Services | 216k | $9.9M | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 201k | $9.8M | -4% | Mar 2024 |
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| RMB Capital Management | 199k | $9.1M | 8% | Dec 2023 |
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| Concord Wealth Partners | 197k | $9.0M | -4% | Dec 2023 |
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| Janney Montgomery Scott | 190k | $8.7M | -3% | Dec 2023 |
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| Private Advisor | 186k | $8.5M | 15% | Dec 2023 |
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| GW & Wade | 180k | $8.2M | -17% | Dec 2023 |
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| HighTower Advisors | 170k | $7.8M | 5% | Dec 2023 |
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| Beacon Financial | 167k | $7.6M | 3% | Dec 2023 |
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| Invenio Wealth Partners | 166k | $7.6M | 7% | Dec 2023 |
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| CX Institutional | 149k | $7.3M | -8% | Mar 2024 |
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| Signature Estate and Investment Advisors | 140k | $6.4M | -1% | Dec 2023 |
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| JNBA Financial Advisors | 140k | $6.8M | -50% | Mar 2024 |
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| Mariner Wealth Advisors | 138k | $6.3M | 11% | Dec 2023 |
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| United Capital Financial Advisers | 137k | $6.3M | -75% | Dec 2023 |
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| Modera Wealth Management | 136k | $6.2M | -1% | Dec 2023 |
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| Apeiron RIA | 133k | $6.5M | -4% | Mar 2024 |
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| Cornerstone Wealth Management | 131k | $6.4M | 7% | Mar 2024 |
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| Salomon & Ludwin | 129k | $5.3M | 0% | Dec 2023 |
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| Financial Advisory Service | 125k | $5.7M | 6% | Dec 2023 |
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| Dynamic Advisors Solutions | 114k | $5.6M | 6% | Mar 2024 |
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| JFS Wealth Advisors | 113k | $5.2M | -1% | Dec 2023 |
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| D.A. Davidson & Co. | 110k | $5.0M | -1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 108k | $5.3M | 13% | Mar 2024 |
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| Team Financial Group | 106k | $4.8M | 1% | Dec 2023 |
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| David J.Sculati | 103k | $5.0M | -13% | Mar 2024 |
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| Integrys Wealth Advisors | 100k | $4.9M | 0% | Mar 2024 |
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| Frazier Financial Advisors | 96k | $4.4M | 100% | Dec 2023 |
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| Citadel Advisors | 94k | $4.3M | 154% | Dec 2023 |
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| Long Run Wealth Advisors | 92k | $4.5M | 2% | Mar 2024 |
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| Proequities | 91k | $4.1B | 0% | Dec 2023 |
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| Wealthcare Advisory Partners | 85k | $4.2M | 23% | Mar 2024 |
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| Captrust Financial Advisors | 84k | $3.9M | 1% | Dec 2023 |
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| Financial Counselors | 84k | $3.8M | 4% | Dec 2023 |
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| IFG Advisory | 84k | $3.8M | 1% | Dec 2023 |
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| Midland Wealth Advisors | 82k | $3.7M | 100% | Dec 2023 |
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| Atria Wealth Solutions | 81k | $3.7M | 4% | Dec 2023 |
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| Bank of New York Mellon | 79k | $3.9M | -58% | Mar 2024 |
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| Private Capital Management | 78k | $3.6M | 2% | Dec 2023 |
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| Stock Yards Trust Company | 77k | $3.5M | -16% | Dec 2023 |
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| NBT Bank | 77k | $3.7M | -1% | Mar 2024 |
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| CWM | 73k | $3.6M | 13% | Mar 2024 |
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| Main Street Financial Solutions | 73k | $3.5M | -32% | Mar 2024 |
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| DB Wealth Management Group | 69k | $3.2M | -11% | Dec 2023 |
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| Hancock Bank Trust Department | 69k | $3.2M | -14% | Dec 2023 |
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| West Bancorporation | 68k | $3.1M | -11% | Dec 2023 |
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| Financial Insights | 68k | $3.3M | -5% | Mar 2024 |
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| BIP Wealth | 64k | $2.9M | 6% | Dec 2023 |
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| Vestor Capital Corp | 64k | $2.9M | 1% | Dec 2023 |
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| Atria Investments | 59k | $2.7M | 100% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 57k | $2.6M | -2% | Dec 2023 |
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| GLOBALT Investments LLC / GA | 57k | $2.6M | 100% | Dec 2023 |
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| Mather Group | 55k | $2.5M | -5% | Mar 2024 |
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| Silverlake Wealth Management | 54k | $2.6M | -4% | Mar 2024 |
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| Berkeley Capital Partners | 54k | $2.5M | -4% | Dec 2023 |
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| EisnerAmper Wealth Management Corporate Benefits | 53k | $2.4M | -10% | Dec 2023 |
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| Vident Advisory | 51k | $2.3M | 0% | Dec 2023 |
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| Apollon Wealth Management | 51k | $2.3M | 32% | Dec 2023 |
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| Beacon Pointe Advisors | 50k | $2.3M | -18% | Dec 2023 |
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| Powers Advisory Group | 49k | $2.4M | 1% | Mar 2024 |
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| Alaska Permanent Capital Management | 47k | $2.3M | 7% | Mar 2024 |
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| Centennial Wealth Advisory | 47k | $2.3M | 4% | Mar 2024 |
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| Insight Advisors, LLC/ PA | 47k | $2.1M | 64% | Dec 2023 |
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| Eudaimonia Advisors | 46k | $2.2M | 1% | Mar 2024 |
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| Merit Financial Group | 45k | $2.1M | 12% | Dec 2023 |
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| JPL Wealth Management | 44k | $2.0M | 100% | Dec 2023 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 44k | $2.0M | -8% | Dec 2023 |
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| Rooted Wealth Advisors | 44k | $2.1M | -15% | Mar 2024 |
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| Chicago Partners Investment | 41k | $1.9M | -3% | Mar 2024 |
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| Well Done | 41k | $2.0M | 0% | Mar 2024 |
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| CI Private Wealth | 40k | $1.8M | 5% | Dec 2023 |
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| Yarger Wealth Strategies | 39k | $1.8M | -6% | Dec 2023 |
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| Sontag Advisory | 39k | $1.8M | 0% | Dec 2023 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 38k | $1.8M | -11% | Mar 2024 |
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| Connecticut Wealth Management | 38k | $1.7M | -1% | Dec 2023 |
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| Argent Trust | 37k | $1.7M | -4% | Dec 2023 |
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| Two Sigma Investments | 37k | $1.7M | 100% | Dec 2023 |
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| Centaurus Financial | 37k | $1.7M | -3% | Dec 2023 |
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| HF Advisory Group | 35k | $1.7M | 15% | Mar 2024 |
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| Principal Securities | 34k | $1.6M | 100% | Dec 2023 |
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| Capital Advisors | 33k | $1.6M | -1% | Mar 2024 |
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| Branch Banking & Trust Company | 33k | $1.5M | -1% | Dec 2023 |
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| Sweet Financial Partners | 32k | $1.6M | -1% | Mar 2024 |
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| EP Wealth Advisors | 32k | $1.5M | -1% | Dec 2023 |
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| Ffg Retirement Advisors | 32k | $1.5M | 100% | Dec 2023 |
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| Smartleaf Asset Management | 32k | $1.5M | 100% | Dec 2023 |
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| Miracle Mile Advisors | 31k | $1.5M | 0% | Mar 2024 |
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| Baystate Wealth Management | 30k | $1.4M | -20% | Dec 2023 |
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| A.N. Culbertson & Company | 30k | $1.4M | -1% | Dec 2023 |
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| Financial Management Network | 30k | $1.4M | 3% | Mar 2024 |
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| Southland Equity Partners | 30k | $1.5M | 0% | Mar 2024 |
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| Financial Advisory Partners | 30k | $1.4M | -44% | Mar 2024 |
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| Benjamin Edwards | 29k | $1.3M | 0% | Dec 2023 |
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| Gyl Financial Synergies | 28k | $1.3M | 4% | Dec 2023 |
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| Snowden Capital Advisors | 27k | $1.2M | -2% | Dec 2023 |
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| Investors Research Corp | 26k | $1.2M | 0% | Dec 2023 |
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| Gail Mannix | 26k | $1.3M | -9% | Mar 2024 |
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| Principle Wealth Partners | 26k | $1.3M | 0% | Mar 2024 |
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| Biondo Investment Advisors | 26k | $1.2M | 11% | Dec 2023 |
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| Harbor Investment Advisory | 26k | $1.2M | 4% | Mar 2024 |
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| Arkadios Wealth Advisors | 25k | $1.2M | -7% | Dec 2023 |
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| Great Diamond Partners | 25k | $1.1M | 4% | Dec 2023 |
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| Independence Bank of Kentucky | 25k | $1.2M | 27% | Mar 2024 |
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| Emerald Investment Partners | 24k | $1.1M | 1% | Dec 2023 |
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| Pinnacle Wealth Management Advisory | 24k | $1.1M | -9% | Dec 2023 |
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| Wesbanco Trust And Investments | 24k | $1.2M | 0% | Mar 2024 |
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| Apexium Financial | 24k | $1.2M | -9% | Mar 2024 |
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| Peterson Financial Group | 24k | $1.1M | 2% | Mar 2024 |
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| Simmons Bank | 23k | $1.1M | -1% | Dec 2023 |
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| Pacific Sun Financial Corp | 23k | $1.1M | 0% | Dec 2023 |
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| Natixis Asset Management Advisors | 23k | $1.1M | 9% | Mar 2024 |
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| Resurgent Financial Advisors | 23k | $1.1M | -2% | Dec 2023 |
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| Harbour Investments | 23k | $1.1M | 14% | Dec 2023 |
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| Opes Wealth Management | 22k | $1.0M | -14% | Dec 2023 |
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| Collaborative Wealth Managment | 22k | $1.0M | 24% | Dec 2023 |
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| A. Montag and Associates | 22k | $1.0M | 0% | Dec 2023 |
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| Gryphon Financial Partners | 22k | $1.0M | -1% | Dec 2023 |
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| Bristlecone Advisors | 22k | $1.1M | 0% | Mar 2024 |
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| H D Vest Advisory Services | 22k | $995k | 34% | Dec 2023 |
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| Denver Wealth Management | 22k | $1.0M | -1% | Mar 2024 |
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| John W. Brooker & Co., CPAs | 22k | $1.0M | 0% | Mar 2024 |
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| My Legacy Advisors | 21k | $963k | -3% | Dec 2023 |
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| Consolidated Planning Corp | 21k | $938k | -8% | Dec 2023 |
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| Lido Advisors | 15k | $706k | -30% | Dec 2023 |
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Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Meridian Wealth Management | Dec 2023 | 65k | $3.0M |
| Flow Traders US | Sep 2023 | 55k | $2.3M |
| Stratos Wealth Advisors | Dec 2023 | 49k | $2.2M |