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 | $256M | -3% | Jun 2026 |
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| UBS Group | 1.9M | $105M | -1% | Jun 2026 |
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| Jones Financial Companies, L.L | 1.8M | $104M | 10% | Jun 2026 |
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| LPL Financial | 1.8M | $100M | -5% | Jun 2026 |
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| Linscomb & Williams | 1.5M | $86M | -3% | Jun 2026 |
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| Creative Planning | 1.5M | $86M | 0% | Jun 2026 |
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| Ameriprise Financial | 1.4M | $79M | 3% | Jun 2026 |
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| Raymond James Financial | 1.0M | $59M | 3% | Jun 2026 |
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| Wells Fargo & Company | 999k | $57M | 0% | Jun 2026 |
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| Mercer Global Advisors | 862k | $49M | 21% | Jun 2026 |
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| Keybank National Association | 567k | $32M | 11% | Jun 2026 |
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| Royal Bank of Canada | 528k | $30M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 504k | $29M | -3% | Jun 2026 |
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| Advisor Group Holdings | 479k | $27M | 18% | Jun 2026 |
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| IAG Wealth Partners | 470k | $27M | -6% | Jun 2026 |
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| Coldstream Capital Management | 458k | $26M | -2% | Jun 2026 |
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| Cetera Investment Advisers | 440k | $25M | -6% | Jun 2026 |
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| Stonebridge Financial Group | 403k | $22M | 2% | Sep 2026 |
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| Trajan Wealth | 373k | $21M | 2% | Jun 2026 |
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| Baird Financial | 360k | $20M | 1% | Jun 2026 |
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| AE Wealth Management | 356k | $20M | -1% | Jun 2026 |
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| Huntington National Bank | 351k | $20M | -2% | Jun 2026 |
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| Marion Wealth Management | 327k | $18M | 3% | Sep 2026 |
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| MAI Wealth Advisors | 324k | $18M | -2% | Jun 2026 |
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| Stifel Financial | 300k | $17M | -1% | Jun 2026 |
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| HighTower Advisors | 292k | $17M | -1% | Jun 2026 |
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| Rockefeller Capital Management | 291k | $17M | 6% | Jun 2026 |
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| Three Bearings Fiduciary Advisors | 284k | $16M | 0% | Jun 2026 |
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| Kestra Advisory Services | 283k | $16M | -22% | Jun 2026 |
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| Jpmorgan Chase & Co | 246k | $14M | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 243k | $14M | 7% | Jun 2026 |
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| YCMNET Advisors | 240k | $14M | 1% | Jun 2026 |
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| Honkamp Krueger Financial Services | 236k | $13M | 1% | Jun 2026 |
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| Concord Wealth Partners | 235k | $13M | -1% | Jun 2026 |
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| Colony | 231k | $13M | -12% | Jun 2026 |
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| Lee-Kelleher Wealth Management | 230k | $12M | 3% | Sep 2026 |
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| Precedent Wealth Partners | 225k | $12M | 1% | Sep 2026 |
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| Streettalk Advisors | 219k | $12M | -4% | Sep 2026 |
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| RMB Capital Management | 215k | $12M | -3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 211k | $12M | -7% | Jun 2026 |
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| Farther Finance Advisors | 206k | $11M | 4% | Sep 2026 |
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| CX Institutional | 193k | $10M | 8% | Sep 2026 |
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| Union Bankshares | 192k | $11M | -21% | Jun 2026 |
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| David J.Sculati | 179k | $9.7M | 1% | Sep 2026 |
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| CI Private Wealth | 178k | $10M | 199% | Jun 2026 |
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| Bank of New York Mellon | 177k | $10M | 13% | Jun 2026 |
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| Concord Asset Management | 167k | $9.4M | -3% | Jun 2026 |
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| Financial Advisory Service | 167k | $9.4M | 13% | Jun 2026 |
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| Melone Private Wealth | 153k | $8.2M | 0% | Sep 2026 |
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| Dynamic Advisors Solutions | 152k | $8.2M | 1% | Sep 2026 |
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| Capital Investment Counsel | 149k | $8.0M | 0% | Sep 2026 |
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| Cornerstone Wealth Management | 142k | $8.0M | 0% | Jun 2026 |
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| United Advisor Group | 142k | $8.0M | 0% | Jun 2026 |
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| Goldstone Financial Group | 140k | $7.9M | -14% | Jun 2026 |
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| GSB Wealth Management | 139k | $7.8M | 1% | Jun 2026 |
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| MJT & Associates Financial Advisory Group | 130k | $7.0M | 6% | Sep 2026 |
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| Goldman Sachs Group | 126k | $7.1M | 711% | Jun 2026 |
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| Dickmeyer Boyce Financial Management | 126k | $6.8M | 1% | Sep 2026 |
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| Mariner Wealth Advisors | 122k | $6.9M | -34% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 121k | $6.6M | -2% | Sep 2026 |
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| Mml Investors Services | 118k | $6.6M | 36% | Jun 2026 |
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| Main Street Financial Solutions | 117k | $6.6M | 3% | Jun 2026 |
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| Segall Bryant & Hamill | 116k | $6.6M | 0% | Jun 2026 |
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| Envestnet Asset Management | 116k | $6.6M | 15% | Jun 2026 |
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| D.A. Davidson & Co. | 115k | $6.5M | -3% | Jun 2026 |
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| Equitable Holdings | 114k | $6.5M | -3% | Jun 2026 |
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| Roan Capital Partners | 114k | $6.2M | 4% | Sep 2026 |
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| Modera Wealth Management | 109k | $6.2M | -1% | Jun 2026 |
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| IFG Advisory | 105k | $5.9M | 100% | Jun 2026 |
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| Copper Harbor Investment Advisors | 99k | $5.3M | -8% | Sep 2026 |
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| Buckingham Strategic Partners | 99k | $5.6M | -3% | Jun 2026 |
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| TD Waterhouse Canada | 99k | $5.3M | -1% | Sep 2026 |
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| Atria Investments | 96k | $5.2M | -3% | Sep 2026 |
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| JFS Wealth Advisors | 95k | $5.4M | 1% | Jun 2026 |
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| Frazier Financial Advisors | 95k | $5.4M | 3% | Jun 2026 |
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| Vestor Capital Corp | 94k | $7.8M | 30% | Jun 2026 |
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| Private Capital Management | 93k | $5.2M | 1% | Jun 2026 |
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| Ohe Financial | 89k | $5.0M | 2% | Jun 2026 |
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| Natixis Asset Management Advisors | 87k | $4.9M | 17% | Jun 2026 |
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| Apeiron RIA | 87k | $4.7M | -2% | Sep 2026 |
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| JPL Wealth Management | 87k | $4.9M | -3% | Jun 2026 |
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| Harbour Wealth Management Group | 86k | $4.9M | 4% | Jun 2026 |
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| Cascade Financial Partners | 86k | $4.8M | -1% | Jun 2026 |
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| Integrys Wealth Advisors | 81k | $4.4M | -3% | Sep 2026 |
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| Nikulski Financial | 81k | $4.6M | -3% | Jun 2026 |
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| Sage Capital Management | 80k | $4.3M | 0% | Sep 2026 |
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| Larson Financial Group | 80k | $4.5M | 4% | Jun 2026 |
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| Beacon Pointe Advisors | 77k | $4.4M | -3% | Jun 2026 |
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| SCBT Financial Corporation | 77k | $4.4M | -12% | Jun 2026 |
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| Meridian Wealth Management | 76k | $4.3M | -8% | Jun 2026 |
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| Private Advisor | 74k | $4.2M | 55% | Jun 2026 |
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| Thrivent Financial for Lutherans | 73k | $4.1M | 3% | Jun 2026 |
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| Beacon Financial | 73k | $3.9M | -5% | Sep 2026 |
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| Captrust Financial Advisors | 72k | $4.1M | -1% | Jun 2026 |
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| Midwest Trust | 70k | $3.8M | -3% | Sep 2026 |
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| Hancock Bank Trust Department | 68k | $3.8M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 67k | $3.8M | 4% | Jun 2026 |
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| Independence Bank of Kentucky | 65k | $3.7M | 0% | Jun 2026 |
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| United Capital Financial Advisers | 63k | $3.6M | -4% | Jun 2026 |
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| EP Wealth Advisors | 61k | $3.4M | 114% | Jun 2026 |
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| Intrua Financial | 58k | $3.3M | 2% | Jun 2026 |
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| Founders Grove Wealth Partners | 57k | $3.1M | -1% | Sep 2026 |
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| Wealthcare Advisory Partners | 56k | $3.0M | -6% | Sep 2026 |
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| Brady Martz Wealth Solutions | 56k | $3.1M | 1% | Jun 2026 |
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| Sanctuary Advisors | 56k | $3.1M | -3% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 54k | $3.0M | 11% | Jun 2026 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 53k | $2.9M | 3% | Sep 2026 |
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| Arkadios Wealth Advisors | 52k | $3.0M | 5% | Jun 2026 |
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| Action Point Financial Planning | 52k | $2.9M | 100% | Jun 2026 |
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| Vident Advisory | 51k | $2.9M | 0% | Jun 2026 |
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| Summit Wealth Group Llc / Co | 50k | $2.8M | 2% | Jun 2026 |
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| Oxinas Partners Wealth Management | 49k | $2.8M | 2% | Jun 2026 |
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| Centaurus Financial | 49k | $2.8M | 24% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 49k | $2.6M | 0% | Sep 2026 |
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| NBT Bank | 48k | $2.6M | -4% | Sep 2026 |
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| Financial Insights | 48k | $2.7M | -3% | Jun 2026 |
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| HF Advisory Group | 47k | $2.5M | 0% | Sep 2026 |
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| Northern Trust | 47k | $2.6M | -4% | Jun 2026 |
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| JNBA Financial Advisors | 46k | $2.6M | -4% | Jun 2026 |
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| FMR | 46k | $2.6M | 23% | Jun 2026 |
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| Savant Capital Management | 46k | $2.6M | 181% | Jun 2026 |
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| Harbour Investments | 46k | $2.6M | 4% | Jun 2026 |
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| Principal Securities | 45k | $2.5M | 5% | Jun 2026 |
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| WealthPlan Investment Management | 44k | $2.4M | 151% | Sep 2026 |
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| Powers Advisory Group | 44k | $2.4M | -7% | Sep 2026 |
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| Farmers National Bank | 44k | $2.5M | 1% | Jun 2026 |
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| Silverlake Wealth Management | 43k | $2.3M | 0% | Sep 2026 |
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| Sontag Advisory | 41k | $2.3M | -1% | Jun 2026 |
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| BIP Wealth | 41k | $2.2M | -6% | Sep 2026 |
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| First Hawaiian Bank | 40k | $2.2M | -8% | Sep 2026 |
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| Well Done | 40k | $2.2M | -2% | Sep 2026 |
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| Miracle Mile Advisors | 40k | $2.2M | 39% | Jun 2026 |
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| TopTier Wealth Management | 39k | $2.1M | 0% | Sep 2026 |
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| Salomon & Ludwin | 39k | $2.2M | -1% | Jun 2026 |
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| Kingswood Wealth Advisors | 38k | $2.1M | 0% | Sep 2026 |
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| Prosperity Consulting Group | 38k | $2.1M | -1% | Jun 2026 |
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| Apollon Wealth Management | 37k | $2.0M | 2% | Sep 2026 |
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| Wealthcare Capital Partners | 37k | $2.0M | 5% | Sep 2026 |
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| Financial Advisory Partners | 37k | $2.0M | 1% | Sep 2026 |
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| Stock Yards Trust Company | 36k | $2.1M | -8% | Jun 2026 |
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| O'shaughnessy Asset Management | 35k | $2.0M | -17% | Jun 2026 |
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| Yarger Wealth Strategies | 34k | $1.9M | -9% | Jun 2026 |
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| Park Avenue Securities | 34k | $1.9M | -31% | Jun 2026 |
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| Harbor Investment Advisory | 33k | $1.8M | -1% | Sep 2026 |
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| Midland Wealth Advisors | 33k | $1.8M | -12% | Jun 2026 |
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| Wesbanco Trust And Investments | 32k | $1.8M | 2% | Jun 2026 |
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| Great Valley Advisor Group | 32k | $1.8M | -2% | Jun 2026 |
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| Chicago Partners Investment | 32k | $1.8M | -1% | Jun 2026 |
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| Capital Advisors | 32k | $1.8M | 0% | Jun 2026 |
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| Benjamin Edwards | 32k | $1.8M | 3% | Jun 2026 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 29k | $1.6M | -17% | Jun 2026 |
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| Susquehanna International | 24k | $1.3M | -50% | Jun 2026 |
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| Lido Advisors | 21k | $1.2M | -92% | Jun 2026 |
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| Founders Financial Alliance | 1.9k | $109k | -96% | Jun 2026 |
|
Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 59k | $3.1M |
| Citadel Advisors | Mar 2026 | 35k | $1.8M |