Who owns WisdomTree MidCap Dividend Fund?

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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
Bank of America Corporation 4.3M $176M 29% Dec 2022
Morgan Stanley 3.5M $142M -3% Dec 2022
Linscomb & Williams 2.3M $93M -1% Dec 2022
UBS Group 1.7M $70M 1% Dec 2022
Creative Planning 1.6M $67M 5% Dec 2022
LPL Financial 1.5M $61M 17% Dec 2022
Ameriprise Financial 1.4M $59M 2% Dec 2022
Wells Fargo & Company 1.1M $44M 26% Dec 2022
Financial Planning & Information Services 1.0M $43M 1% Dec 2022
Advisor Group Holdings 777k $32M 3% Dec 2022
Commonwealth Equity Services 716k $30M 3% Dec 2022

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Royal Bank of Canada 707k $29M 27% Dec 2022
Baird Financial 669k $28M 7% Dec 2022
Raymond James Financial Services Advisors 655k $27M 4% Dec 2022
AE Wealth Management 640k $26M -1% Dec 2022
Coldstream Capital Management 552k $23M -25% Dec 2022
United Capital Financial Advisers 533k $22M 2% Dec 2022
Sandy Spring Bank 524k $22M 17% Dec 2022
Raymond James & Associates 522k $22M 14% Dec 2022
Kestra Advisory Services 501k $21M -23% Dec 2022
Keybank National Association 478k $20M 11% Dec 2022
Financial Network Investment Corporation 473k $20M 48% Dec 2022
IAG Wealth Partners 467k $19M 7% Dec 2022
Soltis Investment Advisors 406k $17M 37% Dec 2022
JNBA Financial Advisors 381k $16M 0% Dec 2022
Cambridge Investment Research Advisors 370k $15M 124% Dec 2022
MAI Wealth Advisors 339k $14M 8% Dec 2022
Envestnet Asset Management 329k $14M -9% Dec 2022
Rockefeller Capital Management 329k $14M 18% Dec 2022
Huntington National Bank 320k $13M -5% Dec 2022
Stifel Financial 295k $12M 21% Dec 2022
Jpmorgan Chase & Co 275k $11M 10% Dec 2022
Beacon Financial 271k $11M -1% Dec 2022
Private Wealth Strategies 248k $10M 3% Dec 2022
GW & Wade 246k $10M 107% Dec 2022
YCMNET Advisors 236k $9.7M -2% Dec 2022
First Hawaiian Bank 231k $9.5M -1% Dec 2022
Concord Wealth Partners 231k $9.5M -2% Dec 2022
Melone Private Wealth 229k $9.4M 2% Dec 2022
Janney Montgomery Scott 209k $8.6M -5% Dec 2022
CX Institutional 208k $8.5M 4% Dec 2022
Marion Wealth Management 204k $8.4M 21% Dec 2022
Honkamp Krueger Financial Services 199k $8.2M 7% Dec 2022
RMB Capital Management 185k $7.6M -10% Dec 2022
Private Advisor 167k $4.9M -7% Dec 2022
Connecticut Wealth Management 165k $6.8M -1% Dec 2022
Cetera Investment Advisers 163k $6.7M 30% Dec 2022
Apeiron RIA 152k $6.3M 3% Dec 2022
Sanford Advisory Services 145k $5.9M 3% Dec 2022
Mercer Global Advisors 144k $5.9M 10% Dec 2022
Signature Estate and Investment Advisors 141k $5.8M -4% Dec 2022
Mml Investors Services 134k $5.5M 19% Dec 2022
Proequities 134k $5.5B 0% Dec 2022
Salomon & Ludwin 134k $5.5M 0% Dec 2022
JFS Wealth Advisors 131k $5.4M 1% Dec 2022
Northwestern Mutual Wealth Management Company 131k $5.4M 34% Dec 2022
EisnerAmper Wealth Management Corporate Benefits 120k $4.9M 1% Dec 2022
Mariner Wealth Advisors 117k $4.8M 41% Dec 2022
Hanson McClain Advisors 114k $4.7M 5% Dec 2022
Financial Advisory Service 114k $4.7M 13% Dec 2022
D.A. Davidson & Co. 112k $4.6M 7% Dec 2022
Snowden Capital Advisors 110k $4.5M -5% Dec 2022
David J.Sculati 109k $4.5M -3% Dec 2022
Main Street Financial Solutions 108k $4.4M -3% Dec 2022
Integrys Wealth Advisors 105k $4.3M -2% Dec 2022
Cornerstone Wealth Management 102k $3.8M 0% Sep 2022
Bickling Financial Services 100k $4.1M 6% Dec 2022
DB Wealth Management Group 98k $4.0M 71% Dec 2022
RiverTree Advisors 95k $3.9M 100% Dec 2022
Parsec Financial Management 94k $3.9M 0% Dec 2022
Hancock Bank Trust Department 91k $3.7M 0% Dec 2022
Synovus Financial Corp. 90k $3.7M -1% Dec 2022
Captrust Financial Advisors 86k $3.5M 0% Dec 2022
Financial Counselors 84k $3.5M -2% Dec 2022
Stock Yards Trust Company 82k $3.4M 0% Dec 2022
West Bancorporation 82k $3.4M 27% Dec 2022
Jones Financial Companies, L.L 81k $3.3M 131% Dec 2022
Financial Insights 80k $3.3M -7% Dec 2022
Atria Wealth Solutions 79k $3.3M -2% Dec 2022
Long Run Wealth Advisors 74k $3.1M 8% Dec 2022
IFG Advisory 74k $3.0M 6% Dec 2022
Mather Group 68k $2.8M 0% Dec 2022
Wealthcare Advisory Partners 68k $2.8M 10% Dec 2022
Goldman Sachs Group 66k $2.7M 459% Dec 2022
Vestor Capital Corp 66k $2.7M 0% Dec 2022
TFG Advisers 65k $2.7M -1% Dec 2022
Coulter & Justus Financial Services 65k $2.7M 51% Dec 2022
PSI Advisors 65k $2.7M 1% Dec 2022
BCS Wealth Management 62k $2.5M 0% Dec 2022
Eagle Strategies 62k $2.5M 100% Dec 2022
HighTower Advisors 60k $2.5M 69% Dec 2022
CliftonLarsonAllen Wealth Advisors 58k $2.4M 100% Dec 2022
Flow Traders US 58k $2.4M 100% Dec 2022
Beacon Pointe Advisors 57k $2.4M 28% Dec 2022
Ten Capital Wealth Advisors 57k $2.3M 0% Dec 2022
NBT Bank 57k $2.3M 3% Dec 2022
Silverlake Wealth Management 57k $2.3M 100% Dec 2022
Alaska Permanent Capital Management 56k $2.3M -1% Dec 2022
Steward Partners Investment Advisory 55k $2.2M 7% Dec 2022
Goss Wealth Management 52k $540k 13% Dec 2022
Berkeley Capital Partners 52k $2.1M 3% Dec 2022
Modera Wealth Management 50k $2.1M -36% Dec 2022
Holt Capital Advisors, L.L.C. dba Holt Capital Partners 49k $2.0M 482% Dec 2022
Centaurus Financial 49k $2.0M 1% Dec 2022
Chicago Partners Investment 49k $2.2M -2% Dec 2022
Archetype Wealth Partners 48k $2.0M 9% Dec 2022
Eudaimonia Advisors 48k $2.0M 3% Dec 2022
Private Capital Management 47k $1.9M 2% Dec 2022
First Republic Investment Management 47k $1.9M 25% Dec 2022
Citadel Advisors 47k $1.9M 100% Dec 2022
Ohe Financial 46k $1.9M -27% Dec 2022
Multi-Financial Securities 46k $1.9M 0% Dec 2022
Susquehanna International 45k $1.8M 5% Dec 2022
Equitable Holdings 45k $1.8M -4% Dec 2022
Northern Trust 44k $1.8M 0% Dec 2022
Yarger Wealth Strategies 43k $1.8M 1% Dec 2022
Powers Advisory Group 42k $1.7M 3% Dec 2022
Centennial Wealth Advisory 42k $1.7M -2% Dec 2022
Well Done 42k $1.7M -7% Dec 2022
Apollon Wealth Management 39k $1.6M -2% Dec 2022
Sontag Advisory 39k $1.6M 0% Dec 2022
Strategic Wealth Advisors 38k $1.4M -28% Sep 2022
Baystate Wealth Management 38k $1.6M 0% Dec 2022
Gail Mannix 38k $1.5M 0% Dec 2022
Merit Financial Group 37k $1.5M 223% Dec 2022
SRS Capital Advisors 36k $1.5M -8% Dec 2022
Branch Banking & Trust Company 35k $1.5M 23% Dec 2022
Intrua Financial 35k $1.5M 0% Dec 2022
First Capital Advisors 35k $1.4M 100% Dec 2022
SkyView Investment Advisors 35k $1.4M 100% Dec 2022
Capital Advisors 34k $1.4M 2% Dec 2022
BancorpSouth Bank 34k $1.4M 3% Dec 2022
Argent Trust 34k $1.4M 88% Dec 2022
Apexium Financial 33k $1.4M -12% Dec 2022
A.N. Culbertson & Company 33k $1.3M 0% Dec 2022
Sweet Financial Partners 32k $1.3M -1% Dec 2022
Principle Wealth Partners 32k $1.3M 0% Dec 2022
Wesbanco Trust And Investments 32k $1.3M 30% Dec 2022
Arkadios Wealth Advisors 32k $1.3M 5% Dec 2022
Pinnacle Wealth Management Advisory 31k $1.3M 0% Dec 2022
Denver Wealth Management 31k $1.3M 100% Dec 2022
Bank of New York Mellon 31k $708k -28% Dec 2022
IMS Capital Management 31k $1.3M 0% Dec 2022
EP Wealth Advisors 30k $1.1M -7% Sep 2022
Insight Advisors, LLC/ PA 30k $1.2M -30% Dec 2022
Financial Engines Advisors L.L.C 30k $1.2M -6% Dec 2022
Intercontinental Wealth Advisors 30k $1.2M 0% Dec 2022
Benjamin Edwards 29k $1.2M 1% Dec 2022
Investors Research Corp 29k $1.2M 0% Dec 2022
Gryphon Financial Partners 29k $1.2M 0% Dec 2022
Simmons Bank 27k $1.1M -16% Dec 2022

Who sold out of WisdomTree MidCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
PCG Wealth Advisors Sep 2022 81k $3.1M
Encore Bank Na Jun 2022 33k $1.3M