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 | ||
|---|---|---|---|---|---|---|
| Morgan Stanley | 3.6M | $161M | 100% | Mar 2022 | ||
| Bank of America Corporation | 3.0M | $131M | 100% | Dec 2021 | ||
| Linscomb & Williams | 2.5M | $110M | 2% | Mar 2022 | ||
| Creative Planning | 1.3M | $58M | 2% | Dec 2021 | ||
| Financial Planning & Information Services | 968k | $43M | 4% | Dec 2021 | ||
| Wells Fargo & Company | 803k | $36M | -17% | Dec 2021 | ||
| Coldstream Capital Management | 766k | $34M | 25% | Mar 2022 | ||
| Advisor Group Holdings | 762k | $34M | -2% | Mar 2022 | ||
| Commonwealth Equity Services | 660k | $29M | 2% | Mar 2022 | ||
| Raymond James Financial Services Advisors | 648k | $29M | 1% | Mar 2022 | ||
| AE Wealth Management | 627k | $28M | 12% | Dec 2021 | ||
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| Baird Financial | 532k | $24M | -3% | Mar 2022 | ||
| Kestra Advisory Services | 507k | $23M | 19% | Mar 2022 | ||
| Envestnet Asset Management | 397k | $18M | 12% | Mar 2022 | ||
| Keybank National Association | 395k | $18M | 11% | Mar 2022 | ||
| JNBA Financial Advisors | 375k | $17M | -10% | Mar 2022 | ||
| IAG Wealth Partners | 360k | $16M | 5% | Dec 2021 | ||
| Huntington National Bank | 357k | $16M | 2% | Mar 2022 | ||
| Raymond James & Associates | 354k | $16M | 0% | Mar 2022 | ||
| Sandy Spring Bank | 284k | $13M | 183% | Mar 2022 | ||
| Beacon Financial | 278k | $13M | -1% | Mar 2022 | ||
| Stifel Financial | 272k | $12M | -8% | Mar 2022 | ||
| MAI Wealth Advisors | 267k | $12M | 6% | Mar 2022 | ||
| Jpmorgan Chase & Co | 259k | $0 | 1% | Mar 2022 | ||
| Private Wealth Strategies | 256k | $11M | -4% | Mar 2022 | ||
| Concord Wealth Partners | 252k | $11M | -4% | Mar 2022 | ||
| Wealth Enhancement Advisory Services | 239k | $10M | 192% | Dec 2021 | ||
| YCMNET Advisors | 238k | $11M | 0% | Dec 2021 | ||
| First Hawaiian Bank | 232k | $10M | 2% | Mar 2022 | ||
| Janney Montgomery Scott | 217k | $9.6M | -6% | Mar 2022 | ||
| Melone Private Wealth | 216k | $9.3M | 3% | Mar 2022 | ||
| RMB Capital Management | 205k | $9.1M | 8% | Mar 2022 | ||
| CX Institutional | 187k | $8.3M | 4% | Mar 2022 | ||
| First Heartland Consultants | 186k | $8.3M | 100% | Mar 2022 | ||
| JD Financial Services | 182k | $8.1M | 11% | Dec 2021 | ||
| Connecticut Wealth Management | 175k | $7.8M | -6% | Dec 2021 | ||
| Honkamp Krueger Financial Services | 174k | $7.7M | 11% | Mar 2022 | ||
| Cambridge Investment Research Advisors | 164k | $7.3M | -10% | Dec 2021 | ||
| Signature Estate and Investment Advisors | 151k | $6.7M | 4% | Mar 2022 | ||
| Marion Wealth Management | 141k | $6.3M | 100% | Mar 2022 | ||
| Apeiron RIA | 140k | $6.2M | 100% | Dec 2021 | ||
| Salomon & Ludwin | 137k | $6.1M | -1% | Mar 2022 | ||
| Proequities | 131k | $5.8M | 4% | Mar 2022 | ||
| JFS Wealth Advisors | 128k | $5.7M | -7% | Mar 2022 | ||
| Johanson Financial Advisors | 128k | $5.7M | 1% | Dec 2021 | ||
| Hanson McClain Advisors | 127k | $5.6M | 13177% | Mar 2022 | ||
| Snowden Capital Advisors | 123k | $5.5M | 100% | Mar 2022 | ||
| EisnerAmper Wealth Management Corporate Benefits | 119k | $5.3M | -3% | Mar 2022 | ||
| David J.Sculati | 118k | $5.2M | 2% | Mar 2022 | ||
| Rockefeller Capital Management | 116k | $5.2M | 45% | Mar 2022 | ||
| Parsec Financial Management | 112k | $5.0M | -9% | Mar 2022 | ||
| Integrys Wealth Advisors | 108k | $4.8M | -5% | Mar 2022 | ||
| Cetera Investment Advisers | 103k | $4.6M | 160% | Mar 2022 | ||
| Financial Advisory Service | 103k | $4.6M | 7% | Mar 2022 | ||
| Equitable Holdings | 103k | $4.6M | 73% | Mar 2022 | ||
| Cornerstone Wealth Management | 97k | $4.3M | 8% | Mar 2022 | ||
| Financial Insights | 94k | $4.2M | -15% | Mar 2022 | ||
| Modera Wealth Management | 93k | $4.1M | 3% | Mar 2022 | ||
| Northwestern Mutual Wealth Management Company | 88k | $3.9M | -3% | Mar 2022 | ||
| Hancock Bank Trust Department | 87k | $3.8M | -2% | Dec 2021 | ||
| Financial Counselors | 87k | $3.8M | 2% | Mar 2022 | ||
| D.A. Davidson & Co. | 82k | $3.7M | -3% | Dec 2021 | ||
| Bank of New York Mellon | 79k | $3.5M | -68% | Mar 2022 | ||
| Mml Investors Services | 79k | $3.5M | -7% | Mar 2022 | ||
| Private Advisor | 72k | $3.2M | 0% | Mar 2022 | ||
| Mariner Wealth Advisors | 71k | $3.1M | 1% | Mar 2022 | ||
| Baystate Wealth Management | 69k | $3.1M | 0% | Dec 2021 | ||
| Long Run Wealth Advisors | 67k | $3.0M | 14% | Mar 2022 | ||
| Eudaimonia Advisors | 67k | $3.0M | 6% | Mar 2022 | ||
| Vestor Capital Corp | 65k | $2.9M | 0% | Mar 2022 | ||
| TFG Advisers | 64k | $2.8M | 0% | Mar 2022 | ||
| BCS Wealth Management | 63k | $2.8M | 0% | Mar 2022 | ||
| CliftonLarsonAllen Wealth Advisors | 60k | $2.7M | 0% | Mar 2022 | ||
| Captrust Financial Advisors | 60k | $2.7M | -20% | Mar 2022 | ||
| Alaska Permanent Capital Management | 60k | $2.7M | -4% | Mar 2022 | ||
| Mercer Global Advisors | 60k | $2.7M | 12% | Mar 2022 | ||
| Peterson Financial Group | 60k | $2.6M | 100% | Dec 2021 | ||
| Ten Capital Wealth Advisors | 59k | $2.6M | -78% | Mar 2022 | ||
| Beacon Pointe Advisors | 56k | $2.5M | 52% | Mar 2022 | ||
| NBT Bank | 56k | $2.5M | 6% | Mar 2022 | ||
| West Bancorporation | 53k | $2.4M | 53% | Mar 2022 | ||
| Strategic Wealth Advisors | 53k | $2.3M | 4% | Mar 2022 | ||
| Wealthcare Advisory Partners | 53k | $2.3M | 44% | Mar 2022 | ||
| Gail Mannix | 52k | $2.3M | -4% | Mar 2022 | ||
| Ohe Financial | 52k | $2.3M | 0% | Dec 2021 | ||
| Chicago Partners Investment | 52k | $2.2M | -2% | Mar 2022 | ||
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 49k | $2.2M | 0% | Mar 2022 | ||
| Centennial Wealth Advisory | 49k | $2.2M | 4% | Dec 2021 | ||
| Pinnacle Wealth Management Advisory | 46k | $2.0M | -4% | Mar 2022 | ||
| Centaurus Financial | 45k | $2.0M | 23% | Mar 2022 | ||
| GW & Wade | 45k | $2.0M | 6% | Mar 2022 | ||
| Well Done | 44k | $2.0M | -9% | Mar 2022 | ||
| Archetype Wealth Partners | 43k | $1.9M | 100% | Mar 2022 | ||
| Yarger Wealth Strategies | 42k | $1.8M | 0% | Mar 2022 | ||
| Berkeley Capital Partners | 41k | $1.8M | 51% | Mar 2022 | ||
| Apollon Wealth Management | 41k | $1.8M | 100% | Dec 2021 | ||
| Insight Advisors, LLC/ PA | 40k | $1.8M | 11% | Mar 2022 | ||
| Northern Trust | 39k | $1.7M | 20% | Mar 2022 | ||
| Private Capital Management | 39k | $1.7M | 100% | Mar 2022 | ||
| Lenox Wealth Advisors | 39k | $1.7M | 2% | Mar 2022 | ||
| PCG Wealth Advisors | 38k | $1.7M | 71% | Mar 2022 | ||
| Arkadios Wealth Advisors | 38k | $1.7M | -2% | Mar 2022 | ||
| Powers Advisory Group | 38k | $1.7M | -6% | Mar 2022 | ||
| A.N. Culbertson & Company | 37k | $1.6M | 0% | Dec 2021 | ||
| Trustmark National Bank - Trust Department | 37k | $1.6M | -1% | Dec 2021 | ||
| Steward Partners Investment Advisory | 36k | $1.6M | -2% | Mar 2022 | ||
| Intrua Financial | 36k | $1.6M | -1% | Mar 2022 | ||
| Sweet Financial Partners | 35k | $1.5M | 3% | Mar 2022 | ||
| EP Wealth Advisors | 34k | $1.5M | 3% | Mar 2022 | ||
| First Republic Investment Management | 33k | $1.5M | 28% | Dec 2021 | ||
| J.w. Cole Advisors | 33k | $1.4M | 100% | Dec 2021 | ||
| Encore Bank Na | 32k | $1.4M | -1% | Dec 2021 | ||
| Soltis Investment Advisors | 32k | $1.4M | -2% | Mar 2022 | ||
| Simmons Bank | 32k | $1.4M | 0% | Mar 2022 | ||
| Branch Banking & Trust Company | 31k | $1.4M | -27% | Mar 2022 | ||
| IMS Capital Management | 31k | $1.4M | 0% | Mar 2022 | ||
| HighTower Advisors | 31k | $1.4M | 16% | Dec 2021 | ||
| Wesbanco Trust And Investments | 30k | $1.4M | 0% | Mar 2022 | ||
| Capital Advisors | 30k | $1.4M | 8% | Mar 2022 | ||
| Opes Wealth Management | 30k | $1.4M | 8% | Mar 2022 | ||
| Financial Engines Advisors L.L.C | 30k | $1.3M | 100% | Mar 2022 | ||
| Principle Wealth Partners | 30k | $1.3M | -4% | Mar 2022 | ||
| Collaborative Wealth Managment | 30k | $1.3M | 100% | Dec 2021 | ||
| Benjamin Edwards | 30k | $1.3M | -2% | Mar 2022 | ||
| Intercontinental Wealth Advisors | 30k | $1.3M | 0% | Mar 2022 | ||
| Gryphon Financial Partners | 29k | $1.3M | -31% | Mar 2022 | ||
| Investors Research Corp | 29k | $1.3M | 0% | Mar 2022 | ||
| Pacific Sun Financial Corp | 28k | $1.2M | 0% | Mar 2022 | ||
| Gyl Financial Synergies | 27k | $1.2M | 0% | Dec 2021 | ||
| Bft Financial Group | 27k | $1.2M | -28% | Mar 2022 | ||
| Goldman Sachs Group | 26k | $1.1M | 150% | Mar 2022 | ||
| Great Diamond Partners | 26k | $1.1M | 100% | Mar 2022 | ||
| Flow Traders US | 24k | $1.1M | 101% | Mar 2022 | ||
| Biondo Investment Advisors | 24k | $1.1M | 5% | Dec 2021 | ||
| PFG Financial Advisors | 24k | $1.1M | -5% | Mar 2022 | ||
| Mather Group | 23k | $1.0M | 100% | Mar 2022 | ||
| Emerald Investment Partners | 23k | $1.0M | 100% | Mar 2022 | ||
| Octavia Wealth Advisors | 23k | $1.0M | -10% | Mar 2022 | ||
| John W. Brooker & Co., CPAs | 23k | $1.0M | 0% | Dec 2021 | ||
| Strategic Financial | 22k | $967k | 0% | Mar 2022 | ||
| Spire Wealth Management | 22k | $952k | 147% | Dec 2021 | ||
| Raymond James Trust | 20k | $901k | 4% | Mar 2022 | ||
| Putnam Fl Investment Management | 19k | $861k | -1% | Mar 2022 | ||
| Western Wealth Management | 19k | $858k | 100% | Mar 2022 | ||
| Plimoth Trust | 19k | $827k | 1% | Mar 2022 | ||
| Bsc Private Wealth Management | 18k | $794k | -7% | Mar 2022 | ||
| Heritage Trust | 18k | $799k | 0% | Mar 2022 | ||
| CFG Asset Management | 17k | $773k | 40% | Mar 2022 | ||
| Platform Technology Partners | 17k | $766k | 0% | Mar 2022 | ||
| Financial Advocates Investment Management | 17k | $756k | -9% | Mar 2022 | ||
| National Asset Management | 15k | $653k | -42% | Mar 2022 | ||
| Sunbelt Securities | 13k | $576k | -38% | Mar 2022 | ||
| Viridian Ria | 0 | $0 | -100% | Mar 2022 | ||
Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sontag Advisory | Sep 2021 | 38k | $1.6M |
| Citadel Advisors | Dec 2021 | 30k | $1.4M |
| Whittier Trust | Dec 2021 | 29k | $1.3M |
| Kingsview Wealth Management | Sep 2021 | 20k | $828k |
| Stratos Wealth Partners | Dec 2021 | 19k | $837k |