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
Morgan Stanley 3.3M $139M 100% Jun 2021
Bank of America Corporation 2.8M $116M 0% Jun 2021
Linscomb & Williams 2.4M $101M -1% Jun 2021
UBS Group 1.5M $62M 1% Jun 2021
Ameriprise Financial 1.3M $53M -2% Jun 2021
LPL Financial 1.2M $50M 9% Jun 2021
Creative Planning 1.2M $49M -9% Jun 2021
Wells Fargo & Company 958k $40M -2% Jun 2021
Advisor Group Holdings 944k $40M 2% Jun 2021
Financial Planning & Information Services 807k $34M -4% Jun 2021
Raymond James Financial Services Advisors 718k $30M -1% Jun 2021

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Commonwealth Equity Services 656k $28M 1% Jun 2021
Coldstream Capital Management 593k $25M 100% Jun 2021
Baird Financial 518k $22M 2% Jun 2021
Financial Network Investment Corporation 498k $21M 8% Jun 2021
AE Wealth Management 480k $20M 14% Jun 2021
Royal Bank of Canada 473k $20M -2% Jun 2021
United Capital Financial Advisers 467k $20M 5% Jun 2021
Envestnet Asset Management 462k $19M 10% Sep 2021
Kestra Advisory Services 428k $18M 3% Jun 2021
Huntington National Bank 353k $15M 6% Jun 2021
JNBA Financial Advisors 352k $15M 4% Jun 2021
IAG Wealth Partners 335k $14M -2% Jun 2021
Raymond James & Associates 324k $14M 2% Jun 2021
Signify Wealth 313k $13M 100% Jun 2021
Keybank National Association 313k $13M 4% Jun 2021
Stifel Financial 287k $12M 5% Jun 2021
Concord Wealth Partners 286k $12M -37% Jun 2021
Beacon Financial 283k $12M -2% Jun 2021
Ten Capital Wealth Advisors 250k $11M 5% Jun 2021
Private Wealth Strategies 248k $10M 2% Jun 2021
YCMNET Advisors 243k $10M -4% Jun 2021
Janney Montgomery Scott 240k $10M -3% Jun 2021
Clear Creek Financial Management 240k $10M 100% Jun 2021
Honkamp Krueger Financial Services 240k $10M 61% Jun 2021
MAI Wealth Advisors 233k $9.8M 0% Jun 2021
Cambridge Investment Research Advisors 232k $9.7M 39% Jun 2021
First Hawaiian Bank 224k $9.4M 2% Jun 2021
Connecticut Wealth Management 197k $8.3M -66% Jun 2021
RMB Capital Management 179k $7.5M -3% Jun 2021
JFS Wealth Advisors 161k $6.7M 3% Jun 2021
JD Financial Services 152k $6.4M 373% Jun 2021
CX Institutional 151k $6.4M -14% Jun 2021
Signature Estate and Investment Advisors 146k $6.1M -11% Jun 2021
Financial Insights 142k $60k -4% Jun 2021
Salomon & Ludwin 140k $5.9M -1% Jun 2021
Parsec Financial Management 136k $5.7M -11% Jun 2021
Johanson Financial Advisors 124k $5.1M 2% Jun 2021
EisnerAmper Wealth Management Corporate Benefits 122k $5.1M 0% Sep 2021
Arkadios Wealth Advisors 120k $5.0M 1% Jun 2021
Proequities 116k $4.9M 5% Jun 2021
David J.Sculati 114k $4.8M 4% Jun 2021
Integrys Wealth Advisors 107k $4.4M -4% Sep 2021
Financial Counselors 101k $4.2M -4% Jun 2021
Northwestern Mutual Wealth Management Company 94k $4.0M -2% Jun 2021
Synovus Financial Corp. 92k $3.9M 2% Jun 2021
Mml Investors Services 89k $3.7M 1% Jun 2021
Bank of New York Mellon 89k $3.7M 44% Jun 2021
Hancock Bank Trust Department 87k $3.7M -4% Jun 2021
Cornerstone Wealth Management 85k $3.6M 24% Jun 2021
Bickling Financial Services 83k $3.5M 50% Jun 2021
SRS Capital Advisors 81k $3.4M 100% Jun 2021
D.A. Davidson & Co. 80k $3.3M -10% Jun 2021
Captrust Financial Advisors 79k $3.3M -7% Jun 2021
Baystate Wealth Management 77k $3.2M -5% Jun 2021
Private Advisor 72k $3.0M 7% Jun 2021
Alaska Permanent Capital Management 67k $2.8M -6% Jun 2021
CliftonLarsonAllen Wealth Advisors 64k $2.7M 0% Jun 2021
Vestor Capital Corp 64k $2.7M -2% Jun 2021
TFG Advisers 64k $2.6M 0% Sep 2021
Wealthcare Advisory Partners 63k $2.7M 9% Jun 2021
Equitable Holdings 63k $2.6M -3% Jun 2021
Gail Mannix 54k $2.2M -1% Jun 2021
Well Done 53k $2.2M -1% Jun 2021
NBT Bank 53k $2.2M -2% Jun 2021
Multi-Financial Securities 52k $2.2M 9% Jun 2021
Financial Advisory Service 52k $2.2M 12% Jun 2021
Holt Capital Advisors, L.L.C. dba Holt Capital Partners 49k $2.1M 0% Jun 2021
Mercer Global Advisors 49k $2.1M 152% Jun 2021
GW & Wade 49k $2.0M 1% Jun 2021
Pinnacle Wealth Management Advisory 47k $2.0M -1% Jun 2021
Centennial Wealth Advisory 47k $2.0M 7% Sep 2021
Chicago Partners Investment 46k $1.9M -2% Jun 2021
Strategic Wealth Advisors 46k $1.9M 0% Jun 2021
Harvest Investment Services 44k $1.8M 0% Jun 2021
Private Wealth Advisors 44k $1.8M 8% Jun 2021
Branch Banking & Trust Company 44k $1.8M -3% Jun 2021
Rockefeller Capital Management 43k $1.8M 94% Jun 2021
EP Wealth Advisors 42k $1.8M 0% Jun 2021
Bft Financial Group 41k $1.7M -58% Jun 2021
Cetera Investment Advisers 39k $1.6M 22% Jun 2021
Lenox Wealth Advisors 38k $1.6M 100% Jun 2021
Northern Trust 38k $1.6M 297% Jun 2021
Intrua Financial 37k $1.6M 1% Jun 2021
A.N. Culbertson & Company 37k $1.5M 0% Sep 2021
Trustmark National Bank - Trust Department 37k $1.5M 1% Jun 2021
Mariner Wealth Advisors 36k $1.5M -12% Jun 2021
Centaurus Financial 34k $1.4M 6% Jun 2021
Wesbanco Trust And Investments 34k $1.4M -8% Jun 2021
Simmons Bank 34k $1.4M 0% Jun 2021
Soltis Investment Advisors 33k $1.4M -5% Jun 2021
Encore Bank Na 33k $1.4M 8% Sep 2021
Benjamin Edwards 31k $1.3M -2% Jun 2021
IMS Capital Management 31k $1.3M -1% Sep 2021
Susquehanna International 31k $1.3M -55% Jun 2021
HighTower Advisors 30k $1.3M -12% Jun 2021
Intercontinental Wealth Advisors 30k $1.2M 0% Jun 2021
Inscription Capital 30k $1.2M 100% Jun 2021
Principle Wealth Partners 30k $1.2M -5% Jun 2021
Investors Research Corp 29k $1.2M 0% Jun 2021
Whittier Trust 29k $1.2M 0% Jun 2021
J.w. Cole Advisors 29k $1.2M -6% Jun 2021
Opes Wealth Management 29k $1.2M -8% Jun 2021
Capital Advisors 29k $1.2M 2% Jun 2021
Gyl Financial Synergies 27k $1.1M 0% Jun 2021
Ohe Financial 27k $1.1M 2% Jun 2021
PFG Financial Advisors 26k $1.1M 9% Jun 2021
Taylor, Cottrill, Erickson & Associates 26k $1.1M 8% Jun 2021
Octavia Wealth Advisors 26k $1.1M -7% Jun 2021
First Republic Investment Management 25k $1.1M 22% Jun 2021
John W. Brooker & Co., CPAs 23k $940k 0% Sep 2021
National Asset Management 22k $937k -1% Jun 2021
Putnam Fl Investment Management 22k $935k 0% Jun 2021
Biondo Investment Advisors 22k $918k -8% Jun 2021
Strategic Financial 22k $918k 0% Jun 2021
Harborview Advisors 22k $912k -8% Jun 2021
Bsc Private Wealth Management 21k $868k -1% Jun 2021
Sunbelt Securities 21k $845k 0% Jun 2021
Flow Traders US 20k $854k 63% Jun 2021
Stratos Wealth Partners 20k $847k 0% Jun 2021
Us Bancorp 20k $844k 1493% Jun 2021
Beacon Pointe Advisors 20k $817k 163% Jun 2021
Founders Financial Alliance 19k $787k 261% Jun 2021
Raymond James Trust 19k $793k 1% Jun 2021
Financial Advocates Investment Management 19k $787k -18% Jun 2021
Dynamic Advisors Solutions 19k $786k -6% Jun 2021
NEXT Financial 18k $773k -7% Jun 2021
Plimoth Trust 18k $754k -1% Sep 2021
Heritage Trust 18k $763k 0% Jun 2021
Cape Ann Savings Bank 18k $740k 0% Jun 2021
Platform Technology Partners 17k $724k 100% Jun 2021
SCBT Financial Corporation 17k $696k 0% Jun 2021
Citizens Financial Group 16k $682k 0% Jun 2021
Old Mission Capital 16k $661k -79% Jun 2021
Oppenheimer & Co 16k $649k 1% Jun 2021
Arden Trust 15k $644k -68% Jun 2021
Invesco 15k $637k -13% Jun 2021
H D Vest Advisory Services 15k $605k 62% Jun 2021
Advisory Services Network 14k $583k 100% Jun 2021
Key FInancial 14k $578k 0% Jun 2021
Thrivent Financial for Lutherans 13k $544k -71% Jun 2021
IFP Advisors 12k $481k -51% Jun 2021
Citadel Advisors 6.9k $288k -94% Jun 2021

Who sold out of WisdomTree MidCap Dividend Fund?

Fund or Company Name Date Sold Shares Held Valued At
Steward Partners Investment Advisory Mar 2021 84k $3.4M
BCS Wealth Management Mar 2021 65k $2.6M
Wealthstreet Investment Advisors Mar 2021 27k $1.1M
Marino, Stram & Associates Mar 2021 15k $605k