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 | 4.6M | $244M | 100% | Mar 2026 |
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| Morgan Stanley | 2.4M | $126M | 1% | Mar 2026 |
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| UBS Group | 1.9M | $99M | 9% | Mar 2026 |
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| LPL Financial | 1.8M | $97M | -5% | Mar 2026 |
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| Linscomb & Williams | 1.6M | $83M | -14% | Mar 2026 |
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| Creative Planning | 1.5M | $80M | 0% | Mar 2026 |
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| Ameriprise Financial | 1.4M | $71M | -2% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.3M | $70M | 15% | Dec 2025 |
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| Raymond James Financial | 1.1M | $58M | 5% | Dec 2025 |
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| Wells Fargo & Company | 1.0M | $53M | 0% | Mar 2026 |
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| Mercer Global Advisors | 713k | $38M | 16% | Mar 2026 |
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| Royal Bank of Canada | 526k | $28M | -12% | Mar 2026 |
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| Commonwealth Equity Services | 520k | $27M | -11% | Mar 2026 |
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| Keybank National Association | 512k | $27M | 1% | Mar 2026 |
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| IAG Wealth Partners | 501k | $26M | 2% | Mar 2026 |
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| Cetera Investment Advisers | 467k | $25M | -15% | Mar 2026 |
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| Coldstream Capital Management | 466k | $25M | -5% | Mar 2026 |
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| Stonebridge Financial Group | 388k | $20M | 4% | Mar 2026 |
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| Advisor Group Holdings | 376k | $19M | 1% | Dec 2025 |
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| Trajan Wealth | 365k | $19M | 2% | Mar 2026 |
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| Kestra Advisory Services | 365k | $19M | -34% | Mar 2026 |
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| AE Wealth Management | 358k | $19M | 7% | Mar 2026 |
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| Baird Financial | 343k | $18M | -25% | Dec 2025 |
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| Huntington National Bank | 337k | $17M | -1% | Dec 2025 |
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| MAI Wealth Advisors | 329k | $17M | -1% | Mar 2026 |
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| Stifel Financial | 304k | $16M | 0% | Mar 2026 |
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| Marion Wealth Management | 300k | $16M | 8% | Mar 2026 |
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| HighTower Advisors | 296k | $16M | -5% | Mar 2026 |
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| Eastern Bank | 276k | $15M | 24% | Mar 2026 |
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| Rockefeller Capital Management | 275k | $14M | 0% | Mar 2026 |
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| Colony | 264k | $14M | -5% | Dec 2025 |
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| Lido Advisors | 254k | $13M | -5% | Mar 2026 |
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| Union Bankshares | 242k | $13M | -17% | Mar 2026 |
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| Concord Wealth Partners | 237k | $13M | 4% | Mar 2026 |
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| YCMNET Advisors | 236k | $12M | 0% | Mar 2026 |
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| Honkamp Krueger Financial Services | 233k | $12M | 3% | Mar 2026 |
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| Streettalk Advisors | 231k | $12M | 100% | Mar 2026 |
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| Precedent Wealth Partners | 231k | $12M | -8% | Mar 2026 |
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| Cambridge Investment Research Advisors | 227k | $12M | -9% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 227k | $12M | 7% | Mar 2026 |
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| RMB Capital Management | 221k | $12M | 4% | Mar 2026 |
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| Lee-Kelleher Wealth Management | 221k | $12M | 4% | Mar 2026 |
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| Mariner Wealth Advisors | 183k | $9.6M | -3% | Mar 2026 |
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| CX Institutional | 179k | $9.4M | 1% | Mar 2026 |
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| David J.Sculati | 175k | $9.2M | 1% | Mar 2026 |
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| Concord Asset Management | 173k | $9.1M | 6% | Mar 2026 |
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| Farther Finance Advisors | 168k | $8.8M | 440% | Mar 2026 |
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| Goldstone Financial Group | 162k | $8.5M | -21% | Mar 2026 |
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| Dynamic Advisors Solutions | 161k | $8.5M | 1% | Mar 2026 |
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| Bank of New York Mellon | 157k | $8.2M | -31% | Mar 2026 |
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| Melone Private Wealth | 150k | $7.9M | -4% | Mar 2026 |
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| Financial Advisory Service | 148k | $7.8M | 4% | Mar 2026 |
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| Capital Investment Counsel | 146k | $7.6M | 3% | Mar 2026 |
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| Cornerstone Wealth Management | 143k | $7.5M | 1% | Mar 2026 |
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| United Advisor Group | 142k | $7.4M | -1% | Mar 2026 |
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| GSB Wealth Management | 138k | $7.2M | 2% | Mar 2026 |
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| Dickmeyer Boyce Financial Management | 124k | $6.5M | 100% | Mar 2026 |
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| Atria Investments | 124k | $6.5M | -1% | Mar 2026 |
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| D.A. Davidson & Co. | 119k | $6.2M | 1% | Mar 2026 |
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| Equitable Holdings | 118k | $6.1M | -5% | Mar 2026 |
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| MJT & Associates Financial Advisory Group | 117k | $6.2M | -2% | Mar 2026 |
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| Segall Bryant & Hamill | 116k | $6.1M | 0% | Mar 2026 |
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| Long Run Wealth Advisors | 116k | $6.0M | 4% | Dec 2025 |
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| Modera Wealth Management | 110k | $5.8M | -6% | Mar 2026 |
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| Buckingham Strategic Partners | 102k | $5.3M | -1% | Mar 2026 |
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| Envestnet Asset Management | 101k | $5.3M | 2% | Mar 2026 |
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| TD Waterhouse Canada | 99k | $5.2M | -1% | Mar 2026 |
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| Roan Capital Partners | 98k | $5.1M | 100% | Mar 2026 |
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| JFS Wealth Advisors | 94k | $5.0M | -6% | Mar 2026 |
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| Private Capital Management | 92k | $4.8M | 7% | Mar 2026 |
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| Frazier Financial Advisors | 92k | $4.8M | 1% | Mar 2026 |
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| JPL Wealth Management | 89k | $4.7M | -1% | Mar 2026 |
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| Apeiron RIA | 89k | $4.6M | -6% | Mar 2026 |
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| SCBT Financial Corporation | 87k | $4.6M | -11% | Mar 2026 |
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| Nikulski Financial | 87k | $4.5M | -6% | Dec 2025 |
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| Ohe Financial | 87k | $4.6M | 1% | Mar 2026 |
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| Mml Investors Services | 86k | $4.5M | -34% | Mar 2026 |
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| Cascade Financial Partners | 86k | $4.5M | -1% | Mar 2026 |
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| Integrys Wealth Advisors | 85k | $4.5M | -3% | Mar 2026 |
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| Beacon Financial | 85k | $4.5M | -2% | Mar 2026 |
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| Meridian Wealth Management | 83k | $4.4M | -1% | Mar 2026 |
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| Harbour Wealth Management Group | 83k | $4.4M | 11% | Mar 2026 |
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| Main Street Financial Solutions | 81k | $4.2M | 2% | Dec 2025 |
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| Sage Capital Management | 80k | $4.2M | -1% | Mar 2026 |
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| Captrust Financial Advisors | 78k | $4.0M | 0% | Dec 2025 |
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| Natixis Asset Management Advisors | 75k | $3.9M | 10% | Mar 2026 |
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| Larson Financial Group | 74k | $3.8M | 5% | Dec 2025 |
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| Midwest Trust | 72k | $3.8M | 0% | Mar 2026 |
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| Vestor Capital Corp | 72k | $3.8M | 42230% | Mar 2026 |
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| Thrivent Financial for Lutherans | 71k | $3.7M | 5% | Mar 2026 |
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| Hancock Bank Trust Department | 68k | $3.8M | 5% | Mar 2026 |
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| NBT Bank | 67k | $3.5M | 47% | Mar 2026 |
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| United Capital Financial Advisers | 66k | $3.5M | 0% | Mar 2026 |
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| Independence Bank of Kentucky | 65k | $3.4M | -1% | Mar 2026 |
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| Janney Montgomery Scott | 65k | $3.4M | -9% | Mar 2026 |
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| Beacon Pointe Advisors | 62k | $3.2M | -3% | Dec 2025 |
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| CWM | 61k | $3.1M | -11% | Dec 2025 |
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| CI Private Wealth | 60k | $3.1M | -66% | Mar 2026 |
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| Independent Advisor Alliance | 59k | $3.1M | 100% | Mar 2026 |
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| Wealthcare Advisory Partners | 58k | $3.1M | -1% | Mar 2026 |
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| Founders Grove Wealth Partners | 58k | $3.0M | -3% | Mar 2026 |
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| Sanctuary Advisors | 58k | $3.0M | 0% | Mar 2026 |
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| Intrua Financial | 57k | $3.0M | 5% | Mar 2026 |
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| First Hawaiian Bank | 56k | $2.9M | -11% | Mar 2026 |
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| Brady Martz Wealth Solutions | 55k | $2.9M | 0% | Mar 2026 |
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| Founders Financial Alliance | 55k | $2.9M | 1% | Mar 2026 |
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| Ffg Retirement Advisors | 54k | $2.9M | 56% | Mar 2026 |
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| Vident Advisory | 51k | $2.7M | 0% | Dec 2025 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 51k | $2.7M | 32% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 50k | $2.6M | -4% | Mar 2026 |
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| Arkadios Wealth Advisors | 50k | $2.6M | 106% | Mar 2026 |
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| Financial Insights | 50k | $2.6M | -2% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 49k | $2.6M | 1% | Mar 2026 |
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| Park Avenue Securities | 49k | $2.6M | -3% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 49k | $2.5M | 20% | Dec 2025 |
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| JNBA Financial Advisors | 48k | $2.5M | -11% | Mar 2026 |
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| Oxinas Partners Wealth Management | 48k | $2.5M | 3% | Mar 2026 |
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| Northern Trust | 48k | $2.5M | 16% | Dec 2025 |
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| Private Advisor | 48k | $2.5M | -6% | Mar 2026 |
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| Powers Advisory Group | 47k | $2.5M | 1% | Mar 2026 |
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| HF Advisory Group | 46k | $2.4M | 8% | Mar 2026 |
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| Harbour Investments | 44k | $2.3M | 30% | Mar 2026 |
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| Silverlake Wealth Management | 43k | $2.3M | 0% | Mar 2026 |
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| Farmers National Bank | 43k | $2.3M | 3% | Mar 2026 |
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| Principal Securities | 43k | $2.3M | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 43k | $2.2M | 15% | Mar 2026 |
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| Well Done | 42k | $2.2M | -1% | Mar 2026 |
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| Sontag Advisory | 41k | $2.2M | 1% | Mar 2026 |
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| FMR | 41k | $2.1M | 33% | Dec 2025 |
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| Stock Yards Trust Company | 40k | $2.1M | -2% | Mar 2026 |
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| BIP Wealth | 39k | $2.1M | -15% | Mar 2026 |
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| Centaurus Financial | 39k | $2.1M | 0% | Mar 2026 |
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| Salomon & Ludwin | 39k | $2.1M | -3% | Mar 2026 |
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| Apollon Wealth Management | 39k | $2.0M | -22% | Mar 2026 |
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| TopTier Wealth Management | 39k | $2.0M | 100% | Mar 2026 |
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| Kingswood Wealth Advisors | 39k | $2.0M | -15% | Mar 2026 |
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| Prosperity Consulting Group | 38k | $2.0M | -2% | Mar 2026 |
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| Yarger Wealth Strategies | 37k | $2.0M | -3% | Mar 2026 |
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| Midland Wealth Advisors | 37k | $2.0M | -3% | Mar 2026 |
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| Citadel Advisors | 35k | $1.8M | -30% | Mar 2026 |
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| Financial Advisory Partners | 35k | $1.8M | 9% | Mar 2026 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 35k | $1.8M | -15% | Mar 2026 |
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| Wealthcare Capital Partners | 34k | $1.8M | 9% | Mar 2026 |
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| Great Valley Advisor Group | 33k | $1.7M | -2% | Mar 2026 |
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| Chicago Partners Investment | 33k | $1.8M | -1% | Mar 2026 |
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| Envision Financial | 33k | $1.7M | -2% | Mar 2026 |
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| Capital Advisors | 32k | $1.7M | 182% | Mar 2026 |
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| Wesbanco Trust And Investments | 32k | $1.7M | 0% | Mar 2026 |
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| Opes Wealth Management | 32k | $1.7M | 5% | Mar 2026 |
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| Argent Trust | 32k | $1.7M | -4% | Mar 2026 |
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| ORG Partners | 32k | $1.6M | -24% | Dec 2025 |
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| Branch Banking & Trust Company | 31k | $1.6M | -5% | Mar 2026 |
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| Concurrent Investment Advisors | 10k | $544k | -72% | Mar 2026 |
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| Howard Bailey Securities | 9.5k | $498k | -92% | Mar 2026 |
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| Two Sigma Investments | 6.9k | $363k | -89% | Mar 2026 |
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| Susquehanna International | 5.6k | $290k | -86% | Dec 2025 |
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Who sold out of WisdomTree MidCap Dividend Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 339k | $18M |
| Wealth Enhancement Advisory Services | Dec 2025 | 214k | $11M |
| IFG Advisory | Dec 2025 | 96k | $4.9M |