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Get Institutions for : 
Wisdom Tree Trust MidCap Dividend Fund (DON)  
$45.65 0.10 (0.22%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 373    3
Total shares held : 
 39,850,335  
% of shares held : 
 51.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -694,055  
% of shares held change : 
   -0.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.26  
Last Quarter's Ending Price : 
 $45.69  
Last Quarter's Average Price : 
 $41.95  
Change from last quarter's     
avg. price to the last closing  : 
3.70 (8.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 273,332
 0.69%
 
Increased Positions :
138
 1,322,761
 3.32%
 
Unchanged Positions :
73
 997,406
 2.5%
 
Decreased Positions :
140
-2,104,530
-5.28%
 
Closed Positions :
25
-185,618
-0.47%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 564 - 2023-12-31 4,245,866 $193,994,000 -78,122
   MORGAN STANLEY 1035 - 2023-12-31 2,637,872 $120,524,000 -749,313
   LINSCOMB & WILLIAMS INC 5 - 2023-12-31 1,923,571 $87,888,000 -71,143
   LPL FINANCIAL CORP 345 - 2023-12-31 1,762,483 $80,528,000 -14,588
   UBS Group AG 510 - 2023-12-31 1,677,080 $76,626,000 -105
   CREATIVE PLANNING 96 - 2023-12-31 1,657,243 $75,719,000 -1,231
   AMERIPRISE FINANCIAL INC 666 - 2023-12-31 1,423,230 $64,856,000 17,589
   Financial Planning & Information Services Inc. 2 - 2023-12-31 1,026,724 $46,911,000 -74,459
   WELLS FARGO & CO/MN 726 - 2023-12-31 993,581 $45,397,000 55,425
   COMMONWEALTH EQUITY SERVICES LLC. 277 - 2023-12-31 797,855 $36,454,000 6,945
   AE Wealth Management LLC 114 - 2023-12-31 785,831 $35,700,000 10,422
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 313 - 2023-12-31 772,892 $35,313,000 -21,281
   ROYAL BANK OF CANADA 839 - 2023-12-31 759,881 $34,719,000 180,017
   SANDY SPRING BANK - 2023-12-31 598,222 $27,333,000 -7,630
   COLDSTREAM CAPITAL MANAGEMENT INC 24 - 2023-12-31 560,862 $25,626,000 34,821
   Baird Financial Group Inc. 289 - 2023-12-31 521,034 $23,806,000 8,740
   Advisor Group Holdings Inc. 426 - 2023-12-31 514,108 $23,493,000 -75,141
   IAG Wealth Partners LLC 6 - 2023-12-31 488,309 $22,311,000 -1,306
   FINANCIAL NETWORK 163 - 2023-12-31 483,803 $22,105,000 15,341
   ENVESTNET ASSET MANAGEMENT INC 1000 - 2023-12-31 464,354 $21,216,000 -3,341
   KEYBANK NATIONAL ASSOCIATION/OH 169 - 2023-12-31 448,964 $20,513,000 -9,379
   Rockefeller Capital Management L.P. 287 - 2023-12-31 447,617 $20,452,000 30,006
   RAYMOND JAMES & ASSOCIATES 741 - 2023-12-31 434,344 $19,845,000 -9,323
   Soltis Investment Advisors LLC - 2023-12-31 429,544 $19,626,000 -10,523
   J P MORGAN CHASE & CO 1711 - 2023-12-31 351,350 $16,053,000 26,093
   MCCORMACK ADVISORS INTERNATIONAL 97 - 2023-12-31 346,051 $15,811,000 6,426
   Melone Private Wealth LLC 1 - 2023-12-31 327,039 $14,942,000 12,151
   Kestra Advisory Services LLC 180 - 2023-12-31 324,998 $14,849,000 -50,060
   STIFEL FINANCIAL CORP 668 - 2023-12-31 289,225 $13,215,000 -2,674
   JNBA FINANCIAL ADVISORS 24 - 2023-12-31 278,255 $12,713,000 -34,283
   Private Wealth Strategies L.L.C. 10 - 2023-12-31 266,539 $12,178,000 6,021
   Marion Wealth Management 7 - 2024-03-31 243,430 $11,872,000 -2,033
   MERCER GLOBAL ADVISORS INC /ADV 281 - 2023-12-31 251,043 $11,470,000 31,491
   PRECEDENT WEALTH PARTNERS LLC 3 - 2023-12-31 249,523 $11,401,000 0
   FIRST HAWAIIAN BANK 37 - 2024-03-31 225,509 $10,998,000 -4,188
   YCMNET ADVISORS INC 65 - 2023-12-31 240,587 $10,992,000 -4,872
   Coulter & Justus Financial Services LLC 7 - 2023-12-31 228,556 $10,443,000 10,145
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 38 - 2023-12-31 216,389 $9,887,000 -572
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 442 - 2023-12-31 208,888 $9,544,000 -33,326
   RMB CAPITAL MANAGEMENT LLC 99 - 2023-12-31 198,866 $9,086,000 14,842
   Concord Wealth Partners 16 - 2023-12-31 197,121 $9,006,000 -8,632
   BANK OF NEW YORK MELLON CORP 2050 - 2023-12-31 190,917 $8,723,000 181,361
   JANNEY MONTGOMERY SCOTT LLC 544 - 2023-12-31 189,686 $8,667,000 -5,146
   Private Advisor Group LLC 285 - 2023-12-31 185,693 $8,484,000 24,315
   WADE G W & INC 82 - 2023-12-31 180,297 $8,238,000 -37,532
   HIGHTOWER ADVISORS, LLC 776 - 2023-12-31 169,889 $7,756,000 8,828
   BEACON FINANCIAL GROUP 22 - 2023-12-31 167,412 $7,649,000 4,212
   INVENIO WEALTH PARTNERS LLC 2 - 2023-12-31 166,269 $7,597,000 11,160
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 436 - 2023-12-31 165,880 $7,579,000 10,403
   CX Institutional 72 - 2023-12-31 162,664 $7,432,000 -5,969
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 49 - 2023-12-31 140,323 $6,411,000 -1,549
   MARINER WEALTH ADVISORS, LLC 611 - 2023-12-31 138,137 $6,311,000 13,992
   Apeiron RIA LLC 15 - 2023-12-31 138,080 $6,309,000 -496
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 261 - 2023-12-31 137,225 $6,270,000 -406,575
   MODERA WEALTH MANAGEMENT, LLC 133 - 2023-12-31 135,742 $6,202,000 129,405
   Sanford Advisory Services LLC 18 - 2022-12-31 144,450 $5,943,000 3,995
   Financial Advisory Service Inc. - 2023-12-31 124,796 $5,702,000 6,645
   Cornerstone Wealth Management LLC 49 - 2023-12-31 122,502 $5,597,000 1,365
   Dynamic Advisors Solutions LLC 143 - 2024-03-31 114,091 $5,564,000 6,000
   MML INVESTORS SERVICES LLC 557 - 2023-12-31 121,110 $5,533,000 -60,118
   WHITE PINE INVESTMENT CO - 2023-12-31 118,819 $5,429,000 -1,002
   Salomon & Ludwin LLC 39 - 2023-12-31 129,273 $5,295,000 0
   JFS WEALTH ADVISORS, LLC 41 - 2023-12-31 112,948 $5,161,000 -1,373
   DAVIDSON D A & CO 287 - 2023-12-31 109,585 $5,007,000 -861
   Main Street Financial Solutions LLC 30 - 2023-12-31 107,503 $4,912,000 -3,315
   Integrys Wealth Advisors LLC 19 - 2024-03-31 100,282 $4,891,000 -455
   Team Financial Group LLC 10 - 2023-12-31 106,086 $4,847,000 1,124
   Frazier Financial Advisors LLC 5 - 2023-12-31 95,738 $4,374,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 765 - 2023-12-31 95,443 $4,361,000 -44,452
   CITADEL ADVISORS LLC 1683 - 2023-12-31 93,755 $4,284,000 56,871
   Long Run Wealth Advisors LLC 24 - 2023-12-31 90,781 $4,148,000 -4,264
   PROEQUITIES INC. 78 - 2023-12-31 90,532 $4,138,000 -123
   Bickling Financial Services Inc. 6 - 2022-12-31 99,589 $4,097,000 5,685
   CAPTRUST FINANCIAL ADVISORS 649 - 2023-12-31 84,408 $3,857,000 900
   PARSEC FINANCIAL MANAGEMENT, INC. 102 - 2023-03-31 93,915 $3,849,000 -312
   FINANCIAL COUNSELORS INC - 2023-12-31 84,134 $3,844,000 2,989
   IFG Advisory LLC 98 - 2023-12-31 83,981 $3,837,000 1,100
   MIDLAND WEALTH ADVISORS LLC 23 - 2023-12-31 81,870 $3,741,000 0
   Atria Wealth Solutions Inc. 389 - 2023-12-31 81,151 $3,708,000 3,449
   GSB Wealth Management LLC 19 - 2023-12-31 78,762 $3,599,000 4,578
   Private Capital Management LLC 36 - 2023-12-31 78,161 $3,571,000 1,319
   Cetera Investment Advisers 564 - 2023-12-31 77,736 $3,552,000 -385
   CWM LLC 478 - 2024-03-31 72,804 $3,551,000 8,397
   NBT BANK N A /NY 87 - 2023-12-31 77,551 $3,543,000 22,238
   STOCK YARDS BANK & TRUST CO 124 - 2023-12-31 77,369 $3,535,000 -15,197
   Financial Insights Inc. 22 - 2023-12-31 71,518 $3,268,000 -1,022
   Wealthcare Advisory Partners LLC 134 - 2023-12-31 69,605 $3,180,000 1,910
   JONES FINANCIAL COMPANIES LLLP 149 - 2023-12-31 69,576 $3,179,000 5,044
   DB Wealth Management Group LLC 11 - 2023-12-31 69,447 $3,173,000 -8,997
   HANCOCK HOLDING CO 141 - 2023-12-31 69,095 $3,157,000 -11,298
   WEST BANCORPORATION INC - 2023-12-31 68,133 $3,113,000 -8,211
   Equitable Holdings Inc. 307 - 2023-12-31 65,304 $2,984,000 4,088
   TFG Advisers LLC 19 - 2023-12-31 65,226 $2,980,000 -504
   Meridian Wealth Management LLC 124 *New 2023-12-31 64,909 $2,966,000 64,909
   BIP Wealth LLC 48 - 2023-12-31 63,847 $2,917,000 3,849
   VESTOR CAPITAL CORP 69 - 2023-12-31 63,493 $2,901,000 316
   OHE FINANCIAL INC 52 - 2023-12-31 59,363 $2,712,000 502
   ATRIA INVESTMENTS LLC 488 *New 2023-12-31 58,814 $2,687,000 58,814
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 84 - 2023-12-31 57,367 $2,621,000 -897
   GLOBALT Investments LLC / GA 100 - 2023-12-31 56,525 $2,583,000 0
  100 Records found
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