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Get Institutions for : 
Wisdom Tree Trust MidCap Dividend Fund (DON)  
$46.58 0.34 (0.72%) as of 4:30 Thu 4/25


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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  : 
4.63 (11.04%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ATRIA INVESTMENTS LLC 488 *New 2023-12-31 58,814 $2,687,000 58,814
   TWO SIGMA INVESTMENTS LLC 1612 *New 2023-12-31 36,800 $1,681,000 36,800
   FFG RETIREMENT ADVISORS LLC 30 *New 2023-12-31 31,992 $1,462,000 31,992
   JANE STREET GROUP LLC 3684 *New 2023-12-31 13,867 $634,000 13,867
   DGS Capital Management LLC 113 *New 2024-03-31 12,613 $615,000 12,613
   Eagle Strategies LLC 161 *New 2024-03-31 10,088 $492,000 10,088
   SMITH MOORE & CO. 322 *New 2023-12-31 6,859 $313,000 6,859
   Global Assets Advisory LLC 405 *New 2024-03-31 13,845 $286,000 13,845
   Signal Advisors Wealth LLC 243 *New 2024-03-31 5,547 $271,000 5,547
   B.O.S.S. Retirement Advisors LLC 219 *New 2023-12-31 5,575 $255,000 5,575
   Atlantic Trust Group LLC 991 *New 2023-12-31 5,483 $251,000 5,483
   Berger Financial Group Inc 316 *New 2024-03-31 5,103 $249,000 5,103
   WILLNER & HELLER LLC 129 *New 2023-12-31 4,547 $208,000 4,547
   BRIGHTON JONES LLC 538 *New 2023-12-31 4,492 $205,000 4,492
   Diversified LLC 152 *New 2023-12-31 4,445 $203,000 4,445
   Prime Capital Investment Advisors LLC *New 2023-12-31 4,409 $201,000 4,409
   SHEETS SMITH & ASSOCIATES INC 341 *New 2023-09-30 2,505 $103,000 2,505
   ADVISORY SERVICES NETWORK, LLC 1665 *New 2023-12-31 2,067 $94,000 2,067
   LifeSteps Financial Inc. 206 *New 2024-03-31 527 $26,000 527
   GHP INVESTMENT ADVISORS INC 639 *New 2024-03-31 245 $12,000 245
   Coastal Investment Advisors Inc. 701 *New 2024-03-31 186 $9,000 186
   Richardson Capital Management LLC 124 *New 2024-03-31 118 $6,000 118
   Opal Wealth Advisors LLC 277 *New 2024-03-31 57 $3,000 57
   Future Financial Wealth Managment LLC 478 *New 2024-03-31 22 $1,000 22
  24 Records found
  1    
  Page 1 of 1
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