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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 666 - 2023-12-31 1,423,230 $64,856,000 17,589
   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
   ROYAL BANK OF CANADA 839 - 2023-12-31 759,881 $34,719,000 180,017
   COLDSTREAM CAPITAL MANAGEMENT INC 24 - 2023-12-31 560,862 $25,626,000 34,821
   IAG Wealth Partners LLC 6 - 2024-03-31 493,093 $24,048,000 4,784
   Baird Financial Group Inc. 289 - 2023-12-31 521,034 $23,806,000 8,740
   FINANCIAL NETWORK 163 - 2023-12-31 483,803 $22,105,000 15,341
   RAYMOND JAMES & ASSOCIATES 747 - 2024-03-31 441,787 $21,546,000 7,443
   Rockefeller Capital Management L.P. 287 - 2023-12-31 447,617 $20,452,000 30,006
   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
   PRECEDENT WEALTH PARTNERS LLC 3 - 2024-03-31 257,006 $12,534,000 7,483
   Private Wealth Strategies L.L.C. 10 - 2023-12-31 266,539 $12,178,000 6,021
   MERCER GLOBAL ADVISORS INC /ADV 281 - 2023-12-31 251,043 $11,470,000 31,491
   Coulter & Justus Financial Services LLC 7 - 2023-12-31 228,556 $10,443,000 10,145
   RMB CAPITAL MANAGEMENT LLC 99 - 2023-12-31 198,866 $9,086,000 14,842
   Private Advisor Group LLC 285 - 2023-12-31 185,693 $8,484,000 24,315
   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
   Cornerstone Wealth Management LLC 47 - 2024-03-31 130,904 $6,384,000 8,402
   MARINER WEALTH ADVISORS, LLC 611 - 2023-12-31 138,137 $6,311,000 13,992
   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
   Dynamic Advisors Solutions LLC 143 - 2024-03-31 114,091 $5,564,000 6,000
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 713 - 2024-03-31 107,815 $5,258,000 12,372
   Team Financial Group LLC 10 - 2023-12-31 106,086 $4,847,000 1,124
   Long Run Wealth Advisors LLC 24 - 2024-03-31 92,414 $4,507,000 1,633
   CITADEL ADVISORS LLC 1683 - 2023-12-31 93,755 $4,284,000 56,871
   Wealthcare Advisory Partners LLC 125 - 2024-03-31 85,395 $4,165,000 15,790
   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
   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
   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
   CWM LLC 478 - 2024-03-31 72,804 $3,551,000 8,397
   JONES FINANCIAL COMPANIES LLLP 149 - 2023-12-31 69,576 $3,179,000 5,044
   Equitable Holdings Inc. 307 - 2023-12-31 65,304 $2,984,000 4,088
   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
   Powers Advisory Group LLC 15 - 2024-03-31 48,661 $2,373,000 544
   Apollon Wealth Management LLC 231 - 2023-12-31 50,838 $2,323,000 12,189
   ALASKA PERMANENT CAPITAL MANAGEMENT 25 - 2024-03-31 47,311 $2,309,000 3,102
   Centennial Wealth Advisory LLC 18 - 2024-03-31 47,147 $2,299,000 1,901
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1780 - 2023-12-31 48,744 $2,227,000 25,856
   EUDAIMONIA ADVISORS LLC 19 - 2024-03-31 45,469 $2,218,000 271
   Insight Advisors LLC/ PA - 2023-12-31 46,512 $2,125,000 18,077
   Merit Financial Group LLC 202 - 2023-12-31 45,161 $2,063,000 4,756
   Well Done LLC 45 - 2024-03-31 41,234 $2,011,000 3
   Farmers & Merchants Trust Co of Chambersburg PA 53 - 2024-03-31 37,878 $1,847,000 37,878
   CI Private Wealth LLC 1043 - 2023-12-31 39,759 $1,817,000 1,864
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 790 - 2023-09-30 42,355 $1,735,000 176
   HF Advisory Group LLC 33 - 2024-03-31 35,148 $1,714,000 4,653
   FINANCIAL MANAGEMENT NETWORK INC 52 - 2024-03-31 30,142 $1,437,000 797
   FINANCIAL ENGINES ADVISORS L.L.C. 164 - 2023-12-31 31,385 $1,435,000 515
   BENJAMIN EDWARDS INC 101 - 2023-12-31 29,226 $1,335,000 98
   GYL Financial Synergies LLC 163 - 2023-12-31 28,208 $1,289,000 1,143
   HARBOR INVESTMENT ADVISORY LLC 127 - 2024-03-31 25,611 $1,249,000 1,093
   COMERICA BANK 1431 - 2023-12-31 26,648 $1,218,000 642
   Independence Bank of Kentucky 76 - 2024-03-31 24,825 $1,211,000 5,260
   BIONDO INVESTMENT ADVISORS LLC 58 - 2023-12-31 25,733 $1,176,000 2,485
   Great Diamond Partners LLC 81 - 2023-12-31 25,140 $1,149,000 885
   Peterson Financial Group Inc. 55 - 2024-03-31 23,496 $1,146,000 570
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1182 - 2024-03-31 23,185 $1,131,000 1,963
   NBC SECURITIES INC. 222 - 2024-03-31 20,857 $1,117,000 7,165
   Emerald Investment Partners LLC - 2023-12-31 24,334 $1,112,000 204
   Bristlecone Advisors LLC 137 - 2024-03-31 21,850 $1,066,000 16
   HARBOUR INVESTMENTS INC. 350 - 2023-12-31 22,998 $1,051,000 2,745
   John W. Brooker & Co. CPAs 41 - 2024-03-31 21,495 $1,048,000 2
   Collaborative Wealth Managment Inc. 45 - 2023-12-31 22,287 $1,018,000 4,296
   MONTAG A & ASSOCIATES INC 223 - 2023-12-31 22,210 $1,015,000 20
   OMNI 360 Wealth Inc. 34 - 2024-03-31 20,538 $1,002,000 3,725
   H D Vest Advisory Services 709 - 2023-12-31 21,785 $995,000 5,534
   Gladstone Institutional Advisory LLC 293 - 2023-12-31 21,306 $973,000 1,324
   Steward Partners Investment Advisory LLC 766 - 2023-12-31 20,079 $917,000 384
   Octavia Wealth Advisors LLC 80 - 2024-03-31 17,938 $875,000 301
   BURNS WEALTH MANAGEMENT, INC. 271 - 2023-12-31 19,072 $871,000 759
   MARINO STRAM & ASSOCIATES LLC 81 - 2024-03-31 17,341 $846,000 15
   WAYNE HUMMER INVESTMENTS L.L.C. 198 - 2023-12-31 18,141 $829,000 6,003
   TD Waterhouse Canada Inc. 456 - 2023-12-31 17,793 $798,000 1,505
   Ten Capital Wealth Advisors LLC 40 - 2023-06-30 18,474 $776,000 1,209
   RFG Advisory Group LLC 401 - 2024-03-31 15,454 $754,000 1,038
   OPPENHEIMER & CO INC 820 - 2023-12-31 16,461 $752,000 524
   Goss Wealth Management LLC 1076 - 2023-12-31 16,254 $741,000 2,849
   BRADY FAMILY WEALTH LLC 69 - 2023-12-31 16,217 $741,000 48
   J.W. COLE ADVISORS INC. 379 - 2023-12-31 15,554 $711,000 317
   FLAGSHIP HARBOR ADVISORS LLC 305 - 2024-03-31 14,367 $701,000 701
   HANSON MCCLAIN, INC. 471 - 2024-03-31 14,368 $701,000 1,075
   Strategic Family Wealth Counselors L.L.C. 54 - 2023-12-31 15,039 $687,000 1,770
   JOHNSON INVESTMENT COUNSEL INC 423 - 2023-12-31 14,896 $681,000 8,031
   Navis Wealth Advisors LLC 26 - 2023-12-31 14,233 $650,000 346
   FMR LLC 2451 - 2023-12-31 14,167 $647,000 315
  100 Records found
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