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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
   Salomon & Ludwin LLC 39 - 2023-12-31 129,273 $5,295,000 0
   Vident Advisory LLC 336 - 2023-12-31 51,428 $2,350,000 0
   Miracle Mile Advisors LLC 209 - 2024-03-31 31,299 $1,526,000 0
   IMS CAPITAL MANAGEMENT 45 - 2023-12-31 29,125 $1,331,000 0
   Principle Wealth Partners LLC 140 - 2024-03-31 25,990 $1,268,000 0
   Intercontinental Wealth Advisors LLC 72 - 2023-06-30 29,580 $1,244,000 0
   WESBANCO BANK INC 268 - 2024-03-31 23,982 $1,170,000 0
   RAYMOND JAMES TRUST CO 514 - 2024-03-31 17,204 $839,000 0
   Platform Technology Partners 80 - 2023-12-31 17,251 $784,000 0
   Asset Dedication LLC 212 - 2024-03-31 12,303 $600,000 0
   New Hampshire Trust 105 - 2024-03-31 11,400 $556,000 0
   BLACKROCK INC. 4072 - 2023-12-31 12,000 $548,000 0
   HB Wealth Management LLC 466 - 2023-12-31 10,916 $499,000 0
   PRIVATE TRUST CO NA 382 - 2024-03-31 9,542 $465,000 0
   Arden Trust Co 154 - 2024-03-31 9,225 $450,000 0
   PERSONAL CFO SOLUTIONS LLC 257 - 2023-12-31 9,740 $445,000 0
   OLD NATIONAL BANCORP /IN/ 408 - 2024-03-31 8,318 $406,000 0
   ROBINSON SMITH WEALTH ADVISORS LLC 53 - 2024-03-31 8,161 $398,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 102 - 2023-12-31 8,593 $393,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 41 - 2022-12-31 9,000 $370,000 0
   Vontobel Holding Ltd. 937 - 2023-12-31 7,196 $329,000 0
   Source Financial Advisors LLC 98 - 2023-12-31 6,990 $319,000 0
   Cottage Street Advisors LLC 70 - 2024-03-31 6,325 $308,000 0
   TCG Advisory Services LLC 309 - 2023-12-31 6,426 $294,000 0
   NewEdge Wealth LLC 630 - 2023-12-31 6,227 $285,000 0
   MCF Advisors LLC 192 - 2024-03-31 5,676 $277,000 0
   SPC FINANCIAL, INC. 193 - 2023-12-31 5,994 $274,000 0
   NEUBERGER BERMAN GROUP LLC 1658 - 2023-12-31 5,981 $273,000 0
   Argent Advisors Inc. 125 - 2023-12-31 5,230 $239,000 0
   Alhambra Investment Partners LLC 152 - 2024-03-31 4,470 $218,000 0
   Colonial Trust Co / SC 279 - 2023-12-31 3,927 $181,000 0
   Viewpoint Capital Management LLC 108 - 2024-03-31 2,550 $124,000 0
   EverSource Wealth Advisors LLC 709 - 2023-12-31 1,810 $83,000 0
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 1,599 $73,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 773 - 2023-12-31 1,492 $68,000 0
   United Community Bank 279 - 2023-12-31 1,400 $64,000 0
   NATIONAL BANK OF CANADA /FI/ 1533 - 2023-12-31 1,350 $62,000 0
   Qube Research & Technologies Ltd 2867 - 2023-12-31 1,234 $56,000 0
   SIGNATUREFD, LLC 1404 - 2023-12-31 1,211 $55,000 0
   BARRETT & COMPANY INC. 264 - 2024-03-31 1,050 $51,000 0
   Founders Financial Alliance LLC 342 - 2023-12-31 1,020 $47,000 0
   Carmichael Hill & Associates Inc. 311 - 2024-03-31 915 $45,000 0
   VALLEY NATIONAL ADVISERS INC 418 - 2024-03-31 930 $45,000 0
   KISTLERTIFFANY COMPANIES, LLC 514 - 2023-06-30 968 $41,000 0
   Missouri Trust & Investment Co 214 - 2023-12-31 857 $39,000 0
   CULLEN FROST BANKERS INC 711 - 2023-12-31 792 $36,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 704 $32,000 0
   Aspire Private Capital LLC 283 - 2024-03-31 570 $28,000 0
   Efficient Wealth Management LLC - 2023-12-31 525 $24,000 0
   WOLFF WIESE MAGANA LLC 210 - 2024-03-31 450 $22,000 0
   ARMSTRONG ADVISORY GROUP INC 479 - 2024-03-31 451 $21,000 0
   West Branch Capital LLC 225 - 2024-03-31 412 $20,000 0
   BARTLETT & CO. LLC 867 - 2023-12-31 425 $20,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 868 - 2023-12-31 425 $20,000 0
   BerganKDV Wealth Management LLC 519 - 2023-06-30 344 $14,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1083 - 2024-03-31 176 $9,000 0
   Pacifica Partners Inc. 379 - 2024-03-31 166 $8,000 0
   Migdal Insurance & Financial Holdings Ltd. 436 - 2023-12-31 150 $7,000 0
   Rain Capital Management LLC 87 - 2023-12-31 116 $5,000 0
   True Wealth Design LLC 272 - 2023-12-31 98 $4,000 0
   Sound Income Strategies LLC 946 - 2024-03-31 83 $4,000 0
   TUCKER ASSET MANAGEMENT LLC 651 - 2023-12-31 97 $4,000 0
   Northwest Capital Management Inc 470 - 2024-03-31 60 $3,000 0
   Transcendent Capital Group LLC 314 - 2024-03-31 38 $2,000 0
   New Millennium Group LLC 322 - 2023-12-31 44 $2,000 0
   Bank of New Hampshire 477 - 2024-03-31 30 $1,000 0
   Financial Gravity Wealth Inc. 979 - 2023-12-31 6 $0 0
  67 Records found
  1    
  Page 1 of 1
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