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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
   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
   Financial Planning & Information Services Inc. 2 - 2023-12-31 1,026,724 $46,911,000 -74,459
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 332 - 2024-03-31 737,174 $35,952,000 -35,718
   SANDY SPRING BANK - 2023-12-31 598,222 $27,333,000 -7,630
   Advisor Group Holdings Inc. 426 - 2023-12-31 514,108 $23,493,000 -75,141
   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
   Soltis Investment Advisors LLC - 2023-12-31 429,544 $19,626,000 -10,523
   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
   Marion Wealth Management 7 - 2024-03-31 243,430 $11,872,000 -2,033
   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
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 38 - 2023-12-31 216,389 $9,887,000 -572
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 482 - 2024-03-31 201,123 $9,809,000 -7,765
   Concord Wealth Partners 16 - 2023-12-31 197,121 $9,006,000 -8,632
   JANNEY MONTGOMERY SCOTT LLC 544 - 2023-12-31 189,686 $8,667,000 -5,146
   WADE G W & INC 82 - 2023-12-31 180,297 $8,238,000 -37,532
   CX Institutional 72 - 2024-03-31 149,344 $7,284,000 -13,320
   JNBA FINANCIAL ADVISORS 32 - 2024-03-31 139,530 $6,805,000 -138,725
   Apeiron RIA LLC 15 - 2024-03-31 133,172 $6,495,000 -4,908
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 49 - 2023-12-31 140,323 $6,411,000 -1,549
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 261 - 2023-12-31 137,225 $6,270,000 -406,575
   MML INVESTORS SERVICES LLC 557 - 2023-12-31 121,110 $5,533,000 -60,118
   JFS WEALTH ADVISORS, LLC 41 - 2023-12-31 112,948 $5,161,000 -1,373
   WHITE PINE INVESTMENT CO 28 - 2024-03-31 103,341 $5,040,000 -15,478
   DAVIDSON D A & CO 287 - 2023-12-31 109,585 $5,007,000 -861
   Integrys Wealth Advisors LLC 19 - 2024-03-31 100,282 $4,891,000 -455
   PROEQUITIES INC. 78 - 2023-12-31 90,532 $4,138,000 -123
   BANK OF NEW YORK MELLON CORP 2437 - 2024-03-31 79,238 $3,864,000 -111,679
   PARSEC FINANCIAL MANAGEMENT, INC. 102 - 2023-03-31 93,915 $3,849,000 -312
   NBT BANK N A /NY 94 - 2024-03-31 76,786 $3,745,000 -765
   Cetera Investment Advisers 564 - 2023-12-31 77,736 $3,552,000 -385
   Main Street Financial Solutions LLC 50 - 2024-03-31 72,689 $3,545,000 -34,814
   STOCK YARDS BANK & TRUST CO 124 - 2023-12-31 77,369 $3,535,000 -15,197
   Financial Insights Inc. 24 - 2024-03-31 68,017 $3,317,000 -3,501
   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
   TFG Advisers LLC 19 - 2023-12-31 65,226 $2,980,000 -504
   SILVERLAKE WEALTH MANAGEMENT LLC 11 - 2024-03-31 54,077 $2,637,000 -2,332
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 84 - 2023-12-31 57,367 $2,621,000 -897
   MATHER GROUP, INC. 144 - 2024-03-31 55,303 $2,527,000 -3,004
   Berkeley Capital Partners LLC 16 - 2023-12-31 53,960 $2,465,000 -2,074
   EisnerAmper Wealth Management Corporate Benefits L 29 - 2023-12-31 53,254 $2,433,000 -6,201
   Beacon Pointe Advisors LLC 445 - 2023-12-31 49,703 $2,271,000 -11,210
   Rooted Wealth Advisors Inc. 25 - 2024-03-31 44,091 $2,114,000 -7,716
   Holt Capital Advisors L.L.C. dba Holt Capital Part 46 - 2023-12-31 44,103 $2,015,000 -4,000
   Chicago Partners Investment Group LLC 214 - 2024-03-31 41,359 $1,935,000 -1,090
   NORTHERN TRUST CORP 3048 - 2023-12-31 39,581 $1,808,000 -4,006
   YARGER WEALTH STRATEGIES LLC 19 - 2023-12-31 39,378 $1,799,000 -2,401
   Sontag Advisory LLC 212 - 2023-12-31 38,600 $1,764,000 -11
   Connecticut Wealth Management LLC 100 - 2023-12-31 37,778 $1,726,000 -210
   Argent Trust Co 214 - 2023-12-31 37,418 $1,710,000 -1,600
   CENTAURUS FINANCIAL INC. 158 - 2023-12-31 36,512 $1,668,000 -1,139
   Capital Advisors Ltd. LLC 66 - 2024-03-31 33,365 $1,627,000 -310
   Sweet Financial Partners LLC 62 - 2024-03-31 32,187 $1,570,000 -176
   BB&T CORP 1373 - 2023-12-31 32,966 $1,506,000 -345
   EP WEALTH ADVISORS, INC. 301 - 2023-12-31 32,130 $1,468,000 -240
   BANCORPSOUTH BANK 126 - 2023-12-31 32,055 $1,465,000 -1,597
   Southland Equity Partners LLC 44 - 2024-03-31 29,769 $1,452,000 -101
   FINANCIAL ADVISORY PARTNERS LLC 50 - 2024-03-31 29,633 $1,445,000 -23,050
   BAYSTATE WEALTH MANAGEMENT LLC 80 - 2023-12-31 30,339 $1,386,000 -7,482
   CULBERTSON A N & CO INC 78 - 2023-12-31 30,166 $1,378,000 -220
   Intrua Financial LLC 89 - 2023-03-31 34,508 $1,365,000 -448
   PINNACLE ASSOCIATES LTD 444 - 2024-03-31 26,035 $1,270,000 -2,584
   Snowden Capital Advisors LLC 386 - 2023-12-31 26,470 $1,209,000 -481
   Investors Research Corp 77 - 2023-12-31 26,387 $1,206,000 -45
   Arkadios Wealth Advisors - 2023-12-31 25,376 $1,159,000 -1,779
   Apexium Financial LP 82 - 2024-03-31 23,751 $1,158,000 -2,263
   Pinnacle Wealth Management Advisory Group LLC 114 - 2023-12-31 24,170 $1,104,000 -2,383
   Simmons Bank 180 - 2023-12-31 23,304 $1,065,000 -199
   PACIFIC SUN FINANCIAL CORP 46 - 2023-12-31 23,275 $1,063,000 -38
   Resurgent Financial Advisors LLC 33 - 2023-12-31 23,147 $1,058,000 -468
   DENVER WEALTH MANAGEMENT INC. 30 - 2024-03-31 21,514 $1,049,000 -201
   Opes Wealth Management LLC 56 - 2023-12-31 22,438 $1,025,000 -3,575
   Kaydan Wealth Management Inc. 34 - 2024-03-31 20,963 $1,022,000 -228
   Gryphon Financial Partners LLC 83 - 2023-12-31 22,116 $1,010,000 -196
   IHT Wealth Management LLC 395 - 2023-12-31 21,316 $974,000 -739
   My Legacy Advisors LLC 85 - 2023-12-31 21,343 $963,000 -728
   Consolidated Planning Corp 89 - 2023-12-31 20,522 $938,000 -1,743
   Strategic Financial Group LLC - 2023-12-31 20,500 $937,000 -600
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 155 - 2023-12-31 18,948 $866,000 -83
   MULTIFINANCIAL SECURITIES CORP 842 - 2023-12-31 18,616 $851,000 -89
   PFG FINANCIAL ADVISORS 108 - 2024-03-31 17,414 $849,000 -43
   Archetype Wealth Partners LLC 40 - 2023-12-31 17,669 $807,000 -1,807
   SAXON INTERESTS INC. 75 - 2024-03-31 16,231 $792,000 -260
   CFG ASSET MANAGEMENT LLC 128 - 2023-12-31 16,134 $737,000 -3,670
   NATIONAL ASSET MANAGEMENT, INC. 652 - 2023-12-31 15,544 $710,000 -820
   Lido Advisors LLC 652 - 2023-12-31 15,441 $706,000 -6,662
   CITIGROUP INC 2417 - 2023-12-31 13,928 $636,000 -806
   Bridge Advisory LLC 66 - 2024-03-31 12,835 $626,000 -6,352
   Heritage Trust Co 177 - 2023-12-31 13,294 $607,000 -199
   Financial Advocates Investment Management 389 - 2023-12-31 13,097 $598,000 -246
   ETFIDEA LLC - 2023-12-31 12,751 $583,000 -171
  100 Records found
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