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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
   Coppell Advisory Solutions Corp. 214 *Closed 2023-03-31 0 $0 -88
   FLOW TRADERS U.S. LLC 871 *Closed 2023-12-31 0 $0 -55,013
   JOHNSON FINANCIAL GROUP, INC. 855 *Closed 2023-12-31 0 $0 -646
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 812 *Closed 2023-12-31 0 $0 -1,600
   CFO4Life L.P. 181 *Closed 2022-12-31 0 $0 -7,992
   Capital Analysts Inc. 1077 *Closed 2023-12-31 0 $0 -101
   LAKE STREET ADVISORS GROUP LLC 418 *Closed 2023-12-31 0 $0 -19,500
   Independent Wealth Network Inc. 56 *Closed 2024-03-31 0 $0 -10,310
   Beacon Capital Management LLC 967 *Closed 2023-12-31 0 $0 -15
   Iron Horse Wealth Management LLC 429 *Closed 2024-03-31 0 $0 -75
   WealthTrust Asset Management LLC 86 *Closed 2023-12-31 0 $0 -4,958
   Sigma Planning Corp 1092 *Closed 2023-12-31 0 $0 -6,314
   Koshinski Asset Management Inc. 551 *Closed 2023-12-31 0 $0 -6,415
   Vident Investment Advisory LLC 605 *Closed 2023-09-30 0 $0 -51,428
   BFSG LLC 668 *Closed 2024-03-31 0 $0 -310
   Pinnacle Bank 841 *Closed 2024-03-31 0 $0 -224
   AMERICAN NATIONAL BANK 558 *Closed 2024-03-31 0 $0 -400
   GRADIENT INVESTMENTS LLC 1684 *Closed 2024-03-31 0 $0 -37
   Stratos Wealth Advisors LLC 738 *Closed 2024-03-31 0 $0 -49,227
   Nelson Van Denburg & Campbell Wealth Management Gr 1630 *Closed 2023-12-31 0 $0 -3,313
   TIAA TRUST NATIONAL ASSOCIATION *Closed 2023-12-31 0 $0 -5,799
   Meridian Wealth Management LLC 509 *Closed 2024-03-31 0 $0 -64,909
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 935 *Closed 2023-12-31 0 $0 -663
   FIFTH THIRD BANCORP 2488 *Closed 2024-03-31 0 $0 -2,285
   Castle Rock Wealth Management LLC 237 *Closed 2023-12-31 0 $0 -7,156
   Ronald Blue Trust Inc. 2745 *Closed 2023-12-31 0 $0 -101
   Cypress Capital Management LLC (WY) 182 *Closed 2023-12-31 0 $0 -100
   CKW FINANCIAL GROUP 238 *Closed 2024-03-31 0 $0 -1,337
   Planning Capital Management Corp 697 *Closed 2024-03-31 0 $0 -485
   Orion Portfolio Solutions LLC 1740 *Closed 2023-12-31 0 $0 -16,703
  30 Records found
  1    
  Page 1 of 1
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