Free Trial
→ The centerpiece of Trump’s crypto’s masterplan … (From Weiss Ratings) (Ad) Free DON Stock Alerts

WisdomTree U.S. MidCap Dividend Fund (DON) Institutional Ownership

WisdomTree U.S. MidCap Dividend Fund logo
$50.94
+0.30 (+0.59%)
(As of 12:52 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON)

Number of
Institutional Buyers
(last 12 months)
208
Total
Institutional Inflows
(last 12 months)
$188.85M
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$119.21M
Get DON Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. MidCap Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DON Institutional Buying and Selling by Quarter

WisdomTree U.S. MidCap Dividend Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Costello Asset Management INC2,722$139K0.1%N/A0.004%
11/1/2024Atria Investments Inc82,518$4.22M0.1%+21.5%0.110%
11/1/2024Essex Savings Bank4,200$215K0.1%N/A0.006%
10/31/2024 Consolidated Planning Corp16,260$831K0.1%-5.5%0.022%
10/31/2024 JNBA Financial Advisors73,312$3.75M0.4%-21.9%0.098%
10/31/2024 Concurrent Investment Advisors LLC5,324$272K0.0%+11.0%0.007%
10/30/2024 Centennial Wealth Advisory LLC8,080$413K0.2%-84.0%0.011%
10/30/2024 Long Run Wealth Advisors LLC89,164$4.56M1.1%-2.4%0.119%
10/30/2024 HF Advisory Group LLC36,241$1.85M0.9%-8.2%0.049%
10/30/2024 United Advisor Group LLC124,187$6.35M1.4%+12.6%0.166%
10/30/2024 Vestor Capital LLC63,816$3.26M0.3%-2.6%0.085%
10/29/2024 IAG Wealth Partners LLC489,788$25.04M4.6%+0.2%0.656%
10/29/2024 Janney Montgomery Scott LLC155,743$7.96M0.0%-11.5%0.208%
10/29/2024 White Pine Investment CO133,772$6.84M1.9%+32.5%0.179%
10/29/2024 Northern Financial Advisors Inc4,044$207K0.2%N/A0.005%
10/29/2024 Chicago Partners Investment Group LLC39,960$2.05M0.1%-3.1%0.053%
10/29/2024 Farther Finance Advisors LLC833$43K0.0%+430.6%0.001%
10/28/2024 Gladstone Institutional Advisory LLC21,439$1.10M0.1%+11.4%0.029%
10/28/2024 Creative Financial Designs Inc. ADV1,177$60K0.0%-67.0%0.002%
10/28/2024 Focus Financial Network Inc.17,050$872K0.0%-8.1%0.023%
10/28/2024 US Bancorp DE3,438$176K0.0%+9.5%0.005%
10/28/2024 Goldstone Financial Group LLC148,801$7.61M1.3%N/A0.199%
10/25/2024 JFS Wealth Advisors LLC106,255$5.43M0.4%-1.3%0.142%
10/25/2024 Pinnacle Associates Ltd.28,619$1.46M0.0%+12.4%0.038%
10/25/2024 Edge Financial Advisors LLC6,042$309K0.3%N/A0.008%
10/25/2024 Creekmur Asset Management LLC704$36K0.0%+186.2%0.001%
10/25/2024 GSB Wealth Management LLC104,899$5.36M1.4%+15.2%0.140%
10/25/2024 Trajan Wealth LLC440,000$22.50M1.3%+0.7%0.589%
10/25/2024 Great Diamond Partners LLC22,656$1.16M0.3%-1.8%0.030%
10/25/2024 Integrated Advisors Network LLC10,050$514K0.0%-4.6%0.013%
10/24/2024 Patriot Financial Group Insurance Agency LLC6,443$329K0.0%-17.0%0.009%
10/24/2024 Concord Wealth Partners201,714$10.31M1.7%-3.3%0.270%
10/24/2024 FSA Advisors Inc.8,574$401K0.4%-30.2%0.011%
10/24/2024 Salomon & Ludwin LLC51,758$2.65M0.3%-17.2%0.069%
10/24/2024 West Bancorporation Inc.16,020$819K0.5%N/A0.021%
10/24/2024 Anson Capital Inc.10,738$549K0.5%+2.7%0.014%
10/24/2024 J.W. Cole Advisors Inc.15,119$773K0.0%-4.4%0.020%
10/24/2024 Capital Advisors Ltd. LLC33,422$1.71M0.2%+0.6%0.045%
10/24/2024 Modera Wealth Management LLC131,529$6.73M0.1%-0.3%0.176%
10/24/2024 Wealth Enhancement Advisory Services LLC238,636$12.20M0.0%-2.6%0.319%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
10/24/2024 PFG Investments LLC11,771$602K0.0%+12.8%0.016%
10/23/2024 Team Financial Group LLC81,419$4.16M2.6%-12.8%0.109%
10/23/2024 Allworth Financial LP11,678$597K0.0%-18.4%0.016%
10/23/2024 Financial Management Network Inc.25,140$1.29M0.3%-14.0%0.034%
10/23/2024 PSI Advisors LLC2,872$147K0.0%-19.9%0.004%
10/22/2024 RAM Investment Partners LLC4,245$217K0.1%N/A0.006%
10/22/2024 Guidance Capital Inc.12,976$679K0.2%-2.1%0.017%
10/22/2024 TFG Advisers LLC64,723$3.31M1.2%+0.4%0.087%
10/22/2024 Private Advisor Group LLC118,285$6.05M0.0%-32.7%0.158%
10/22/2024 Financial Insights Inc.65,240$3.34M1.1%-1.1%0.087%
10/22/2024 Leo Wealth LLC8,466$433K0.0%-2.5%0.011%
10/21/2024 Rodgers & Associates LTD42,506$2.17M0.3%+6.2%0.057%
10/21/2024 Calton & Associates Inc.5,430$278K0.1%-12.1%0.007%
10/21/2024 Foundations Investment Advisors LLC6,081$311K0.0%+13.3%0.008%
10/21/2024 Denver Wealth Management Inc.19,849$1.02M0.5%-5.7%0.027%
10/19/2024Powers Advisory Group LLC47,303$2.42M1.2%-1.1%0.063%
10/18/2024Commonwealth Equity Services LLC806,344$41.23M0.1%-6.4%1.079%
10/18/2024Raymond James & Associates427,839$21.88M0.0%-2.4%0.573%
10/18/2024Precedent Wealth Partners LLC268,570$13.73M4.5%+2.2%0.360%
10/17/2024Well Done LLC40,917$2.09M0.4%+1.6%0.055%
10/16/2024 Cornerstone Wealth Management LLC136,177$6.96M0.5%+2.5%0.182%
10/16/2024 Kaydan Wealth Management Inc.22,093$1.13M0.3%+1.8%0.030%
10/16/2024 Brady Family Wealth LLC16,034$820K0.2%-2.4%0.021%
10/15/2024 Oxinas Partners Wealth Management LLC29,128$1.49M0.9%+53.4%0.039%
10/15/2024 NBC Securities Inc.10,398$531K0.0%-54.1%0.014%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC56,539$2.89M0.1%-0.6%0.076%
10/11/2024 Creative Planning1,573,500$80.45M0.1%-2.6%2.106%
10/11/2024 Wesbanco Bank Inc.26,994$1.38M0.0%+8.1%0.036%
10/11/2024 CX Institutional147,551$7.54M0.3%+1.6%0.198%
10/11/2024 ORG Partners LLC5,250$268K0.0%N/A0.007%
10/10/2024 Willner & Heller LLC4,117$211K0.2%N/A0.006%
10/10/2024 Concourse Financial Group Securities Inc.88,716$4.54M0.3%-0.3%0.119%
10/10/2024 Silverlake Wealth Management LLC48,580$2.48M0.9%-3.1%0.065%
10/10/2024 Octavia Wealth Advisors LLC17,462$893K0.1%-3.2%0.023%
10/10/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH4,184$214K0.1%N/A0.006%
10/9/2024 Independence Bank of Kentucky60,025$3.07M0.7%+119.0%0.080%
10/9/2024 Financial Advisory Partners LLC30,167$1.54M0.5%+4.7%0.040%
10/8/2024 CWM LLC85,179$4.36M0.0%+10.5%0.114%
10/8/2024 Daymark Wealth Partners LLC4,984$255K0.0%-8.0%0.007%
10/8/2024 Perkins Coie Trust Co740$38K0.0%N/A0.001%
10/8/2024 Marion Wealth Management257,151$13.15M3.5%+4.0%0.344%
10/8/2024 Dynamic Advisor Solutions LLC141,750$7.25M0.2%+20.8%0.190%
10/8/2024 Mather Group LLC.30,296$1.55M0.0%-37.0%0.041%
10/7/2024 Miracle Mile Advisors LLC23,982$1.23M0.0%-3.7%0.032%
10/7/2024 Melone Private Wealth LLC341,480$17.46M9.3%+2.6%0.457%
10/5/2024 Inspirion Wealth Advisors LLC97,986$5.01M0.7%-2.4%0.131%
10/5/2024 Harbor Investment Advisory LLC30,618$1.57M0.1%+11.1%0.041%
10/3/2024 Park Avenue Securities LLC6,182$316K0.0%N/A0.008%
9/23/2024Centaurus Financial Inc.36,652$1.71M0.1%+3.7%0.049%
9/5/2024Sanctuary Advisors LLC71,499$3.33M0.0%N/A0.096%
This company will win the AI race (Ad)

Rome wasn’t built in a day… But there is another lesser-known type of keystone, one that plays an equally critical role in supporting the most revolutionary technology the world’s ever seen… artificial intelligence. And without it, the entire AI industry would collapse.

You must read this new presentation from Porter Stansberry.
8/28/2024Farmers National Bank43,586$2.04M0.6%-0.5%0.058%
8/26/2024Founders Financial Alliance LLC46,976$2.20M0.7%+14.8%0.063%
8/22/2024Cetera Investment Advisers525,872$24.60M0.1%+2.2%0.704%
8/21/2024IMS Capital Management26,842$1.31M0.6%-7.6%0.036%
8/21/2024Truist Financial Corp33,662$1.57M0.0%+1.0%0.045%
8/19/2024B. Riley Wealth Advisors Inc.13,935$652K0.0%-14.8%0.019%
8/16/2024Sunbelt Securities Inc.10,672$499K0.1%-2.8%0.014%
8/16/2024Northwestern Mutual Wealth Management Co.211,109$9.87M0.0%+3.3%0.283%
8/16/2024 Creative Planning1,615,432$75.55M0.1%+0.5%2.163%
8/16/2024Susquehanna International Group LLP98,605$4.61M0.0%-22.1%0.132%
(Data available from 1/1/2016 forward)

DON Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DON shares?

During the previous two years, 391 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Dividend Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($23.36B), Bank of America Corp DE ($175.84M), LPL Financial LLC ($87.99M), Linscomb & Williams Inc. ($87.89M), Linscomb Wealth Inc. ($87.69M), Creative Planning ($80.45M), and UBS Group AG ($68.70M).Learn more on DON's institutional investors.

Which institutional investors have been buying WisdomTree U.S. MidCap Dividend Fund stock?

Of the 325 institutional investors that purchased WisdomTree U.S. MidCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($828.52K), LPL Financial LLC ($674.52K), Coldstream Capital Management Inc. ($670.25K), Cetera Investment Advisers ($448.14K), Strategic Financial Concepts LLC ($337.61K), Wells Fargo & Company MN ($277.61K), and UBS Group AG ($270.09K).

How much institutional buying is happening at WisdomTree U.S. MidCap Dividend Fund?

Institutional investors have bought a total of 11,374,772 shares in the last 24 months. This purchase volume represents approximately $488.86M in transactions.

Which WisdomTree U.S. MidCap Dividend Fund major shareholders have been selling company stock?

Of the 243 institutional investors that sold WisdomTree U.S. MidCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($433.61K), Soltis Investment Advisors LLC ($361.08K), Cambridge Investment Research Advisors Inc. ($299.77K), JNBA Financial Advisors ($264.52K), Linscomb & Williams Inc. ($228.46K), Envestnet Asset Management Inc. ($155.01K), and Kestra Advisory Services LLC ($153.42K).

How much institutional selling is happening at WisdomTree U.S. MidCap Dividend Fund?

Institutional investors have sold a total of 5,197,635 shares in the last 24 months. This volume of shares sold represents approximately $229.36M in transactions.


Related Companies

This page (NYSEARCA:DON) was last updated on 11/4/2024 by MarketBeat.com Staff
From Our Partners
CRUSHED: How Biden's Replacement Will Devastate Your 401(k)!
Kamala Harris isn't just playing politics; she's a serious threat to your financial security. Kamala has a ...
Golden Crest | Sponsored
[Charles Payne Live Event] Click to Confirm Your RSVP
The Blueprint to Protect Your Portfolio Charles Payne reveals a strategy few investors know about
Unstoppable Prosperity | Sponsored
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
2 sentences that change everything you THOUGHT you knew about trading
If you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfas...
Investing Daily | Sponsored
A new way to play the AI boom (act before November 19)
There's a new way to play the $15 trillion AI boom. And it's so simple - you can do it right now with as li...
Behind the Markets | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown”
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored