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

WisdomTree U.S. MidCap Dividend Fund logo
$53.02 +0.59 (+1.13%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$197.39M
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$121.27M
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DON Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Navis Wealth Advisors LLC19,370$987K1.1%+14.2%0.026%
1/21/2025Precedent Wealth Partners LLC247,317$12.61M4.1%-7.9%0.331%
1/21/2025Flagship Harbor Advisors LLC8,709$444K0.0%-13.4%0.012%
1/21/2025Nikulski Financial Inc.91,355$4.66M1.4%N/A0.122%
1/21/2025GSB Wealth Management LLC110,496$5.63M1.5%+5.3%0.148%
1/21/2025DGS Capital Management LLC10,201$520K0.1%-17.0%0.014%
1/21/2025CX Institutional154,492$7.87M0.3%+4.7%0.207%
1/21/2025Rodgers & Associates LTD40,713$2.08M0.2%-4.2%0.055%
1/21/2025RFG Advisory LLC7,240$369K0.0%N/A0.010%
1/21/2025Team Financial Group LLC53,315$2.72M1.6%-34.5%0.071%
1/17/2025 Apeiron RIA LLC118,010$6.02M1.7%-7.0%0.158%
1/17/2025 Marathon Strategic Advisors LLC15,310$780K0.8%-1.8%0.020%
1/17/2025 Janney Montgomery Scott LLC146,145$7.45M0.0%-6.2%0.196%
1/17/2025 Missouri Trust & Investment Co1,025$52K0.0%+41.4%0.001%
1/17/2025 White Pine Investment CO163,398$8.33M2.2%+22.1%0.219%
1/17/2025 Oxinas Partners Wealth Management LLC31,763$1.62M0.9%+9.0%0.043%
1/16/2025 Culbertson A N & Co. Inc.30,553$1.56M0.2%-0.6%0.041%
1/16/2025 Koshinski Asset Management Inc.5,489$280K0.0%+8.3%0.007%
1/16/2025 Harbor Investment Advisory LLC29,299$1.49M0.1%-4.3%0.039%
1/16/2025 Kaydan Wealth Management Inc.21,762$1.11M0.4%-1.5%0.029%
1/16/2025 Brady Martz Wealth Solutions LLC55,842$2.86M0.7%N/A0.075%
1/15/2025 HF Advisory Group LLC37,161$1.89M0.9%+2.5%0.050%
1/15/2025 Meridian Financial LLC21,573$1.10M0.8%-3.7%0.029%
1/15/2025 Merit Financial Group LLC35,479$1.81M0.0%+18.2%0.047%
1/15/2025 Saxon Interests Inc.11,487$585K0.3%-21.4%0.015%
1/15/2025 Wealthcare Advisory Partners LLC64,873$3.31M0.1%-6.0%0.087%
1/15/2025 Yarger Wealth Strategies LLC37,688$1.92M1.1%-5.2%0.050%
1/15/2025 Goldstone Financial Group LLC160,340$8.17M1.3%+7.8%0.215%
1/15/2025 Empirical Asset Management LLC19,693$1.00M0.0%+5.0%0.026%
1/15/2025 Capital Advisors Wealth Management LLC4,917$251K0.0%-7.6%0.007%
1/15/2025 Ritholtz Wealth Management4,793$244K0.0%N/A0.006%
1/15/2025 Inspirion Wealth Advisors LLC95,985$4.87M0.7%-2.0%0.128%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC55,684$2.84M0.1%-1.5%0.075%
1/14/2025 Founders Grove Wealth Partners LLC62,740$3.20M0.9%N/A0.084%
1/14/2025 Park Avenue Securities LLC8,212$419K0.0%+32.8%0.011%
1/14/2025 Melone Private Wealth LLC320,959$16.36M8.5%-6.0%0.430%
1/13/2025 Marion Wealth Management260,256$13.27M3.5%+1.2%0.348%
1/13/2025 Miracle Mile Advisors LLC24,324$1.24M0.0%+1.4%0.033%
1/13/2025 Fragasso Financial Advisors Inc5,663$289K0.0%-20.0%0.008%
1/13/2025 Envision Financial LLC41,520$2.12M1.7%N/A0.056%
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1/13/2025 EWG Elevate Inc.51,791$2.64M0.8%N/A0.069%
1/10/2025 ORG Partners LLC14,884$759K0.1%+183.5%0.020%
1/8/2025 First Hawaiian Bank193,093$9.84M0.3%-10.4%0.258%
12/26/2024JPMorgan Chase & Co.328,207$16.78M0.0%-4.9%0.439%
12/18/2024IMS Capital Management25,842$1.32M0.6%-3.7%0.035%
12/13/2024B. Riley Wealth Advisors Inc.12,915$657K0.0%-7.3%0.017%
12/10/2024DGS Capital Management LLC12,291$628K0.2%-12.2%0.016%
11/25/2024Synovus Financial Corp11,266$576K0.0%+72.6%0.015%
11/25/2024Destination Wealth Management235,107$12.02M0.4%-0.7%0.315%
11/25/2024Sanctuary Advisors LLC60,358$3.32M0.0%-15.6%0.081%
11/22/2024Stock Yards Bank & Trust Co.63,402$3.24M0.1%-9.7%0.085%
11/18/2024Soltis Investment Advisors LLC42,277$2.16M0.2%+3.0%0.057%
11/18/2024Coldstream Capital Management Inc.543,093$27.77M0.6%-1.2%0.727%
11/15/2024MML Investors Services LLC135,818$6.94M0.0%+0.5%0.182%
11/15/2024EP Wealth Advisors LLC30,650$1.57M0.0%+1.2%0.041%
11/15/2024Stifel Financial Corp297,691$15.22M0.0%+0.6%0.399%
11/15/2024Resurgent Financial Advisors LLC28,633$1.46M0.9%+2.2%0.038%
11/15/2024IHT Wealth Management LLC21,965$1.12M0.0%+1.7%0.029%
11/15/2024Integrated Wealth Concepts LLC7,331$375K0.0%-4.3%0.010%
11/15/2024HighTower Advisors LLC163,073$8.34M0.0%-0.7%0.218%
11/15/2024Benjamin Edwards Inc.27,291$1.40M0.0%-10.0%0.037%
11/14/2024Kiely Wealth Advisory Group Inc.6,934$373K0.2%N/A0.009%
11/14/2024Captrust Financial Advisors85,101$4.35M0.0%+2.6%0.114%
11/14/2024Rockefeller Capital Management L.P.221,298$11.32M0.0%+0.4%0.296%
11/14/2024Financial Counselors Inc.73,171$3.74M0.1%-1.4%0.098%
11/13/2024Cadence Bank31,168$1.59M0.1%-2.2%0.042%
11/13/2024FMR LLC24,218$1.24M0.0%+5.2%0.032%
11/13/2024Private Trust Co. NA8,439$431K0.0%-11.6%0.011%
11/12/2024Capital Investment Counsel LLC129,181$6.61M1.1%+3.4%0.173%
11/12/2024Cahill Financial Advisors Inc.69,405$3.55M0.5%+2.7%0.093%
11/12/2024Larson Financial Group LLC30,156$1.54M0.1%+3.7%0.040%
11/12/2024Cerity Partners LLC13,164$673K0.0%+4.5%0.018%
11/12/2024Great Valley Advisor Group Inc.31,527$1.61M0.0%+20.0%0.042%
11/12/2024Meridian Wealth Management LLC78,212$4.00M0.2%+10.6%0.105%
11/12/2024Raymond James Trust N.A.14,155$724K0.0%-11.6%0.019%
11/12/2024Investors Research Corp5,888$301K0.1%-77.3%0.008%
11/9/2024LPL Financial LLC2,409,553$123.20M0.1%+28.1%3.226%
11/8/2024Citizens Financial Group Inc. RI7,615$389K0.0%-18.4%0.010%
11/8/2024Moors & Cabot Inc.5,080$260K0.0%+4.1%0.007%
11/8/2024MTM Investment Management LLC4,676$239K0.1%-21.0%0.006%
11/8/2024Etfidea LLC8,466$433K0.1%-4.2%0.011%
11/8/2024MWA Asset Management4,071$208K0.1%N/A0.005%
11/8/2024SouthState Corp25,363$1.30M0.1%+7.7%0.034%
11/8/2024BIP Wealth LLC55,330$2.83M0.2%+9.6%0.074%
11/7/2024Tidemark LLC812$42K0.0%-20.0%0.001%
11/7/2024GLOBALT Investments LLC GA46,882$2.40M0.1%-2.6%0.063%
11/7/2024MAI Capital Management333,011$17.03M0.2%-3.3%0.446%
11/7/2024Concord Asset Management LLC VA110,175$5.63M1.3%-0.7%0.147%
11/6/2024Frazier Financial Advisors LLC90,632$4.63M3.6%-4.7%0.121%
11/6/2024Natixis Advisors LLC31,221$1.60M0.0%+22.9%0.042%
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11/6/2024Linscomb Wealth Inc.1,860,069$95.11M4.7%-0.8%2.490%
11/6/2024Signature Estate & Investment Advisors LLC57,020$2.92M0.1%-51.6%0.076%
11/6/2024OneDigital Investment Advisors LLC8,313$425K0.0%+5.8%0.011%
11/6/2024Curi RMB Capital LLC183,481$9.38M0.2%-1.7%0.246%
11/6/2024Huntington National Bank330,251$16.89M0.1%+2.0%0.442%
11/6/2024Main Street Financial Solutions LLC74,128$3.79M0.3%+1.2%0.099%
11/5/2024Harbour Investments Inc.25,412$1.30M0.0%+1.7%0.034%
11/5/2024Apollon Wealth Management LLC50,752$2.60M0.1%-1.2%0.068%
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%
(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, 402 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 ($123.20M), Linscomb Wealth Inc. ($95.11M), Linscomb & Williams Inc. ($87.89M), 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 326 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: LPL Financial LLC ($1.20M), Bank of America Corp DE ($828.52K), Cetera Investment Advisers ($448.14K), Strategic Financial Concepts LLC ($337.61K), Wells Fargo & Company MN ($277.61K), Precedent Wealth Partners LLC ($268.57K), and Envestnet Asset Management Inc. ($236.48K).

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

Institutional investors have bought a total of 11,126,804 shares in the last 24 months. This purchase volume represents approximately $490.35M in transactions.

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

Of the 254 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 ($359.91K), Cambridge Investment Research Advisors Inc. ($299.77K), JNBA Financial Advisors ($264.52K), Linscomb & Williams Inc. ($228.46K), Kestra Advisory Services LLC ($153.42K), and Envestnet Asset Management Inc. ($151.12K).

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

Institutional investors have sold a total of 5,215,987 shares in the last 24 months. This volume of shares sold represents approximately $234.08M in transactions.


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This page (NYSEARCA:DON) was last updated on 1/21/2025 by MarketBeat.com Staff
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