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

WisdomTree U.S. MidCap Dividend Fund logo
$51.06 +0.53 (+1.05%)
(As of 12/20/2024 04:32 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)
$196.73M
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$117.26M
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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
12/18/2024 IMS Capital Management25,842$1.32M0.6%-3.7%0.035%
12/13/2024 B. Riley Wealth Advisors Inc.12,915$657K0.0%-7.3%0.017%
12/10/2024 DGS Capital Management LLC12,291$628K0.2%-12.2%0.016%
11/25/2024 Synovus Financial Corp11,266$576K0.0%+72.6%0.015%
11/25/2024 Destination Wealth Management235,107$12.02M0.4%-0.7%0.315%
11/25/2024 Sanctuary Advisors LLC60,358$3.32M0.0%-15.6%0.081%
11/22/2024 Stock Yards Bank & Trust Co.63,402$3.24M0.1%-9.7%0.085%
11/18/2024 Soltis Investment Advisors LLC42,277$2.16M0.2%+3.0%0.057%
11/18/2024 Coldstream Capital Management Inc.543,093$27.77M0.6%-1.2%0.727%
11/15/2024 MML Investors Services LLC135,818$6.94M0.0%+0.5%0.182%
11/15/2024 EP Wealth Advisors LLC30,650$1.57M0.0%+1.2%0.041%
11/15/2024 Stifel Financial Corp297,691$15.22M0.0%+0.6%0.399%
11/15/2024 Resurgent Financial Advisors LLC28,633$1.46M0.9%+2.2%0.038%
11/15/2024 IHT Wealth Management LLC21,965$1.12M0.0%+1.7%0.029%
11/15/2024 Integrated Wealth Concepts LLC7,331$375K0.0%-4.3%0.010%
11/15/2024 HighTower Advisors LLC163,073$8.34M0.0%-0.7%0.218%
11/15/2024 Benjamin Edwards Inc.27,291$1.40M0.0%-10.0%0.037%
11/14/2024 Kiely Wealth Advisory Group Inc.6,934$373K0.2%N/A0.009%
11/14/2024 Captrust Financial Advisors85,101$4.35M0.0%+2.6%0.114%
11/14/2024 Rockefeller Capital Management L.P.221,298$11.32M0.0%+0.4%0.296%
11/14/2024 Financial Counselors Inc.73,171$3.74M0.1%-1.4%0.098%
11/13/2024 Cadence Bank31,168$1.59M0.1%-2.2%0.042%
11/13/2024 FMR LLC24,218$1.24M0.0%+5.2%0.032%
11/13/2024 Private Trust Co. NA8,439$431K0.0%-11.6%0.011%
11/12/2024 Capital Investment Counsel LLC129,181$6.61M1.1%+3.4%0.173%
11/12/2024 Cahill 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%
11/12/2024 Cerity Partners LLC13,164$673K0.0%+4.5%0.018%
11/12/2024 Great Valley Advisor Group Inc.31,527$1.61M0.0%+20.0%0.042%
11/12/2024 Meridian Wealth Management LLC78,212$4.00M0.2%+10.6%0.105%
11/12/2024 Raymond James Trust N.A.14,155$724K0.0%-11.6%0.019%
11/12/2024 Investors Research Corp5,888$301K0.1%-77.3%0.008%
11/9/2024 LPL Financial LLC2,409,553$123.20M0.1%+28.1%3.226%
11/8/2024 Citizens Financial Group Inc. RI7,615$389K0.0%-18.4%0.010%
11/8/2024 Moors & Cabot Inc.5,080$260K0.0%+4.1%0.007%
11/8/2024 MTM Investment Management LLC4,676$239K0.1%-21.0%0.006%
11/8/2024 Etfidea LLC8,466$433K0.1%-4.2%0.011%
11/8/2024 MWA Asset Management4,071$208K0.1%N/A0.005%
11/8/2024 SouthState Corp25,363$1.30M0.1%+7.7%0.034%
11/8/2024 BIP Wealth LLC55,330$2.83M0.2%+9.6%0.074%
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11/7/2024 Tidemark LLC812$42K0.0%-20.0%0.001%
11/7/2024 GLOBALT Investments LLC GA46,882$2.40M0.1%-2.6%0.063%
11/7/2024 MAI Capital Management333,011$17.03M0.2%-3.3%0.446%
11/7/2024 Concord Asset Management LLC VA110,175$5.63M1.3%-0.7%0.147%
11/6/2024 Frazier Financial Advisors LLC90,632$4.63M3.6%-4.7%0.121%
11/6/2024 Natixis Advisors LLC31,221$1.60M0.0%+22.9%0.042%
11/6/2024 Linscomb Wealth Inc.1,860,069$95.11M4.7%-0.8%2.490%
11/6/2024 Signature Estate & Investment Advisors LLC57,020$2.92M0.1%-51.6%0.076%
11/6/2024 OneDigital Investment Advisors LLC8,313$425K0.0%+5.8%0.011%
11/6/2024 Curi RMB Capital LLC183,481$9.38M0.2%-1.7%0.246%
11/6/2024 Huntington National Bank330,251$16.89M0.1%+2.0%0.442%
11/6/2024 Main Street Financial Solutions LLC74,128$3.79M0.3%+1.2%0.099%
11/5/2024 Harbour Investments Inc.25,412$1.30M0.0%+1.7%0.034%
11/5/2024 Apollon Wealth Management LLC50,752$2.60M0.1%-1.2%0.068%
11/2/2024 Costello Asset Management INC2,722$139K0.1%N/A0.004%
11/1/2024 Atria Investments Inc82,518$4.22M0.1%+21.5%0.110%
11/1/2024 Essex 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%
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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%
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%
(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, 394 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 328 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), Coldstream Capital Management Inc. ($670.25K), Cetera Investment Advisers ($448.14K), Strategic Financial Concepts LLC ($337.61K), Wells Fargo & Company MN ($277.61K), and Precedent Wealth Partners LLC ($268.57K).

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

Institutional investors have bought a total of 11,448,398 shares in the last 24 months. This purchase volume represents approximately $499.68M in transactions.

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

Of the 247 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 5,103,316 shares in the last 24 months. This volume of shares sold represents approximately $227.97M in transactions.


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This page (NYSEARCA:DON) was last updated on 12/21/2024 by MarketBeat.com Staff
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