WisdomTree U.S. MidCap Dividend Fund (DON) Institutional Ownership $54.25 +0.82 (+1.53%) (As of 12:30 PM ET) Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON)Number ofInstitutional Buyers(last 12 months)208TotalInstitutional Inflows(last 12 months)$199.85MNumber ofInstitutional Sellers(last 12 months)173TotalInstitutional Outflows(last 12 months)$117.16M 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. Email Address Skip Chart & View Institutional Buying and Selling Data DON Institutional Buying and Selling by Quarter Ad DTIMan behind OpenAI makes shocking new betBillionaire Sam Altman has become one of the most powerful men in the world by running OpenAI… But there’s a far lesser known investment he’s making that could put OpenAI to shame. In fact this Sam Altman-backed company could actually become a crucial partner for OpenAI… And the US Military… not to mention hundreds of other giant companies around the globe. To make the story even crazier… this company only recently became viable, thanks to an obscure piece of legislation that President Trump signed before he left office… Which ordered the government to take this incredible new technology seriously.Check out our report right here. WisdomTree U.S. MidCap Dividend Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/18/2024 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% Get the Latest News and Ratings for DON and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree U.S. MidCap Dividend Fund and its competitors with MarketBeat's FREE daily newsletter. 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% 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% [625,000% Gain] – Are You Ready for the Next Altcoin Boom? (Ad)All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you know anything about crypto, you know that altcoin seasons are where some of the biggest gains happen.Register for the FREE Workshop Now & get $10 in Bitcoin11/6/2024 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% 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% Trump said you could learn something from this man (Ad)Early Warning: A Deep Crack Is Forming In The US Economy Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement. Here’s everything you need to know.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% (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 11,445,630 shares in the last 24 months. This purchase volume represents approximately $499.51M in transactions. Which WisdomTree U.S. MidCap Dividend Fund major shareholders have been selling company stock? Of the 246 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 5,171,471 shares in the last 24 months. This volume of shares sold represents approximately $230.22M in transactions. 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