Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US MIDCAP DIVID
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Number of holders
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430
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Total 13F shares, excl. options
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41.5M
-
Shares change
-
+1.1M
-
Total reported value, excl. options
-
$2.05B
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Value change
-
+$53.6M
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Number of buys
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210
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Number of sells
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-175
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Price
-
$49.52
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q1 2025
457 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q1 2025.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 430 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41.5M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (4.62M shares), MORGAN STANLEY (2.46M shares), LPL Financial LLC (2.01M shares), Linscomb Wealth, Inc. (1.82M shares), UBS Group AG (1.61M shares), Creative Planning (1.53M shares), AMERIPRISE FINANCIAL INC (1.52M shares), RAYMOND JAMES FINANCIAL INC (1.13M shares), WELLS FARGO & COMPANY/MN (1.04M shares), and HighTower Advisors, LLC (985K shares).
This table shows the top 430 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.