Purchases and Sales Made in Q3 2024 in Wisdomtree Tr U.S. Midcap Divi (DON)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Midcap Divi (DON) during Q3 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S. MIDCAP DIVI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
31+ 0.58% |
$1.43K - $1.59K
|
5.37K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
29+ 0.33% |
$1.34K - $1.48K
|
8.69K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28+ 0.39% |
$1.29K - $1.43K
|
7.28K
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23+ 0.28% |
$1.06K - $1.18K
|
8.11K
$420K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
23New |
$1.06K - $1.18K
|
23
$1.19K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
22New |
$1.02K - $1.12K
|
22
$1.14K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
21+ 0.45% |
$970 - $1.07K
|
4.71K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.41% |
$831 - $920
|
4.36K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15+ 0.07% |
$693 - $767
|
21.9K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$693 - $767
|
17.4K
$899K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 0.1% |
$693 - $767
|
15.6K
$807K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.07% |
$462 - $511
|
13.9K
$718K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.26% |
$416 - $460
|
3.53K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8+ 0.06% |
$369 - $409
|
12.4K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.54% |
$369 - $409
|
1.5K
$77.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
8+ 0.55% |
$369 - $409
|
1.45K
$75.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6+ 0.1% |
$277 - $307
|
6.04K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.1% |
$231 - $256
|
5.03K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$185 - $205
|
30.8K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.54% |
$185 - $205
|
741
$38.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.68% |
$139 - $153
|
443
$22.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.15% |
$92.3 - $102
|
1.36K
$70.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$92.3 - $102
|
5.07K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.54% |
$46.2 - $51.1
|
185
$9.58K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.7% |
$46.2 - $51.1
|
143
$7.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.02% |
$46.2 - $51.1
|
5.11K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.05% |
$231 - $256
|
10.7K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.1% |
$369 - $409
|
7.67K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.01% |
$462 - $511
|
68.7K
$3.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-20- 0.44% |
$923 - $1.02K
|
4.55K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 2.22% |
$1.02K - $1.12K
|
970
$50.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-24- 0.15% |
$1.11K - $1.23K
|
15.7K
$814K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-30- 0.3% |
$1.39K - $1.53K
|
9.85K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 2.24% |
$1.39K - $1.53K
|
1.31K
$67.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 0.27% |
$2.26K - $2.51K
|
18.4K
$953K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-54- 0.25% |
$2.49K - $2.76K
|
21.7K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-60- 0.37% |
$2.77K - $3.07K
|
16.4K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-79- 1.68% |
$3.65K - $4.04K
|
4.61K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-82- 0.39% |
$3.79K - $4.19K
|
21.1K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-83- 1.83% |
$3.83K - $4.24K
|
4.46K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-88- 0.22% |
$4.06K - $4.5K
|
39.8K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-91- 1.01% |
$4.2K - $4.65K
|
8.9K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-97- 1.56% |
$4.48K - $4.96K
|
6.14K
$318K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-98- 85.96% |
$4.52K - $5.01K
|
16
$828
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-99- 0.45% |
$4.57K - $5.06K
|
21.8K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-100- 0.79% |
$4.62K - $5.11K
|
12.6K
$654K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.03% |
$4.62K - $5.11K
|
9.63K
$498K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-101- 0.78% |
$4.66K - $5.16K
|
12.8K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-104- 0.35% |
$4.8K - $5.32K
|
29.6K
$1.53M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-105- 0.9% |
$4.85K - $5.37K
|
11.6K
$601K
|