Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.78KNew |
$89.7K - $98.7K
|
1.78K
$87.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.75K+ 26.35% |
$88.2K - $97K
|
8.37K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.61K+ 5.35% |
$81.5K - $89.6K
|
31.8K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.59K+ 7.26% |
$80.1K - $88.1K
|
23.4K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.52K+ 1.7% |
$76.6K - $84.2K
|
90.6K
$4.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.5K+ 15.18% |
$75.6K - $83.1K
|
11.4K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 2.62% |
$75.1K - $82.6K
|
58.2K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.38KNew |
$69.6K - $76.5K
|
1.38K
$67.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.35K+ 4.4% |
$68.1K - $74.9K
|
32K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.31K+ 24.62% |
$66.2K - $72.8K
|
6.64K
$327K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.26K+ 7.3% |
$63.9K - $70.2K
|
18.6K
$915K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1KNew |
$50.5K - $55.6K
|
1K
$49.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
980+ 3.59% |
$49.5K - $54.4K
|
28.3K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
972+ 7.68% |
$49.1K - $54K
|
13.6K
$671K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
960+ 1.5% |
$48.5K - $53.3K
|
64.8K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
945+ 5.04% |
$47.8K - $52.5K
|
19.7K
$969K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
920+ 2.54% |
$46.5K - $51.1K
|
37.2K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
900+ 0.97% |
$45.5K - $50K
|
93.5K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
859+ 16.78% |
$43.4K - $47.7K
|
5.98K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
837+ 2.78% |
$42.3K - $46.5K
|
31K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
833+ 5.51% |
$42.1K - $46.3K
|
16K
$785K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
821New |
$41.5K - $45.6K
|
821
$40.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
781+ 17.53% |
$39.5K - $43.4K
|
5.24K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
750New |
$37.9K - $41.7K
|
750
$36.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
744New |
$37.6K - $41.3K
|
744
$36.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
720+ 2.34% |
$36.4K - $40K
|
31.5K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
704+ 12.97% |
$35.6K - $39.1K
|
6.13K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
660+ 2.31% |
$33.3K - $36.7K
|
29.3K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
606+ 7.96% |
$30.6K - $33.7K
|
8.22K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
548New |
$27.7K - $30.4K
|
548
$27K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
546+ 2.55% |
$27.6K - $30.3K
|
22K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
518+ 2.36% |
$26.2K - $28.8K
|
22.5K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
478+ 1.43% |
$24.2K - $26.6K
|
33.9K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
426New |
$21.5K - $23.7K
|
426
$21K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
422+ 8.33% |
$21.3K - $23.4K
|
5.49K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
415+ 1.06% |
$21K - $23.1K
|
39.7K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
404+ 8.04% |
$20.4K - $22.4K
|
5.43K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
401+ 1.87% |
$20.3K - $22.3K
|
21.8K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
348+ 0.38% |
$17.6K - $19.3K
|
93.1K
$4.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
342+ 1.43% |
$17.3K - $19K
|
24.3K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
313New |
$15.8K - $17.4K
|
313
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300+ 41.38% |
$15.2K - $16.7K
|
1.03K
$50.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
296+ 0.94% |
$15K - $16.4K
|
31.8K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
277+ 2.17% |
$14K - $15.4K
|
13K
$642K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
238New |
$12K - $13.2K
|
238
$11.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
238+ 1.4% |
$12K - $13.2K
|
17.3K
$851K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
237New |
$12K - $13.2K
|
237
$11.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
233+ 0.49% |
$11.8K - $12.9K
|
47.5K
$2.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
222New |
$11.2K - $12.3K
|
222
$10.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
211New |
$10.7K - $11.7K
|
211
$10.4K
|