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 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-5- 7.35% |
$253 - $278
|
63
$3.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-11- 0.04% |
$556 - $611
|
25.8K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.07% |
$657 - $722
|
17.4K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-18- 0.03% |
$910 - $1K
|
68.7K
$3.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-23- 0.34% |
$1.16K - $1.28K
|
6.82K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-40- 1.0% |
$2.02K - $2.22K
|
3.96K
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 0.6% |
$2.32K - $2.56K
|
7.63K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 34.97% |
$2.53K - $2.78K
|
93
$4.58K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-52- 1.47% |
$2.63K - $2.89K
|
3.48K
$171K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-56- 0.69% |
$2.83K - $3.11K
|
8.02K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-60- 0.61% |
$3.03K - $3.33K
|
9.79K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 4.96% |
$3.28K - $3.61K
|
1.25K
$61.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69- 0.83% |
$3.49K - $3.83K
|
8.24K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-71- 0.61% |
$3.59K - $3.94K
|
11.6K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-84- 0.44% |
$4.24K - $4.67K
|
19.2K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-93- 0.1% |
$4.7K - $5.17K
|
91.8K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-97- 0.13% |
$4.9K - $5.39K
|
74K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-100- 1.92% |
$5.05K - $5.56K
|
5.11K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-103- 0.96% |
$5.2K - $5.72K
|
10.6K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-104- 0.6% |
$5.26K - $5.78K
|
17.2K
$847K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-119- 0.18% |
$6.01K - $6.61K
|
64.6K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-119- 0.47% |
$6.01K - $6.61K
|
25K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-120- 4.91% |
$6.06K - $6.67K
|
2.33K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-125- 1.37% |
$6.32K - $6.94K
|
9.02K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-127- 4.42% |
$6.42K - $7.05K
|
2.75K
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-128- 2.9% |
$6.47K - $7.11K
|
4.28K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-130- 0.11% |
$6.57K - $7.22K
|
119K
$5.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-137- 1.89% |
$6.92K - $7.61K
|
7.13K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-139- 1.9% |
$7.02K - $7.72K
|
7.19K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-154- 3.34% |
$7.78K - $8.55K
|
4.46K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-155- 0.52% |
$7.83K - $8.61K
|
29.4K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-175- 0.77% |
$8.84K - $9.72K
|
22.5K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-193- 3.28% |
$9.75K - $10.7K
|
5.7K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-195- 2.25% |
$9.85K - $10.8K
|
8.48K
$417K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-198- 0.64% |
$10K - $11K
|
30.6K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 1.86% |
$10.1K - $11.1K
|
10.5K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-200- 4.24% |
$10.1K - $11.1K
|
4.51K
$222K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-200- 2.53% |
$10.1K - $11.1K
|
7.69K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-221- 49.89% |
$11.2K - $12.3K
|
222
$10.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-233- 1.07% |
$11.8K - $12.9K
|
21.5K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-253- 1.49% |
$12.8K - $14.1K
|
16.7K
$821K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-272- 4.43% |
$13.7K - $15.1K
|
5.87K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-276- 3.22% |
$13.9K - $15.3K
|
8.3K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-277- 5.38% |
$14K - $15.4K
|
4.87K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-282- 2.61% |
$14.2K - $15.7K
|
10.5K
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-286- 0.89% |
$14.5K - $15.9K
|
31.8K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-287- 4.01% |
$14.5K - $15.9K
|
6.87K
$338K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-300- 1.38% |
$15.2K - $16.7K
|
21.4K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 31.25% |
$15.2K - $16.7K
|
660
$32.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-300- 6.35% |
$15.2K - $16.7K
|
4.43K
$218K
|