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 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-300- 1.38% |
$15.2K - $16.7K
|
21.4K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-331- 1.5% |
$16.7K - $18.4K
|
21.8K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-338- 28.72% |
$17.1K - $18.8K
|
839
$41.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-340- 1.14% |
$17.2K - $18.9K
|
29.6K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-364- 1.17% |
$18.4K - $20.2K
|
30.8K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-405- 7.61% |
$20.5K - $22.5K
|
4.92K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-420- 5.9% |
$21.2K - $23.3K
|
6.69K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-432- 1.91% |
$21.8K - $24K
|
22.2K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-440- 2.26% |
$22.2K - $24.4K
|
19.1K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-442- 3.5% |
$22.3K - $24.6K
|
12.2K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-484- 0.26% |
$24.5K - $26.9K
|
183K
$9M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-501- 3.25% |
$25.3K - $27.8K
|
14.9K
$732K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-507- 1.96% |
$25.6K - $28.2K
|
25.3K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-586- 11.48% |
$29.6K - $32.6K
|
4.52K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-628- 1.57% |
$31.7K - $34.9K
|
39.3K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-649- 4.13% |
$32.8K - $36.1K
|
15.1K
$741K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-698- 3.3% |
$35.3K - $38.8K
|
20.4K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-750- 4.61% |
$37.9K - $41.7K
|
15.5K
$762K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-751- 12.35% |
$37.9K - $41.7K
|
5.33K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-817- 4.99% |
$41.3K - $45.4K
|
15.5K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-821- 9.23% |
$41.5K - $45.6K
|
8.08K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-827- 3.69% |
$41.8K - $45.9K
|
21.6K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-841- 2.26% |
$42.5K - $46.7K
|
36.3K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-850- 4.39% |
$43K - $47.2K
|
18.5K
$909K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-855- 1.51% |
$43.2K - $47.5K
|
55.7K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-917- 1.97% |
$46.3K - $50.9K
|
45.5K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-975- 17.07% |
$49.3K - $54.2K
|
4.74K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.14K- 17.57% |
$57.6K - $63.3K
|
5.35K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.17K- 3.67% |
$59.1K - $65K
|
30.7K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 4.6% |
$60.4K - $66.4K
|
24.8K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.2K- 25.94% |
$60.8K - $66.9K
|
3.44K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.29K- 1.52% |
$65.3K - $71.8K
|
83.8K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.3K- 20.18% |
$65.7K - $72.2K
|
5.14K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 4.31% |
$66.6K - $73.3K
|
29.3K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.32K- 7.18% |
$66.8K - $73.4K
|
17.1K
$840K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.35K- 2.88% |
$68.1K - $74.9K
|
45.5K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.35K- 13.41% |
$68.2K - $74.9K
|
8.71K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 20.04% |
$71.7K - $78.8K
|
5.66K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 1.43% |
$76.9K - $84.5K
|
105K
$5.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.54K- 1.7% |
$77.9K - $85.7K
|
89.1K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 1.8% |
$80.8K - $88.8K
|
87.1K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.63K- 64.73% |
$82.2K - $90.3K
|
886
$43.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.67K- 2.94% |
$84.3K - $92.7K
|
55K
$2.71M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.69K- 13.09% |
$85.4K - $93.9K
|
11.2K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.75K- 8.87% |
$88.6K - $97.4K
|
18K
$885K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.79K- 4.22% |
$90.6K - $99.6K
|
40.7K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 3.3% |
$92.2K - $101K
|
53.5K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2K- 2.04% |
$101K - $111K
|
96K
$4.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.08K- 5.22% |
$105K - $115K
|
37.7K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.08K- 25.61% |
$105K - $115K
|
6.04K
$297K
|