Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-216- 4.91% |
$9.55K - $10.5K
|
4.18K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-218- 5.55% |
$9.64K - $10.6K
|
3.71K
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-228- 1.08% |
$10.1K - $11.1K
|
21K
$1.09M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-233- 2.49% |
$10.3K - $11.4K
|
9.13K
$476K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-260- 1.58% |
$11.5K - $12.7K
|
16.2K
$846K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-268- 3.98% |
$11.8K - $13.1K
|
6.46K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-291- 1.1% |
$12.9K - $14.2K
|
26.1K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-297- 5.79% |
$13.1K - $14.5K
|
4.83K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-298- 1.34% |
$13.2K - $14.5K
|
21.9K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-307- 2.42% |
$13.6K - $15K
|
12.4K
$646K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-310Closed |
$13.7K - $15.1K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-310- 0.92% |
$13.7K - $15.1K
|
33.4K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-310- 18.4% |
$13.7K - $15.1K
|
1.38K
$71.7K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-367- 3.36% |
$16.2K - $17.9K
|
10.6K
$550K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-385- 2.02% |
$17K - $18.8K
|
18.7K
$974K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-390- 28.89% |
$17.2K - $19K
|
960
$50.1K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-394- 6.57% |
$17.4K - $19.2K
|
5.6K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-400- 1.07% |
$17.7K - $19.5K
|
37K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-439- 3.57% |
$19.4K - $21.4K
|
11.8K
$618K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-447- 3.6% |
$19.8K - $21.8K
|
12K
$624K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-455- 0.45% |
$20.1K - $22.2K
|
100K
$5.23M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-494- 2.06% |
$21.8K - $24.1K
|
23.5K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-507- 0.53% |
$22.4K - $24.7K
|
95.2K
$4.97M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-514- 5.98% |
$22.7K - $25.1K
|
8.08K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-520- 0.12% |
$23K - $25.4K
|
448K
$23.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-594- 0.66% |
$26.3K - $29K
|
89.9K
$4.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-634- 2.5% |
$28K - $30.9K
|
24.7K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-642- 2.86% |
$28.4K - $31.3K
|
21.8K
$1.14M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-681- 0.99% |
$30.1K - $33.2K
|
68.4K
$3.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-750- 93.63% |
$33.2K - $36.6K
|
51
$2.66K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-765- 0.99% |
$33.8K - $37.3K
|
76.8K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-818- 0.97% |
$36.2K - $39.9K
|
83.6K
$4.36M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-925- 16.36% |
$40.9K - $45.1K
|
4.73K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-935- 7.18% |
$41.3K - $45.6K
|
12.1K
$630K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-962- 3.83% |
$42.5K - $46.9K
|
24.2K
$1.26M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-989- 1.07% |
$43.7K - $48.2K
|
91.4K
$4.77M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.03K- 54.78% |
$45.6K - $50.3K
|
851
$44.4K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.05K- 4.69% |
$46.2K - $51K
|
21.2K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.09K- 77.79% |
$48.1K - $53.1K
|
311
$16.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.09K- 2.57% |
$48.2K - $53.2K
|
41.4K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.11K- 14.15% |
$49K - $54K
|
6.72K
$351K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 1.78% |
$50.2K - $55.4K
|
62.7K
$3.27M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.16K- 21.19% |
$51.4K - $56.7K
|
4.32K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.18K- 3.22% |
$51.9K - $57.3K
|
35.3K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.19K- 7.89% |
$52.4K - $57.8K
|
13.9K
$722K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.41K- 6.36% |
$62.2K - $68.6K
|
20.7K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.51K- 1.08% |
$66.9K - $73.8K
|
139K
$7.24M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.58K- 55.91% |
$70K - $77.3K
|
1.25K
$65.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.59K- 68.56% |
$70.1K - $77.3K
|
727
$37.9K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.64K- 1.94% |
$72.3K - $79.7K
|
82.5K
$4.3M
|