Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-875- 66.54% |
$39.9K - $42.7K
|
440
$22.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-893- 61.25% |
$40.7K - $43.6K
|
565
$29.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-918- 15.61% |
$41.9K - $44.8K
|
4.96K
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-924- 3.07% |
$42.1K - $45.1K
|
29.2K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-936- 2.98% |
$42.7K - $45.7K
|
30.4K
$1.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-944- 2.29% |
$43K - $46K
|
40.3K
$2.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-954- 5.25% |
$43.5K - $46.5K
|
17.2K
$897K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-996- 1.11% |
$45.4K - $48.6K
|
88.9K
$4.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-996- 10.8% |
$45.4K - $48.6K
|
8.23K
$429K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-998- 4.87% |
$45.5K - $48.7K
|
19.5K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1K- 15.81% |
$45.6K - $48.8K
|
5.33K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07K- 0.31% |
$48.7K - $52.1K
|
345K
$18M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.1K- 4.55% |
$50.2K - $53.7K
|
23.1K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.19% |
$50.3K - $53.9K
|
91.3K
$4.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.11K- 13.49% |
$50.6K - $54.1K
|
7.11K
$371K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.13K- 8.78% |
$51.4K - $55K
|
11.7K
$610K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 1.07% |
$53.1K - $56.8K
|
108K
$5.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.18K- 6.88% |
$53.9K - $57.7K
|
16K
$835K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.19K- 6.73% |
$54K - $57.8K
|
16.4K
$856K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 8.74% |
$56.3K - $60.2K
|
12.9K
$672K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 2.01% |
$61.4K - $65.7K
|
65.5K
$3.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.38K- 1.8% |
$63.1K - $67.5K
|
75.4K
$3.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.43K- 4.43% |
$65K - $69.6K
|
30.8K
$1.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.5K- 6.46% |
$68.4K - $73.2K
|
21.7K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.5K- 9.26% |
$68.5K - $73.3K
|
14.7K
$768K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.55K- 12.83% |
$70.7K - $75.6K
|
10.5K
$549K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.79K- 61.3% |
$81.4K - $87.1K
|
1.13K
$58.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.79K- 3.85% |
$81.6K - $87.3K
|
44.6K
$2.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2K- 2.77% |
$91.3K - $97.7K
|
70.2K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.06K- 16.01% |
$93.8K - $100K
|
10.8K
$562K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.06K- 3.03% |
$94K - $101K
|
66K
$3.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.07K- 0.37% |
$94.3K - $101K
|
550K
$28.7M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-2.2K- 7.58% |
$100K - $107K
|
26.8K
$1.4M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-2.35K- 2.27% |
$107K - $114K
|
101K
$5.27M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.43K- 14.84% |
$111K - $118K
|
13.9K
$727K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.48K- 9.03% |
$113K - $121K
|
25K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.5K- 1.18% |
$114K - $122K
|
208K
$10.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.56K- 3.87% |
$117K - $125K
|
63.7K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.8K- 12.86% |
$128K - $137K
|
19K
$989K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.22K- 6.38% |
$147K - $157K
|
47.3K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.35K- 0.07% |
$153K - $163K
|
4.53M
$236M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.41K- 1.51% |
$156K - $167K
|
222K
$11.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.46K- 0.78% |
$158K - $169K
|
438K
$22.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.47K- 18.05% |
$158K - $169K
|
15.8K
$821K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.65K- 2.17% |
$166K - $178K
|
164K
$8.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.94K- 7.28% |
$180K - $192K
|
50.1K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.02K- 1.34% |
$183K - $196K
|
296K
$15.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-4.14K- 2.77% |
$189K - $202K
|
145K
$7.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4.21KClosed |
$192K - $205K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.33K- 0.88% |
$198K - $211K
|
489K
$25.5M
|