Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
48KNew |
$2.22M - $2.46M
|
48K
$2.51M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
32.6K+ 119.03% |
$1.51M - $1.67M
|
60K
$3.14M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.4K+ 20.81% |
$1.13M - $1.25M
|
142K
$7.41M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.5K+ 2.16% |
$715K - $792K
|
732K
$38.2M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
14.1K+ 227.57% |
$649K - $719K
|
20.2K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.1K+ 53.43% |
$468K - $519K
|
29.1K
$1.52M
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
9.88K+ 4.0% |
$456K - $505K
|
257K
$13.4M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.78K+ 2.64% |
$405K - $449K
|
341K
$17.8M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.1K+ 10.5% |
$374K - $414K
|
85.2K
$4.45M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.18KNew |
$285K - $316K
|
6.18K
$323K
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.69K+ 2.17% |
$263K - $291K
|
269K
$14M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.25KNew |
$242K - $268K
|
5.25K
$274K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.78KNew |
$221K - $245K
|
4.78K
$250K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.18KNew |
$193K - $214K
|
4.18K
$219K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4.12KNew |
$190K - $211K
|
4.12K
$215K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.34K+ 2.51% |
$154K - $171K
|
136K
$7.12M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.05K+ 11.07% |
$141K - $156K
|
30.6K
$1.6M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.48K+ 6.19% |
$114K - $127K
|
42.5K
$2.22M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.35K+ 1.62% |
$108K - $120K
|
148K
$7.71M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.01K+ 8.05% |
$92.9K - $103K
|
27K
$1.41M
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.36K+ 4.71% |
$62.6K - $69.3K
|
30.2K
$1.58M
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
740New |
$34.2K - $37.8K
|
740
$38.7K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
716+ 13.35% |
$33.1K - $36.6K
|
6.08K
$318K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
634+ 22.7% |
$29.3K - $32.4K
|
3.43K
$179K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
627+ 1.56% |
$28.9K - $32.1K
|
40.9K
$2.14M
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
393+ 1.81% |
$18.1K - $20.1K
|
22.1K
$1.15M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
352+ 5.42% |
$16.3K - $18K
|
6.85K
$358K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
289New |
$13.3K - $14.8K
|
289
$15.1K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
247+ 4.87% |
$11.4K - $12.6K
|
5.32K
$278K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
194+ 1.05% |
$8.96K - $9.92K
|
18.7K
$980K
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
112+ 0.37% |
$5.17K - $5.73K
|
30.8K
$1.61M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
85+ 0.5% |
$3.92K - $4.35K
|
16.9K
$885K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 1.14% |
$3.69K - $4.09K
|
7.08K
$370K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
55+ 0.77% |
$2.54K - $2.81K
|
7.23K
$378K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.57% |
$2.4K - $2.66K
|
9.13K
$477K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
22New |
$1.02K - $1.12K
|
22
$1.15K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$693 - $767
|
17.4K
$908K
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 0.1% |
$693 - $767
|
15.6K
$815K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.26% |
$416 - $460
|
3.53K
$184K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.54% |
$185 - $205
|
741
$38.7K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$185 - $205
|
30.8K
$1.61M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$92.3 - $102
|
5.07K
$265K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 2.22% |
$1.02K - $1.12K
|
970
$50.7K
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-30- 0.3% |
$1.39K - $1.53K
|
9.85K
$515K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-82- 0.39% |
$3.79K - $4.19K
|
21.1K
$1.1M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-88- 0.22% |
$4.06K - $4.5K
|
39.8K
$2.08M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-91- 1.01% |
$4.2K - $4.65K
|
8.9K
$465K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-104- 0.35% |
$4.8K - $5.32K
|
29.6K
$1.55M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-105- 0.9% |
$4.85K - $5.37K
|
11.6K
$606K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-108- 0.73% |
$4.99K - $5.52K
|
14.6K
$764K
|