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 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
527+ 10.99% |
$24.3K - $26.9K
|
5.32K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
481+ 3.23% |
$22.2K - $24.6K
|
15.4K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
467+ 0.3% |
$21.6K - $23.9K
|
154K
$8.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
460+ 3.14% |
$21.2K - $23.5K
|
15.1K
$789K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
458+ 186.18% |
$21.1K - $23.4K
|
704
$36.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
458+ 5.83% |
$21.1K - $23.4K
|
8.31K
$433K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
455+ 0.49% |
$21K - $23.3K
|
92.6K
$4.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
415+ 1.66% |
$19.2K - $21.2K
|
25.4K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
393+ 1.81% |
$18.1K - $20.1K
|
22.1K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
377+ 1.75% |
$17.4K - $19.3K
|
22K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
369+ 0.79% |
$17K - $18.9K
|
47.3K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
357+ 1.18% |
$16.5K - $18.3K
|
30.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
355New |
$16.4K - $18.2K
|
355
$18.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
355New |
$16.4K - $18.2K
|
355
$18.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
352+ 5.42% |
$16.3K - $18K
|
6.85K
$357K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
330+ 0.36% |
$15.2K - $16.9K
|
92.7K
$4.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
307+ 1.49% |
$14.2K - $15.7K
|
20.9K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
302+ 3.16% |
$13.9K - $15.4K
|
9.85K
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
298+ 9.49% |
$13.8K - $15.2K
|
3.44K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
290+ 707.32% |
$13.4K - $14.8K
|
331
$17.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
289New |
$13.3K - $14.8K
|
289
$15.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
287+ 0.38% |
$13.3K - $14.7K
|
76K
$3.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
BUY
|
- |
280+ 2.68% |
$12.9K - $14.3K
|
10.7K
$560K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
274+ 0.43% |
$12.7K - $14K
|
64.7K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
247+ 4.87% |
$11.4K - $12.6K
|
5.32K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
200+ 4.1% |
$9.23K - $10.2K
|
5.08K
$265K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
200+ 2.35% |
$9.23K - $10.2K
|
8.71K
$454K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
198+ 0.6% |
$9.14K - $10.1K
|
33.4K
$1.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
194+ 1.05% |
$8.96K - $9.92K
|
18.7K
$978K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
180New |
$8.31K - $9.2K
|
180
$9.39K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
177+ 1.03% |
$8.17K - $9.05K
|
17.3K
$903K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
175+ 0.77% |
$8.08K - $8.95K
|
22.9K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
166+ 0.52% |
$7.66K - $8.49K
|
32.1K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
164New |
$7.57K - $8.39K
|
164
$8.55K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
149New |
$6.88K - $7.62K
|
149
$7.77K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
140+ 1.42% |
$6.46K - $7.16K
|
10K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
112+ 0.37% |
$5.17K - $5.73K
|
30.8K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
102New |
$4.71K - $5.22K
|
102
$5.32K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
97+ 1.03% |
$4.48K - $4.96K
|
9.51K
$496K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
85+ 0.5% |
$3.92K - $4.35K
|
16.9K
$883K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 1.14% |
$3.69K - $4.09K
|
7.08K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
71+ 1.19% |
$3.28K - $3.63K
|
6.05K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
57+ 0.48% |
$2.63K - $2.91K
|
12.1K
$629K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
55+ 0.77% |
$2.54K - $2.81K
|
7.23K
$377K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.57% |
$2.4K - $2.66K
|
9.13K
$476K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
51+ 6.44% |
$2.35K - $2.61K
|
843
$44K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
50New |
$2.31K - $2.56K
|
50
$2.61K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43+ 0.6% |
$1.99K - $2.2K
|
7.16K
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37New |
$1.71K - $1.89K
|
37
$1.93K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
32+ 0.39% |
$1.48K - $1.64K
|
8.22K
$429K
|