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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-108- 0.09% |
$4.99K - $5.52K
|
119K
$6.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-108- 0.73% |
$4.99K - $5.52K
|
14.6K
$762K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-125- 1.5% |
$5.77K - $6.39K
|
8.2K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-138- 0.69% |
$6.37K - $7.06K
|
20K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-146- 0.4% |
$6.74K - $7.46K
|
36.5K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-150- 3.29% |
$6.93K - $7.67K
|
4.41K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-161- 0.76% |
$7.43K - $8.23K
|
21K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-173- 0.67% |
$7.99K - $8.85K
|
25.8K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-180- 3.4% |
$8.31K - $9.2K
|
5.12K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-184- 0.85% |
$8.5K - $9.41K
|
21.4K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-200- 1.02% |
$9.23K - $10.2K
|
19.3K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-203- 20.0% |
$9.37K - $10.4K
|
812
$42.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-217- 2.5% |
$10K - $11.1K
|
8.47K
$441K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-226- 0.25% |
$10.4K - $11.6K
|
88.7K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-243- 1.25% |
$11.2K - $12.4K
|
19.3K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-259- 24.34% |
$12K - $13.2K
|
805
$42K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-282- 2.13% |
$13K - $14.4K
|
13K
$677K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-320- 6.45% |
$14.8K - $16.4K
|
4.64K
$242K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-325- 0.57% |
$15K - $16.6K
|
56.5K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-326- 4.26% |
$15.1K - $16.7K
|
7.33K
$382K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-368- 4.17% |
$17K - $18.8K
|
8.47K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-395- 2.4% |
$18.2K - $20.2K
|
16K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-401- 95.02% |
$18.5K - $20.5K
|
21
$1.09K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-403- 3.59% |
$18.6K - $20.6K
|
10.8K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-415- 1.13% |
$19.2K - $21.2K
|
36.4K
$1.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-422- 1.83% |
$19.5K - $21.6K
|
22.7K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-432- 7.98% |
$19.9K - $22.1K
|
4.98K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-453- 0.34% |
$20.9K - $23.2K
|
132K
$6.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-473- 47.35% |
$21.8K - $24.2K
|
526
$27.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-485- 4.6% |
$22.4K - $24.8K
|
10.1K
$524K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-487- 0.36% |
$22.5K - $24.9K
|
134K
$6.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-506- 1.06% |
$23.4K - $25.9K
|
47.3K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-582- 3.23% |
$26.9K - $29.8K
|
17.5K
$910K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-596- 2.56% |
$27.5K - $30.5K
|
22.7K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-599- 6.46% |
$27.7K - $30.6K
|
8.67K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-638- 1.24% |
$29.5K - $32.6K
|
50.8K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-669- 11.38% |
$30.9K - $34.2K
|
5.21K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-688- 2.98% |
$31.8K - $35.2K
|
22.4K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-690- 4.36% |
$31.9K - $35.3K
|
15.1K
$788K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-698- 10.51% |
$32.2K - $35.7K
|
5.94K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-710- 1.92% |
$32.8K - $36.3K
|
36.2K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-711- 2.23% |
$32.8K - $36.4K
|
31.2K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-714- 19.91% |
$33K - $36.5K
|
2.87K
$150K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-715- 1.08% |
$33K - $36.6K
|
65.2K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-821- 0.74% |
$37.9K - $42K
|
110K
$5.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-830- 1.76% |
$38.3K - $42.4K
|
46.4K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-837- 0.66% |
$38.6K - $42.8K
|
127K
$6.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-871- 5.63% |
$40.2K - $44.5K
|
14.6K
$761K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-925- 3.71% |
$42.7K - $47.3K
|
24K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-946- 5.5% |
$43.7K - $48.4K
|
16.3K
$848K
|