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
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.31K- 29.99% |
$199K - $220K
|
10.1K
$495K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-4.45K- 4.68% |
$205K - $227K
|
90.6K
$4.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.85K- 0.92% |
$224K - $248K
|
521K
$25.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.2K- 17.08% |
$240K - $266K
|
25.2K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.29K- 2.57% |
$291K - $322K
|
239K
$11.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.54K- 1.19% |
$302K - $334K
|
543K
$26.7M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.64K- 2.99% |
$307K - $340K
|
215K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.78K- 3.25% |
$313K - $347K
|
202K
$9.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-6.83K- 9.06% |
$315K - $349K
|
68.6K
$3.37M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.83K- 9.72% |
$315K - $349K
|
63.4K
$3.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-6.96K- 10.93% |
$321K - $356K
|
56.7K
$2.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-7.01K- 18.57% |
$324K - $359K
|
30.7K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.61K- 44.27% |
$351K - $389K
|
9.58K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.97K- 11.5% |
$414K - $458K
|
69K
$3.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.6K- 1.62% |
$443K - $491K
|
583K
$28.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.9K- 2.8% |
$457K - $506K
|
344K
$16.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 2.39% |
$484K - $536K
|
428K
$21M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.7K- 17.17% |
$495K - $549K
|
51.8K
$2.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-11.2K- 3.26% |
$518K - $574K
|
333K
$16.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-11.9K- 12.76% |
$550K - $609K
|
81.4K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.2K- 54.06% |
$565K - $626K
|
10.4K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.6K- 6.9% |
$584K - $646K
|
171K
$8.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.6K- 32.73% |
$674K - $747K
|
30K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.8K- 73.16% |
$684K - $757K
|
5.43K
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14.9K- 0.8% |
$689K - $763K
|
1.86M
$91.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.8K- 4.86% |
$773K - $856K
|
328K
$16.1M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.8K- 4.86% |
$773K - $856K
|
328K
$16.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.8K- 36.99% |
$821K - $909K
|
30.3K
$1.49M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-19.7K- 32.82% |
$908K - $1.01M
|
40.2K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-19.7K- 8.4% |
$911K - $1.01M
|
215K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-20.1K- 77.34% |
$928K - $1.03M
|
5.89K
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.3K- 11.54% |
$938K - $1.04M
|
156K
$7.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-20.6K- 21.91% |
$950K - $1.05M
|
73.3K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23.2K- 90.22% |
$1.07M - $1.18M
|
2.51K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-38.6K- 14.07% |
$1.78M - $1.97M
|
236K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-39.9K- 86.01% |
$1.84M - $2.04M
|
6.48K
$319K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.9K- 2.6% |
$1.94M - $2.14M
|
1.57M
$77.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-42.5K- 84.02% |
$1.96M - $2.17M
|
8.08K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43.2K- 8.83% |
$1.99M - $2.21M
|
446K
$21.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-43.4K- 99.44% |
$2M - $2.22M
|
246
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-48.4K- 2.91% |
$2.24M - $2.48M
|
1.61M
$79.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-51.4K- 50.0% |
$2.37M - $2.63M
|
51.4K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53.4K- 71.43% |
$2.46M - $2.73M
|
21.3K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.6K- 6.45% |
$2.56M - $2.84M
|
806K
$39.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.5K- 32.69% |
$2.65M - $2.94M
|
118K
$5.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-60.7K- 51.56% |
$2.8M - $3.1M
|
57K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-67.7K- 68.63% |
$3.12M - $3.46M
|
30.9K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-110K- 11.25% |
$5.08M - $5.62M
|
868K
$42.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-144K- 3.18% |
$6.65M - $7.37M
|
4.38M
$216M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-323K- 97.99% |
$14.9M - $16.5M
|
6.63K
$326K
|