Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-827- 3.69% |
$41.8K - $45.9K
|
21.6K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-855- 1.51% |
$43.2K - $47.5K
|
55.7K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-975- 17.07% |
$49.3K - $54.2K
|
4.74K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.14K- 17.57% |
$57.6K - $63.3K
|
5.35K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 4.6% |
$60.4K - $66.4K
|
24.8K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.3K- 20.18% |
$65.7K - $72.2K
|
5.14K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 4.31% |
$66.6K - $73.3K
|
29.3K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.35K- 13.41% |
$68.2K - $74.9K
|
8.71K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 20.04% |
$71.7K - $78.8K
|
5.66K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.75K- 8.87% |
$88.6K - $97.4K
|
18K
$943K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.79K- 4.22% |
$90.6K - $99.6K
|
40.7K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2K- 2.04% |
$101K - $111K
|
96K
$5.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.08K- 5.22% |
$105K - $115K
|
37.7K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.09K- 2.84% |
$105K - $116K
|
71.2K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.09K- 17.0% |
$106K - $116K
|
10.2K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.22K- 18.83% |
$112K - $123K
|
9.55K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.24K- 7.4% |
$113K - $125K
|
28.1K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.28K- 5.39% |
$115K - $127K
|
40K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 2.74% |
$124K - $136K
|
86.7K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.6K- 95.55% |
$131K - $144K
|
121
$6.34K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.98K- 6.13% |
$151K - $166K
|
45.6K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.13K- 21.43% |
$158K - $174K
|
11.5K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.11K- 5.96% |
$208K - $228K
|
64.9K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-5.24K- 32.7% |
$265K - $291K
|
10.8K
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.87K- 27.51% |
$297K - $326K
|
15.5K
$810K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.69K- 30.49% |
$338K - $372K
|
15.3K
$799K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.92K- 13.37% |
$350K - $384K
|
44.8K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.53K- 13.45% |
$431K - $474K
|
54.9K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-8.84K- 6.97% |
$447K - $491K
|
118K
$6.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.6K- 6.16% |
$485K - $533K
|
146K
$7.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 99.9% |
$525K - $577K
|
10
$524
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-10.4K- 7.71% |
$528K - $580K
|
125K
$6.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-20.5K- 6.01% |
$1.04M - $1.14M
|
321K
$16.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-21.3K- 7.91% |
$1.07M - $1.18M
|
247K
$13M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-22.4K- 10.38% |
$1.13M - $1.24M
|
193K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-28.1K- 34.52% |
$1.42M - $1.56M
|
53.3K
$2.79M
|