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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
238New |
$12K - $13.2K
|
238
$11.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
238+ 1.4% |
$12K - $13.2K
|
17.3K
$847K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
237New |
$12K - $13.2K
|
237
$11.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
233+ 0.49% |
$11.8K - $12.9K
|
47.5K
$2.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
222New |
$11.2K - $12.3K
|
222
$10.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
211New |
$10.7K - $11.7K
|
211
$10.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
192+ 1.69% |
$9.7K - $10.7K
|
11.6K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
188+ 0.37% |
$9.5K - $10.4K
|
50.9K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
181New |
$9.15K - $10.1K
|
181
$8.87K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
177New |
$8.94K - $9.83K
|
177
$8.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
170+ 0.12% |
$8.59K - $9.44K
|
136K
$6.68M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 0.09% |
$7.48K - $8.22K
|
163K
$8M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
122+ 0.61% |
$6.16K - $6.78K
|
20.1K
$986K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 0.44% |
$5.05K - $5.56K
|
22.7K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
85+ 5.68% |
$4.3K - $4.72K
|
1.58K
$77.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
78+ 0.39% |
$3.94K - $4.33K
|
19.9K
$977K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
78+ 0.29% |
$3.94K - $4.33K
|
27.1K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
75+ 1.86% |
$3.79K - $4.17K
|
4.11K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
64+ 0.31% |
$3.23K - $3.56K
|
21K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 0.61% |
$2.83K - $3.11K
|
9.19K
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
56+ 1.32% |
$2.83K - $3.11K
|
4.3K
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53+ 21.54% |
$2.68K - $2.94K
|
299
$14.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 0.17% |
$2.22K - $2.44K
|
25.5K
$1.25M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
43New |
$2.17K - $2.39K
|
43
$2.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
39New |
$1.97K - $2.17K
|
39
$1.91K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
37+ 0.61% |
$1.87K - $2.06K
|
6.08K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
35+ 0.43% |
$1.77K - $1.94K
|
8.26K
$405K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
29+ 0.49% |
$1.47K - $1.61K
|
5.97K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26+ 0.2% |
$1.31K - $1.44K
|
12.8K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26+ 0.32% |
$1.31K - $1.44K
|
8.14K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 0.63% |
$1.31K - $1.44K
|
4.14K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 0.43% |
$1.31K - $1.44K
|
6.07K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
25+ 0.62% |
$1.26K - $1.39K
|
4.07K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 150.0% |
$1.21K - $1.33K
|
40
$1.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
23+ 0.49% |
$1.16K - $1.28K
|
4.73K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.38% |
$960 - $1.06K
|
5K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19+ 0.2% |
$960 - $1.06K
|
9.53K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.44% |
$960 - $1.06K
|
4.38K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16+ 0.09% |
$808 - $889
|
17.4K
$852K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13+ 1.54% |
$657 - $722
|
856
$42K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
12+ 0.19% |
$606 - $667
|
6.27K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12+ 0.22% |
$606 - $667
|
5.38K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9+ 0.04% |
$455 - $500
|
25.3K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.62% |
$455 - $500
|
1.46K
$71.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8+ 0.23% |
$404 - $444
|
3.45K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.54% |
$202 - $222
|
745
$36.5K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2+ 0.26% |
$101 - $111
|
779
$38.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.03% |
$101 - $111
|
7.23K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.15% |
$101 - $111
|
1.36K
$66.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$50.5 - $55.6
|
5.33K
$261K
|