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 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.09K- 2.84% |
$105K - $116K
|
71.2K
$3.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.09K- 17.0% |
$106K - $116K
|
10.2K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.22K- 18.83% |
$112K - $123K
|
9.55K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.24K- 7.4% |
$113K - $125K
|
28.1K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.28K- 5.39% |
$115K - $127K
|
40K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 2.74% |
$124K - $136K
|
86.7K
$4.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.6K- 95.55% |
$131K - $144K
|
121
$5.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.61K- 35.89% |
$132K - $145K
|
4.66K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.71K- 2.06% |
$137K - $150K
|
129K
$6.33M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.79K- 4.27% |
$141K - $155K
|
62.5K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.89K- 3.63% |
$146K - $160K
|
76.6K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-2.94K- 3.67% |
$148K - $163K
|
77K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.98K- 6.13% |
$151K - $166K
|
45.6K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.13K- 21.43% |
$158K - $174K
|
11.5K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.14K- 4.35% |
$159K - $174K
|
68.9K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.25K- 4.82% |
$164K - $180K
|
64.1K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.43K- 2.01% |
$174K - $191K
|
167K
$8.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.92K- 5.36% |
$198K - $218K
|
69.2K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.11K- 5.96% |
$208K - $228K
|
64.9K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.31K- 28.48% |
$218K - $239K
|
10.8K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.53K- 15.84% |
$229K - $252K
|
24.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.81K- 42.69% |
$243K - $267K
|
6.46K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.06K- 45.44% |
$256K - $281K
|
6.07K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.12K- 0.98% |
$259K - $284K
|
516K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.19K- 3.87% |
$262K - $288K
|
129K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-5.24K- 32.7% |
$265K - $291K
|
10.8K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.67K- 2.41% |
$287K - $315K
|
230K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.87K- 27.51% |
$297K - $326K
|
15.5K
$760K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.13K- 16.78% |
$310K - $340K
|
30.4K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.65K- 2.18% |
$336K - $369K
|
299K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.69K- 30.49% |
$338K - $372K
|
15.3K
$750K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.82K- 2.9% |
$345K - $379K
|
228K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.92K- 13.37% |
$350K - $384K
|
44.8K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.93K- 5.1% |
$350K - $385K
|
129K
$6.34M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-8.09K- 51.27% |
$409K - $449K
|
7.69K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.53K- 13.45% |
$431K - $474K
|
54.9K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-8.84K- 6.97% |
$447K - $491K
|
118K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.9K- 2.18% |
$450K - $495K
|
399K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-8.97K- 2.04% |
$453K - $498K
|
431K
$21.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.6K- 6.16% |
$485K - $533K
|
146K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 99.9% |
$525K - $577K
|
10
$492
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-10.4K- 7.71% |
$528K - $580K
|
125K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.6K- 2.17% |
$537K - $591K
|
479K
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-10.7K- 5.35% |
$539K - $593K
|
189K
$9.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 8.74% |
$682K - $750K
|
141K
$6.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.5K- 11.44% |
$684K - $752K
|
105K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.8K- 0.88% |
$697K - $766K
|
1.56M
$76.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.8K- 2.72% |
$746K - $820K
|
528K
$26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.15% |
$938K - $1.03M
|
1.59M
$78.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-20.5K- 6.01% |
$1.04M - $1.14M
|
321K
$15.8M
|