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 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-10.4K- 7.71% |
$528K - $580K
|
125K
$6.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.6K- 2.17% |
$537K - $591K
|
479K
$23.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-10.7K- 5.35% |
$539K - $593K
|
189K
$9.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 8.74% |
$682K - $750K
|
141K
$6.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.5K- 11.44% |
$684K - $752K
|
105K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.8K- 0.88% |
$697K - $766K
|
1.56M
$76.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.8K- 2.72% |
$746K - $820K
|
528K
$25.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.15% |
$938K - $1.03M
|
1.59M
$78.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-20.5K- 6.01% |
$1.04M - $1.14M
|
321K
$15.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-20.8K- 1.12% |
$1.05M - $1.16M
|
1.84M
$90.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-21.3K- 7.91% |
$1.07M - $1.18M
|
247K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.1K- 6.72% |
$1.12M - $1.23M
|
306K
$15M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-22.4K- 10.38% |
$1.13M - $1.24M
|
193K
$9.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-24.2K- 11.26% |
$1.22M - $1.35M
|
191K
$9.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-28.1K- 34.52% |
$1.42M - $1.56M
|
53.3K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.9K- 15.93% |
$1.71M - $1.88M
|
179K
$8.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-57.8K- 9.91% |
$2.92M - $3.21M
|
525K
$25.7M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216K- 53.62% |
$10.9M - $12M
|
187K
$9.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-318K- 97.99% |
$16.1M - $17.6M
|
6.51K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-329K- 13.65% |
$16.6M - $18.3M
|
2.08M
$102M
|