Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
499K+ 3136.42% |
$22M - $24.3M
|
514K
$26.5M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
447KNew |
$19.7M - $21.8M
|
447K
$23M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
284K+ 6.7% |
$12.6M - $13.9M
|
4.53M
$233M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 6.08% |
$6.59M - $7.27M
|
2.6M
$134M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92.7K+ 11.62% |
$4.1M - $4.52M
|
891K
$45.9M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
92.2KNew |
$4.08M - $4.5M
|
92.2K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
90.3KNew |
$3.99M - $4.41M
|
90.3K
$4.65M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77.8K+ 159.68% |
$3.44M - $3.8M
|
127K
$6.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.4K+ 324.59% |
$2.67M - $2.95M
|
79K
$4.07M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
54.4K+ 32.73% |
$2.41M - $2.65M
|
221K
$11.4M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
53.5KNew |
$2.36M - $2.61M
|
53.5K
$2.75M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
50.5K+ 23.35% |
$2.23M - $2.46M
|
267K
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
50.5KNew |
$2.23M - $2.46M
|
50.5K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
48.8K+ 274.07% |
$2.16M - $2.38M
|
66.6K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.8K+ 2.54% |
$1.98M - $2.18M
|
1.81M
$93.1M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
40.2K+ 51.79% |
$1.78M - $1.96M
|
118K
$6.08M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
39.9K+ 3910.1% |
$1.76M - $1.95M
|
40.9K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.5K+ 23.21% |
$1.7M - $1.88M
|
204K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.6K+ 12.59% |
$1.4M - $1.54M
|
283K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
29K+ 125.45% |
$1.28M - $1.42M
|
52.2K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 15.46% |
$944K - $1.04M
|
159K
$8.22M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.8KNew |
$875K - $965K
|
19.8K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19.5KNew |
$862K - $951K
|
19.5K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.5K+ 294.76% |
$861K - $950K
|
26.1K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$830K - $916K
|
18.8K
$967K
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18.6KNew |
$824K - $909K
|
18.6K
$960K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.8K+ 5.43% |
$788K - $869K
|
346K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.5K+ 5.39% |
$775K - $855K
|
343K
$17.6M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16.8K+ 36.19% |
$744K - $821K
|
63.3K
$3.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.8K+ 22.69% |
$698K - $770K
|
85.4K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.4K+ 20.68% |
$636K - $702K
|
84K
$4.33M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
13.9K+ 12.74% |
$614K - $678K
|
123K
$6.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
13.9K+ 7.04% |
$613K - $676K
|
211K
$10.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
$612K - $675K
|
13.8K
$713K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
13K+ 29.4% |
$574K - $634K
|
57.2K
$2.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$558K - $615K
|
12.6K
$650K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 12.96% |
$547K - $603K
|
108K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
12.2KNew |
$538K - $594K
|
12.2K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.1KNew |
$535K - $591K
|
12.1K
$624K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$523K - $577K
|
11.8K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4K+ 9.42% |
$504K - $556K
|
133K
$6.83M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11K+ 101.45% |
$485K - $535K
|
21.8K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7K+ 3.71% |
$474K - $523K
|
300K
$15.5M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.2K+ 32.33% |
$452K - $498K
|
41.8K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10.1KNew |
$449K - $495K
|
10.1K
$523K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$446K - $492K
|
10.1K
$520K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.1KNew |
$445K - $491K
|
10.1K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.93K+ 208.22% |
$439K - $484K
|
14.7K
$757K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.8K+ 4.93% |
$433K - $478K
|
209K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.26K+ 2.68% |
$409K - $452K
|
355K
$18.3M
|