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 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.02K+ 3.41% |
$89.5K - $98.7K
|
61.4K
$3.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.96K+ 9.25% |
$86.8K - $95.7K
|
23.2K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.9K+ 4.2% |
$84K - $92.7K
|
47.1K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 428.94% |
$80.6K - $88.9K
|
2.25K
$124K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.8KNew |
$79.6K - $87.8K
|
1.8K
$99.5K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.79K+ 0.56% |
$78.9K - $87.1K
|
320K
$17.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.71K+ 18.62% |
$75.4K - $83.2K
|
10.9K
$600K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 1.8% |
$72.2K - $79.6K
|
92.4K
$5.11M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.63KNew |
$72.2K - $79.6K
|
1.63K
$90.2K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.49K+ 0.46% |
$66K - $72.8K
|
329K
$18.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.46KNew |
$64.5K - $71.1K
|
1.46K
$80.6K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.39KNew |
$61.2K - $67.5K
|
1.39K
$76.5K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.25K+ 2.77% |
$55.3K - $61K
|
46.4K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.23K+ 4.19% |
$54.2K - $59.8K
|
30.5K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 0.19% |
$49.6K - $54.7K
|
599K
$33.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.09K+ 4.46% |
$48.3K - $53.3K
|
25.6K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.08K+ 8.09% |
$47.5K - $52.4K
|
14.4K
$794K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.04K+ 7.2% |
$45.9K - $50.6K
|
15.5K
$854K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.03K+ 7.83% |
$45.4K - $50K
|
14.1K
$780K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.02K+ 14.12% |
$45K - $49.6K
|
8.22K
$454K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.01KNew |
$44.5K - $49.1K
|
1.01K
$55.6K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1KNew |
$44.2K - $48.8K
|
1K
$55.3K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
982+ 79.58% |
$43.4K - $47.9K
|
2.22K
$122K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
855+ 19.24% |
$37.8K - $41.7K
|
5.3K
$293K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
820+ 5.28% |
$36.3K - $40K
|
16.4K
$904K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
797+ 2.72% |
$35.2K - $38.9K
|
30.1K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
790+ 8.23% |
$34.9K - $38.5K
|
10.4K
$574K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
758+ 2.37% |
$33.5K - $37K
|
32.8K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
745+ 1.47% |
$32.9K - $36.3K
|
51.6K
$2.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
701+ 5.13% |
$31K - $34.2K
|
14.4K
$794K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
690+ 4.47% |
$30.5K - $33.7K
|
16.1K
$891K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
670+ 8.63% |
$29.6K - $32.7K
|
8.44K
$466K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
641+ 0.35% |
$28.3K - $31.3K
|
186K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
635+ 9.29% |
$28.1K - $31K
|
7.47K
$413K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
588+ 1.73% |
$26K - $28.7K
|
34.6K
$1.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
570+ 2.49% |
$25.2K - $27.8K
|
23.5K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
544+ 1.13% |
$24.1K - $26.5K
|
48.7K
$2.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
527New |
$23.3K - $25.7K
|
527
$29.1K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
521+ 17.07% |
$23K - $25.4K
|
3.57K
$197K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
461+ 23.47% |
$20.4K - $22.5K
|
2.43K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
430+ 2.14% |
$19K - $21K
|
20.5K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
414New |
$18.3K - $20.2K
|
414
$22.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
411+ 3.84% |
$18.2K - $20K
|
11.1K
$615K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
409+ 2.87% |
$18.1K - $19.9K
|
14.6K
$809K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
385New |
$17K - $18.8K
|
385
$21.3K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
363+ 1.1% |
$16K - $17.7K
|
33.3K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
363+ 1728.57% |
$16K - $17.7K
|
384
$21.2K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
350+ 3.33% |
$15.5K - $17.1K
|
10.9K
$600K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
329+ 4.94% |
$14.5K - $16K
|
6.99K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
324+ 1.01% |
$14.3K - $15.8K
|
32.4K
$1.79M
|