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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
315+ 5.17% |
$13.9K - $15.4K
|
6.41K
$354K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
301+ 1.71% |
$13.3K - $14.7K
|
17.9K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
296New |
$13.1K - $14.4K
|
296
$16.4K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
273+ 1.44% |
$12.1K - $13.3K
|
19.2K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
271New |
$12K - $13.2K
|
271
$15K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
271+ 0.6% |
$12K - $13.2K
|
45.5K
$2.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
245New |
$10.8K - $11.9K
|
245
$13.5K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
232New |
$10.3K - $11.3K
|
232
$12.8K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
229+ 1.39% |
$10.1K - $11.2K
|
16.7K
$922K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
226+ 0.57% |
$9.99K - $11K
|
39.6K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
206+ 2.1% |
$9.11K - $10K
|
10K
$553K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
186+ 1.2% |
$8.22K - $9.07K
|
15.7K
$870K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
186New |
$8.22K - $9.07K
|
186
$10.3K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
185+ 0.87% |
$8.18K - $9.02K
|
21.5K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
174+ 2.31% |
$7.69K - $8.49K
|
7.7K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
173+ 1.37% |
$7.65K - $8.44K
|
12.8K
$709K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
165+ 1.72% |
$7.29K - $8.05K
|
9.76K
$539K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157New |
$6.94K - $7.66K
|
157
$8.67K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
155New |
$6.85K - $7.56K
|
155
$8.56K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
140+ 0.46% |
$6.19K - $6.83K
|
30.3K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
134+ 4.82% |
$5.92K - $6.54K
|
2.91K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
126+ 0.78% |
$5.57K - $6.15K
|
16.3K
$903K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
118New |
$5.22K - $5.75K
|
118
$6.52K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
117+ 3.08% |
$5.17K - $5.71K
|
3.91K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
109+ 1.51% |
$4.82K - $5.32K
|
7.31K
$404K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
105+ 1.76% |
$4.64K - $5.12K
|
6.06K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
101New |
$4.47K - $4.93K
|
101
$5.58K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100+ 2.02% |
$4.42K - $4.88K
|
5.06K
$280K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
91+ 0.14% |
$4.02K - $4.44K
|
65.3K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
78New |
$3.45K - $3.8K
|
78
$4.31K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
57New |
$2.52K - $2.78K
|
57
$3.15K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
55+ 0.86% |
$2.43K - $2.68K
|
6.42K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
55+ 1.03% |
$2.43K - $2.68K
|
5.41K
$299K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
51+ 0.57% |
$2.25K - $2.49K
|
9.03K
$499K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
48+ 0.51% |
$2.12K - $2.34K
|
9.54K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
37+ 0.75% |
$1.64K - $1.8K
|
4.98K
$275K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
33+ 0.4% |
$1.46K - $1.61K
|
8.38K
$463K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
30+ 0.57% |
$1.33K - $1.46K
|
5.3K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
26+ 0.58% |
$1.15K - $1.27K
|
4.52K
$250K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
25+ 0.29% |
$1.11K - $1.22K
|
8.63K
$477K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
22New |
$973 - $1.07K
|
22
$1.22K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
21+ 0.45% |
$928 - $1.02K
|
4.68K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
18+ 0.19% |
$796 - $878
|
9.39K
$519K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
16+ 0.07% |
$707 - $780
|
21.9K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 20.0% |
$663 - $732
|
90
$4.97K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$663 - $732
|
17.3K
$958K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14+ 0.17% |
$619 - $683
|
8.22K
$454K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.07% |
$442 - $488
|
14.9K
$824K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.63% |
$398 - $439
|
1.44K
$79.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
9+ 0.49% |
$398 - $439
|
1.86K
$103K
|