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 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
9+ 0.09% |
$398 - $439
|
10.2K
$559K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.49% |
$221 - $244
|
1.03K
$56.6K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5+ 0.09% |
$221 - $244
|
5.42K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.14% |
$177 - $195
|
2.89K
$159K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.05% |
$177 - $195
|
7.45K
$410K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
3+ 0.01% |
$133 - $146
|
41.2K
$2.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.52% |
$133 - $146
|
576
$31.7K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.82% |
$88.4 - $97.5
|
246
$13.5K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.01% |
$88.4 - $97.5
|
21.5K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$44.2 - $48.8
|
3.58K
$197K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 4.35% |
$44.2 - $48.8
|
24
$1.32K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.08% |
$44.2 - $48.8
|
1.32K
$72.4K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.86% |
$44.2 - $48.8
|
117
$6.44K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.55% |
$44.2 - $48.8
|
183
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4- 0.09% |
$177 - $195
|
4.51K
$248K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10- 0.17% |
$442 - $488
|
5.95K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.15% |
$442 - $488
|
6.54K
$360K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-17- 0.19% |
$752 - $829
|
8.99K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-25- 0.19% |
$1.11K - $1.22K
|
13.3K
$730K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-25- 0.31% |
$1.11K - $1.22K
|
8.07K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-27- 0.52% |
$1.19K - $1.32K
|
5.19K
$286K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-30- 0.3% |
$1.33K - $1.46K
|
10K
$550K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-38- 0.64% |
$1.68K - $1.85K
|
5.92K
$326K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-38- 0.67% |
$1.68K - $1.85K
|
5.62K
$309K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-43- 0.25% |
$1.9K - $2.1K
|
17.4K
$958K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 2.0% |
$2.21K - $2.44K
|
2.45K
$135K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-66- 0.37% |
$2.92K - $3.22K
|
17.6K
$969K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-68- 0.49% |
$3.01K - $3.32K
|
13.9K
$763K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-71- 0.87% |
$3.14K - $3.46K
|
8.07K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-75- 0.32% |
$3.32K - $3.66K
|
23.2K
$1.28M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-80- 0.27% |
$3.54K - $3.9K
|
29K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-81- 1.58% |
$3.58K - $3.95K
|
5.05K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-82- 9.57% |
$3.63K - $4K
|
775
$42.7K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-84- 1.45% |
$3.71K - $4.1K
|
5.71K
$314K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-101- 0.34% |
$4.47K - $4.93K
|
29.8K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-127- 0.48% |
$5.61K - $6.19K
|
26.5K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-148- 1.33% |
$6.54K - $7.22K
|
11K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-150- 1.35% |
$6.63K - $7.32K
|
11K
$603K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-152- 1.56% |
$6.72K - $7.41K
|
9.56K
$526K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-170- 70.25% |
$7.52K - $8.29K
|
72
$3.96K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-176- 0.54% |
$7.78K - $8.58K
|
32.2K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-182- 3.2% |
$8.05K - $8.88K
|
5.5K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-191- 2.97% |
$8.44K - $9.32K
|
6.24K
$343K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-200- 3.82% |
$8.84K - $9.75K
|
5.03K
$277K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 0.86% |
$8.84K - $9.75K
|
23.1K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-201- 0.93% |
$8.89K - $9.8K
|
21.5K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-204- 24.03% |
$9.02K - $9.95K
|
645
$35.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-216- 4.91% |
$9.55K - $10.5K
|
4.18K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-218- 5.55% |
$9.64K - $10.6K
|
3.71K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-228- 1.08% |
$10.1K - $11.1K
|
21K
$1.15M
|