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 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.95K- 8.96% |
$86.3K - $95.2K
|
19.8K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.97K- 6.13% |
$87K - $96K
|
30.2K
$1.66M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-2.03K- 0.83% |
$89.9K - $99.1K
|
243K
$13.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 1.2% |
$90.5K - $99.8K
|
168K
$9.24M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.07K- 30.18% |
$91.5K - $101K
|
4.79K
$264K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.22K- 13.68% |
$98.3K - $108K
|
14K
$772K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.26K- 8.7% |
$100K - $110K
|
23.8K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.33K- 4.13% |
$103K - $114K
|
54.1K
$2.98M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.36K- 11.51% |
$104K - $115K
|
18.2K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.37K- 0.53% |
$105K - $115K
|
445K
$24.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.38K- 9.83% |
$105K - $116K
|
21.8K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.44K- 6.15% |
$108K - $119K
|
37.1K
$2.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.58K- 9.03% |
$114K - $126K
|
26K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.75K- 3.28% |
$122K - $134K
|
81.2K
$4.47M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.82K- 1.49% |
$125K - $138K
|
187K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.88K- 13.51% |
$127K - $140K
|
18.4K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.92K- 12.01% |
$129K - $143K
|
21.4K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.97K- 7.46% |
$131K - $145K
|
36.8K
$2.02M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3K- 5.15% |
$133K - $147K
|
55.3K
$3.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.1K- 23.73% |
$137K - $151K
|
9.95K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.29K- 2.42% |
$145K - $160K
|
132K
$7.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-3.5K- 4.9% |
$155K - $171K
|
68K
$3.74M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.92K- 30.74% |
$173K - $191K
|
8.83K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.09K- 3.62% |
$181K - $199K
|
109K
$5.99M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.19K- 1.82% |
$185K - $204K
|
226K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-4.24K- 1.76% |
$188K - $207K
|
236K
$13M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.46K- 10.54% |
$197K - $218K
|
37.9K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4.91K- 3.55% |
$217K - $239K
|
133K
$7.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.14K- 6.64% |
$227K - $250K
|
72.2K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.32K- 1.52% |
$235K - $260K
|
346K
$19M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.35K- 33.11% |
$281K - $310K
|
12.8K
$706K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-7.72K- 14.89% |
$341K - $376K
|
44.1K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.77K- 3.72% |
$343K - $379K
|
201K
$11.1M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8.07K- 6.24% |
$357K - $393K
|
121K
$6.67M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.44K- 60.84% |
$373K - $411K
|
5.43K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.64K- 10.65% |
$382K - $422K
|
72.5K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.16K- 1.63% |
$405K - $447K
|
552K
$30.4M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.2K- 29.62% |
$495K - $546K
|
26.6K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-13.3K- 8.19% |
$589K - $650K
|
149K
$8.22M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-13.8K- 12.96% |
$608K - $671K
|
92.3K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.6K- 1.92% |
$644K - $710K
|
745K
$41M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-15.5K- 13.03% |
$684K - $755K
|
103K
$5.69M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-15.7K- 19.12% |
$692K - $763K
|
66.2K
$3.64M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-16.2K- 9.66% |
$715K - $788K
|
151K
$8.32M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-17.7K- 26.04% |
$784K - $865K
|
50.4K
$2.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-23.1K- 43.75% |
$1.02M - $1.12M
|
29.6K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-23.1K- 1.2% |
$1.02M - $1.13M
|
1.9M
$105M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.1K- 1.84% |
$1.16M - $1.27M
|
1.4M
$76.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.2K- 1.3% |
$1.51M - $1.67M
|
2.6M
$143M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.2K- 1.3% |
$1.51M - $1.67M
|
2.6M
$143M
|