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 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-34.8K- 32.38% |
$1.54M - $1.7M
|
72.7K
$4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35.7K- 4.62% |
$1.58M - $1.74M
|
737K
$40.6M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.3K- 7.93% |
$1.83M - $2.01M
|
480K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.1K- 47.0% |
$1.95M - $2.15M
|
49.7K
$2.73M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.9K- 10.54% |
$2.16M - $2.39M
|
415K
$22.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.2K- 2.97% |
$2.17M - $2.4M
|
1.61M
$88.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.7K- 5.1% |
$2.24M - $2.47M
|
943K
$51.9M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54.8K- 39.95% |
$2.42M - $2.67M
|
82.4K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-61.8K- 79.55% |
$2.73M - $3.02M
|
15.9K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-64.3K- 13.29% |
$2.84M - $3.13M
|
420K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-72.3K- 91.67% |
$3.2M - $3.53M
|
6.57K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-107K- 9.67% |
$4.71M - $5.2M
|
995K
$54.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-118K- 15.07% |
$5.23M - $5.77M
|
667K
$36.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-139K- 49.86% |
$6.13M - $6.77M
|
140K
$7.68M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-306K- 59.47% |
$13.5M - $14.9M
|
208K
$11.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-349K- 81.34% |
$15.4M - $17M
|
80.2K
$4.41M
|