Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.66MNew |
$75.7M - $81M
|
1.66M
$85.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
322K+ 4320.39% |
$14.7M - $15.7M
|
329K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 13.49% |
$5.8M - $6.2M
|
1.07M
$55.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
110K+ 131.5% |
$5.04M - $5.39M
|
194K
$10M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
92.4KNew |
$4.21M - $4.51M
|
92.4K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.9K+ 150.67% |
$3.41M - $3.65M
|
125K
$6.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.1K+ 4.1% |
$3.38M - $3.62M
|
1.88M
$96.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
70.7KNew |
$3.22M - $3.45M
|
70.7K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
51.4K+ 100.0% |
$2.35M - $2.51M
|
103K
$5.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
48.1KNew |
$2.2M - $2.35M
|
48.1K
$2.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.8K+ 21.78% |
$2M - $2.14M
|
245K
$12.6M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
43.6KNew |
$1.99M - $2.13M
|
43.6K
$2.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
40KNew |
$1.83M - $1.95M
|
40K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.3K+ 724.07% |
$1.79M - $1.92M
|
44.8K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
29.1KNew |
$1.33M - $1.42M
|
29.1K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
19.9K+ 22.07% |
$909K - $973K
|
110K
$5.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
18.6KNew |
$846K - $905K
|
18.6K
$956K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.8K+ 5.1% |
$764K - $817K
|
345K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.4K+ 21.62% |
$700K - $749K
|
86.4K
$4.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
14.3K+ 6.5% |
$654K - $699K
|
235K
$12.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
12.6KNew |
$576K - $616K
|
12.6K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3K+ 4.35% |
$560K - $599K
|
295K
$15.2M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
11.8K+ 100.85% |
$539K - $577K
|
23.5K
$1.21M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.4K+ 2.22% |
$520K - $557K
|
526K
$27.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.3K+ 17.91% |
$517K - $553K
|
74.7K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 3.17% |
$496K - $530K
|
353K
$18.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10KNew |
$458K - $490K
|
10K
$518K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.22K+ 1.92% |
$421K - $450K
|
489K
$25.2M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.16K+ 13.77% |
$418K - $447K
|
75.7K
$3.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.51K+ 1.28% |
$388K - $415K
|
676K
$34.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.4K+ 69.34% |
$383K - $410K
|
20.5K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.12K+ 74.74% |
$370K - $396K
|
19K
$978K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.44K+ 2.79% |
$339K - $363K
|
274K
$14.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.34K+ 0.46% |
$335K - $358K
|
1.62M
$83.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.22KNew |
$329K - $352K
|
7.22K
$372K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.18KNew |
$327K - $350K
|
7.18K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7K+ 5.94% |
$319K - $342K
|
125K
$6.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.9K+ 2.52% |
$315K - $336K
|
280K
$14.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.74K+ 3.3% |
$307K - $329K
|
211K
$10.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.17K+ 10.04% |
$281K - $301K
|
67.6K
$3.48M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.07K+ 14.85% |
$277K - $296K
|
47K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.87K+ 2.28% |
$268K - $286K
|
263K
$13.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.7K+ 6.68% |
$260K - $278K
|
91.1K
$4.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.8KNew |
$219K - $234K
|
4.8K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.71K+ 3.63% |
$215K - $230K
|
134K
$6.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.54KNew |
$207K - $222K
|
4.54K
$234K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.54KNew |
$207K - $221K
|
4.54K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.43K+ 58.42% |
$202K - $216K
|
12K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.37K+ 53.16% |
$199K - $213K
|
12.6K
$649K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.31K+ 12.27% |
$197K - $210K
|
39.5K
$2.03M
|