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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
4.17K+ 1.27% |
$190K - $203K
|
333K
$18.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.03K+ 322.26% |
$184K - $196K
|
5.27K
$291K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.86K+ 1.21% |
$176K - $188K
|
324K
$17.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
3.84K+ 1.58% |
$175K - $187K
|
247K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.83K+ 172.83% |
$175K - $187K
|
6.05K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.77K+ 5.87% |
$172K - $184K
|
67.9K
$3.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.41K+ 7.22% |
$155K - $166K
|
50.6K
$2.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.31K+ 5.79% |
$151K - $162K
|
60.5K
$3.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.25K+ 2.84% |
$148K - $158K
|
117K
$6.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.68K+ 2.02% |
$122K - $131K
|
135K
$7.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
2.61K+ 0.58% |
$119K - $127K
|
451K
$24.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.58K+ 10.39% |
$118K - $126K
|
27.4K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.49K+ 16.94% |
$114K - $121K
|
17.2K
$950K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.24K+ 5.09% |
$102K - $109K
|
46.3K
$2.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.22K+ 9.58% |
$101K - $108K
|
25.4K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 18.41% |
$99.2K - $106K
|
14K
$773K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.96K+ 29.13% |
$89.3K - $95.6K
|
8.68K
$480K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.96K+ 7.64% |
$89.2K - $95.4K
|
27.6K
$1.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.93K+ 1.48% |
$88.1K - $94.3K
|
133K
$7.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.78K+ 8.53% |
$81.1K - $86.8K
|
22.6K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.78K+ 4.24% |
$80.9K - $86.6K
|
43.6K
$2.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 16.23% |
$77.2K - $82.6K
|
12.1K
$670K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.42K+ 1.96% |
$64.8K - $69.3K
|
73.9K
$4.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.4K+ 6.83% |
$63.9K - $68.4K
|
21.9K
$1.21M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 3.72% |
$60K - $64.1K
|
36.7K
$2.03M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.31K+ 1.12% |
$59.8K - $64K
|
119K
$6.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 7.61% |
$53.6K - $57.4K
|
16.6K
$919K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 357.09% |
$48.2K - $51.6K
|
1.35K
$74.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1K+ 4.17% |
$45.6K - $48.8K
|
25K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
997+ 1.08% |
$45.5K - $48.6K
|
93.3K
$5.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
884+ 4.06% |
$40.3K - $43.1K
|
22.7K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
875+ 1.68% |
$39.9K - $42.7K
|
53K
$2.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
856New |
$39K - $41.8K
|
856
$47.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
819+ 4.44% |
$37.3K - $40K
|
19.2K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
808+ 5.83% |
$36.8K - $39.4K
|
14.7K
$810K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
783+ 12.11% |
$35.7K - $38.2K
|
7.25K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
774+ 6.47% |
$35.3K - $37.8K
|
12.7K
$704K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
737+ 3.52% |
$33.6K - $36K
|
21.7K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
681+ 2.43% |
$31.1K - $33.2K
|
28.7K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
575New |
$26.2K - $28K
|
575
$31.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
566New |
$25.8K - $27.6K
|
566
$31.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
549+ 0.76% |
$25K - $26.8K
|
73.2K
$4.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
533+ 0.23% |
$24.3K - $26K
|
237K
$13.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
453+ 2.71% |
$20.7K - $22.1K
|
17.1K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
423+ 73.44% |
$19.3K - $20.6K
|
999
$55.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
393+ 0.48% |
$17.9K - $19.2K
|
82K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
387+ 1.53% |
$17.6K - $18.9K
|
25.7K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
386+ 5.01% |
$17.6K - $18.8K
|
8.09K
$447K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
381+ 2.6% |
$17.4K - $18.6K
|
15K
$830K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
380+ 1.79% |
$17.3K - $18.5K
|
21.6K
$1.19M
|