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 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
368+ 15.18% |
$16.8K - $18K
|
2.79K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
338+ 29.39% |
$15.4K - $16.5K
|
1.49K
$81.9K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
333+ 1.0% |
$15.2K - $16.2K
|
33.7K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
333+ 1.1% |
$15.2K - $16.2K
|
30.6K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
328+ 3.44% |
$15K - $16K
|
9.87K
$543K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
308+ 3.03% |
$14K - $15K
|
10.5K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
304+ 0.44% |
$13.9K - $14.8K
|
68.7K
$3.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
284+ 394.44% |
$13K - $13.9K
|
356
$19.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
284+ 1.01% |
$13K - $13.9K
|
28.5K
$1.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
265+ 36.45% |
$12.1K - $12.9K
|
992
$54.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
261New |
$11.9K - $12.7K
|
261
$14.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
259+ 32.17% |
$11.8K - $12.6K
|
1.06K
$58.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
247+ 0.62% |
$11.3K - $12K
|
39.9K
$2.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
235New |
$10.7K - $11.5K
|
235
$12.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
230+ 3.09% |
$10.5K - $11.2K
|
7.68K
$423K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
224+ 7.68% |
$10.2K - $10.9K
|
3.14K
$173K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
186+ 0.71% |
$8.48K - $9.07K
|
26.3K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
184+ 2.46% |
$8.39K - $8.98K
|
7.66K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
150+ 3.4% |
$6.84K - $7.32K
|
4.56K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
147+ 0.45% |
$6.7K - $7.17K
|
33.2K
$1.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
140+ 1.4% |
$6.38K - $6.83K
|
10.1K
$558K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
132+ 0.44% |
$6.02K - $6.44K
|
30.3K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
106+ 0.59% |
$4.83K - $5.17K
|
18K
$993K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 0.26% |
$4.15K - $4.44K
|
34.7K
$1.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
88+ 1.37% |
$4.01K - $4.29K
|
6.49K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 0.4% |
$3.97K - $4.24K
|
21.6K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
86+ 0.53% |
$3.92K - $4.2K
|
16.4K
$904K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
85New |
$3.88K - $4.15K
|
85
$4.68K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.08% |
$3.65K - $3.9K
|
100K
$5.52M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
69+ 0.44% |
$3.15K - $3.37K
|
15.8K
$870K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
66+ 0.86% |
$3.01K - $3.22K
|
7.77K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 0.62% |
$2.55K - $2.73K
|
9.08K
$500K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
53+ 1.17% |
$2.42K - $2.59K
|
4.57K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
43+ 0.41% |
$1.96K - $2.1K
|
10.4K
$574K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
39+ 0.78% |
$1.78K - $1.9K
|
5.02K
$276K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 9.9% |
$1.73K - $1.85K
|
422
$23.2K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
35+ 0.78% |
$1.6K - $1.71K
|
4.55K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34+ 0.42% |
$1.55K - $1.66K
|
8.11K
$447K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
32+ 0.37% |
$1.46K - $1.56K
|
8.66K
$477K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
32+ 0.6% |
$1.46K - $1.56K
|
5.34K
$294K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 0.44% |
$1.19K - $1.27K
|
5.97K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 26.67% |
$1.09K - $1.17K
|
114
$6.27K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
22+ 0.44% |
$1K - $1.07K
|
5.08K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
20+ 0.21% |
$912 - $976
|
9.41K
$518K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.44% |
$866 - $927
|
4.34K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
17+ 0.08% |
$775 - $829
|
21.9K
$1.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 0.1% |
$775 - $829
|
17.4K
$955K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.23% |
$730 - $780
|
7K
$385K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 0.2% |
$638 - $683
|
7.12K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.07% |
$456 - $488
|
13.9K
$763K
|