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 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.63% |
$410 - $439
|
1.45K
$79.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.05% |
$319 - $341
|
14.9K
$824K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$319 - $341
|
7
$387
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6+ 0.13% |
$274 - $293
|
4.69K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.1% |
$137 - $146
|
2.9K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3+ 0.03% |
$137 - $146
|
8.83K
$488K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3New |
$137 - $146
|
3
$166
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 1.08% |
$91.2 - $97.6
|
188
$10.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$91.2 - $97.6
|
3.59K
$198K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$45.6 - $48.8
|
8.99K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.02% |
$45.6 - $48.8
|
5.1K
$282K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$45.6 - $48.8
|
4.71K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.55% |
$45.6 - $48.8
|
184
$10.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1- -0.0% |
$45.6 - $48.8
|
36.8K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 0.28% |
$456 - $488
|
3.56K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15- 0.12% |
$684 - $732
|
12.4K
$684K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-30- 0.31% |
$1.37K - $1.46K
|
9.73K
$538K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 2.55% |
$1.6K - $1.71K
|
1.34K
$74K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-42- 0.57% |
$1.92K - $2.05K
|
7.26K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-42- 0.64% |
$1.92K - $2.05K
|
6.53K
$361K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-42- 0.81% |
$1.92K - $2.05K
|
5.15K
$285K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-42- 0.78% |
$1.92K - $2.05K
|
5.37K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 6.45% |
$2.28K - $2.44K
|
725
$40.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-50- 0.35% |
$2.28K - $2.44K
|
14.3K
$791K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-63- 0.29% |
$2.87K - $3.07K
|
21.8K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-65- 0.65% |
$2.96K - $3.17K
|
9.88K
$546K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-70- 0.24% |
$3.19K - $3.41K
|
29.7K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-82- 1.49% |
$3.74K - $4K
|
5.42K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-97Closed |
$4.42K - $4.73K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-99- 1.99% |
$4.51K - $4.83K
|
4.88K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-100- 0.11% |
$4.56K - $4.88K
|
92.1K
$5.09M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-100- 1.67% |
$4.56K - $4.88K
|
5.88K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-100- 1.67% |
$4.56K - $4.88K
|
5.88K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-111- 1.02% |
$5.06K - $5.41K
|
10.8K
$594K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-114- 0.44% |
$5.2K - $5.56K
|
26K
$1.44M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-115- 1.36% |
$5.24K - $5.61K
|
8.32K
$460K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-118- 0.31% |
$5.38K - $5.76K
|
37.8K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-120- 0.32% |
$5.47K - $5.85K
|
36.9K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-122- 0.4% |
$5.56K - $5.95K
|
30.3K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-131- 0.62% |
$5.97K - $6.39K
|
21.1K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-140- 0.34% |
$6.38K - $6.83K
|
41.2K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-141- 2.92% |
$6.43K - $6.88K
|
4.69K
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-141- 0.42% |
$6.43K - $6.88K
|
33.2K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-143- 1.29% |
$6.52K - $6.98K
|
11K
$607K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-152- 0.16% |
$6.93K - $7.41K
|
95.1K
$5.25M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-170- 0.79% |
$7.75K - $8.29K
|
21.3K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-184- 2.2% |
$8.39K - $8.98K
|
8.19K
$453K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-193- 0.37% |
$8.8K - $9.41K
|
51.4K
$2.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-196- 1.79% |
$8.94K - $9.56K
|
10.8K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-214- 5.77% |
$9.76K - $10.4K
|
3.5K
$193K
|