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 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-217- 2.69% |
$9.9K - $10.6K
|
7.86K
$432K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-223- 1.19% |
$10.2K - $10.9K
|
18.6K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-227- 1.21% |
$10.4K - $11.1K
|
18.5K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-243- 63.12% |
$11.1K - $11.9K
|
142
$7.82K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-244- 3.8% |
$11.1K - $11.9K
|
6.18K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-250- 1.26% |
$11.4K - $12.2K
|
19.5K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-266- 2.62% |
$12.1K - $13K
|
9.88K
$544K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-268- 1.98% |
$12.2K - $13.1K
|
13.3K
$730K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-290- 3.03% |
$13.2K - $14.1K
|
9.27K
$510K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-292- 28.38% |
$13.3K - $14.2K
|
737
$40.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-300- 2.46% |
$13.7K - $14.6K
|
11.9K
$653K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-306- 2.79% |
$14K - $14.9K
|
10.7K
$587K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-320- 6.36% |
$14.6K - $15.6K
|
4.71K
$259K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-346- 1.86% |
$15.8K - $16.9K
|
18.3K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-387- 3.67% |
$17.6K - $18.9K
|
10.2K
$559K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-389- 9.95% |
$17.7K - $19K
|
3.52K
$194K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-395- 61.24% |
$18K - $19.3K
|
250
$13.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-421- 1.79% |
$19.2K - $20.5K
|
23.1K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-449- 2.26% |
$20.5K - $21.9K
|
19.4K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-466- 4.65% |
$21.2K - $22.7K
|
9.55K
$526K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-470- 2.04% |
$21.4K - $22.9K
|
22.6K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-472- 0.36% |
$21.5K - $23K
|
132K
$7.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-476- 2.21% |
$21.7K - $23.2K
|
21K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-495- 2.08% |
$22.6K - $24.1K
|
23.3K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 1.54% |
$22.8K - $24.4K
|
31.9K
$1.75M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-503- 0.88% |
$22.9K - $24.5K
|
56.9K
$3.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-507- 4.62% |
$23.1K - $24.7K
|
10.5K
$577K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-529- 1.99% |
$24.1K - $25.8K
|
26K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-562- 3.23% |
$25.6K - $27.4K
|
16.9K
$928K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-569- 2.61% |
$25.9K - $27.8K
|
21.2K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-570- 2.19% |
$26K - $27.8K
|
25.5K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-577- 2.79% |
$26.3K - $28.1K
|
20.1K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-582- 0.72% |
$26.5K - $28.4K
|
80.6K
$4.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-615- 10.83% |
$28K - $30K
|
5.07K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-617- 4.65% |
$28.1K - $30.1K
|
12.7K
$696K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-621- 0.74% |
$28.3K - $30.3K
|
83K
$4.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-623- 6.82% |
$28.4K - $30.4K
|
8.51K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-629- 5.31% |
$28.7K - $30.7K
|
11.2K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-664- 4.12% |
$30.3K - $32.4K
|
15.5K
$851K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-668- 7.16% |
$30.5K - $32.6K
|
8.66K
$477K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-688- 4.9% |
$31.4K - $33.6K
|
13.3K
$734K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-695- 2.61% |
$31.7K - $33.9K
|
25.9K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-797- 2.43% |
$36.3K - $38.9K
|
32K
$1.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-802- 3.75% |
$36.6K - $39.1K
|
20.6K
$1.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-822- 2.77% |
$37.5K - $40.1K
|
28.8K
$1.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-852- 1.75% |
$38.9K - $41.6K
|
47.8K
$2.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-868- 1.33% |
$39.6K - $42.3K
|
64.4K
$3.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-875- 66.54% |
$39.9K - $42.7K
|
440
$24.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-893- 61.25% |
$40.7K - $43.6K
|
565
$31.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-918- 15.61% |
$41.9K - $44.8K
|
4.96K
$273K
|