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 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.39K- 20.42% |
$291K - $312K
|
24.9K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-6.57K- 1.1% |
$300K - $321K
|
593K
$32.6M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6.98K- 32.71% |
$318K - $341K
|
14.4K
$790K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.22K- 13.06% |
$329K - $352K
|
48.1K
$2.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.44K- 8.72% |
$339K - $363K
|
78K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.26K- 1.11% |
$377K - $403K
|
737K
$40.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-8.27K- 10.03% |
$377K - $404K
|
74.2K
$4.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-9.61K- 2.15% |
$438K - $469K
|
437K
$24M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.6K- 5.69% |
$483K - $517K
|
176K
$9.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 5.78% |
$493K - $527K
|
176K
$9.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-11.1K- 3.12% |
$505K - $540K
|
344K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 14.38% |
$540K - $578K
|
70.6K
$3.88M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-12K- 9.76% |
$548K - $586K
|
111K
$6.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.2K- 19.51% |
$558K - $597K
|
50.5K
$2.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.3K- 8.15% |
$562K - $601K
|
139K
$7.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16.7K- 1.68% |
$763K - $817K
|
978K
$53.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.6K- 1.33% |
$849K - $908K
|
1.38M
$75.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.8K- 4.77% |
$904K - $967K
|
396K
$21.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.9K- 2.83% |
$953K - $1.02M
|
716K
$39.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-21.1K- 15.2% |
$962K - $1.03M
|
118K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-22.1K- 10.59% |
$1.01M - $1.08M
|
187K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-24.2K- 46.34% |
$1.1M - $1.18M
|
28K
$1.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.8K- 22.97% |
$1.13M - $1.21M
|
83.1K
$4.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.2K- 12.09% |
$1.15M - $1.23M
|
183K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-25.5K- 1.34% |
$1.16M - $1.24M
|
1.87M
$103M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28K- 22.1% |
$1.28M - $1.36M
|
98.6K
$5.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.7K- 3.22% |
$1.31M - $1.4M
|
862K
$47.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-35.6K- 80.82% |
$1.63M - $1.74M
|
8.46K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-39.1K- 48.77% |
$1.78M - $1.91M
|
41.1K
$2.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45.6K- 32.71% |
$2.08M - $2.23M
|
93.9K
$5.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-58.7K- 48.45% |
$2.68M - $2.86M
|
62.5K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 5.73% |
$6.8M - $7.28M
|
2.45M
$135M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 5.73% |
$6.8M - $7.28M
|
2.45M
$135M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-225K- 50.5% |
$10.3M - $11M
|
220K
$12.1M
|