Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-217- 2.5% |
$10K - $11.1K
|
8.47K
$442K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-226- 0.25% |
$10.4K - $11.6K
|
88.7K
$4.64M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-325- 0.57% |
$15K - $16.6K
|
56.5K
$2.95M
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-395- 2.4% |
$18.2K - $20.2K
|
16K
$838K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-432- 7.98% |
$19.9K - $22.1K
|
4.98K
$260K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-487- 0.36% |
$22.5K - $24.9K
|
134K
$7M
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-506- 1.06% |
$23.4K - $25.9K
|
47.3K
$2.47M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-582- 3.23% |
$26.9K - $29.8K
|
17.5K
$912K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-596- 2.56% |
$27.5K - $30.5K
|
22.7K
$1.18M
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-688- 2.98% |
$31.8K - $35.2K
|
22.4K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-830- 1.76% |
$38.3K - $42.4K
|
46.4K
$2.43M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-925- 3.71% |
$42.7K - $47.3K
|
24K
$1.25M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.19K- 5.65% |
$54.9K - $60.8K
|
19.8K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.42K- 26.32% |
$65.4K - $72.4K
|
3.96K
$207K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.56K- 3.11% |
$72K - $79.8K
|
48.6K
$2.54M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 81.09% |
$84.2K - $93.2K
|
425
$22.2K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 2.37% |
$110K - $121K
|
98K
$5.12M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.31K- 29.99% |
$199K - $220K
|
10.1K
$526K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.64K- 2.99% |
$307K - $340K
|
215K
$11.3M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-7.01K- 18.57% |
$324K - $359K
|
30.7K
$1.61M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 2.39% |
$484K - $536K
|
428K
$22.4M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.2K- 54.06% |
$565K - $626K
|
10.4K
$543K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.6K- 32.73% |
$674K - $747K
|
30K
$1.57M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.8K- 73.16% |
$684K - $757K
|
5.43K
$284K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.8K- 36.99% |
$821K - $909K
|
30.3K
$1.58M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.9K- 2.6% |
$1.94M - $2.14M
|
1.57M
$82.2M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53.4K- 71.43% |
$2.46M - $2.73M
|
21.3K
$1.11M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.6K- 6.45% |
$2.56M - $2.84M
|
806K
$42.1M
|