Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
324KNew |
$16.4M - $18M
|
324K
$16.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
318K+ 4788.75% |
$16M - $17.6M
|
324K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
126KNew |
$6.36M - $6.99M
|
126K
$6.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
108K+ 34.72% |
$5.48M - $6.02M
|
420K
$21.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
91.4KNew |
$4.62M - $5.07M
|
91.4K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
62.7KNew |
$3.17M - $3.49M
|
62.7K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
55.8KNew |
$2.82M - $3.1M
|
55.8K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
51.8KNew |
$2.62M - $2.88M
|
51.8K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
42.1K+ 49.47% |
$2.13M - $2.34M
|
127K
$6.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
41.5KNew |
$2.1M - $2.31M
|
41.5K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
29.6K+ 22.15% |
$1.5M - $1.65M
|
163K
$8.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
23.5K+ 11.67% |
$1.19M - $1.31M
|
225K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
20.4K+ 18.56% |
$1.03M - $1.14M
|
131K
$6.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18.8KNew |
$949K - $1.04M
|
18.8K
$979K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.5KNew |
$884K - $972K
|
17.5K
$912K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.3KNew |
$774K - $850K
|
15.3K
$798K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
14.7KNew |
$743K - $817K
|
14.7K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.5K+ 7.75% |
$583K - $641K
|
160K
$8.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.63K+ 183.5% |
$487K - $535K
|
14.9K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
8.89K+ 89.92% |
$449K - $494K
|
18.8K
$978K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.24KNew |
$366K - $402K
|
7.24K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.94K+ 4.7% |
$351K - $386K
|
154K
$8.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.85K+ 68.46% |
$346K - $381K
|
16.9K
$879K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.23K+ 10.38% |
$315K - $346K
|
66.3K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.09K+ 1.29% |
$308K - $338K
|
478K
$24.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.6K+ 5.34% |
$283K - $311K
|
110K
$5.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.46K+ 18.18% |
$276K - $303K
|
35.5K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
5.14KNew |
$260K - $285K
|
5.14K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.84KNew |
$244K - $269K
|
4.84K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.82K+ 12684.21% |
$244K - $268K
|
4.86K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.79KNew |
$242K - $266K
|
4.79K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.56KNew |
$230K - $253K
|
4.56K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.4K+ 21.02% |
$222K - $244K
|
25.3K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4K+ 20.51% |
$202K - $222K
|
23.5K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.91KNew |
$197K - $217K
|
3.91K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.67KNew |
$186K - $204K
|
3.67K
$192K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.38K+ 14.79% |
$171K - $188K
|
26.2K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3.11K+ 1.21% |
$157K - $172K
|
260K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.97K+ 22.88% |
$150K - $165K
|
15.9K
$831K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.64K+ 9.05% |
$133K - $146K
|
31.8K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.42K+ 14.24% |
$122K - $134K
|
19.4K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.23K+ 1.73% |
$113K - $124K
|
131K
$6.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.2K+ 3.64% |
$111K - $122K
|
62.6K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.05K+ 5.62% |
$104K - $114K
|
38.5K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.03K+ 32.84% |
$103K - $113K
|
8.21K
$428K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.51% |
$99.3K - $109K
|
80.2K
$4.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.78KNew |
$89.7K - $98.7K
|
1.78K
$92.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.75K+ 26.35% |
$88.2K - $97K
|
8.37K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.61K+ 5.35% |
$81.5K - $89.6K
|
31.8K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.5K+ 15.18% |
$75.6K - $83.1K
|
11.4K
$592K
|