Purchases and Sales Made in Q4 2024 in Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

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 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
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.31K
+ 24.62%
$66.2K - $72.8K
6.64K $346K
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.26K
+ 7.3%
$63.9K - $70.2K
18.6K $969K
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
1K
New
$50.5K - $55.6K
1K $52.1K
Jan 15, 2025 Q4 2024
Empirical Asset Management, LLC

BUY
 -
945
+ 5.04%
$47.8K - $52.5K
19.7K $1.03M
Jan 15, 2025 Q4 2024
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
920
+ 2.54%
$46.5K - $51.1K
37.2K $1.94M
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
833
+ 5.51%
$42.1K - $46.3K
16K $832K
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
750
New
$37.9K - $41.7K
750 $39.1K
Jan 24, 2025 Q4 2024
Rice Partnership, LLC

BUY
 -
744
New
$37.6K - $41.3K
744 $38.8K
Jan 23, 2025 Q4 2024
Calton & Associates, Inc.

BUY
 -
704
+ 12.97%
$35.6K - $39.1K
6.13K $320K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
548
New
$27.7K - $30.4K
548 $28.6K
Feb 06, 2025 Q4 2024
New Square Capital LLC

BUY
 -
546
+ 2.55%
$27.6K - $30.3K
22K $1.14M
Feb 04, 2025 Q4 2024
Capital Advisors, Ltd. LLC

BUY
 -
478
+ 1.43%
$24.2K - $26.6K
33.9K $1.77M
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
422
+ 8.33%
$21.3K - $23.4K
5.49K $286K
Feb 03, 2025 Q4 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
415
+ 1.06%
$21K - $23.1K
39.7K $2.07M
Jan 29, 2025 Q4 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
401
+ 1.87%
$20.3K - $22.3K
21.8K $1.14M
Jan 13, 2025 Q4 2024
Miracle Mile Advisors, LLC

BUY
 -
342
+ 1.43%
$17.3K - $19K
24.3K $1.27M
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
313
New
$15.8K - $17.4K
313 $16.3K
Jan 17, 2025 Q4 2024
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
300
+ 41.38%
$15.2K - $16.7K
1.03K $53.4K
Jan 29, 2025 Q4 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
238
+ 1.4%
$12K - $13.2K
17.3K $901K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
237
New
$12K - $13.2K
237 $12.4K
Jan 23, 2025 Q4 2024
Powers Advisory Group, LLC

BUY
 -
233
+ 0.49%
$11.8K - $12.9K
47.5K $2.48M
Jan 10, 2025 Q4 2024
Lowe Wealth Advisors, LLC

BUY
 -
222
New
$11.2K - $12.3K
222 $11.6K
Jan 08, 2025 Q4 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
211
New
$10.7K - $11.7K
211 $11K
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
188
+ 0.37%
$9.5K - $10.4K
50.9K $2.66M
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
177
New
$8.94K - $9.83K
177 $9.23K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
170
+ 0.12%
$8.59K - $9.44K
136K $7.11M
Feb 06, 2025 Q4 2024
Gryphon Financial Partners LLC

BUY
 -
122
+ 0.61%
$6.16K - $6.78K
20.1K $1.05M
Feb 03, 2025 Q4 2024
Pacific Sun Financial Corp

BUY
 -
100
+ 0.44%
$5.05K - $5.56K
22.7K $1.18M
Jan 22, 2025 Q4 2024
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
78
+ 0.39%
$3.94K - $4.33K
19.9K $1.04M
Jan 17, 2025 Q4 2024
Wesbanco Bank Inc

BUY
 -
78
+ 0.29%
$3.94K - $4.33K
27.1K $1.41M
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
56
+ 0.61%
$2.83K - $3.11K
9.19K $479K
Jan 28, 2025 Q4 2024
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
56
+ 1.32%
$2.83K - $3.11K
4.3K $224K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
53
+ 21.54%
$2.68K - $2.94K
299 $15.6K
Jan 17, 2025 Q4 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
37
+ 0.61%
$1.87K - $2.06K
6.08K $317K
Feb 04, 2025 Q4 2024
Bcgm Wealth Management, LLC

BUY
 -
35
+ 0.43%
$1.77K - $1.94K
8.26K $431K
Feb 04, 2025 Q4 2024
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
29
+ 0.49%
$1.47K - $1.61K
5.97K $311K
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
26
+ 0.2%
$1.31K - $1.44K
12.8K $668K
Feb 03, 2025 Q4 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
26
+ 0.43%
$1.31K - $1.44K
6.07K $317K
Jan 16, 2025 Q4 2024
Willner & Heller, LLC

BUY
 -
26
+ 0.63%
$1.31K - $1.44K
4.14K $216K
Jan 29, 2025 Q4 2024
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
25
+ 0.62%
$1.26K - $1.39K
4.07K $212K
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
19
+ 0.38%
$960 - $1.06K
5K $261K
Jan 17, 2025 Q4 2024
Marino, Stram & Associates LLC

BUY
 -
16
+ 0.09%
$808 - $889
17.4K $907K
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
13
+ 1.54%
$657 - $722
856 $44.6K
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
12
+ 0.19%
$606 - $667
6.27K $327K
Jan 22, 2025 Q4 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
12
+ 0.22%
$606 - $667
5.38K $280K
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
9
+ 0.62%
$455 - $500
1.46K $76.3K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
8
+ 0.23%
$404 - $444
3.45K $180K

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