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 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.54% |
$202 - $222
|
745
$38.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.03% |
$101 - $111
|
7.23K
$377K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.01% |
$50.5 - $55.6
|
8.71K
$454K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.28% |
$50.5 - $55.6
|
357
$18.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.54% |
$50.5 - $55.6
|
186
$9.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$50.5 - $55.6
|
4.55K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1- 0.02% |
$50.5 - $55.6
|
4.07K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.07% |
$657 - $722
|
17.4K
$910K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-23- 0.34% |
$1.16K - $1.28K
|
6.82K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-40- 1.0% |
$2.02K - $2.22K
|
3.96K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 0.6% |
$2.32K - $2.56K
|
7.63K
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 34.97% |
$2.53K - $2.78K
|
93
$4.85K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-52- 1.47% |
$2.63K - $2.89K
|
3.48K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-56- 0.69% |
$2.83K - $3.11K
|
8.02K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-60- 0.61% |
$3.03K - $3.33K
|
9.79K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-71- 0.61% |
$3.59K - $3.94K
|
11.6K
$605K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-84- 0.44% |
$4.24K - $4.67K
|
19.2K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-93- 0.1% |
$4.7K - $5.17K
|
91.8K
$4.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-103- 0.96% |
$5.2K - $5.72K
|
10.6K
$555K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-119- 0.18% |
$6.01K - $6.61K
|
64.6K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-119- 0.47% |
$6.01K - $6.61K
|
25K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-127- 4.42% |
$6.42K - $7.05K
|
2.75K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-130- 0.11% |
$6.57K - $7.22K
|
119K
$6.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-137- 1.89% |
$6.92K - $7.61K
|
7.13K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-155- 0.52% |
$7.83K - $8.61K
|
29.4K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-175- 0.77% |
$8.84K - $9.72K
|
22.5K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-195- 2.25% |
$9.85K - $10.8K
|
8.48K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-198- 0.64% |
$10K - $11K
|
30.6K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-233- 1.07% |
$11.8K - $12.9K
|
21.5K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-253- 1.49% |
$12.8K - $14.1K
|
16.7K
$870K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-276- 3.22% |
$13.9K - $15.3K
|
8.3K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-277- 5.38% |
$14K - $15.4K
|
4.87K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-282- 2.61% |
$14.2K - $15.7K
|
10.5K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-286- 0.89% |
$14.5K - $15.9K
|
31.8K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-287- 4.01% |
$14.5K - $15.9K
|
6.87K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-300- 6.35% |
$15.2K - $16.7K
|
4.43K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-300- 1.38% |
$15.2K - $16.7K
|
21.4K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-331- 1.5% |
$16.7K - $18.4K
|
21.8K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-405- 7.61% |
$20.5K - $22.5K
|
4.92K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-420- 5.9% |
$21.2K - $23.3K
|
6.69K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-432- 1.91% |
$21.8K - $24K
|
22.2K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-440- 2.26% |
$22.2K - $24.4K
|
19.1K
$994K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-507- 1.96% |
$25.6K - $28.2K
|
25.3K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-628- 1.57% |
$31.7K - $34.9K
|
39.3K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-698- 3.3% |
$35.3K - $38.8K
|
20.4K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-750- 4.61% |
$37.9K - $41.7K
|
15.5K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-751- 12.35% |
$37.9K - $41.7K
|
5.33K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-821- 9.23% |
$41.5K - $45.6K
|
8.08K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-827- 3.69% |
$41.8K - $45.9K
|
21.6K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-855- 1.51% |
$43.2K - $47.5K
|
55.7K
$2.9M
|