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 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-827- 3.69% |
$41.8K - $45.9K
|
21.6K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-841- 2.26% |
$42.5K - $46.7K
|
36.3K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-850- 4.39% |
$43K - $47.2K
|
18.5K
$947K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-855- 1.51% |
$43.2K - $47.5K
|
55.7K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-917- 1.97% |
$46.3K - $50.9K
|
45.5K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-975- 17.07% |
$49.3K - $54.2K
|
4.74K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.14K- 17.57% |
$57.6K - $63.3K
|
5.35K
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.17K- 3.67% |
$59.1K - $65K
|
30.7K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 4.6% |
$60.4K - $66.4K
|
24.8K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.2K- 25.94% |
$60.8K - $66.9K
|
3.44K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.3K- 20.18% |
$65.7K - $72.2K
|
5.14K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 4.31% |
$66.6K - $73.3K
|
29.3K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.32K- 7.18% |
$66.8K - $73.4K
|
17.1K
$875K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.35K- 2.88% |
$68.1K - $74.9K
|
45.5K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.35K- 13.41% |
$68.2K - $74.9K
|
8.71K
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 20.04% |
$71.7K - $78.8K
|
5.66K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 1.43% |
$76.9K - $84.5K
|
105K
$5.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.54K- 1.7% |
$77.9K - $85.7K
|
89.1K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 1.8% |
$80.8K - $88.8K
|
87.1K
$4.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.63K- 64.73% |
$82.2K - $90.3K
|
886
$45.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.67K- 2.94% |
$84.3K - $92.7K
|
55K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.75K- 8.87% |
$88.6K - $97.4K
|
18K
$922K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.79K- 4.22% |
$90.6K - $99.6K
|
40.7K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2K- 2.04% |
$101K - $111K
|
96K
$4.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.08K- 5.22% |
$105K - $115K
|
37.7K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.08K- 25.61% |
$105K - $115K
|
6.04K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.09K- 2.84% |
$105K - $116K
|
71.2K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.09K- 17.0% |
$106K - $116K
|
10.2K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.22K- 18.83% |
$112K - $123K
|
9.55K
$489K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.24K- 7.4% |
$113K - $125K
|
28.1K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.28K- 5.39% |
$115K - $127K
|
40K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 2.74% |
$124K - $136K
|
86.7K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.6K- 95.55% |
$131K - $144K
|
121
$6.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.61K- 35.89% |
$132K - $145K
|
4.66K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.71K- 2.06% |
$137K - $150K
|
129K
$6.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.89K- 3.63% |
$146K - $160K
|
76.6K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.98K- 6.13% |
$151K - $166K
|
45.6K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.13K- 21.43% |
$158K - $174K
|
11.5K
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.14K- 4.35% |
$159K - $174K
|
68.9K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.25K- 4.82% |
$164K - $180K
|
64.1K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.43K- 2.01% |
$174K - $191K
|
167K
$8.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.92K- 5.36% |
$198K - $218K
|
69.2K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.11K- 5.96% |
$208K - $228K
|
64.9K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.31K- 28.48% |
$218K - $239K
|
10.8K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.53K- 15.84% |
$229K - $252K
|
24.1K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.81K- 42.69% |
$243K - $267K
|
6.46K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.06K- 45.44% |
$256K - $281K
|
6.07K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.12K- 0.98% |
$259K - $284K
|
516K
$26.4M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-5.24K- 32.7% |
$265K - $291K
|
10.8K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.67K- 2.41% |
$287K - $315K
|
230K
$11.8M
|