Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Aug 07, 2023 Q2 2023
Private Wealth Strategies, L.L.C.

BUY
 -
6.11K
+ 2.45%
$238K - $257K
256K $14.1M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
5.67K
+ 1.6%
$221K - $239K
360K $19.9M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
5.67K
New
$221K - $238K
5.67K $313K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
5.62K
+ 0.17%
$219K - $236K
3.4M $188M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
5.6K
New
$218K - $235K
5.6K $309K
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
5.28K
New
$206K - $222K
5.28K $292K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
5.27K
+ 2686.22%
$205K - $221K
5.46K $302K
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
4.82K
New
$188K - $203K
4.82K $267K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
4.76K
New
$185K - $200K
4.76K $263K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
4.71K
+ 27.04%
$183K - $198K
22.1K $1.22M
Jul 19, 2023 Q2 2023
Signature Estate & Investment Advisors LLC

BUY
 -
4.29K
+ 3.21%
$167K - $180K
138K $7.62M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.17K
+ 3.16%
$162K - $175K
136K $7.52M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.98K
+ 3.28%
$155K - $167K
125K $6.91M
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
3.9K
New
$152K - $164K
3.9K $215K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
3.86K
+ 7.57%
$150K - $162K
54.9K $3.04M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
3.66K
+ 1.08%
$143K - $154K
342K $18.9M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.56K
+ 16.54%
$139K - $150K
25.1K $1.39M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
3.04K
+ 38.68%
$118K - $128K
10.9K $602K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.02K
+ 6.27%
$118K - $127K
51.2K $2.83M
Jul 06, 2023 Q2 2023
First Hawaiian Bank

BUY
 -
2.92K
+ 1.23%
$114K - $123K
241K $13.3M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
2.79K
+ 6.41%
$109K - $117K
46.4K $2.56M
Jul 28, 2023 Q2 2023
Financial Management Network Inc

BUY
 -
2.61K
+ 6.4%
$101K - $110K
43.3K $2.39M
Aug 11, 2023 Q2 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
2.44K
+ 25.81%
$94.7K - $102K
11.9K $656K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.36K
+ 17.86%
$91.7K - $99.1K
15.6K $859K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
2.3K
New
$89.5K - $96.7K
2.3K $127K
Jul 20, 2023 Q2 2023
Powers Advisory Group, LLC

BUY
 -
2.22K
+ 4.84%
$86.3K - $93.2K
48K $2.65M
Jul 11, 2023 Q2 2023
New Hampshire Trust

Concord, NH
BUY
 -
2.17K
+ 23.51%
$84.4K - $91.2K
11.4K $630K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
1.94K
+ 9.29%
$75.4K - $81.5K
22.8K $1.26M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.87K
+ 3.13%
$72.6K - $78.4K
61.5K $3.4M
Jul 10, 2023 Q2 2023
Castle Rock Wealth Management, LLC

BUY
 -
1.78K
+ 33.13%
$69.1K - $74.7K
7.14K $394K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.75K
+ 2.2%
$68K - $73.5K
81K $4.48M
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
1.68K
+ 6.63%
$65.4K - $70.7K
27K $1.49M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
1.54K
+ 2.12%
$59.7K - $64.5K
74.1K $4.09M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.52K
+ 8.68%
$59.3K - $64.1K
19.1K $1.05M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
1.42K
+ 1.21%
$55.1K - $59.6K
118K $6.55M
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

BUY
 -
1.22K
+ 5.95%
$47.3K - $51.1K
21.7K $1.2M
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
1.21K
+ 7.0%
$47K - $50.8K
18.5K $1.02M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
1.17K
+ 110.42%
$45.4K - $49K
2.22K $123K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.15K
+ 6.38%
$44.6K - $48.2K
19.1K $1.06M
Aug 09, 2023 Q2 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
1.13K
+ 10.68%
$43.9K - $47.4K
11.7K $646K
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1.05K
New
$40.9K - $44.2K
1.05K $58K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.05K
+ 12.49%
$40.7K - $43.9K
9.41K $520K
Aug 11, 2023 Q2 2023
Rmb Capital Management, LLC

BUY
 -
924
+ 0.5%
$36K - $38.9K
184K $10.2M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
898
+ 14.93%
$34.9K - $37.8K
6.91K $382K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
855
+ 10.0%
$33.3K - $36K
9.41K $520K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
780
+ 10.51%
$30.3K - $32.8K
8.2K $453K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
771
+ 8.48%
$30K - $32.4K
9.86K $545K
Aug 03, 2023 Q2 2023
Berkeley Capital Partners, LLC

BUY
 -
719
+ 1.29%
$28K - $30.2K
56.4K $3.12M
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
706
+ 3.64%
$27.5K - $29.7K
20.1K $1.11M

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