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 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
604
+ 0.55%
$23.5K - $25.4K
111K $6.16M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
600
+ 1.93%
$23.3K - $25.2K
31.7K $1.75M
Jul 31, 2023 Q2 2023
West Bancorporation Inc

BUY
 -
571
+ 0.73%
$22.2K - $24K
79.3K $4.39M
Aug 14, 2023 Q2 2023
Cadence Bank

Tupelo, MS
BUY
 -
517
+ 1.54%
$20.1K - $21.7K
34K $1.88M
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
500
+ 5.23%
$19.5K - $21K
10.1K $557K
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

BUY
 -
500
+ 1.43%
$19.5K - $21K
35.5K $1.97M
Jul 21, 2023 Q2 2023
Plimoth Trust CO LLC

BUY
 -
495
+ 3.48%
$19.3K - $20.8K
14.7K $816K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
431
+ 0.42%
$16.8K - $18.1K
103K $5.69M
Aug 11, 2023 Q2 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
430
+ 1.9%
$16.7K - $18.1K
23K $1.28M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
430
+ 2.06%
$16.7K - $18.1K
21.3K $1.18M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
408
+ 2.01%
$15.9K - $17.2K
20.8K $1.15M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
407
+ 2.8%
$15.8K - $17.1K
14.9K $827K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
406
+ 3.43%
$15.8K - $17.1K
12.3K $679K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
382
+ 0.47%
$14.9K - $16.1K
82.4K $4.56M
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
329
+ 11.52%
$12.8K - $13.8K
3.19K $176K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
315
+ 2.77%
$12.3K - $13.2K
11.7K $646K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
289
+ 13.21%
$11.2K - $12.2K
2.48K $137K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
275
New
$10.7K - $11.6K
275 $15.2K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
266
New
$10.4K - $11.2K
266 $14.7K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
251
New
$9.77K - $10.6K
251 $13.9K
Jul 13, 2023 Q2 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
250
+ 1.98%
$9.73K - $10.5K
12.9K $712K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
212
+ 1.77%
$8.25K - $8.91K
12.2K $677K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
189
+ 1.03%
$7.35K - $7.95K
18.5K $1.02M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
188
+ 3.4%
$7.32K - $7.91K
5.71K $316K
Aug 04, 2023 Q2 2023
Peterson Financial Group, Inc.

BUY
 -
173
+ 0.86%
$6.73K - $7.27K
20.3K $1.12M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
153
+ 10.39%
$5.95K - $6.43K
1.63K $90K
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
148
+ 1.15%
$5.76K - $6.22K
13K $720K
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
121
+ 1.86%
$4.71K - $5.09K
6.62K $367K
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
107
+ 0.37%
$4.16K - $4.5K
29.1K $1.61M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
103
+ 0.6%
$4.01K - $4.33K
17.2K $952K
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
100
New
$3.89K - $4.21K
100 $5.54K
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
93
+ 0.16%
$3.62K - $3.91K
58K $3.21M
Jul 19, 2023 Q2 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
93
+ 0.58%
$3.62K - $3.91K
16.1K $890K
Jul 12, 2023 Q2 2023
Platform Technology Partners

BUY
 -
92
+ 0.53%
$3.58K - $3.87K
17.3K $960K
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
79
+ 0.44%
$3.07K - $3.32K
17.9K $992K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
70
+ 0.92%
$2.72K - $2.94K
7.67K $424K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
65
+ 0.67%
$2.53K - $2.73K
9.79K $542K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
61
+ 0.69%
$2.37K - $2.57K
8.85K $490K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
56
New
$2.18K - $2.35K
56 $3.1K
Jul 17, 2023 Q2 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
50
+ 0.23%
$1.95K - $2.1K
21.9K $1.21M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
45
New
$1.75K - $1.89K
45 $2.49K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
41
New
$1.6K - $1.72K
41 $2.27K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
34
+ 0.58%
$1.32K - $1.43K
5.93K $328K
Aug 14, 2023 Q2 2023
Investors Research Corp

BUY
 -
30
+ 0.11%
$1.17K - $1.26K
27.8K $1.54M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
26
+ 0.05%
$1.01K - $1.09K
48.7K $2.7M
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
25
+ 0.14%
$973 - $1.05K
17.3K $958K
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
22
+ 0.23%
$856 - $925
9.69K $537K
Aug 09, 2023 Q2 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
20
+ 0.09%
$778 - $841
22.2K $1.23M
Jul 24, 2023 Q2 2023
Vontobel Holding Ltd.

BUY
 -
18
+ 0.2%
$700 - $757
9.07K $502K

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