Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
18+ 0.2% |
$700 - $757
|
9.07K
$501K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$584 - $631
|
15
$829
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
13+ 0.03% |
$506 - $547
|
41.7K
$2.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 0.3% |
$467 - $505
|
4.01K
$222K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.71% |
$389 - $421
|
1.41K
$77.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 0.06% |
$272 - $294
|
12.5K
$688K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.7% |
$272 - $294
|
1.01K
$55.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7+ 0.13% |
$272 - $294
|
5.21K
$288K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.7% |
$233 - $252
|
861
$47.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.02% |
$195 - $210
|
32.4K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$117 - $126
|
5.74K
$317K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.15% |
$77.8 - $84.1
|
1.31K
$72.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2+ 0.02% |
$77.8 - $84.1
|
13K
$718K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$38.9 - $42.1
|
6.5K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.88% |
$38.9 - $42.1
|
115
$6.35K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.78% |
$38.9 - $42.1
|
37
$2.04K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.6% |
$38.9 - $42.1
|
167
$9.23K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-9- 0.04% |
$350 - $378
|
21.8K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-21- 1.13% |
$817 - $883
|
1.84K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-26- 0.21% |
$1.01K - $1.09K
|
12.6K
$697K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-29- 0.49% |
$1.13K - $1.22K
|
5.93K
$328K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-38- 0.08% |
$1.48K - $1.6K
|
46.4K
$2.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-40- 0.15% |
$1.56K - $1.68K
|
26.3K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-50- 0.23% |
$1.95K - $2.1K
|
21.3K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-51- 0.32% |
$1.98K - $2.14K
|
15.9K
$877K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-65- 48.51% |
$2.53K - $2.73K
|
69
$3.81K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-70- 0.52% |
$2.72K - $2.94K
|
13.5K
$745K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-76- 1.44% |
$2.96K - $3.2K
|
5.19K
$287K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-101- 0.26% |
$3.93K - $4.25K
|
39.4K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-103- 0.52% |
$4.01K - $4.33K
|
19.8K
$1.09M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-115- 1.31% |
$4.47K - $4.84K
|
8.65K
$478K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-125- 0.85% |
$4.86K - $5.26K
|
14.6K
$808K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-170- 0.69% |
$6.61K - $7.15K
|
24.3K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-171- 1.47% |
$6.65K - $7.19K
|
11.5K
$635K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-205- 0.18% |
$7.98K - $8.62K
|
113K
$6.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-207- 2.6% |
$8.05K - $8.7K
|
7.75K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-218- 3.79% |
$8.48K - $9.17K
|
5.53K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-226- 0.07% |
$8.79K - $9.5K
|
317K
$17.5M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-238- 0.48% |
$9.26K - $10K
|
49.5K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-243- 1.07% |
$9.46K - $10.2K
|
22.4K
$1.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-299- 3.92% |
$11.6K - $12.6K
|
7.33K
$405K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-300- 5.04% |
$11.7K - $12.6K
|
5.65K
$312K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-311- 18.18% |
$12.1K - $13.1K
|
1.4K
$77.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-320- 0.31% |
$12.5K - $13.5K
|
104K
$5.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-333- 5.18% |
$13K - $14K
|
6.1K
$337K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-377- 5.82% |
$14.7K - $15.9K
|
6.1K
$337K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-388- 0.59% |
$15.1K - $16.3K
|
65K
$3.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-412- 7.93% |
$16K - $17.3K
|
4.79K
$264K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-418- 1.67% |
$16.3K - $17.6K
|
24.6K
$1.36M
|