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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-430- 7.48% |
$16.7K - $18.1K
|
5.32K
$294K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-442- 1.27% |
$17.2K - $18.6K
|
34.3K
$1.9M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-471- 1.52% |
$18.3K - $19.8K
|
30.6K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-473- 0.1% |
$18.4K - $19.9K
|
485K
$26.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-499- 2.1% |
$19.4K - $21K
|
23.2K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 27.03% |
$19.5K - $21K
|
1.35K
$74.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-522- 4.96% |
$20.3K - $22K
|
10K
$554K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-550- 8.83% |
$21.4K - $23.1K
|
5.68K
$314K
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-561- 4.39% |
$21.8K - $23.6K
|
12.2K
$676K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-588- 0.87% |
$22.9K - $24.7K
|
66.8K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-594- 8.46% |
$23.1K - $25K
|
6.43K
$356K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-604- 2.18% |
$23.5K - $25.4K
|
27.1K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-628- 29.24% |
$24.4K - $26.4K
|
1.52K
$84.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-634- 1.15% |
$24.7K - $26.7K
|
54.5K
$3.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-651- 8.6% |
$25.3K - $27.4K
|
6.92K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-667- 11.33% |
$26K - $28K
|
5.22K
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-744- 1.75% |
$28.9K - $31.3K
|
41.9K
$2.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-767- 2.12% |
$29.8K - $32.3K
|
35.4K
$1.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-789- 7.56% |
$30.7K - $33.2K
|
9.64K
$534K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-835- 3.53% |
$32.5K - $35.1K
|
22.8K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-866- 6.02% |
$33.7K - $36.4K
|
13.5K
$748K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-900- 2.96% |
$35K - $37.8K
|
29.5K
$1.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-908- 4.12% |
$35.3K - $38.2K
|
21.1K
$1.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-972- 9.55% |
$37.8K - $40.9K
|
9.21K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.03K- 8.16% |
$40K - $43.3K
|
11.6K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.06K- 7.75% |
$41.1K - $44.4K
|
12.6K
$695K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-1.09K- 4.26% |
$42.2K - $45.6K
|
24.4K
$1.35M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.1KClosed |
$42.9K - $46.4K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.11K- 12.44% |
$43.2K - $46.7K
|
7.82K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.11K- 3.38% |
$43.3K - $46.8K
|
31.9K
$1.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.13K- 2.65% |
$43.9K - $47.4K
|
41.5K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.16K- 2.35% |
$45K - $48.7K
|
48.1K
$2.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.22K- 13.91% |
$47.6K - $51.5K
|
7.58K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.24K- 0.09% |
$48.3K - $52.2K
|
1.4M
$77.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.26K- 10.6% |
$48.8K - $52.8K
|
10.6K
$586K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.27K- 1.1% |
$49.3K - $53.3K
|
114K
$6.33M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.31K- 12.0% |
$51.1K - $55.3K
|
9.64K
$534K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.35K- 4.56% |
$52.6K - $56.9K
|
28.3K
$1.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.4K- 4.68% |
$54.3K - $58.7K
|
28.4K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.45K- 4.42% |
$56.3K - $60.9K
|
31.3K
$1.73M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.54K- 8.68% |
$60.1K - $64.9K
|
16.2K
$899K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.86K- 6.02% |
$72.5K - $78.3K
|
29.1K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.92K- 13.3% |
$74.7K - $80.7K
|
12.5K
$693K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.94K- 14.34% |
$75.5K - $81.6K
|
11.6K
$642K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.02K- 9.67% |
$78.6K - $84.9K
|
18.9K
$1.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.04K- 5.72% |
$79.5K - $86K
|
33.7K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.05K- 55.54% |
$79.8K - $86.2K
|
1.64K
$90.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.1K- 6.46% |
$81.7K - $88.3K
|
30.4K
$1.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.15K- 24.46% |
$83.5K - $90.2K
|
6.63K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.19K- 5.55% |
$85.1K - $92K
|
37.2K
$2.06M
|