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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.48K- 2.89% |
$96.3K - $104K
|
83.2K
$4.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.64K- 4.02% |
$103K - $111K
|
63K
$3.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.68K- 2.02% |
$104K - $113K
|
130K
$7.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.71K- 9.31% |
$105K - $114K
|
26.4K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-2.81K- 0.81% |
$109K - $118K
|
343K
$19M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.83K- 4.94% |
$110K - $119K
|
54.5K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.05K- 6.58% |
$119K - $128K
|
43.3K
$2.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.05K- 19.28% |
$119K - $128K
|
12.8K
$707K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.52K- 52.82% |
$137K - $148K
|
3.14K
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.97K- 4.03% |
$155K - $167K
|
94.7K
$5.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4.37K- 5.24% |
$170K - $184K
|
79K
$4.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.39K- 5.75% |
$171K - $184K
|
72K
$3.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.41K- 17.06% |
$172K - $186K
|
21.5K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.59K- 2.86% |
$179K - $193K
|
156K
$8.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.61K- 2.27% |
$179K - $194K
|
199K
$11M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.77K- 21.76% |
$185K - $200K
|
17.1K
$949K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.08K- 11.39% |
$198K - $213K
|
39.5K
$2.19M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.57K- 35.1% |
$217K - $234K
|
10.3K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.57K- 35.1% |
$217K - $234K
|
10.3K
$570K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.92K- 31.82% |
$230K - $249K
|
12.7K
$702K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.09K- 7.22% |
$237K - $256K
|
78.4K
$4.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.17K- 19.43% |
$240K - $259K
|
25.6K
$1.42M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6.23K- 14.28% |
$242K - $262K
|
37.4K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-6.63K- 4.49% |
$258K - $279K
|
141K
$7.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.33K- 30.27% |
$285K - $308K
|
16.9K
$935K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8.3K- 49.14% |
$323K - $349K
|
8.59K
$476K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-8.55K- 2.23% |
$333K - $359K
|
375K
$20.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.1K- 17.74% |
$354K - $383K
|
42.2K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.97K- 7.74% |
$388K - $419K
|
119K
$6.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-9.97K- 26.0% |
$388K - $419K
|
28.4K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-10.6K- 5.16% |
$411K - $444K
|
194K
$10.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-11.1K- 16.84% |
$433K - $468K
|
55K
$3.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-11.3K- 4.31% |
$438K - $473K
|
250K
$13.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-12.3K- 14.26% |
$477K - $516K
|
73.8K
$4.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-12.3K- 14.26% |
$477K - $516K
|
73.8K
$4.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13K- 61.2% |
$504K - $545K
|
8.22K
$455K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.5K- 8.82% |
$525K - $567K
|
139K
$7.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-17.8K- 3.58% |
$694K - $750K
|
480K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.8K- 71.62% |
$770K - $832K
|
7.84K
$434K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.3K- 24.03% |
$946K - $1.02M
|
76.9K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.7K- 4.09% |
$960K - $1.04M
|
579K
$32.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-29.5K- 11.64% |
$1.15M - $1.24M
|
224K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-30.6K- 1.71% |
$1.19M - $1.29M
|
1.76M
$97.4M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-31.9K- 99.36% |
$1.24M - $1.34M
|
205
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-32K- 99.96% |
$1.25M - $1.35M
|
13
$720
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35.1K- 61.76% |
$1.36M - $1.47M
|
21.7K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38.8K- 73.15% |
$1.51M - $1.63M
|
14.2K
$789K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-47K- 54.0% |
$1.83M - $1.98M
|
40K
$2.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.5K- 35.35% |
$1.89M - $2.04M
|
88.8K
$4.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-50.2K- 79.88% |
$1.95M - $2.11M
|
12.6K
$700K
|