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 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.9K- 5.26% |
$2.14M - $2.31M
|
989K
$54.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-56.8K- 11.36% |
$2.21M - $2.39M
|
443K
$24.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-60.6K- 75.11% |
$2.36M - $2.55M
|
20.1K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-60.9K- 99.37% |
$2.37M - $2.56M
|
385
$21.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.9K- 8.43% |
$2.49M - $2.69M
|
695K
$38.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-76.9K- 83.2% |
$2.99M - $3.23M
|
15.5K
$860K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-78.7K- 1.76% |
$3.06M - $3.31M
|
4.39M
$243M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-87.6K- 5.3% |
$3.41M - $3.68M
|
1.56M
$86.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-97.8K- 19.04% |
$3.81M - $4.11M
|
416K
$23M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-99K- 19.07% |
$3.85M - $4.16M
|
420K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-104K- 82.23% |
$4.03M - $4.35M
|
22.4K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-107K- 35.81% |
$4.16M - $4.5M
|
192K
$10.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-117K- 5.27% |
$4.55M - $4.92M
|
2.1M
$117M
|