Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.4K+ 2.81% |
$178K - $195K
|
161K
$8.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.23K+ 0.3% |
$171K - $187K
|
1.41M
$77.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 4.37% |
$161K - $176K
|
95K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.95K+ 25.45% |
$160K - $175K
|
19.5K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.93K+ 7.14% |
$159K - $174K
|
58.9K
$3.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.9K+ 2.83% |
$158K - $172K
|
142K
$7.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.61K+ 3.07% |
$146K - $160K
|
121K
$6.69M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.59K+ 19.43% |
$145K - $159K
|
22.1K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.51K+ 4.79% |
$142K - $155K
|
76.8K
$4.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.49K+ 73.17% |
$141K - $154K
|
8.25K
$456K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.23K+ 7.72% |
$131K - $143K
|
45.1K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.16K+ 16.03% |
$128K - $140K
|
22.9K
$1.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.14K+ 3.51% |
$127K - $139K
|
92.6K
$5.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
3K+ 14.21% |
$122K - $133K
|
24.1K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.78K+ 57.63% |
$113K - $123K
|
7.6K
$420K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.71K+ 28.13% |
$110K - $120K
|
12.4K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
2.52K+ 1.04% |
$102K - $111K
|
245K
$13.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.51KNew |
$101K - $111K
|
2.51K
$138K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.49K+ 12.28% |
$101K - $110K
|
22.8K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.46K+ 24.92% |
$99.5K - $109K
|
12.3K
$680K
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
2.32K+ 1.97% |
$93.8K - $102K
|
120K
$6.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 11.63% |
$93.1K - $102K
|
22.1K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.21K+ 4.46% |
$89.4K - $97.6K
|
51.7K
$2.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.13K+ 2.7% |
$86.3K - $94.2K
|
81.1K
$4.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.9K+ 2.15% |
$77.1K - $84.2K
|
90.7K
$5.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.61K+ 0.37% |
$65.3K - $71.3K
|
440K
$24.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.59K+ 8.31% |
$64.2K - $70.1K
|
20.7K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.58KNew |
$64K - $69.9K
|
1.58K
$87.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.44K+ 3.88% |
$58.5K - $63.8K
|
38.6K
$2.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.43K+ 9.19% |
$58K - $63.3K
|
17K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.4KNew |
$56.7K - $61.9K
|
1.4K
$77.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.26K+ 1.64% |
$51.1K - $55.8K
|
78.1K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23KNew |
$50K - $54.6K
|
1.23K
$68.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.2K+ 5.37% |
$48.8K - $53.2K
|
23.6K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.15K+ 7.41% |
$46.7K - $50.9K
|
16.7K
$923K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 5.94% |
$46K - $50.2K
|
20.3K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.11K+ 5.85% |
$44.8K - $48.9K
|
20K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.07K+ 0.18% |
$43.1K - $47.1K
|
580K
$32M
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.03K+ 8.04% |
$41.9K - $45.7K
|
13.9K
$767K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.01K+ 2.56% |
$40.9K - $44.6K
|
40.4K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
928+ 47.96% |
$37.6K - $41K
|
2.86K
$158K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
866+ 1.3% |
$35.1K - $38.3K
|
67.7K
$3.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
848+ 1.56% |
$34.4K - $37.5K
|
55.3K
$3.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
768+ 1.18% |
$31.1K - $34K
|
65.7K
$3.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
766+ 0.13% |
$31K - $33.9K
|
606K
$33.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
705+ 11.53% |
$28.6K - $31.2K
|
6.82K
$377K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
666+ 5.25% |
$27K - $29.5K
|
13.3K
$737K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
658+ 1462.22% |
$26.7K - $29.1K
|
703
$38.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
646New |
$26.2K - $28.6K
|
646
$35.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
635+ 9.65% |
$25.7K - $28.1K
|
7.21K
$399K
|