Purchases and Sales Made in Q3 2023 in Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

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 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
626
+ 9.62%
$25.4K - $27.7K
7.13K $395K
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
560
+ 0.89%
$22.7K - $24.8K
63.2K $3.5M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
538
+ 9.61%
$21.8K - $23.8K
6.14K $340K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
536
+ 2.99%
$21.7K - $23.7K
18.5K $1.02M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
526
+ 0.67%
$21.3K - $23.3K
78.9K $4.37M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
495
+ 0.6%
$20.1K - $21.9K
82.9K $4.59M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
484
+ 21.78%
$19.6K - $21.4K
2.71K $150K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
460
+ 0.33%
$18.6K - $20.3K
140K $7.75M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
425
+ 4.41%
$17.2K - $18.8K
10.1K $557K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
392
+ 29.04%
$15.9K - $17.3K
1.74K $96.5K
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

BUY
 -
380
+ 7.19%
$15.4K - $16.8K
5.66K $314K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
363
New
$14.7K - $16.1K
363 $20.1K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
343
+ 2.72%
$13.9K - $15.2K
13K $717K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
319
+ 3.47%
$12.9K - $14.1K
9.52K $527K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
318
+ 0.38%
$12.9K - $14.1K
83.5K $4.62M
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
300
+ 13.04%
$12.2K - $13.3K
2.6K $144K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
293
+ 0.47%
$11.9K - $13K
63.2K $3.5M
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
286
+ 1.25%
$11.6K - $12.6K
23.1K $1.28M
Oct 16, 2023 Q3 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
277
+ 0.67%
$11.2K - $12.2K
41.8K $2.31M
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
276
+ 3.74%
$11.2K - $12.2K
7.65K $424K
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
274
+ 2.11%
$11.1K - $12.1K
13.3K $735K
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
264
+ 0.46%
$10.7K - $11.7K
58.2K $3.22M
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
241
+ 3.53%
$9.76K - $10.7K
7.07K $391K
Nov 09, 2023 Q3 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
200
+ 0.87%
$8.1K - $8.84K
23.2K $1.29M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
176
+ 0.42%
$7.13K - $7.78K
42.4K $2.35M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
167
+ 1284.62%
$6.77K - $7.38K
180 $9.97K
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
148
+ 0.68%
$6K - $6.54K
21.8K $1.21M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
146
+ 1.55%
$5.91K - $6.46K
9.56K $529K
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
137
+ 1.15%
$5.55K - $6.06K
12K $665K
Nov 14, 2023 Q3 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
132
+ 18.21%
$5.35K - $5.84K
857 $47.5K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
127
+ 3.99%
$5.14K - $5.62K
3.31K $183K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
124
+ 0.76%
$5.02K - $5.48K
16.4K $906K
Nov 13, 2023 Q3 2023
Cypress Capital Management LLC (Wy)

BUY
 -
100
New
$4.05K - $4.42K
100 $5.54K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
97
New
$3.93K - $4.29K
97 $5.37K
Oct 27, 2023 Q3 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
90
+ 0.56%
$3.65K - $3.98K
16.2K $895K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
75
New
$3.04K - $3.32K
75 $4.15K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
74
+ 0.13%
$3K - $3.27K
58.3K $3.23M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
71
+ 0.41%
$2.88K - $3.14K
17.2K $953K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
70
+ 101.45%
$2.84K - $3.1K
139 $7.7K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
64
+ 0.4%
$2.59K - $2.83K
15.9K $883K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
59
+ 0.67%
$2.39K - $2.61K
8.91K $494K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
52
+ 0.11%
$2.11K - $2.3K
48.8K $2.7M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
50
+ 0.53%
$2.03K - $2.21K
9.54K $528K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
47
+ 114.63%
$1.9K - $2.08K
88 $4.87K
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
41
+ 0.62%
$1.66K - $1.81K
6.66K $369K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
34
+ 19.32%
$1.38K - $1.5K
210 $11.6K
Oct 12, 2023 Q3 2023
Patten Group, Inc.

BUY
 -
34
+ 0.39%
$1.38K - $1.5K
8.67K $480K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
32
+ 0.11%
$1.3K - $1.42K
29.1K $1.61M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
28
+ 0.47%
$1.13K - $1.24K
5.96K $330K

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