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
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
28
+ 0.47%
$1.13K - $1.24K
5.96K $330K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
27
+ 0.35%
$1.09K - $1.19K
7.69K $426K
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
23
+ 0.44%
$932 - $1.02K
5.21K $289K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
23
New
$932 - $1.02K
23 $1.27K
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
20
+ 0.28%
$810 - $884
7.16K $396K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
20
+ 0.09%
$810 - $884
22.2K $1.23M
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
17
+ 0.1%
$689 - $752
17.3K $959K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
12
+ 0.3%
$486 - $531
4.02K $223K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
11
+ 0.03%
$446 - $486
38.6K $2.14M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
9
+ 0.64%
$365 - $398
1.42K $78.5K
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
7
+ 18.92%
$284 - $310
44 $2.44K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
7
+ 0.69%
$284 - $310
1.02K $56.3K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
6
New
$243 - $265
6 $332
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
5
+ 0.04%
$203 - $221
12.3K $679K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
5
+ 0.27%
$203 - $221
1.85K $102K
Oct 23, 2023 Q3 2023
Sweet Financial Partners, LLC

BUY
 -
4
+ 0.01%
$162 - $177
32.4K $1.79M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
4
+ 0.05%
$162 - $177
7.76K $429K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
2
+ 0.03%
$81 - $88.4
5.74K $318K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 0.08%
$40.5 - $44.2
1.31K $72.7K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
1
+ 0.6%
$40.5 - $44.2
168 $9.3K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 0.06%
$40.5 - $44.2
1.63K $90K
Nov 13, 2023 Q3 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
1
+ 0.87%
$40.5 - $44.2
116 $6.42K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-24
- 0.11%
$972 - $1.06K
22.1K $1.22M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

SELL
 -
-50
- 0.82%
$2.03K - $2.21K
6.05K $335K
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-54
- 0.78%
$2.19K - $2.39K
6.87K $380K
Dec 08, 2023 Q3 2023
Etfidea, LLC

Syracuse, NY
SELL
 -
-65
- 0.5%
$2.63K - $2.87K
12.9K $716K
Oct 20, 2023 Q3 2023
Tnf LLC

SELL
 -
-82
- 0.95%
$3.32K - $3.63K
8.57K $474K
Nov 08, 2023 Q3 2023
Platform Technology Partners

SELL
 -
-92
- 0.53%
$3.73K - $4.07K
17.3K $955K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

SELL
 -
-95
- 29.78%
$3.85K - $4.2K
224 $12.4K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

SELL
 -
-104
- 52.0%
$4.21K - $4.6K
96 $5.32K
Oct 25, 2023 Q3 2023
Cape Ann Savings Bank

Gloucester, MA
SELL
 -
-125
- 1.08%
$5.06K - $5.53K
11.5K $635K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-128
- 1.85%
$5.19K - $5.66K
6.78K $376K
Oct 16, 2023 Q3 2023
Well Done, LLC

SELL
 -
-145
- 0.35%
$5.87K - $6.41K
41.6K $2.3M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-165
- 62.03%
$6.68K - $7.3K
101 $5.59K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-175
- 3.06%
$7.09K - $7.74K
5.54K $307K
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

SELL
 -
-185
- 0.1%
$7.49K - $8.18K
184K $10.2M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

SELL
 -
-200
- 0.94%
$8.1K - $8.84K
21.1K $1.17M
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-200
- 10.26%
$8.1K - $8.84K
1.75K $96.9K
Nov 09, 2023 Q3 2023
Citigroup Inc

SELL
 -
-207
- 1.39%
$8.39K - $9.15K
14.7K $816K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

SELL
 -
-211
- 3.18%
$8.55K - $9.33K
6.42K $355K
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-215
- 2.19%
$8.71K - $9.51K
9.6K $531K
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
SELL
 -
-215
- 4.04%
$8.71K - $9.51K
5.1K $282K
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
SELL
 -
-227
- 69.85%
$9.2K - $10K
98 $5.43K
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-229
- 0.75%
$9.28K - $10.1K
30.4K $1.68M
Nov 08, 2023 Q3 2023
Klr Investment Advisors, LLC

Providence, RI
SELL
 -
-249
- 2.04%
$10.1K - $11K
12K $663K
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

SELL
 -
-256
- 0.4%
$10.4K - $11.3K
64.5K $3.57M
Nov 08, 2023 Q3 2023
Wealth Trust Asset Management, LLC

Destin, FL
SELL
 -
-263
- 5.04%
$10.7K - $11.6K
4.96K $275K
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-270
- 1.03%
$10.9K - $11.9K
26K $1.44M
Oct 13, 2023 Q3 2023
John W. Brooker & Co., Cp As

SELL
 -
-276
- 1.27%
$11.2K - $12.2K
21.5K $1.19M

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