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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-279- 3.08% |
$11.3K - $12.3K
|
8.78K
$486K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-292- 33.91% |
$11.8K - $12.9K
|
569
$31.5K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-296- 1.47% |
$12K - $13.1K
|
19.8K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-307- 2.63% |
$12.4K - $13.6K
|
11.4K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-312- 5.64% |
$12.6K - $13.8K
|
5.22K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-314- 3.12% |
$12.7K - $13.9K
|
9.74K
$539K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-329- 0.28% |
$13.3K - $14.5K
|
118K
$6.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-330- 1.34% |
$13.4K - $14.6K
|
24.3K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-334- 3.45% |
$13.5K - $14.8K
|
9.35K
$518K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-335- 1.14% |
$13.6K - $14.8K
|
29.1K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-344- 1.01% |
$13.9K - $15.2K
|
33.7K
$1.86M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-345- 3.99% |
$14K - $15.3K
|
8.3K
$460K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-356- 1.32% |
$14.4K - $15.7K
|
26.7K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-367- 1.67% |
$14.9K - $16.2K
|
21.6K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-373- 0.66% |
$15.1K - $16.5K
|
56K
$3.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-380- 2.58% |
$15.4K - $16.8K
|
14.4K
$795K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-403- 3.81% |
$16.3K - $17.8K
|
10.2K
$564K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-488- 0.44% |
$19.8K - $21.6K
|
111K
$6.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-583- 0.95% |
$23.6K - $25.8K
|
60.9K
$3.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-638- 3.78% |
$25.8K - $28.2K
|
16.3K
$900K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-699- 6.42% |
$28.3K - $30.9K
|
10.2K
$565K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-722- 5.65% |
$29.2K - $31.9K
|
12.1K
$667K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-757- 9.23% |
$30.7K - $33.5K
|
7.44K
$412K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-801- 10.57% |
$32.4K - $35.4K
|
6.78K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-804- 2.54% |
$32.6K - $35.6K
|
30.9K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-840- 11.89% |
$34K - $37.1K
|
6.23K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-844- 5.92% |
$34.2K - $37.3K
|
13.4K
$742K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-887- 7.66% |
$35.9K - $39.2K
|
10.7K
$593K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-900- 3.69% |
$36.5K - $39.8K
|
23.5K
$1.3M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-906- 3.35% |
$36.7K - $40.1K
|
26.1K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-932- 0.32% |
$37.8K - $41.2K
|
292K
$16.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-952- 3.8% |
$38.6K - $42.1K
|
24.1K
$1.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-962- 2.48% |
$39K - $42.5K
|
37.8K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-978- 0.78% |
$39.6K - $43.2K
|
124K
$6.88M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-984- 2.63% |
$39.9K - $43.5K
|
36.4K
$2.01M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.03K- 4.23% |
$41.7K - $45.5K
|
23.3K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.06K- 0.81% |
$42.7K - $46.7K
|
129K
$7.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.14K- 4.03% |
$46.1K - $50.4K
|
27.2K
$1.5M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.33K- 10.69% |
$54K - $58.9K
|
11.1K
$616K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 4.8% |
$54K - $59K
|
26.4K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.34K- 11.65% |
$54.2K - $59.2K
|
10.2K
$562K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.59K- 3.31% |
$64.3K - $70.2K
|
46.4K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.72K- 5.4% |
$69.7K - $76.1K
|
30.1K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.8K- 12.89% |
$72.8K - $79.4K
|
12.1K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.83K- 4.64% |
$74.2K - $81K
|
37.7K
$2.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.84K- 6.47% |
$74.5K - $81.3K
|
26.6K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.88K- 20.68% |
$76K - $83K
|
7.2K
$399K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.88K- 20.68% |
$76K - $83K
|
7.2K
$399K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.9K- 23.17% |
$77.1K - $84.2K
|
6.31K
$350K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.91K- 16.36% |
$77.5K - $84.5K
|
9.77K
$541K
|