Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
829K+ 24.05% |
$32M - $36.2M
|
4.27M
$235M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
222K+ 26.17% |
$8.58M - $9.71M
|
1.07M
$58.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
214K+ 16.94% |
$8.27M - $9.36M
|
1.48M
$81.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
205K+ 124.36% |
$7.92M - $8.96M
|
370K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
154K+ 48.48% |
$5.96M - $6.75M
|
473K
$26M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
149K+ 26.72% |
$5.76M - $6.52M
|
707K
$38.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
127K+ 106.57% |
$4.89M - $5.54M
|
246K
$13.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
110K+ 37.16% |
$4.25M - $4.81M
|
406K
$22.4M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
95.3KNew |
$3.68M - $4.17M
|
95.3K
$5.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
81.5K+ 5.29% |
$3.15M - $3.56M
|
1.62M
$89.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
76K+ 16.97% |
$2.93M - $3.32M
|
524K
$28.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.2K+ 13.77% |
$2.44M - $2.76M
|
522K
$28.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
61.8KNew |
$2.39M - $2.7M
|
61.8K
$3.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
58.2KNew |
$2.25M - $2.54M
|
58.2K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.1KNew |
$2.24M - $2.54M
|
58.1K
$3.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
56.5KNew |
$2.18M - $2.47M
|
56.5K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.5K+ 20.64% |
$1.95M - $2.21M
|
295K
$16.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.7K+ 17.83% |
$1.92M - $2.17M
|
329K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.7K+ 256.55% |
$1.84M - $2.08M
|
66.3K
$3.65M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.7K+ 256.55% |
$1.84M - $2.08M
|
66.3K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.2KNew |
$1.82M - $2.06M
|
47.2K
$2.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
46.3K+ 10.74% |
$1.79M - $2.03M
|
478K
$26.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
45.6K+ 130.84% |
$1.76M - $2M
|
80.5K
$4.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
40.8K+ 482.27% |
$1.58M - $1.78M
|
49.3K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
40.5K+ 70.76% |
$1.57M - $1.77M
|
97.8K
$5.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.1K+ 29.51% |
$1.43M - $1.62M
|
163K
$8.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
35.7K+ 21.19% |
$1.38M - $1.56M
|
204K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
34.5KNew |
$1.33M - $1.51M
|
34.5K
$1.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
34.5KNew |
$1.33M - $1.51M
|
34.5K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.8K+ 40.66% |
$1.31M - $1.48M
|
117K
$6.44M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.4K+ 34.37% |
$1.29M - $1.46M
|
130K
$7.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
31.7K+ 7.29% |
$1.22M - $1.39M
|
467K
$25.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
31.1KNew |
$1.2M - $1.36M
|
31.1K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.8KNew |
$1.19M - $1.35M
|
30.8K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29K+ 2.08% |
$1.12M - $1.27M
|
1.43M
$78.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.8K+ 10.81% |
$1.03M - $1.17M
|
274K
$15.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
26.1KNew |
$1.01M - $1.14M
|
26.1K
$1.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
25.8K+ 223.48% |
$998K - $1.13M
|
37.4K
$2.06M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.6K+ 767.41% |
$988K - $1.12M
|
28.9K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
25.4KNew |
$980K - $1.11M
|
25.4K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.5K+ 68.9% |
$946K - $1.07M
|
60K
$3.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
23.8K+ 7.57% |
$921K - $1.04M
|
339K
$18.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.3K+ 3.69% |
$900K - $1.02M
|
655K
$36.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
22.8KNew |
$879K - $995K
|
22.8K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.5K+ 2.98% |
$867K - $982K
|
776K
$42.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
21.8K+ 50.56% |
$842K - $953K
|
64.9K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2K+ 18.78% |
$820K - $928K
|
134K
$7.39M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
19.2KNew |
$741K - $839K
|
19.2K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 2.51% |
$678K - $767K
|
716K
$39.4M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
BUY
|
- |
17.4K+ 26.77% |
$671K - $759K
|
82.3K
$4.53M
|