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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
16.9K+ 22.95% |
$654K - $740K
|
90.7K
$5.01M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
15.9KNew |
$615K - $696K
|
15.9K
$879K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15.7K+ 87.75% |
$608K - $688K
|
33.7K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.5K+ 7.3% |
$523K - $592K
|
199K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.4K+ 10.29% |
$517K - $586K
|
144K
$7.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.2K+ 13.1% |
$509K - $576K
|
114K
$6.29M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13KNew |
$503K - $569K
|
13K
$719K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
12.7KNew |
$491K - $556K
|
12.7K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.7K+ 28.35% |
$490K - $555K
|
57.4K
$3.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.2KNew |
$471K - $534K
|
12.2K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9K+ 2.29% |
$461K - $521K
|
533K
$29.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.7KNew |
$451K - $510K
|
11.7K
$645K
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
11.6KNew |
$448K - $507K
|
11.6K
$641K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.5K+ 132.91% |
$444K - $502K
|
20.1K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
10.8K+ 1.04% |
$417K - $472K
|
1.05M
$57.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 0.62% |
$409K - $463K
|
1.71M
$94.3M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.54K+ 25.27% |
$368K - $417K
|
47.3K
$2.61M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
9.23KNew |
$356K - $403K
|
9.23K
$510K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
9KNew |
$348K - $393K
|
9K
$497K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
9KNew |
$348K - $393K
|
9K
$497K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
8.07K+ 4.04% |
$311K - $353K
|
208K
$11.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
7.95K+ 345.82% |
$307K - $347K
|
10.2K
$566K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
7.93KNew |
$306K - $346K
|
7.93K
$438K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.31K+ 6.96% |
$282K - $320K
|
112K
$6.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
7.23K+ 29.67% |
$279K - $316K
|
31.6K
$1.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.99KNew |
$270K - $306K
|
6.99K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.81KNew |
$263K - $298K
|
6.81K
$376K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
6.74KNew |
$260K - $295K
|
6.74K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.69K+ 2.77% |
$258K - $292K
|
248K
$13.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.65KNew |
$257K - $291K
|
6.65K
$367K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
6.63K+ 23.15% |
$256K - $290K
|
35.3K
$1.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.47KNew |
$250K - $283K
|
6.47K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.06KNew |
$234K - $265K
|
6.06K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6KNew |
$232K - $262K
|
6K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6K+ 9.71% |
$232K - $262K
|
67.8K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.93K+ 62.46% |
$229K - $259K
|
15.4K
$853K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.81K+ 12.61% |
$225K - $254K
|
51.9K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.74K+ 17.15% |
$221K - $251K
|
39.2K
$2.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5.69K+ 5.23% |
$220K - $249K
|
114K
$6.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.69K+ 6.05% |
$220K - $248K
|
99.6K
$5.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.33K+ 7.72% |
$206K - $233K
|
74.4K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.29K+ 49.99% |
$204K - $231K
|
15.9K
$877K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.25K+ 2.34% |
$203K - $230K
|
229K
$12.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.19KNew |
$201K - $227K
|
5.19K
$287K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.18KNew |
$200K - $226K
|
5.18K
$286K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.14KNew |
$198K - $225K
|
5.14K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5KNew |
$193K - $219K
|
5K
$276K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.95KNew |
$191K - $216K
|
4.95K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
4.92KNew |
$190K - $215K
|
4.92K
$272K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.91KNew |
$189K - $214K
|
4.91K
$271K
|