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 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
850New |
$32.8K - $37.2K
|
850
$46.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
829+ 1.78% |
$32K - $36.2K
|
47.4K
$2.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
826+ 2.48% |
$31.9K - $36.1K
|
34.2K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$29K - $32.8K
|
750
$41.3K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
738+ 2.33% |
$28.5K - $32.3K
|
32.4K
$1.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
719New |
$27.8K - $31.4K
|
719
$39.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
700New |
$27K - $30.6K
|
700
$38.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
633+ 5.5% |
$24.4K - $27.7K
|
12.1K
$668K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
630+ 0.53% |
$24.3K - $27.5K
|
120K
$6.58M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
612+ 8.26% |
$23.6K - $26.8K
|
8.02K
$441K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
529+ 0.14% |
$20.4K - $23.1K
|
381K
$21M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
520+ 2.87% |
$20.1K - $22.7K
|
18.6K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
502New |
$19.4K - $21.9K
|
502
$27.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
500+ 5.36% |
$19.3K - $21.9K
|
9.83K
$541K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
475+ 0.36% |
$18.3K - $20.8K
|
134K
$7.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
463+ 1.74% |
$17.9K - $20.2K
|
27.1K
$1.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
451New |
$17.4K - $19.7K
|
451
$24.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
414+ 4.94% |
$16K - $18.1K
|
8.79K
$484K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
401+ 0.95% |
$15.5K - $17.5K
|
42.6K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
384+ 0.29% |
$14.8K - $16.8K
|
134K
$7.36M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
350+ 1.27% |
$13.5K - $15.3K
|
28K
$1.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
319New |
$12.3K - $13.9K
|
319
$17.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$11.6K - $13.1K
|
300
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
299+ 1.74% |
$11.5K - $13.1K
|
17.5K
$964K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
288New |
$11.1K - $12.6K
|
288
$15.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
281+ 0.34% |
$10.9K - $12.3K
|
82.3K
$4.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
279+ 4.54% |
$10.8K - $12.2K
|
6.42K
$353K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
275New |
$10.6K - $12K
|
275
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
271New |
$10.5K - $11.8K
|
271
$14.9K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
271+ 0.4% |
$10.5K - $11.8K
|
68.1K
$3.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
262+ 1.42% |
$10.1K - $11.5K
|
18.7K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
252+ 0.52% |
$9.73K - $11K
|
48.9K
$2.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
226+ 0.61% |
$8.73K - $9.88K
|
37.5K
$2.07M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
190New |
$7.34K - $8.3K
|
190
$10.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
189+ 0.66% |
$7.3K - $8.26K
|
29K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
161+ 0.46% |
$6.22K - $7.04K
|
35K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
146+ 1.63% |
$5.64K - $6.38K
|
9.09K
$500K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
140+ 1.39% |
$5.41K - $6.12K
|
10.2K
$560K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
129+ 0.45% |
$4.98K - $5.64K
|
28.6K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 0.84% |
$3.86K - $4.37K
|
12K
$660K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
88New |
$3.4K - $3.85K
|
88
$4.84K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
88New |
$3.4K - $3.85K
|
88
$4.84K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
82+ 0.95% |
$3.17K - $3.58K
|
8.75K
$481K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
51+ 0.62% |
$1.97K - $2.23K
|
8.26K
$454K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
50+ 0.13% |
$1.93K - $2.19K
|
37.9K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
50+ 0.47% |
$1.93K - $2.19K
|
10.8K
$592K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
34+ 0.26% |
$1.31K - $1.49K
|
13.1K
$720K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29+ 0.33% |
$1.12K - $1.27K
|
8.88K
$489K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
27+ 0.25% |
$1.04K - $1.18K
|
10.7K
$588K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
18+ 0.06% |
$695 - $787
|
28.7K
$1.58M
|