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 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16+ 0.4% |
$618 - $699
|
3.99K
$220K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
13+ 0.94% |
$502 - $568
|
1.39K
$76.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 3.06% |
$463 - $525
|
404
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.15% |
$386 - $437
|
6.91K
$380K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 1.01% |
$386 - $437
|
998
$54.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.91% |
$309 - $350
|
889
$48.9K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7+ 0.03% |
$270 - $306
|
21.8K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 0.92% |
$232 - $262
|
660
$36.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.06% |
$232 - $262
|
10.6K
$585K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.46% |
$193 - $219
|
1.1K
$60.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$154 - $175
|
5.73K
$315K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.05% |
$116 - $131
|
6.43K
$354K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.2% |
$116 - $131
|
1.47K
$81K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.61% |
$38.6 - $43.7
|
165
$9.08K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.89% |
$38.6 - $43.7
|
113
$6.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 12.0% |
$116 - $131
|
22
$1.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 7.06% |
$463 - $525
|
158
$8.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22- 0.05% |
$850 - $962
|
43.6K
$2.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 0.17% |
$1.04K - $1.18K
|
15.6K
$858K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47- 0.41% |
$1.82K - $2.05K
|
11.4K
$625K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 4.68% |
$2.05K - $2.32K
|
1.08K
$59.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-58- 39.73% |
$2.24K - $2.54K
|
88
$4.84K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-60- 0.19% |
$2.32K - $2.62K
|
31.4K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-67- 0.1% |
$2.59K - $2.93K
|
65.6K
$3.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-68- 1.28% |
$2.63K - $2.97K
|
5.24K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-79- 0.72% |
$3.05K - $3.45K
|
10.9K
$601K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-86- 0.09% |
$3.32K - $3.76K
|
90.7K
$4.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-86- 0.66% |
$3.32K - $3.76K
|
13K
$715K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-101- 0.12% |
$3.9K - $4.41K
|
85.5K
$4.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-116- 0.92% |
$4.48K - $5.07K
|
12.4K
$685K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-141- 0.81% |
$5.45K - $6.16K
|
17.2K
$949K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-145- 1.06% |
$5.6K - $6.34K
|
13.5K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-149- 0.32% |
$5.75K - $6.51K
|
46.1K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-152- 2.34% |
$5.87K - $6.64K
|
6.33K
$349K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-158- 1.32% |
$6.1K - $6.91K
|
11.8K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-161- 2.35% |
$6.22K - $7.04K
|
6.68K
$368K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-195- 0.34% |
$7.53K - $8.52K
|
56.9K
$3.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-200- 0.79% |
$7.72K - $8.74K
|
25.2K
$1.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-200- 3.23% |
$7.72K - $8.74K
|
5.99K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-257- 0.27% |
$9.93K - $11.2K
|
94.2K
$5.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-285- 0.76% |
$11K - $12.5K
|
37.3K
$2.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-304- 3.31% |
$11.7K - $13.3K
|
8.88K
$488K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-325- 14.32% |
$12.6K - $14.2K
|
1.95K
$107K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-342- 3.26% |
$13.2K - $14.9K
|
10.1K
$558K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-350- 1.48% |
$13.5K - $15.3K
|
23.3K
$1.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-352- 1.59% |
$13.6K - $15.4K
|
21.7K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-406- 0.62% |
$15.7K - $17.7K
|
65.4K
$3.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-462- 7.2% |
$17.8K - $20.2K
|
5.96K
$328K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-491- 1.5% |
$19K - $21.5K
|
32.3K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-577- 2.03% |
$22.3K - $25.2K
|
27.8K
$1.53M
|