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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-670- 4.9% |
$25.9K - $29.3K
|
13K
$716K
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-716- 1.26% |
$27.7K - $31.3K
|
55.9K
$3.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-754- 12.5% |
$29.1K - $33K
|
5.28K
$291K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-763- 1.9% |
$29.5K - $33.4K
|
39.3K
$2.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-815- 3.03% |
$31.5K - $35.6K
|
26.1K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-853- 1.98% |
$32.9K - $37.3K
|
42.2K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-880- 3.11% |
$34K - $38.5K
|
27.4K
$1.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-894- 4.76% |
$34.5K - $39.1K
|
17.9K
$984K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.01K- 2.03% |
$38.8K - $43.9K
|
48.6K
$2.67M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.02KClosed |
$39.3K - $44.5K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.03K- 1.14% |
$39.9K - $45.2K
|
89.7K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.05K- 13.39% |
$40.4K - $45.7K
|
6.76K
$372K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.29K- 18.98% |
$50K - $56.6K
|
5.52K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.35K- 5.2% |
$51.9K - $58.8K
|
24.5K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.35K- 11.26% |
$52.2K - $59.1K
|
10.7K
$586K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.36K- 6.68% |
$52.6K - $59.5K
|
19K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.47K- 7.87% |
$56.9K - $64.4K
|
17.3K
$949K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.52K- 1.88% |
$58.5K - $66.3K
|
79.3K
$4.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.53K- 0.92% |
$58.9K - $66.7K
|
165K
$9.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.63K- 3.51% |
$62.8K - $71K
|
44.7K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.72K- 5.5% |
$66.5K - $75.3K
|
29.6K
$1.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.73K- 52.07% |
$67K - $75.8K
|
1.6K
$87.8K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 2.16% |
$67.5K - $76.4K
|
79.3K
$4.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.85K- 2.15% |
$71.4K - $80.8K
|
84K
$4.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 1.94% |
$80.1K - $90.7K
|
105K
$5.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-2.37K- 0.87% |
$91.5K - $104K
|
271K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.4K- 20.51% |
$92.7K - $105K
|
9.3K
$512K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.44K- 1.04% |
$94.2K - $107K
|
231K
$12.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.9K- 10.77% |
$112K - $127K
|
24K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.92K- 33.57% |
$113K - $128K
|
5.78K
$318K
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
SELL
|
- |
-2.92K- 2.6% |
$113K - $128K
|
109K
$6.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-3.11K- 6.95% |
$120K - $136K
|
41.7K
$2.29M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.13K- 7.95% |
$121K - $137K
|
36.3K
$2M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.51K- 77.49% |
$136K - $153K
|
1.02K
$56.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.74K- 14.11% |
$145K - $164K
|
22.8K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-3.83K- 1.64% |
$148K - $167K
|
230K
$12.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.9K- 22.0% |
$150K - $170K
|
13.8K
$760K
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.98K- 3.61% |
$154K - $174K
|
106K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-4.61K- 12.24% |
$178K - $201K
|
33K
$1.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-4.9K- 15.6% |
$189K - $214K
|
26.5K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.12K- 0.79% |
$198K - $224K
|
640K
$35.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-5.34K- 2.21% |
$206K - $233K
|
236K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.61K- 41.68% |
$217K - $245K
|
7.85K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.63K- 4.86% |
$217K - $246K
|
110K
$6.06M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-5.95K- 27.28% |
$230K - $260K
|
15.8K
$872K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.31K- 4.27% |
$244K - $276K
|
141K
$7.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-6.31K- 7.36% |
$244K - $276K
|
79.5K
$4.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.8K- 51.99% |
$340K - $384K
|
8.12K
$447K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.4K- 41.04% |
$363K - $411K
|
13.5K
$744K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6K- 5.26% |
$447K - $506K
|
209K
$11.5M
|