Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Intl Midcap Divi (DIM)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Midcap Divi (DIM) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL MIDCAP DIVI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.1K+ 114.18% |
$671K - $735K
|
22.7K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 20.23% |
$639K - $701K
|
68.5K
$4.26M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.78K+ 23.64% |
$487K - $533K
|
45.9K
$2.86M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.13KNew |
$340K - $372K
|
6.13K
$381K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.41K+ 120450.0% |
$134K - $146K
|
2.41K
$150K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42K+ 10.81% |
$78.5K - $86K
|
14.5K
$903K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03KNew |
$57K - $62.5K
|
1.03K
$64K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
904+ 20.38% |
$50.1K - $54.9K
|
5.34K
$332K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
766New |
$42.5K - $46.5K
|
766
$47.7K
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
255+ 76.12% |
$14.1K - $15.5K
|
590
$36.7K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
248+ 2.81% |
$13.7K - $15.1K
|
9.08K
$565K
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
61+ 0.44% |
$3.38K - $3.71K
|
14K
$868K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
58New |
$3.21K - $3.52K
|
58
$3.61K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
48New |
$2.66K - $2.92K
|
48
$2.99K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.58% |
$610 - $668
|
1.9K
$118K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8+ 0.2% |
$443 - $486
|
4K
$249K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.05% |
$277 - $304
|
10.1K
$631K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.78% |
$222 - $243
|
519
$32.3K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 1.64% |
$55.4 - $60.8
|
62
$3.86K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14- 32.56% |
$776 - $851
|
29
$1.8K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140- 10.47% |
$7.76K - $8.51K
|
1.2K
$74.5K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-253- 0.41% |
$14K - $15.4K
|
61.4K
$3.82M
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-310- 2.47% |
$17.2K - $18.8K
|
12.2K
$762K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-337- 1.26% |
$18.7K - $20.5K
|
26.4K
$1.64M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-347- 2.42% |
$19.2K - $21.1K
|
14K
$870K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-478- 6.5% |
$26.5K - $29K
|
6.87K
$428K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-670- 4.96% |
$37.1K - $40.7K
|
12.8K
$798K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.04K- 7.37% |
$57.5K - $63.1K
|
13.1K
$812K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.55K- 21.76% |
$86.1K - $94.4K
|
5.58K
$347K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.41K- 99.92% |
$134K - $146K
|
2
$124
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.69K- 12.04% |
$149K - $163K
|
19.6K
$1.22M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.56K- 67.1% |
$253K - $277K
|
2.23K
$139K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.5K- 40.09% |
$912K - $1M
|
24.6K
$1.53M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21.1K- 16.93% |
$1.17M - $1.28M
|
104K
$6.44M
|