Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
192K+ 4.5% |
$7.52M - $8.74M
|
4.47M
$247M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
185K+ 56.09% |
$7.21M - $8.38M
|
514K
$28.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 11.75% |
$6.78M - $7.88M
|
1.65M
$91.3M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
155K+ 107.93% |
$6.05M - $7.04M
|
299K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
83K+ 4.86% |
$3.24M - $3.77M
|
1.79M
$98.9M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.7K+ 166.51% |
$3.07M - $3.57M
|
126K
$6.96M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
76.3KNew |
$2.98M - $3.47M
|
76.3K
$4.22M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
61.1K+ 36798.8% |
$2.39M - $2.77M
|
61.3K
$3.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
49.4K+ 21.52% |
$1.93M - $2.24M
|
279K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
49K+ 9.36% |
$1.91M - $2.22M
|
573K
$31.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.6K+ 6.96% |
$1.78M - $2.07M
|
701K
$38.7M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
44.3K+ 92.12% |
$1.73M - $2.01M
|
92.4K
$5.11M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43K+ 15.66% |
$1.68M - $1.95M
|
317K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42K+ 6.28% |
$1.64M - $1.91M
|
711K
$39.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
40.7KNew |
$1.59M - $1.85M
|
40.7K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.5K+ 5.7% |
$1.43M - $1.66M
|
676K
$37.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.2K+ 3.8% |
$1.06M - $1.23M
|
743K
$41.1M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
24.7K+ 39.49% |
$963K - $1.12M
|
87.1K
$4.81M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.4K+ 765.71% |
$954K - $1.11M
|
27.6K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
23.9K+ 183.49% |
$933K - $1.08M
|
36.9K
$2.04M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21.5KNew |
$840K - $977K
|
21.5K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
20.2K+ 4.23% |
$789K - $917K
|
498K
$27.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$738K - $859K
|
18.9K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.3K+ 5.7% |
$713K - $829K
|
338K
$18.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
18.1K+ 8.88% |
$707K - $822K
|
222K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.4KNew |
$680K - $791K
|
17.4K
$962K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
14.6K+ 55.73% |
$569K - $661K
|
40.7K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
13.3K+ 1.27% |
$518K - $602K
|
1.06M
$58.7M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.7K+ 37.63% |
$495K - $575K
|
46.4K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.2K+ 2.59% |
$478K - $556K
|
485K
$26.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 2.48% |
$451K - $525K
|
478K
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
11.5K+ 24.29% |
$449K - $523K
|
58.9K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.5K+ 107.2% |
$448K - $520K
|
22.2K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.67KNew |
$378K - $439K
|
9.67K
$534K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9.67KNew |
$377K - $439K
|
9.67K
$534K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
9.49KNew |
$371K - $431K
|
9.49K
$524K
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8.39K+ 12.93% |
$328K - $381K
|
73.3K
$4.05M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.36KNew |
$327K - $380K
|
8.36K
$462K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.34K+ 2781.0% |
$326K - $379K
|
8.64K
$478K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.22KNew |
$321K - $373K
|
8.22K
$454K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.13K+ 11.0% |
$317K - $369K
|
82K
$4.53M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8.09K+ 3.29% |
$316K - $367K
|
254K
$14M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
7.62KNew |
$298K - $346K
|
7.62K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.5K+ 1071.43% |
$293K - $341K
|
8.2K
$453K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.4KNew |
$289K - $336K
|
7.4K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.23KNew |
$282K - $328K
|
7.23K
$400K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.07KNew |
$276K - $321K
|
7.07K
$390K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
7.06K+ 2.08% |
$276K - $321K
|
346K
$19.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.02KNew |
$274K - $319K
|
7.02K
$388K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
6.76K+ 2.92% |
$264K - $307K
|
238K
$13.1M
|