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 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
6.67KNew |
$261K - $303K
|
6.67K
$369K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.63K+ 1.24% |
$259K - $301K
|
540K
$29.8M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.01KNew |
$235K - $273K
|
6.01K
$332K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.01K+ 9.73% |
$235K - $273K
|
67.8K
$3.75M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.35K+ 43.82% |
$209K - $243K
|
17.6K
$970K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.21K+ 33.23% |
$204K - $237K
|
20.9K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
5.17KNew |
$202K - $235K
|
5.17K
$285K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.03KNew |
$196K - $228K
|
5.03K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5K+ 3.83% |
$195K - $227K
|
135K
$7.49M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.93K+ 1.21% |
$193K - $224K
|
411K
$22.7M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.83K+ 10.44% |
$188K - $219K
|
51.1K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.75K+ 8.18% |
$186K - $216K
|
62.8K
$3.47M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.67K+ 1.42% |
$182K - $212K
|
333K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.64K+ 34.75% |
$181K - $210K
|
18K
$993K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 28.72% |
$173K - $201K
|
19.9K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4.29K+ 41.86% |
$167K - $195K
|
14.5K
$803K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.16K+ 46.03% |
$162K - $189K
|
13.2K
$729K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.14K+ 8.03% |
$162K - $188K
|
55.7K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.07K+ 3.48% |
$159K - $185K
|
121K
$6.69M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4K+ 8.46% |
$156K - $182K
|
51.3K
$2.83M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
3.59K+ 3.28% |
$140K - $163K
|
113K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.54K+ 7.93% |
$138K - $161K
|
48.2K
$2.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.34K+ 7.87% |
$130K - $152K
|
45.8K
$2.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.24K+ 3.01% |
$126K - $147K
|
111K
$6.12M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.22K+ 2.83% |
$126K - $146K
|
117K
$6.47M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.21K+ 92.94% |
$125K - $146K
|
6.66K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.17K+ 2.36% |
$124K - $144K
|
137K
$7.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.07K+ 14.5% |
$120K - $139K
|
24.2K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.95K+ 9.91% |
$115K - $134K
|
32.7K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.9K+ 9.02% |
$113K - $132K
|
35K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.84K+ 12886.36% |
$111K - $129K
|
2.86K
$158K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2.56K+ 0.67% |
$99.9K - $116K
|
383K
$21.2M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.29K+ 12.36% |
$89.5K - $104K
|
20.8K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.2K+ 3.82% |
$85.8K - $99.7K
|
59.6K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 3.93% |
$83.9K - $97.5K
|
56.8K
$3.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.09K+ 5.58% |
$81.5K - $94.7K
|
39.5K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.91K+ 2.41% |
$74.7K - $86.8K
|
81.2K
$4.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.8K+ 12.86% |
$70.4K - $81.9K
|
15.8K
$874K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.75K+ 0.71% |
$68.5K - $79.6K
|
250K
$13.8M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.75K+ 23.94% |
$68.3K - $79.4K
|
9.05K
$500K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.73K+ 3.61% |
$67.7K - $78.7K
|
49.7K
$2.75M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.72K+ 10.16% |
$67K - $77.9K
|
18.6K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.68K+ 15.78% |
$65.5K - $76.1K
|
12.3K
$680K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.49K+ 5.02% |
$58K - $67.4K
|
31.1K
$1.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.39K+ 21.4% |
$54.1K - $62.9K
|
7.86K
$434K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.37K+ 2.43% |
$53.7K - $62.4K
|
57.9K
$3.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.32K+ 2.04% |
$51.5K - $59.8K
|
66.1K
$3.65M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.3K+ 11.47% |
$50.6K - $58.9K
|
12.6K
$696K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.27K+ 7.66% |
$49.4K - $57.4K
|
17.8K
$983K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.16K+ 13.78% |
$45.2K - $52.5K
|
9.55K
$528K
|