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 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65+ 0.17% |
$2.54K - $2.95K
|
39.4K
$2.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
46+ 0.53% |
$1.8K - $2.09K
|
8.79K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41New |
$1.6K - $1.86K
|
41
$2.27K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
37New |
$1.44K - $1.68K
|
37
$2.04K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
32+ 0.08% |
$1.25K - $1.45K
|
41.7K
$2.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
19+ 0.36% |
$742 - $863
|
5.26K
$291K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
19+ 0.11% |
$742 - $863
|
17.3K
$954K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
15+ 0.07% |
$586 - $681
|
21.9K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
14+ 0.22% |
$547 - $636
|
6.43K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
14+ 0.76% |
$547 - $636
|
1.86K
$103K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9+ 0.23% |
$351 - $409
|
4K
$221K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
$351 - $409
|
9
$497
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
7+ 0.5% |
$273 - $318
|
1.4K
$77.3K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.05% |
$234 - $272
|
12.5K
$688K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6+ 0.12% |
$234 - $272
|
5.2K
$287K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.56% |
$195 - $227
|
894
$49.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.5% |
$195 - $227
|
1K
$55.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.59% |
$195 - $227
|
855
$47.2K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.26% |
$195 - $227
|
1.95K
$108K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$156 - $182
|
32.3K
$1.79M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4+ 0.02% |
$156 - $182
|
21.8K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$117 - $136
|
663
$36.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.01% |
$117 - $136
|
29K
$1.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3+ 0.01% |
$117 - $136
|
42.6K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2+ 0.02% |
$78.1 - $90.8
|
13K
$717K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$78.1 - $90.8
|
2
$111
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.07% |
$39.1 - $45.4
|
1.47K
$81.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$39.1 - $45.4
|
5.73K
$317K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.88% |
$39.1 - $45.4
|
114
$6.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.61% |
$39.1 - $45.4
|
166
$9.17K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-15- 0.1% |
$586 - $681
|
14.4K
$798K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-21- 0.24% |
$820 - $953
|
8.77K
$485K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-23- 2.13% |
$898 - $1.04K
|
1.06K
$58.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-24- 15.19% |
$937 - $1.09K
|
134
$7.4K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-33- 0.03% |
$1.29K - $1.5K
|
95.3K
$5.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-33- 0.36% |
$1.29K - $1.5K
|
9.05K
$500K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-47- 0.19% |
$1.84K - $2.13K
|
25.3K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.27% |
$1.91K - $2.22K
|
17.8K
$985K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-61- 0.58% |
$2.38K - $2.77K
|
10.4K
$576K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-65- 16.09% |
$2.54K - $2.95K
|
339
$18.7K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-72- 1.36% |
$2.81K - $3.27K
|
5.21K
$288K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-78- 0.24% |
$3.05K - $3.54K
|
33K
$1.82M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-88Closed |
$3.44K - $4K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-97- 0.15% |
$3.79K - $4.4K
|
65.4K
$3.61M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-110- 1.24% |
$4.3K - $4.99K
|
8.77K
$484K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-114- 1.16% |
$4.45K - $5.18K
|
9.72K
$537K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-124- 1.16% |
$4.84K - $5.63K
|
10.5K
$582K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-147- 3.61% |
$5.74K - $6.67K
|
3.93K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-166- 2.04% |
$6.48K - $7.54K
|
7.96K
$440K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-166- 0.53% |
$6.48K - $7.54K
|
31K
$1.71M
|