Purchases and Sales Made in Q1 2023 in Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

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 05, 2023 Q1 2023
Wambolt & Associates, LLC

SELL
 -
-179
- 1.51%
$6.99K - $8.13K
11.7K $644K
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-185
- 35.92%
$7.22K - $8.4K
330 $18.2K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-190
Closed
$7.42K - $8.63K
0 $0
Sep 18, 2023 Q1 2023
Cape Ann Savings Bank

Gloucester, MA
SELL
 -
-190
- 1.38%
$7.42K - $8.63K
13.5K $748K
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
SELL
 -
-194
- 1.41%
$7.58K - $8.81K
13.6K $752K
Apr 24, 2023 Q1 2023
First Personal Financial Services

SELL
 -
-200
- 19.07%
$7.81K - $9.08K
849 $46.9K
May 03, 2023 Q1 2023
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-203
- 1.89%
$7.93K - $9.22K
10.6K $583K
May 12, 2023 Q1 2023
Crewe Advisors LLC

SELL
 -
-211
- 19.03%
$8.24K - $9.58K
898 $49.6K
Sep 13, 2023 Q1 2023
Ims Capital Management

SELL
 -
-225
- 0.74%
$8.79K - $10.2K
30.4K $1.68M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
SELL
 -
-225
- 10.84%
$8.79K - $10.2K
1.85K $102K
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
SELL
 -
-255
- 4.25%
$9.96K - $11.6K
5.75K $317K
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

SELL
 -
-269
- 3.99%
$10.5K - $12.2K
6.47K $358K
Apr 24, 2023 Q1 2023
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-301
- 2.3%
$11.8K - $13.7K
12.8K $706K
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-307
- 0.79%
$12K - $13.9K
38.6K $2.13M
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

SELL
 -
-312
- 0.33%
$12.2K - $14.2K
93.9K $5.19M
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
SELL
 -
-313
- 1.12%
$12.2K - $14.2K
27.7K $1.53M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
SELL
 -
-325
- 3.66%
$12.7K - $14.8K
8.55K $473K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

SELL
 -
-330
- 4.16%
$12.9K - $15K
7.6K $420K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

SELL
 -
-345
- 84.35%
$13.5K - $15.7K
64 $3.54K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-350
- 22.42%
$13.7K - $15.9K
1.21K $66.9K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

SELL
 -
-350
- 1.61%
$13.7K - $15.9K
21.4K $1.18M
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-368
- 95.83%
$14.4K - $16.7K
16 $884
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-381
- 2.58%
$14.9K - $17.3K
14.4K $794K
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
SELL
 -
-382
- 1.59%
$14.9K - $17.3K
23.6K $1.31M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-402
- 0.59%
$15.7K - $18.3K
67.4K $3.72M
May 12, 2023 Q1 2023
Cadence Bank

Tupelo, MS
SELL
 -
-418
- 1.23%
$16.3K - $19K
33.5K $1.85M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

SELL
 -
-422
- 2.41%
$16.5K - $19.2K
17.1K $944K
Apr 28, 2023 Q1 2023
Wealth Trust Asset Management, LLC

Destin, FL
SELL
 -
-445
- 7.03%
$17.4K - $20.2K
5.89K $325K
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
SELL
 -
-448
- 1.28%
$17.5K - $20.3K
34.5K $1.91M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
SELL
 -
-452
- 6.77%
$17.7K - $20.5K
6.23K $344K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-456
- 0.76%
$17.8K - $20.7K
59.6K $3.29M
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

SELL
 -
-500
- 2.34%
$19.5K - $22.7K
20.9K $1.15M
May 10, 2023 Q1 2023
Clearwater Capital Advisors, LLC

SELL
 -
-518
- 2.97%
$20.2K - $23.5K
16.9K $934K
Apr 14, 2023 Q1 2023
Arden Trust CO

SELL
 -
-547
- 5.4%
$21.4K - $24.8K
9.59K $530K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-560
- 2.58%
$21.9K - $25.4K
21.2K $1.17M
May 02, 2023 Q1 2023
Financial Counselors Inc

SELL
 -
-591
- 0.7%
$23.1K - $26.8K
83.4K $4.61M
May 09, 2023 Q1 2023
Biondo Investment Advisors, LLC

Milford, PA
SELL
 -
-640
- 2.75%
$25K - $29.1K
22.6K $1.25M
Apr 07, 2023 Q1 2023
Inspirion Wealth Advisors, LLC

SELL
 -
-677
- 0.64%
$26.4K - $30.7K
104K $5.77M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

SELL
 -
-710
- 0.53%
$27.7K - $32.2K
133K $7.35M
May 09, 2023 Q1 2023
Alaska Permanent Capital Management

SELL
 -
-723
- 1.29%
$28.2K - $32.8K
55.2K $3.05M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

SELL
 -
-753
- 3.31%
$29.4K - $34.2K
22K $1.22M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-759
- 10.45%
$29.6K - $34.5K
6.5K $359K
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

SELL
 -
-864
- 6.41%
$33.7K - $39.2K
12.6K $697K
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-866
- 8.41%
$33.8K - $39.3K
9.43K $521K
Apr 10, 2023 Q1 2023
Kaydan Wealth Management, Inc.

Fenton, MI
SELL
 -
-883
- 3.88%
$34.5K - $40.1K
21.9K $1.21M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

SELL
 -
-918
- 0.9%
$35.8K - $41.7K
101K $5.57M
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
SELL
 -
-978
- 14.71%
$38.2K - $44.4K
5.67K $313K
May 11, 2023 Q1 2023
Investors Research Corp

SELL
 -
-995
- 3.46%
$38.9K - $45.2K
27.7K $1.53M
May 15, 2023 Q1 2023
Harvest Investment Services, LLC

SELL
 -
-1.01K
- 14.89%
$39.3K - $45.7K
5.75K $318K

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