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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.03K- 3.87% |
$40K - $46.5K
|
25.5K
$1.41M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-1.1K- 6.94% |
$43K - $49.9K
|
14.7K
$817K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.24K- 7.25% |
$48.6K - $56.5K
|
15.9K
$882K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.26K- 0.68% |
$49.2K - $57.2K
|
183K
$10.2M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.28K- 3.96% |
$50K - $58.1K
|
31.1K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.51K- 5.53% |
$59.1K - $68.7K
|
25.9K
$1.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.53K- 3.18% |
$59.7K - $69.4K
|
46.5K
$2.57M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.59K- 5.07% |
$62.1K - $72.2K
|
29.8K
$1.65M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 1.37% |
$69.6K - $80.9K
|
129K
$7.13M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.81K- 4.83% |
$70.8K - $82.3K
|
35.7K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.86K- 2.25% |
$72.5K - $84.3K
|
80.5K
$4.46M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.91K- 2.35% |
$74.7K - $86.8K
|
79.3K
$4.39M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.94K- 6.15% |
$75.9K - $88.2K
|
29.6K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.33K- 4.65% |
$91.1K - $106K
|
47.9K
$2.65M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.36K- 15.15% |
$92K - $107K
|
13.2K
$731K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.36K- 1.76% |
$92.3K - $107K
|
132K
$7.31M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.39K- 6.92% |
$93.3K - $108K
|
32.1K
$1.78M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.39K- 6.92% |
$93.3K - $108K
|
32.1K
$1.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.42K- 3.04% |
$94.4K - $110K
|
77.1K
$4.27M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.55K- 3.74% |
$99.5K - $116K
|
65.6K
$3.63M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.56K- 18.92% |
$99.8K - $116K
|
11K
$607K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.65K- 43.7% |
$103K - $120K
|
3.41K
$189K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.77K- 0.53% |
$108K - $126K
|
519K
$28.7M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-3.07K- 1.48% |
$120K - $139K
|
205K
$11.3M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-3.56K- 4.33% |
$139K - $162K
|
78.7K
$4.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.58K- 49.25% |
$140K - $163K
|
3.69K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.64K- 21.14% |
$142K - $165K
|
13.6K
$751K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.75K- 24.05% |
$146K - $170K
|
11.8K
$656K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-3.94K- 30.93% |
$154K - $179K
|
8.8K
$487K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.08K- 14.67% |
$159K - $185K
|
23.7K
$1.31M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-4.08K- 3.41% |
$159K - $185K
|
115K
$6.4M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.21K- 11.6% |
$164K - $191K
|
32K
$1.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-4.34K- 2.85% |
$170K - $197K
|
148K
$8.19M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.38K- 8.96% |
$171K - $199K
|
44.6K
$2.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.5K- 24.01% |
$176K - $204K
|
14.2K
$789K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.67K- 5.14% |
$182K - $212K
|
86.1K
$4.77M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.67K- 5.14% |
$182K - $212K
|
86.1K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.3K- 5.91% |
$207K - $241K
|
84.4K
$4.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.35K- 2.57% |
$209K - $243K
|
203K
$11.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.57K- 2.8% |
$217K - $253K
|
193K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.26K- 80.76% |
$245K - $284K
|
1.49K
$82.6K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.68K- 4.0% |
$261K - $303K
|
160K
$8.88M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.73K- 5.47% |
$302K - $351K
|
134K
$7.4M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.88K- 7.15% |
$308K - $358K
|
102K
$5.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-9.49K- 3.51% |
$370K - $431K
|
261K
$14.5M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 1.84% |
$395K - $459K
|
540K
$29.9M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.8K- 5.33% |
$615K - $715K
|
280K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.7K- 2.28% |
$692K - $805K
|
759K
$42M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-17.9K- 66.75% |
$700K - $813K
|
8.93K
$494K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-19.2KClosed |
$750K - $871K
|
0
$0
|