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 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22.8K- 28.35% |
$892K - $1.04M
|
57.7K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.5K- 1.72% |
$959K - $1.11M
|
1.4M
$77.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-25.8K- 55.9% |
$1.01M - $1.17M
|
20.3K
$1.12M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-27.1K- 89.05% |
$1.06M - $1.23M
|
3.33K
$184K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.2K- 2.54% |
$1.06M - $1.24M
|
1.04M
$57.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.2K- 72.09% |
$1.1M - $1.28M
|
10.9K
$604K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-33.8K- 29.52% |
$1.32M - $1.53M
|
80.7K
$4.46M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-39.6K- 69.63% |
$1.55M - $1.8M
|
17.3K
$954K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-44.1K- 19.15% |
$1.72M - $2M
|
186K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-47.6K- 2.1% |
$1.86M - $2.16M
|
2.22M
$123M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.4K- 76.06% |
$1.97M - $2.29M
|
15.9K
$877K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.4K- 76.06% |
$1.97M - $2.29M
|
15.9K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-52.6K- 9.52% |
$2.05M - $2.39M
|
500K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.4K- 1.58% |
$2.12M - $2.47M
|
3.4M
$188M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-61.6K- 37.85% |
$2.41M - $2.8M
|
101K
$5.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-65.5K- 99.75% |
$2.56M - $2.97M
|
166
$9.17K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-70K- 4.32% |
$2.73M - $3.18M
|
1.55M
$85.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-77.6K- 47.14% |
$3.03M - $3.52M
|
87.1K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-104K- 14.66% |
$4.05M - $4.71M
|
603K
$33.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-147K- 29.36% |
$5.74M - $6.68M
|
354K
$19.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-217K- 58.67% |
$8.48M - $9.85M
|
153K
$8.45M
|