Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
150KNew |
$5.85M - $6.32M
|
150K
$8.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
114K+ 7.36% |
$4.44M - $4.8M
|
1.67M
$91.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97.1K+ 162.95% |
$3.78M - $4.08M
|
157K
$8.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
91.3K+ 190.67% |
$3.55M - $3.84M
|
139K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
77.6K+ 23.27% |
$3.02M - $3.26M
|
411K
$22.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
73.9KNew |
$2.87M - $3.11M
|
73.9K
$4.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
63.5K+ 5.98% |
$2.47M - $2.67M
|
1.13M
$61.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
62.2K+ 16164.16% |
$2.42M - $2.62M
|
62.6K
$3.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
60.2K+ 8.9% |
$2.34M - $2.53M
|
736K
$40.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
59.9KNew |
$2.33M - $2.52M
|
59.9K
$3.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
51.5K+ 70.2% |
$2M - $2.16M
|
125K
$6.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
51.4KNew |
$2M - $2.16M
|
51.4K
$2.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.6KNew |
$1.5M - $1.62M
|
38.6K
$2.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
34.1K+ 18.32% |
$1.33M - $1.44M
|
220K
$12.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
32.5K+ 5.68% |
$1.27M - $1.37M
|
605K
$33.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.4K+ 4.62% |
$1.26M - $1.36M
|
733K
$40.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27.1K+ 6.59% |
$1.06M - $1.14M
|
438K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
25.8KNew |
$1.01M - $1.09M
|
25.8K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
25.1K+ 67.91% |
$975K - $1.05M
|
62K
$3.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22.8KNew |
$886K - $957K
|
22.8K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.6K+ 2.89% |
$800K - $865K
|
732K
$40.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19.5KNew |
$759K - $820K
|
19.5K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.5K+ 585.02% |
$758K - $820K
|
22.8K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
19.2K+ 6.88% |
$746K - $807K
|
298K
$16.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 2.33% |
$675K - $729K
|
760K
$41.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16.7K+ 16.59% |
$651K - $703K
|
118K
$6.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
15.9K+ 21.2% |
$620K - $670K
|
91.1K
$5.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.9K+ 7.71% |
$581K - $627K
|
208K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
14.4K+ 24.51% |
$562K - $607K
|
73.3K
$4.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$542K - $586K
|
13.9K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.2K+ 4.73% |
$515K - $556K
|
293K
$16.1M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.7K+ 14.6% |
$495K - $535K
|
99.8K
$5.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 8.44% |
$445K - $481K
|
147K
$8.09M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10.4K+ 36.6% |
$404K - $437K
|
38.8K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 1.87% |
$393K - $425K
|
550K
$30.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.06KNew |
$352K - $381K
|
9.06K
$498K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.98K+ 11.16% |
$349K - $378K
|
89.4K
$4.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.79K+ 80.39% |
$342K - $370K
|
19.7K
$1.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
8.63K+ 3.89% |
$336K - $363K
|
231K
$12.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.63K+ 6906.4% |
$336K - $363K
|
8.76K
$482K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.35KNew |
$325K - $351K
|
8.35K
$459K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.17K+ 110.41% |
$318K - $343K
|
15.6K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
7.37KNew |
$287K - $310K
|
7.37K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.12KNew |
$277K - $299K
|
7.12K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.09K+ 12.29% |
$276K - $298K
|
64.8K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
6.83KNew |
$266K - $287K
|
6.83K
$376K
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.58KNew |
$256K - $277K
|
6.58K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
6.52K+ 2.76% |
$254K - $274K
|
243K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.33K+ 1.32% |
$246K - $266K
|
484K
$26.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
6.11KNew |
$238K - $257K
|
6.11K
$336K
|