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 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
604+ 0.55% |
$23.5K - $25.4K
|
111K
$6.15M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
600+ 1.93% |
$23.3K - $25.2K
|
31.7K
$1.75M
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
571+ 0.73% |
$22.2K - $24K
|
79.3K
$4.38M
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
517+ 1.54% |
$20.1K - $21.7K
|
34K
$1.88M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
500+ 5.23% |
$19.5K - $21K
|
10.1K
$555K
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
500+ 1.43% |
$19.5K - $21K
|
35.5K
$1.96M
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
495+ 3.48% |
$19.3K - $20.8K
|
14.7K
$814K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
431+ 0.42% |
$16.8K - $18.1K
|
103K
$5.67M
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
430+ 1.9% |
$16.7K - $18.1K
|
23K
$1.27M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
430+ 2.06% |
$16.7K - $18.1K
|
21.3K
$1.18M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
429+ 26.88% |
$16.7K - $18K
|
2.03K
$112K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
408+ 2.01% |
$15.9K - $17.2K
|
20.8K
$1.15M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
407+ 2.8% |
$15.8K - $17.1K
|
14.9K
$825K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
406+ 3.43% |
$15.8K - $17.1K
|
12.3K
$677K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
382+ 0.47% |
$14.9K - $16.1K
|
82.4K
$4.55M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
329+ 11.52% |
$12.8K - $13.8K
|
3.19K
$176K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
315+ 2.77% |
$12.3K - $13.2K
|
11.7K
$645K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
289+ 13.21% |
$11.2K - $12.2K
|
2.48K
$137K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
275New |
$10.7K - $11.6K
|
275
$15.2K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
266New |
$10.4K - $11.2K
|
266
$14.7K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
251New |
$9.77K - $10.6K
|
251
$13.9K
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
250+ 1.98% |
$9.73K - $10.5K
|
12.9K
$710K
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
212+ 1.77% |
$8.25K - $8.91K
|
12.2K
$675K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
189+ 1.03% |
$7.35K - $7.95K
|
18.5K
$1.02M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
188+ 3.4% |
$7.32K - $7.91K
|
5.71K
$315K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
173+ 0.86% |
$6.73K - $7.27K
|
20.3K
$1.12M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
153+ 10.39% |
$5.95K - $6.43K
|
1.63K
$89.8K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
148+ 1.15% |
$5.76K - $6.22K
|
13K
$718K
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
121+ 1.86% |
$4.71K - $5.09K
|
6.62K
$366K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
107+ 0.37% |
$4.16K - $4.5K
|
29.1K
$1.61M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
103+ 0.6% |
$4.01K - $4.33K
|
17.2K
$950K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$3.89K - $4.21K
|
100
$5.53K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
93+ 0.16% |
$3.62K - $3.91K
|
58K
$3.2M
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
93+ 0.58% |
$3.62K - $3.91K
|
16.1K
$888K
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
92+ 0.53% |
$3.58K - $3.87K
|
17.3K
$958K
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.44% |
$3.07K - $3.32K
|
17.9K
$990K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
70+ 0.92% |
$2.72K - $2.94K
|
7.67K
$423K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
65+ 0.67% |
$2.53K - $2.73K
|
9.79K
$541K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
61+ 0.69% |
$2.37K - $2.57K
|
8.85K
$489K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
56New |
$2.18K - $2.35K
|
56
$3.09K
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
50+ 0.23% |
$1.95K - $2.1K
|
21.9K
$1.21M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
45New |
$1.75K - $1.89K
|
45
$2.49K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
41New |
$1.6K - $1.72K
|
41
$2.27K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.58% |
$1.32K - $1.43K
|
5.93K
$328K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
30+ 0.11% |
$1.17K - $1.26K
|
27.8K
$1.53M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26+ 0.05% |
$1.01K - $1.09K
|
48.7K
$2.69M
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
25+ 0.14% |
$973 - $1.05K
|
17.3K
$955K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
22+ 0.23% |
$856 - $925
|
9.69K
$535K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
20+ 0.09% |
$778 - $841
|
22.2K
$1.22M
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
18+ 0.2% |
$700 - $757
|
9.07K
$501K
|