Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
176K+ 11.61% |
$6.65M - $7.82M
|
1.7M
$93.4M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
168K+ 34.62% |
$6.34M - $7.46M
|
654K
$36M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 3.75% |
$4.7M - $5.52M
|
3.45M
$190M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
110KNew |
$4.16M - $4.89M
|
110K
$6.07M
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
108K+ 332.34% |
$4.07M - $4.78M
|
140K
$7.73M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.7K+ 6.55% |
$3.57M - $4.2M
|
1.54M
$84.8M
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
59.7K+ 15.38% |
$2.25M - $2.64M
|
448K
$24.6M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
51.5K+ 173.6% |
$1.94M - $2.28M
|
81.2K
$4.47M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48K+ 11.69% |
$1.81M - $2.13M
|
459K
$25.2M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
46.3K+ 198.75% |
$1.74M - $2.05M
|
69.5K
$3.83M
|
|
Nov 01, 2022
Q3 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
43.1KNew |
$1.62M - $1.91M
|
43.1K
$2.37M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.1K+ 13.98% |
$1.47M - $1.73M
|
319K
$17.5M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
37.7KNew |
$1.42M - $1.67M
|
37.7K
$2.07M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
35.6K+ 23.71% |
$1.34M - $1.57M
|
186K
$10.2M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.4K+ 37.28% |
$1.33M - $1.57M
|
130K
$7.17M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
34.8K+ 41.32% |
$1.31M - $1.54M
|
119K
$6.55M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.4K+ 262.04% |
$1.26M - $1.48M
|
46.1K
$2.54M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
32.8KNew |
$1.23M - $1.45M
|
32.8K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.7K+ 4.75% |
$1.19M - $1.4M
|
698K
$38.4M
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30.5K+ 7.55% |
$1.15M - $1.35M
|
435K
$23.9M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.6K+ 35.45% |
$1.11M - $1.31M
|
113K
$6.22M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
23.5K+ 8.07% |
$886K - $1.04M
|
315K
$17.3M
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
21.9K+ 2.15% |
$823K - $968K
|
1.04M
$57.1M
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
19.7K+ 52.2% |
$740K - $871K
|
57.3K
$3.15M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
19.3K+ 43.19% |
$725K - $853K
|
63.8K
$3.51M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.7K+ 116.17% |
$706K - $830K
|
34.9K
$1.92M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 15.85% |
$648K - $762K
|
126K
$6.92M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.7K+ 22.47% |
$591K - $695K
|
85.6K
$4.71M
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
14.4K+ 3.46% |
$543K - $638K
|
431K
$23.7M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.9K+ 19.98% |
$522K - $614K
|
83.2K
$4.58M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13.2KNew |
$496K - $583K
|
13.2K
$725K
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
13K+ 8.35% |
$489K - $575K
|
168K
$9.27M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$448K - $527K
|
11.9K
$655K
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
11.7KNew |
$441K - $518K
|
11.7K
$644K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11.6KNew |
$436K - $512K
|
11.6K
$637K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5K+ 52.59% |
$434K - $511K
|
33.4K
$1.84M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 11.99% |
$423K - $498K
|
105K
$5.78M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
11KNew |
$414K - $487K
|
11K
$605K
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.5K+ 142.61% |
$397K - $467K
|
17.9K
$987K
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
10.1K+ 18.49% |
$381K - $449K
|
64.9K
$3.57M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.6K+ 34.1% |
$362K - $425K
|
37.7K
$2.08M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
8.49K+ 3.65% |
$320K - $376K
|
241K
$13.3M
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.38KNew |
$316K - $371K
|
8.38K
$461K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.82K+ 2.88% |
$295K - $346K
|
279K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.32K+ 38.06% |
$276K - $324K
|
26.5K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.02K+ 7.79% |
$264K - $311K
|
97.1K
$5.34M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.76K+ 0.8% |
$254K - $299K
|
849K
$46.7M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.73K+ 56.7% |
$253K - $298K
|
18.6K
$1.02M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.73K+ 56.7% |
$253K - $298K
|
18.6K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.5KNew |
$245K - $288K
|
6.5K
$358K
|