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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.3K+ 2.89% |
$237K - $279K
|
224K
$12.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.21K+ 3.58% |
$234K - $275K
|
180K
$9.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.01K+ 35.56% |
$226K - $266K
|
22.9K
$1.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
5.96K+ 3.07% |
$224K - $264K
|
200K
$11M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.87KNew |
$221K - $260K
|
5.87K
$323K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.73KNew |
$216K - $254K
|
5.73K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
5.65K+ 13.82% |
$213K - $250K
|
46.6K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.65K+ 9.75% |
$213K - $250K
|
63.6K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.16K+ 1.0% |
$194K - $228K
|
521K
$28.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.96K+ 28.98% |
$187K - $220K
|
22.1K
$1.22M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.41K+ 3.41% |
$166K - $195K
|
134K
$7.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.93K+ 1.04% |
$148K - $174K
|
380K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.65K+ 12.81% |
$137K - $162K
|
32.1K
$1.77M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.37K+ 10.92% |
$127K - $149K
|
34.2K
$1.88M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.36K+ 21.9% |
$127K - $149K
|
18.7K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.34K+ 45.57% |
$126K - $148K
|
10.7K
$587K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.32KNew |
$125K - $147K
|
3.32K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.19K+ 4.11% |
$120K - $141K
|
80.8K
$4.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.85K+ 6.9% |
$107K - $126K
|
44.1K
$2.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.69K+ 1.86% |
$101K - $119K
|
148K
$8.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.69K+ 5.56% |
$101K - $119K
|
51.1K
$2.81M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.54K+ 23.78% |
$95.7K - $113K
|
13.2K
$728K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.54K+ 23.78% |
$95.7K - $113K
|
13.2K
$728K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.23K+ 40.89% |
$84.1K - $98.9K
|
7.69K
$423K
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 3.25% |
$81.9K - $96.3K
|
69.1K
$3.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 10.07% |
$68.8K - $80.9K
|
20K
$1.1M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.81K+ 3.24% |
$68K - $80K
|
57.6K
$3.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
1.66K+ 2.58% |
$62.3K - $73.3K
|
65.9K
$3.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.56K+ 4.92% |
$58.9K - $69.3K
|
33.3K
$1.83M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 13.83% |
$56.2K - $66.1K
|
12.3K
$676K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.46K+ 133.82% |
$55K - $64.7K
|
2.55K
$140K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 2.2% |
$53.3K - $62.7K
|
65.7K
$3.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.33K+ 5.18% |
$49.9K - $58.7K
|
26.9K
$1.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.16K+ 12.25% |
$43.5K - $51.2K
|
10.6K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.14KNew |
$43.1K - $50.6K
|
1.14K
$62.9K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.12K+ 5.77% |
$42.3K - $49.7K
|
20.6K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.1K+ 7.79% |
$41.3K - $48.6K
|
15.2K
$835K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.02K+ 2.44% |
$38.4K - $45.2K
|
42.7K
$2.35M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.02KNew |
$38.3K - $45.1K
|
1.02K
$56K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1K+ 3.31% |
$37.8K - $44.5K
|
31.3K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1K+ 61.69% |
$37.7K - $44.3K
|
2.62K
$144K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
949+ 1.99% |
$35.7K - $42K
|
48.7K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
881+ 4.88% |
$33.2K - $39K
|
19K
$1.04M
|
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
868+ 1.9% |
$32.7K - $38.5K
|
46.5K
$2.56M
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
866+ 2.15% |
$32.6K - $38.4K
|
41.2K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
858+ 13.1% |
$32.3K - $38K
|
7.41K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
840+ 0.9% |
$31.6K - $37.2K
|
93.9K
$5.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
765New |
$28.8K - $33.9K
|
765
$42.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
692+ 5.42% |
$26.1K - $30.7K
|
13.5K
$741K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
586+ 1.33% |
$22.1K - $26K
|
44.8K
$2.47M
|