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 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
576+ 2.21% |
$21.7K - $25.5K
|
26.6K
$1.46M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
522+ 1.06% |
$19.7K - $23.1K
|
49.9K
$2.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
418+ 4.35% |
$15.7K - $18.5K
|
10K
$552K
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
410+ 0.52% |
$15.4K - $18.2K
|
79.5K
$4.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
394+ 2.64% |
$14.8K - $17.5K
|
15.3K
$843K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
390+ 0.14% |
$14.7K - $17.3K
|
273K
$15M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
360+ 2.03% |
$13.6K - $15.9K
|
18.1K
$996K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350+ 28.9% |
$13.2K - $15.5K
|
1.56K
$85.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
312+ 0.74% |
$11.8K - $13.8K
|
42.2K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
307+ 0.8% |
$11.6K - $13.6K
|
38.9K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
265+ 0.58% |
$9.98K - $11.7K
|
46.3K
$2.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
264+ 6.72% |
$9.94K - $11.7K
|
4.19K
$231K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
248+ 0.24% |
$9.34K - $11K
|
102K
$5.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
240New |
$9.04K - $10.6K
|
240
$13.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
211New |
$7.95K - $9.35K
|
211
$11.6K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
206+ 1.21% |
$7.76K - $9.13K
|
17.2K
$947K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
201+ 6.42% |
$7.57K - $8.9K
|
3.33K
$183K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
199+ 3.14% |
$7.5K - $8.82K
|
6.54K
$360K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
196New |
$7.38K - $8.68K
|
196
$10.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
146New |
$5.5K - $6.47K
|
146
$8.04K
|
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
140+ 0.6% |
$5.27K - $6.2K
|
23.6K
$1.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
131+ 0.06% |
$4.93K - $5.8K
|
220K
$12.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
120+ 0.65% |
$4.52K - $5.32K
|
18.7K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111+ 0.31% |
$4.18K - $4.92K
|
35.5K
$1.96M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
86New |
$3.24K - $3.81K
|
86
$4.73K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
66+ 0.13% |
$2.49K - $2.92K
|
49.6K
$2.73M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
64+ 0.74% |
$2.41K - $2.84K
|
8.66K
$477K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
57+ 0.33% |
$2.15K - $2.53K
|
17.4K
$957K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
45+ 0.54% |
$1.7K - $1.99K
|
8.43K
$464K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
43+ 0.46% |
$1.62K - $1.9K
|
9.33K
$514K
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
35+ 0.11% |
$1.32K - $1.55K
|
30.6K
$1.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
33+ 0.5% |
$1.24K - $1.46K
|
6.61K
$364K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
28+ 0.34% |
$1.05K - $1.24K
|
8.2K
$452K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
26+ 0.19% |
$979 - $1.15K
|
13.7K
$752K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
26+ 0.2% |
$979 - $1.15K
|
13K
$718K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
22+ 6.08% |
$829 - $975
|
384
$21.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
16+ 0.08% |
$603 - $709
|
20.4K
$1.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 0.3% |
$452 - $532
|
3.98K
$219K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
11+ 0.8% |
$414 - $487
|
1.38K
$75.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10+ 0.09% |
$377 - $443
|
10.7K
$590K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.74% |
$301 - $354
|
1.09K
$60.1K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.06% |
$301 - $354
|
12.6K
$691K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.82% |
$301 - $354
|
988
$54.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 4.94% |
$301 - $354
|
170
$9.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.1% |
$264 - $310
|
6.9K
$380K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 1.82% |
$264 - $310
|
392
$21.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.69% |
$226 - $266
|
881
$48.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.05% |
$226 - $266
|
11.5K
$632K
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 0.06% |
$188 - $222
|
8.29K
$456K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.02% |
$188 - $222
|
21.8K
$1.2M
|