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 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 0.77% |
$188 - $222
|
654
$36K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 0.04% |
$188 - $222
|
11.4K
$627K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.84% |
$151 - $177
|
483
$26.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.64% |
$113 - $133
|
472
$26K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3+ 0.05% |
$113 - $133
|
6.03K
$332K
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2+ 0.02% |
$75.3 - $88.6
|
10.2K
$562K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.61% |
$37.7 - $44.3
|
164
$9.03K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.02% |
$37.7 - $44.3
|
6.43K
$354K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 2.56% |
$37.7 - $44.3
|
38
$2.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1- 0.02% |
$37.7 - $44.3
|
5.89K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10- 21.74% |
$377 - $443
|
36
$1.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-24- 0.45% |
$904 - $1.06K
|
5.31K
$292K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-28- 0.4% |
$1.05K - $1.24K
|
6.97K
$384K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-36- 0.15% |
$1.36K - $1.59K
|
23.2K
$1.28M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-50- 0.23% |
$1.88K - $2.22K
|
21.8K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-55- 2.37% |
$2.07K - $2.44K
|
2.27K
$125K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-63- 5.27% |
$2.37K - $2.79K
|
1.13K
$62.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-71- 0.25% |
$2.67K - $3.15K
|
28.8K
$1.58M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-80- 0.37% |
$3.01K - $3.54K
|
21.7K
$1.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-80- 23.19% |
$3.01K - $3.54K
|
265
$14.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-82- 0.68% |
$3.09K - $3.63K
|
12K
$661K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-90- 0.23% |
$3.39K - $3.99K
|
39.4K
$2.17M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-106- 1.17% |
$3.99K - $4.7K
|
8.94K
$492K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-115- 0.4% |
$4.33K - $5.09K
|
28.7K
$1.58M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-135- 0.73% |
$5.09K - $5.98K
|
18.5K
$1.02M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-149- 9.21% |
$5.61K - $6.6K
|
1.47K
$80.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-152- 1.91% |
$5.73K - $6.73K
|
7.8K
$429K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-154- 22.68% |
$5.8K - $6.82K
|
525
$28.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-164- 1.35% |
$6.18K - $7.27K
|
12K
$660K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-173- 62.45% |
$6.52K - $7.66K
|
104
$5.72K
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-200- 1.44% |
$7.53K - $8.86K
|
13.7K
$756K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 21.62% |
$7.53K - $8.86K
|
725
$39.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-210- 9.78% |
$7.91K - $9.3K
|
1.94K
$107K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-214- 1.55% |
$8.06K - $9.48K
|
13.6K
$750K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-222- 4.67% |
$8.36K - $9.83K
|
4.53K
$249K
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-223- 1.68% |
$8.4K - $9.88K
|
13.1K
$719K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-230- 2.44% |
$8.66K - $10.2K
|
9.18K
$505K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-277- 3.03% |
$10.4K - $12.3K
|
8.85K
$487K
|
|
|
Oct 21, 2022
Q3 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-281- 0.49% |
$10.6K - $12.4K
|
56.6K
$3.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-318- 0.37% |
$12K - $14.1K
|
85.8K
$4.72M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-330- 3.45% |
$12.4K - $14.6K
|
9.24K
$509K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-340- 5.25% |
$12.8K - $15.1K
|
6.14K
$338K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-341- 0.62% |
$12.8K - $15.1K
|
55K
$3.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-363- 2.15% |
$13.7K - $16.1K
|
16.5K
$910K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-370- 2.08% |
$13.9K - $16.4K
|
17.4K
$959K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-425- 1.33% |
$16K - $18.8K
|
31.4K
$1.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-451- 2.81% |
$17K - $20K
|
15.6K
$859K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-481- 1.5% |
$18.1K - $21.3K
|
31.6K
$1.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-486- 1.87% |
$18.3K - $21.5K
|
25.4K
$1.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-518- 4.56% |
$19.5K - $22.9K
|
10.8K
$597K
|