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 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-545- 1.2% |
$20.5K - $24.1K
|
44.7K
$2.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-554- 19.96% |
$20.9K - $24.5K
|
2.22K
$123K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-557- 3.14% |
$21K - $24.7K
|
17.2K
$950K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-599- 8.16% |
$22.6K - $26.5K
|
6.75K
$373K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-600- 46.15% |
$22.6K - $26.6K
|
700
$38.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-632- 4.11% |
$23.8K - $28K
|
14.7K
$814K
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-689- 2.43% |
$26K - $30.5K
|
27.6K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-771- 7.78% |
$29K - $34.2K
|
9.14K
$505K
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-779- 0.72% |
$29.3K - $34.5K
|
107K
$5.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-800- 2.25% |
$30.1K - $35.4K
|
34.8K
$1.92M
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-830- 2.99% |
$31.3K - $36.8K
|
26.9K
$1.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-880- 2.61% |
$33.1K - $39K
|
32.8K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-911- 3.1% |
$34.3K - $40.4K
|
28.5K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-916- 3.13% |
$34.5K - $40.6K
|
28.4K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-940- 3.51% |
$35.4K - $41.6K
|
25.9K
$1.43M
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-951- 0.79% |
$35.8K - $42.1K
|
119K
$6.57M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1.06K- 7.67% |
$39.9K - $46.9K
|
12.7K
$704K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08K- 0.43% |
$40.7K - $47.8K
|
248K
$13.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.11K- 2.7% |
$41.9K - $49.3K
|
40.1K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.17K- 0.39% |
$44.2K - $52K
|
296K
$16.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.21K- 20.07% |
$45.6K - $53.6K
|
4.82K
$266K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.21K- 4.06% |
$45.7K - $53.8K
|
28.7K
$1.58M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.32K- 16.22% |
$49.7K - $58.5K
|
6.82K
$377K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.37K- 2.17% |
$51.6K - $60.7K
|
61.8K
$3.42M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.37K- 1.49% |
$51.6K - $60.7K
|
90.8K
$5.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.44K- 0.61% |
$54.1K - $63.6K
|
234K
$12.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 7.42% |
$56.7K - $66.7K
|
18.8K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.54K- 7.98% |
$57.9K - $68K
|
17.7K
$978K
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-1.6K- 13.26% |
$60.3K - $71K
|
10.5K
$579K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.64K- 0.67% |
$61.7K - $72.6K
|
241K
$13.3M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.66K- 0.7% |
$62.4K - $73.4K
|
233K
$12.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.67K- 20.45% |
$62.8K - $73.8K
|
6.49K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.76K- 0.71% |
$66.1K - $77.8K
|
245K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.84K- 99.73% |
$69.5K - $81.7K
|
5
$276
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 27.29% |
$76.4K - $89.8K
|
5.4K
$299K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.1K- 7.92% |
$79K - $92.9K
|
24.4K
$1.35M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.12K- 6.51% |
$79.9K - $94K
|
30.4K
$1.68M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.16K- 8.68% |
$81.5K - $95.8K
|
22.8K
$1.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.19K- 2.36% |
$82.6K - $97.2K
|
90.8K
$5.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.26K- 1.34% |
$85K - $100K
|
166K
$9.18M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.4K- 8.31% |
$90.6K - $106K
|
26.5K
$1.47M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.43K- 21.82% |
$91.5K - $108K
|
8.7K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.58K- 5.58% |
$97K - $114K
|
43.6K
$2.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.7K- 1.8% |
$102K - $120K
|
148K
$8.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.75K- 2.02% |
$104K - $122K
|
133K
$7.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.85K- 30.04% |
$107K - $126K
|
6.63K
$367K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.89K- 6.29% |
$109K - $128K
|
43K
$2.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.15K- 3.7% |
$119K - $140K
|
82K
$4.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.25K- 16.12% |
$123K - $144K
|
16.9K
$935K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.4K- 9.47% |
$128K - $151K
|
32.5K
$1.79M
|