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 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-3.53K- 3.95% |
$133K - $156K
|
85.8K
$4.72M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.56K- 3.41% |
$134K - $157K
|
101K
$5.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.62K- 5.96% |
$136K - $160K
|
57K
$3.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.79K- 3.85% |
$143K - $168K
|
94.5K
$5.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.89K- 1.06% |
$147K - $172K
|
362K
$20M
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
SELL
|
- |
-4.77K- 4.08% |
$180K - $211K
|
112K
$6.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.96K- 6.81% |
$187K - $220K
|
67.9K
$3.74M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.13K- 6.17% |
$193K - $227K
|
77.9K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.55K- 44.8% |
$209K - $246K
|
6.84K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.43K- 9.42% |
$242K - $285K
|
61.8K
$3.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.5K- 21.04% |
$245K - $288K
|
24.4K
$1.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-6.75K- 5.84% |
$254K - $299K
|
109K
$5.99M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.86K- 18.58% |
$258K - $304K
|
30K
$1.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-7.79K- 14.35% |
$293K - $345K
|
46.5K
$2.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8.71K- 21.69% |
$328K - $386K
|
31.4K
$1.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.82K- 7.08% |
$332K - $391K
|
116K
$6.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-9KClosed |
$339K - $399K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.79K- 20.65% |
$369K - $434K
|
37.6K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.82K- 1.29% |
$370K - $435K
|
754K
$41.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.6KClosed |
$398K - $468K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-11.9KClosed |
$447K - $526K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12.7K- 94.74% |
$478K - $562K
|
704
$38.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.5K- 91.81% |
$509K - $598K
|
1.2K
$66.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.7K- 27.69% |
$554K - $652K
|
38.4K
$2.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16K- 2.47% |
$604K - $711K
|
632K
$34.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16.7K- 0.72% |
$628K - $739K
|
2.28M
$126M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-19.8K- 31.52% |
$745K - $876K
|
42.9K
$2.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20.2K- 5.63% |
$759K - $893K
|
338K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22.1K- 3.42% |
$834K - $981K
|
625K
$34.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.4K- 4.85% |
$1.07M - $1.26M
|
558K
$30.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-29.2K- 43.55% |
$1.1M - $1.29M
|
37.9K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36.4K- 2.54% |
$1.37M - $1.61M
|
1.4M
$77M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-40.8K- 82.83% |
$1.54M - $1.81M
|
8.46K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-54.6K- 54.11% |
$2.06M - $2.42M
|
46.3K
$2.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.4K- 27.77% |
$2.39M - $2.81M
|
165K
$9.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82K- 2.31% |
$3.09M - $3.63M
|
3.46M
$191M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-89.5K- 90.41% |
$3.37M - $3.97M
|
9.5K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-97.2K- 7.14% |
$3.66M - $4.31M
|
1.26M
$69.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-393K- 37.87% |
$14.8M - $17.4M
|
645K
$35.5M
|