Purchases and Sales Made in Q3 2023 in Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S. Midcap Divi (DON) during Q3 2023. 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 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
242K
New
$9.81M - $10.7M
242K $13.3M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
213K
+ 13.59%
$8.61M - $9.4M
1.78M $97.8M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
131K
+ 2068.27%
$5.31M - $5.8M
137K $7.56M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
105K
New
$4.25M - $4.64M
105K $5.78M
Nov 03, 2023 Q3 2023
Coulter & Justus Financial Services, LLC

BUY
 -
93.6K
+ 75.04%
$3.79M - $4.14M
218K $12M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
83K
+ 18.74%
$3.36M - $3.67M
526K $29M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
60.8K
+ 8.29%
$2.46M - $2.69M
794K $43.7M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
51.9K
+ 12.49%
$2.1M - $2.3M
468K $25.7M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
51.4K
New
$2.08M - $2.27M
51.4K $2.83M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
45.1K
+ 33.16%
$1.83M - $2M
181K $9.97M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
41.4K
+ 729.66%
$1.68M - $1.83M
47K $2.59M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
39.1K
+ 5.31%
$1.58M - $1.73M
775K $42.7M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
37.9K
New
$1.54M - $1.68M
37.9K $2.09M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
30.5K
+ 4.01%
$1.24M - $1.35M
791K $43.5M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
27.9K
+ 14.56%
$1.13M - $1.23M
220K $12.1M
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
26.2K
New
$1.06M - $1.16M
26.2K $1.44M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
26K
New
$1.05M - $1.15M
26K $1.43M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
23.5K
+ 5.6%
$953K - $1.04M
444K $24.4M
Oct 10, 2023 Q3 2023
Melone Private Wealth, LLC

BUY
 -
16.9K
+ 5.68%
$686K - $749K
315K $17.3M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
16.6K
+ 821.48%
$674K - $736K
18.7K $1.03M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
15.5K
+ 4.3%
$626K - $683K
375K $20.6M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
14.5K
+ 64.83%
$588K - $641K
36.9K $2.03M
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
12.2K
+ 19.74%
$496K - $541K
74.2K $4.08M
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
12K
New
$486K - $531K
12K $660K
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
10.7K
New
$433K - $473K
10.7K $589K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
10.4K
New
$422K - $461K
10.4K $573K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
9.99K
+ 19.5%
$405K - $442K
61.2K $3.37M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
9.55K
+ 41.82%
$387K - $422K
32.4K $1.78M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
8.63K
+ 4.38%
$350K - $382K
206K $11.3M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
8.56K
+ 4.11%
$347K - $379K
217K $11.9M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
8.56K
+ 5.83%
$347K - $379K
155K $8.56M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.01K
+ 2.53%
$325K - $354K
325K $17.9M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
7.53K
+ 85.98%
$305K - $333K
16.3K $896K
Oct 18, 2023 Q3 2023
Marion Wealth Management

BUY
 -
7.28K
+ 3.16%
$295K - $322K
238K $13.1M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
7.2K
New
$292K - $318K
7.2K $396K
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
6.59K
+ 8.93%
$267K - $291K
80.4K $4.42M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.57K
+ 1.6%
$266K - $291K
418K $23M
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
6.43K
+ 6.44%
$261K - $284K
106K $5.85M
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
5.98K
New
$242K - $264K
5.98K $329K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
5.97K
New
$242K - $264K
5.97K $328K
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
5.8K
New
$235K - $256K
5.8K $319K
Nov 13, 2023 Q3 2023
Anson Capital, Inc.

BUY
 -
5.61K
New
$227K - $248K
5.61K $308K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
5.56K
+ 3.56%
$225K - $246K
161K $8.88M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
5.41K
New
$219K - $239K
5.41K $297K
Nov 13, 2023 Q3 2023
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
5.37K
New
$218K - $238K
5.37K $296K
Nov 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
5.23K
New
$212K - $231K
5.23K $288K
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
5.17K
+ 1.07%
$210K - $229K
490K $26.9M
Nov 13, 2023 Q3 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
4.85K
+ 3.23%
$197K - $215K
155K $8.54M
Oct 10, 2023 Q3 2023
Private Wealth Strategies, L.L.C.

BUY
 -
4.49K
+ 1.75%
$182K - $198K
261K $14.3M

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