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
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
626
+ 9.62%
$25.4K - $27.7K
7.13K $392K
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
560
+ 0.89%
$22.7K - $24.8K
63.2K $3.48M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
538
+ 9.61%
$21.8K - $23.8K
6.14K $338K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
536
+ 2.99%
$21.7K - $23.7K
18.5K $1.02M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
526
+ 0.67%
$21.3K - $23.3K
78.9K $4.34M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
495
+ 0.6%
$20.1K - $21.9K
82.9K $4.56M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
484
+ 21.78%
$19.6K - $21.4K
2.71K $149K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
460
+ 0.33%
$18.6K - $20.3K
140K $7.7M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
425
+ 4.41%
$17.2K - $18.8K
10.1K $554K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
392
+ 29.04%
$15.9K - $17.3K
1.74K $95.9K
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

BUY
 -
380
+ 7.19%
$15.4K - $16.8K
5.66K $312K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
363
New
$14.7K - $16.1K
363 $20K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
343
+ 2.72%
$13.9K - $15.2K
13K $713K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
319
+ 3.47%
$12.9K - $14.1K
9.52K $524K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
318
+ 0.38%
$12.9K - $14.1K
83.5K $4.6M
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
300
+ 13.04%
$12.2K - $13.3K
2.6K $143K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
293
+ 0.47%
$11.9K - $13K
63.2K $3.48M
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
286
+ 1.25%
$11.6K - $12.6K
23.1K $1.27M
Oct 16, 2023 Q3 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
277
+ 0.67%
$11.2K - $12.2K
41.8K $2.3M
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
276
+ 3.74%
$11.2K - $12.2K
7.65K $421K
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
274
+ 2.11%
$11.1K - $12.1K
13.3K $730K
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
264
+ 0.46%
$10.7K - $11.7K
58.2K $3.2M
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
241
+ 3.53%
$9.76K - $10.7K
7.07K $389K
Nov 09, 2023 Q3 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
200
+ 0.87%
$8.1K - $8.84K
23.2K $1.28M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
176
+ 0.42%
$7.13K - $7.78K
42.4K $2.33M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
167
+ 1284.62%
$6.77K - $7.38K
180 $9.91K
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
148
+ 0.68%
$6K - $6.54K
21.8K $1.2M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
146
+ 1.55%
$5.91K - $6.46K
9.56K $526K
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
137
+ 1.15%
$5.55K - $6.06K
12K $661K
Nov 14, 2023 Q3 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
132
+ 18.21%
$5.35K - $5.84K
857 $47.2K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
127
+ 3.99%
$5.14K - $5.62K
3.31K $182K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
124
+ 0.76%
$5.02K - $5.48K
16.4K $901K
Nov 13, 2023 Q3 2023
Cypress Capital Management LLC (Wy)

BUY
 -
100
New
$4.05K - $4.42K
100 $5.5K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
97
New
$3.93K - $4.29K
97 $5.34K
Oct 27, 2023 Q3 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
90
+ 0.56%
$3.65K - $3.98K
16.2K $890K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
75
New
$3.04K - $3.32K
75 $4.13K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
74
+ 0.13%
$3K - $3.27K
58.3K $3.21M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
71
+ 0.41%
$2.88K - $3.14K
17.2K $947K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
70
+ 101.45%
$2.84K - $3.1K
139 $7.65K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
64
+ 0.4%
$2.59K - $2.83K
15.9K $877K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
59
+ 0.67%
$2.39K - $2.61K
8.91K $491K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
52
+ 0.11%
$2.11K - $2.3K
48.8K $2.69M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
50
+ 0.53%
$2.03K - $2.21K
9.54K $525K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
47
+ 114.63%
$1.9K - $2.08K
88 $4.84K
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
41
+ 0.62%
$1.66K - $1.81K
6.66K $367K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
34
+ 19.32%
$1.38K - $1.5K
210 $11.6K
Oct 12, 2023 Q3 2023
Patten Group, Inc.

BUY
 -
34
+ 0.39%
$1.38K - $1.5K
8.67K $477K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
32
+ 0.11%
$1.3K - $1.42K
29.1K $1.6M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
28
+ 0.47%
$1.13K - $1.24K
5.96K $328K

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