Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.93K- 19.27% |
$78.1K - $85.3K
|
8.08K
$445K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.95K- 11.35% |
$79K - $86.2K
|
15.2K
$839K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 9.31% |
$82K - $89.5K
|
19.7K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.05K- 9.86% |
$82.9K - $90.5K
|
18.7K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.06K- 5.13% |
$83.2K - $90.9K
|
38K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.07K- 6.15% |
$83.9K - $91.6K
|
31.6K
$1.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.08K- 17.0% |
$84.1K - $91.8K
|
10.1K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.1K- 5.92% |
$84.9K - $92.7K
|
33.3K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.1K- 4.53% |
$85.2K - $93K
|
44.3K
$2.44M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.16K- 1.92% |
$87.5K - $95.5K
|
110K
$6.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.28K- 41.75% |
$92.4K - $101K
|
3.18K
$175K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.39K- 8.21% |
$96.7K - $106K
|
26.7K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.4K- 23.25% |
$97K - $106K
|
7.9K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.43K- 11.31% |
$98.3K - $107K
|
19K
$1.05M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.52K- 11.84% |
$102K - $111K
|
18.8K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2.61K- 1.85% |
$106K - $115K
|
139K
$7.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.79K- 6.02% |
$113K - $124K
|
43.6K
$2.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.84K- 9.09% |
$115K - $126K
|
28.4K
$1.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.86K- 12.54% |
$116K - $126K
|
19.9K
$1.1M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.91K- 26.88% |
$118K - $129K
|
7.9K
$435K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-2.92K- 3.68% |
$118K - $129K
|
76.3K
$4.2M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.96K- 1.23% |
$120K - $131K
|
238K
$13.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.21K- 3.08% |
$130K - $142K
|
101K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.3K- 42.06% |
$134K - $146K
|
4.54K
$250K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.35K- 4.13% |
$136K - $148K
|
77.7K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-3.49K- 1.02% |
$141K - $154K
|
340K
$18.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.58K- 13.84% |
$145K - $158K
|
22.3K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.75K- 1.89% |
$152K - $166K
|
195K
$10.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.06K- 15.38% |
$164K - $179K
|
22.3K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.29K- 9.91% |
$174K - $190K
|
39K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.46K- 19.57% |
$181K - $197K
|
18.3K
$1.01M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-4.52K- 5.87% |
$183K - $200K
|
72.5K
$3.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 3.83% |
$184K - $201K
|
114K
$6.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.15K- 14.49% |
$209K - $228K
|
30.4K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.23K- 22.53% |
$212K - $231K
|
18K
$990K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.07K- 1.1% |
$246K - $268K
|
544K
$29.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.18K- 1.81% |
$250K - $273K
|
336K
$18.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.19K- 45.78% |
$251K - $274K
|
7.33K
$403K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.39K- 2.85% |
$259K - $282K
|
218K
$12M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.53K- 32.51% |
$264K - $289K
|
13.5K
$746K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7K- 0.42% |
$284K - $310K
|
1.66M
$91.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-7.11K- 16.42% |
$288K - $314K
|
36.2K
$1.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-9.42K- 17.28% |
$382K - $417K
|
45.1K
$2.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12K- 16.62% |
$485K - $529K
|
60K
$3.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 0.43% |
$591K - $645K
|
3.39M
$186M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-14.7K- 6.68% |
$597K - $651K
|
206K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-16.3K- 17.17% |
$659K - $719K
|
78.4K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.3K- 3.36% |
$660K - $721K
|
468K
$25.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-21.8K- 4.53% |
$881K - $962K
|
458K
$25.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-23.7K- 32.11% |
$961K - $1.05M
|
50.2K
$2.76M
|