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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-24.3K- 2.16% |
$983K - $1.07M
|
1.1M
$60.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-25.5K- 13.13% |
$1.03M - $1.13M
|
169K
$9.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.7K- 5.13% |
$2.05M - $2.24M
|
938K
$51.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-51.2K- 93.18% |
$2.07M - $2.26M
|
3.75K
$207K
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-54.8K- 47.95% |
$2.22M - $2.42M
|
59.5K
$3.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59.8K- 99.83% |
$2.42M - $2.64M
|
101
$5.58K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-62.4K- 16.64% |
$2.53M - $2.76M
|
313K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-75.7K- 73.75% |
$3.07M - $3.35M
|
27K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-82.3K- 4.68% |
$3.33M - $3.64M
|
1.68M
$92.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-86.7K- 34.69% |
$3.51M - $3.83M
|
163K
$9.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 15.19% |
$4.28M - $4.67M
|
589K
$32.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-110K- 5.21% |
$4.44M - $4.85M
|
1.99M
$110M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-133K- 95.45% |
$5.38M - $5.88M
|
6.34K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-219K- 29.99% |
$8.89M - $9.7M
|
512K
$28.3M
|