Purchases and Sales Made in Q4 2022 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 Q4 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
Jan 30, 2023 Q4 2022
Castle Rock Wealth Management, LLC

BUY
 -
4.83K
New
$186K - $211K
4.83K $248K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
4.72K
+ 185.1%
$182K - $206K
7.27K $374K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
4.61K
+ 27.88%
$178K - $202K
21.2K $1.09M
Jan 20, 2023 Q4 2022
Apeiron Ria LLC

BUY
 -
4.45K
+ 3.01%
$172K - $194K
152K $7.82M
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

BUY
 -
4.35K
+ 6.25%
$168K - $190K
73.9K $3.8M
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
4.07K
New
$157K - $178K
4.07K $209K
Feb 07, 2023 Q4 2022
Sanford Advisory Services, LLC

BUY
 -
4K
+ 2.84%
$154K - $175K
144K $7.43M
Feb 14, 2023 Q4 2022
Archetype Wealth Partners

Houston, TX
BUY
 -
3.97K
+ 9.01%
$153K - $174K
48.1K $2.47M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
3.59K
+ 7.03%
$139K - $157K
54.6K $2.81M
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
3.44K
+ 18.16%
$133K - $150K
22.4K $1.15M
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
3.19K
+ 29.39%
$123K - $139K
14K $721K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
3.16K
+ 53.83%
$122K - $138K
9.04K $465K
Feb 13, 2023 Q4 2022
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
2.55K
New
$98.5K - $111K
2.55K $131K
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2.48K
+ 20.24%
$95.9K - $109K
14.8K $759K
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.46K
+ 18.6%
$95K - $108K
15.7K $807K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.44K
+ 50.6%
$94.2K - $107K
7.26K $373K
Aug 28, 2024 Q4 2022
Farmers National Bank

Danville, KY
BUY
 -
2.39K
+ 6.98%
$92.1K - $104K
36.6K $1.88M
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.19K
New
$84.5K - $95.6K
2.19K $112K
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.15K
+ 14.61%
$83.1K - $94K
16.9K $868K
Sep 18, 2023 Q4 2022
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
2.13K
+ 18.37%
$82.3K - $93.1K
13.7K $706K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.99K
+ 164.95%
$76.7K - $86.8K
3.19K $164K
Feb 14, 2023 Q4 2022
Belvedere Trading LLC

BUY
 -
1.9K
New
$73.4K - $83K
1.9K $97.7K
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
BUY
 -
1.87K
+ 31.67%
$72K - $81.5K
7.75K $399K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.86K
+ 12.11%
$71.6K - $81.1K
17.2K $883K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
1.84K
+ 36840.0%
$71.1K - $80.5K
1.85K $95K
Feb 10, 2023 Q4 2022
Nbt Bank N A

BUY
 -
1.73K
+ 3.15%
$66.8K - $75.6K
56.7K $2.92M
Feb 10, 2023 Q4 2022
Berkeley Capital Partners, LLC

BUY
 -
1.61K
+ 3.22%
$62.2K - $70.4K
51.5K $2.65M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.6K
New
$61.8K - $69.9K
1.6K $82.3K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
1.59K
+ 7.84%
$61.4K - $69.5K
21.9K $1.13M
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
1.59K
New
$61.3K - $69.4K
1.59K $81.7K
Oct 04, 2023 Q4 2022
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
1.55K
+ 3.33%
$59.8K - $67.7K
48K $2.47M
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

BUY
 -
1.55K
+ 5.15%
$59.7K - $67.6K
31.6K $1.62M
Jan 24, 2023 Q4 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
1.51K
+ 3.25%
$58.3K - $66K
48K $2.47M
Feb 14, 2023 Q4 2022
Personal Cfo Solutions, LLC

BUY
 -
1.43K
+ 20.51%
$55.2K - $62.5K
8.4K $432K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
1.39K
+ 6.98%
$53.8K - $60.9K
21.4K $1.1M
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
1.37K
+ 1.06%
$53K - $60K
131K $6.72M
Feb 14, 2023 Q4 2022
Bristlecone Advisors, LLC

BUY
 -
1.37K
+ 7.33%
$52.9K - $59.9K
20.1K $1.03M
Feb 10, 2023 Q4 2022
Patten Group, Inc.

BUY
 -
1.37K
+ 20.91%
$52.8K - $59.8K
7.9K $406K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
1.36K
+ 25.19%
$52.6K - $59.5K
6.77K $348K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.35K
+ 8.91%
$52.2K - $59.1K
16.5K $849K
Jan 20, 2023 Q4 2022
Powers Advisory Group, LLC

BUY
 -
1.27K
+ 3.08%
$49K - $55.4K
42.4K $2.18M
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.25K
+ 13.52%
$48.3K - $54.6K
10.5K $540K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
1.23K
+ 55.52%
$47.6K - $53.9K
3.45K $178K
Feb 13, 2023 Q4 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
1.16K
+ 12.64%
$44.6K - $50.5K
10.3K $530K
Feb 13, 2023 Q4 2022
Cadence Bank

Tupelo, MS
BUY
 -
1.12K
+ 3.43%
$43.4K - $49.1K
33.9K $1.74M
Jan 25, 2023 Q4 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
1.1K
+ 10.8%
$42.6K - $48.2K
11.3K $581K
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
1.1K
+ 1.03%
$42.4K - $48K
107K $5.53M
Jan 19, 2023 Q4 2022
Psi Advisors, LLC

BUY
 -
920
+ 1.44%
$35.5K - $40.2K
64.8K $3.33M
Feb 07, 2023 Q4 2022
Crewe Advisors LLC

BUY
 -
898
+ 425.59%
$34.7K - $39.3K
1.11K $57K

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