Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
250KNew |
$9.66M - $11.5M
|
250K
$13.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 7.47% |
$7.1M - $8.44M
|
2.64M
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
180K+ 31.04% |
$6.97M - $8.28M
|
760K
$42.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
95.7KNew |
$3.71M - $4.4M
|
95.7K
$5.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
95.7K+ 774.81% |
$3.7M - $4.4M
|
108K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
81.9KNew |
$3.17M - $3.77M
|
81.9K
$4.53M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
77.7KNew |
$3.01M - $3.57M
|
77.7K
$4.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
64.9KNew |
$2.51M - $2.99M
|
64.9K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
58.8KNew |
$2.28M - $2.71M
|
58.8K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.9K+ 154.19% |
$2.2M - $2.62M
|
93.8K
$5.19M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
56.5KNew |
$2.19M - $2.6M
|
56.5K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.4K+ 5.91% |
$2.14M - $2.55M
|
994K
$55M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
45.7K+ 245.16% |
$1.77M - $2.1M
|
64.4K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
44.2KNew |
$1.71M - $2.03M
|
44.2K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
36.8KNew |
$1.42M - $1.69M
|
36.8K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
34.8K+ 6.62% |
$1.35M - $1.6M
|
561K
$31.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
34.1KNew |
$1.32M - $1.57M
|
34.1K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.2KNew |
$1.29M - $1.53M
|
33.2K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
32KNew |
$1.24M - $1.47M
|
32K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
31.6KNew |
$1.22M - $1.45M
|
31.6K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.5K+ 14.34% |
$1.22M - $1.45M
|
251K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30K+ 7.19% |
$1.16M - $1.38M
|
448K
$24.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.1K+ 8.02% |
$1.01M - $1.2M
|
351K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9K+ 112.97% |
$1M - $1.19M
|
48.7K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
24.3K+ 15.07% |
$941K - $1.12M
|
186K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
22.2K+ 40.2% |
$861K - $1.02M
|
77.6K
$4.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.6KNew |
$721K - $856K
|
18.6K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
18.3K+ 1405.0% |
$707K - $840K
|
19.6K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18.1K+ 63.57% |
$700K - $832K
|
46.5K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.6K+ 1.25% |
$681K - $809K
|
1.42M
$78.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
16.8KNew |
$651K - $773K
|
16.8K
$931K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
16.5KNew |
$638K - $759K
|
16.5K
$913K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16.2K+ 61.7% |
$625K - $743K
|
42.3K
$2.34M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.6KNew |
$603K - $717K
|
15.6K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 3.27% |
$594K - $706K
|
484K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
14.8K+ 8.07% |
$574K - $683K
|
199K
$11M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.3K+ 84.17% |
$554K - $658K
|
31.3K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14K+ 11.27% |
$541K - $644K
|
138K
$7.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$537K - $638K
|
13.9K
$768K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2K+ 31.54% |
$472K - $561K
|
50.8K
$2.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
12.2K+ 3.86% |
$470K - $559K
|
327K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
11.2K+ 7.19% |
$432K - $513K
|
166K
$9.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4K+ 1.34% |
$403K - $479K
|
786K
$43.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.4K+ 6.69% |
$403K - $479K
|
166K
$9.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10.1K+ 4.64% |
$393K - $467K
|
229K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.83K+ 5.48% |
$342K - $406K
|
170K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.74K+ 1.71% |
$338K - $402K
|
521K
$28.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.21KNew |
$318K - $378K
|
8.21K
$455K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8.16KNew |
$316K - $375K
|
8.16K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.03K+ 116.98% |
$311K - $369K
|
14.9K
$825K
|