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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.83KNew |
$303K - $360K
|
7.83K
$434K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
7.77KNew |
$301K - $357K
|
7.77K
$430K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.75KNew |
$300K - $357K
|
7.75K
$429K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
7.33K+ 3.08% |
$284K - $337K
|
245K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.95K+ 0.88% |
$269K - $319K
|
798K
$44.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.86KNew |
$265K - $316K
|
6.86K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.65K+ 5.62% |
$257K - $306K
|
125K
$6.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.61KNew |
$256K - $304K
|
6.61K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.43K+ 1.89% |
$249K - $296K
|
346K
$19.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
6.37KNew |
$246K - $293K
|
6.37K
$353K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.34K+ 78.48% |
$245K - $292K
|
14.4K
$798K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.02K+ 2.31% |
$233K - $277K
|
267K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6K+ 49.46% |
$232K - $276K
|
18.1K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.8KNew |
$224K - $267K
|
5.8K
$321K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.66KNew |
$219K - $260K
|
5.66K
$313K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.58KNew |
$216K - $256K
|
5.58K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.53K+ 34.05% |
$214K - $255K
|
21.8K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.48KNew |
$212K - $252K
|
5.48K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5.27KNew |
$204K - $243K
|
5.27K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.04K+ 7.82% |
$195K - $232K
|
69.6K
$3.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.76K+ 11.77% |
$184K - $219K
|
45.2K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.66KNew |
$180K - $214K
|
4.66K
$258K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
4.6KNew |
$178K - $211K
|
4.6K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.58K+ 6.17% |
$177K - $211K
|
78.8K
$4.36M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
4.55KNew |
$176K - $209K
|
4.55K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
4.54K+ 80.93% |
$176K - $209K
|
10.1K
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.49KNew |
$174K - $207K
|
4.49K
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.47KNew |
$173K - $206K
|
4.47K
$248K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
4.45KNew |
$172K - $204K
|
4.45K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.41KNew |
$171K - $203K
|
4.41K
$244K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.4KNew |
$170K - $202K
|
4.4K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.3K+ 23.88% |
$166K - $198K
|
22.3K
$1.23M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
4.21K+ 2.58% |
$163K - $194K
|
167K
$9.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.09K+ 6.68% |
$158K - $188K
|
65.3K
$3.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.85K+ 6.42% |
$149K - $177K
|
63.8K
$3.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.83K+ 14.38% |
$148K - $176K
|
30.5K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.5K+ 61.76% |
$135K - $161K
|
9.16K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.45K+ 4.44% |
$133K - $159K
|
81.2K
$4.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.28K+ 31.48% |
$127K - $151K
|
13.7K
$758K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.99K+ 3.68% |
$116K - $137K
|
84.1K
$4.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.91K+ 36.77% |
$112K - $134K
|
10.8K
$599K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.85K+ 21.25% |
$110K - $131K
|
16.3K
$900K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.83K+ 2.66% |
$110K - $130K
|
109K
$6.04M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.78KNew |
$108K - $128K
|
2.78K
$154K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.75K+ 13.55% |
$106K - $126K
|
23K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.49K+ 10.69% |
$96.2K - $114K
|
25.7K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.48K+ 32.61% |
$96K - $114K
|
10.1K
$558K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.27K+ 149.61% |
$88K - $105K
|
3.79K
$210K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 4.64% |
$84.6K - $101K
|
49.2K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.07KNew |
$80K - $95.1K
|
2.07K
$114K
|