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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.91K+ 2.82% |
$73.9K - $87.9K
|
69.6K
$3.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.86K+ 4.92% |
$72.1K - $85.7K
|
39.8K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.77K+ 13.34% |
$68.5K - $81.4K
|
15K
$833K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.7K+ 3.67% |
$65.9K - $78.3K
|
48.1K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 3.28% |
$63.6K - $75.6K
|
51.8K
$2.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.61K+ 13.38% |
$62.4K - $74.2K
|
13.7K
$757K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.61K+ 230.29% |
$62.4K - $74.2K
|
2.31K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.51K+ 9.24% |
$58.2K - $69.2K
|
17.8K
$985K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.43K+ 6.2% |
$55.4K - $65.9K
|
24.5K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.37K+ 1.13% |
$52.8K - $62.8K
|
123K
$6.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
1.34KNew |
$51.7K - $61.5K
|
1.34K
$74K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.32K+ 6.63% |
$51.2K - $60.9K
|
21.3K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.32K+ 1.72% |
$51K - $60.7K
|
78.2K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.14K+ 4.22% |
$44.2K - $52.6K
|
28.2K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.12K+ 1.07% |
$43.5K - $51.7K
|
106K
$5.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.1K+ 1.33% |
$42.6K - $50.6K
|
84K
$4.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.1K+ 9.15% |
$42.4K - $50.4K
|
13.1K
$723K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.09K+ 62.63% |
$42.2K - $50.2K
|
2.83K
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.02KNew |
$39.3K - $46.7K
|
1.02K
$56.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
968+ 1.87% |
$37.5K - $44.5K
|
52.7K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
900+ 1.08% |
$34.8K - $41.4K
|
84.4K
$4.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
885+ 3.65% |
$34.2K - $40.7K
|
25.1K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
871+ 1.96% |
$33.7K - $40.1K
|
45.2K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
805New |
$31.2K - $37K
|
805
$44.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
759+ 4.14% |
$29.4K - $34.9K
|
19.1K
$1.06M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
756+ 6.16% |
$29.3K - $34.8K
|
13K
$721K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
708+ 9.26% |
$27.4K - $32.6K
|
8.36K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
660+ 5.5% |
$25.5K - $30.4K
|
12.7K
$701K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
644+ 39.24% |
$24.9K - $29.6K
|
2.29K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
642+ 2.47% |
$24.8K - $29.5K
|
26.6K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
554+ 2.68% |
$21.4K - $25.5K
|
21.2K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
524+ 3.29% |
$20.3K - $24.1K
|
16.5K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
515+ 1.67% |
$19.9K - $23.7K
|
31.4K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
502+ 0.85% |
$19.4K - $23.1K
|
59.4K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
485New |
$18.8K - $22.3K
|
485
$26.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
430+ 6.35% |
$16.6K - $19.8K
|
7.21K
$399K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
412New |
$15.9K - $19K
|
412
$22.8K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
400New |
$15.5K - $18.4K
|
400
$22.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
399+ 5.53% |
$15.4K - $18.4K
|
7.61K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
390+ 3.17% |
$15.1K - $17.9K
|
12.7K
$704K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
388+ 5.0% |
$15K - $17.8K
|
8.14K
$451K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
384+ 1.95% |
$14.9K - $17.7K
|
20.1K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
384+ 24.3% |
$14.9K - $17.7K
|
1.96K
$109K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
377New |
$14.6K - $17.3K
|
377
$20.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
347+ 12.82% |
$13.4K - $16K
|
3.05K
$169K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
346+ 2.49% |
$13.4K - $15.9K
|
14.2K
$788K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
344+ 6.21% |
$13.3K - $15.8K
|
5.88K
$326K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
331+ 3.82% |
$12.8K - $15.2K
|
9.01K
$499K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
317+ 2.08% |
$12.3K - $14.6K
|
15.6K
$861K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
316+ 0.5% |
$12.2K - $14.5K
|
63.5K
$3.52M
|