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 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-38- 0.16% |
$1.47K - $1.75K
|
23.3K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-45- 0.17% |
$1.74K - $2.07K
|
26.4K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-47- 53.41% |
$1.82K - $2.16K
|
41
$2.27K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-50- 0.52% |
$1.94K - $2.3K
|
9.49K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 46.04% |
$2.48K - $2.94K
|
75
$4.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 3.71% |
$2.52K - $2.99K
|
1.69K
$93.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-71- 0.73% |
$2.75K - $3.27K
|
9.71K
$538K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-76- 1.46% |
$2.94K - $3.5K
|
5.13K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-83- 0.44% |
$3.21K - $3.82K
|
18.9K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-89- 0.48% |
$3.44K - $4.09K
|
18.6K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-93- 1.78% |
$3.6K - $4.28K
|
5.13K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-105- 0.01% |
$4.06K - $4.83K
|
1.68M
$92.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 0.14% |
$4.76K - $5.66K
|
90.5K
$5.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-125- 4.77% |
$4.84K - $5.75K
|
2.5K
$138K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-146- 0.14% |
$5.65K - $6.72K
|
101K
$5.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-154- 2.87% |
$5.96K - $7.08K
|
5.22K
$289K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-155- 3.04% |
$6K - $7.13K
|
4.95K
$274K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-164- 4.38% |
$6.35K - $7.54K
|
3.58K
$198K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-171- 1.32% |
$6.62K - $7.87K
|
12.8K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-196- 0.88% |
$7.59K - $9.02K
|
22.1K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-199- 0.85% |
$7.7K - $9.15K
|
23.3K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-199- 1.47% |
$7.7K - $9.15K
|
13.3K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-210- 0.55% |
$8.13K - $9.66K
|
37.8K
$2.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-220- 0.72% |
$8.51K - $10.1K
|
30.2K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-228- 7.25% |
$8.82K - $10.5K
|
2.92K
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-233- 3.27% |
$9.02K - $10.7K
|
6.88K
$381K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-240- 0.74% |
$9.29K - $11K
|
32.1K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-246- 1.84% |
$9.52K - $11.3K
|
13.1K
$725K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-255- 1.88% |
$9.87K - $11.7K
|
13.3K
$736K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-275- 2.19% |
$10.6K - $12.7K
|
12.3K
$680K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-300- 2.46% |
$11.6K - $13.8K
|
11.9K
$657K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-345- 1.04% |
$13.4K - $15.9K
|
33K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-356- 0.86% |
$13.8K - $16.4K
|
41.2K
$2.28M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-360- 3.14% |
$13.9K - $16.6K
|
11.1K
$615K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-363- 94.53% |
$14K - $16.7K
|
21
$1.16K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-366- 3.82% |
$14.2K - $16.8K
|
9.23K
$511K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-376- 1.74% |
$14.6K - $17.3K
|
21.2K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-385- 0.49% |
$14.9K - $17.7K
|
77.7K
$4.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-397- 4.54% |
$15.4K - $18.3K
|
8.34K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-398- 5.58% |
$15.4K - $18.3K
|
6.73K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-436- 15.23% |
$16.9K - $20.1K
|
2.43K
$134K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-441- 3.88% |
$17.1K - $20.3K
|
10.9K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-468- 1.98% |
$18.1K - $21.5K
|
23.1K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-473- 6.57% |
$18.3K - $21.8K
|
6.73K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-481- 1.78% |
$18.6K - $22.1K
|
26.5K
$1.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-496- 0.36% |
$19.2K - $22.8K
|
138K
$7.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-504- 0.77% |
$19.5K - $23.2K
|
65.2K
$3.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-512- 1.69% |
$19.8K - $23.6K
|
29.9K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-520- 7.36% |
$20.1K - $23.9K
|
6.55K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-545- 4.21% |
$21.1K - $25.1K
|
12.4K
$687K
|