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 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-572- 0.26% |
$22.1K - $26.3K
|
216K
$12M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-600- 2.84% |
$23.2K - $27.6K
|
20.5K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-629- 1.83% |
$24.3K - $28.9K
|
33.7K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-689- 98.01% |
$26.7K - $31.7K
|
14
$774
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-728- 3.3% |
$28.2K - $33.5K
|
21.3K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-739- 3.35% |
$28.6K - $34K
|
21.3K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-806- 5.47% |
$31.2K - $37.1K
|
13.9K
$770K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-812- 7.98% |
$31.4K - $37.4K
|
9.37K
$518K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-815- 4.42% |
$31.5K - $37.5K
|
17.6K
$974K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-820- 5.01% |
$31.7K - $37.7K
|
15.5K
$859K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-861- 0.78% |
$33.3K - $39.6K
|
110K
$6.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-897- 1.54% |
$34.7K - $41.3K
|
57.4K
$3.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-909- 2.01% |
$35.2K - $41.8K
|
44.2K
$2.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1K- 13.65% |
$38.7K - $46K
|
6.33K
$349K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-1K- 0.84% |
$38.8K - $46.1K
|
119K
$6.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 17.88% |
$39.7K - $47.2K
|
4.71K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.04K- 12.57% |
$40.4K - $48K
|
7.26K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.14K- 28.21% |
$43.9K - $52.2K
|
2.89K
$160K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.14K- 3.03% |
$44.1K - $52.4K
|
36.5K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.23K- 0.07% |
$47.6K - $56.6K
|
1.66M
$91.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.3K- 40.84% |
$50.3K - $59.8K
|
1.88K
$104K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.31K- 0.27% |
$50.5K - $60.1K
|
488K
$27M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.32K- 9.16% |
$50.9K - $60.5K
|
13K
$721K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 1.2% |
$53.1K - $63.2K
|
113K
$6.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.55K- 1.09% |
$59.9K - $71.3K
|
140K
$7.75M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.58K- 6.18% |
$61.1K - $72.7K
|
24K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.6K- 4.75% |
$61.8K - $73.5K
|
32.1K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.6K- 4.1% |
$61.9K - $73.6K
|
37.4K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.62K- 26.39% |
$62.7K - $74.5K
|
4.52K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.66K- 1.21% |
$64.3K - $76.4K
|
136K
$7.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.74K- 7.83% |
$67.5K - $80.2K
|
20.5K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.78K- 6.55% |
$68.8K - $81.8K
|
25.4K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.81K- 9.28% |
$69.9K - $83.1K
|
17.7K
$976K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.81K- 3.11% |
$70K - $83.3K
|
56.4K
$3.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.07K- 3.7% |
$80.3K - $95.4K
|
54K
$2.98M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-2.14K- 8.19% |
$82.9K - $98.5K
|
24K
$1.33M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.3K- 2.49% |
$89.1K - $106K
|
90.1K
$4.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.38K- 8.97% |
$92.2K - $110K
|
24.2K
$1.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.4K- 5.75% |
$92.9K - $110K
|
39.4K
$2.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.48K- 12.43% |
$95.9K - $114K
|
17.5K
$964K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.56K- 3.45% |
$99K - $118K
|
71.5K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.67K- 0.92% |
$103K - $123K
|
289K
$16M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-2.9K- 19.83% |
$112K - $133K
|
11.7K
$648K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3K- 9.48% |
$116K - $138K
|
28.6K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.18K- 25.41% |
$123K - $146K
|
9.34K
$516K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.32K- 2.99% |
$128K - $152K
|
108K
$5.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.34K- 0.71% |
$129K - $154K
|
464K
$25.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.35K- 33.02% |
$130K - $154K
|
6.8K
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.43K- 39.02% |
$133K - $158K
|
5.35K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.58K- 13.74% |
$138K - $164K
|
22.4K
$1.24M
|