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 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-3.67K- 18.53% |
$142K - $169K
|
16.1K
$894K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.9K- 36.45% |
$151K - $179K
|
6.8K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4K- 8.32% |
$155K - $184K
|
44.1K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.01K- 9.19% |
$155K - $184K
|
39.6K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-4.12K- 13.66% |
$159K - $189K
|
26K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.26K- 4.49% |
$165K - $196K
|
90.8K
$5.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.4K- 14.48% |
$170K - $202K
|
26K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-4.87K- 1.98% |
$189K - $224K
|
241K
$13.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.93K- 20.44% |
$191K - $227K
|
19.2K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.94K- 7.81% |
$191K - $227K
|
58.3K
$3.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.99K- 18.67% |
$193K - $229K
|
21.7K
$1.2M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-5.03K- 11.54% |
$195K - $231K
|
38.6K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.15K- 2.64% |
$199K - $237K
|
190K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-5.97K- 3.54% |
$231K - $275K
|
163K
$9.01M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-6.2K- 10.43% |
$240K - $285K
|
53.3K
$2.95M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.34K- 12.99% |
$245K - $292K
|
42.4K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.66K- 30.14% |
$258K - $306K
|
15.4K
$855K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-6.85K- 18.92% |
$265K - $315K
|
29.3K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.48K- 19.78% |
$290K - $344K
|
30.3K
$1.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-7.63K- 1.26% |
$295K - $351K
|
598K
$33.1M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-8.07K- 3.39% |
$312K - $371K
|
230K
$12.7M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-8.21K- 10.76% |
$318K - $378K
|
68.1K
$3.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8.63K- 4.2% |
$334K - $397K
|
197K
$10.9M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8.63K- 4.2% |
$334K - $397K
|
197K
$10.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9K- 11.47% |
$348K - $414K
|
69.4K
$3.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.32K- 2.1% |
$361K - $429K
|
434K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-9.38K- 2.05% |
$363K - $431K
|
449K
$24.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.5K- 2.39% |
$407K - $484K
|
430K
$23.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.2K- 18.4% |
$434K - $516K
|
49.7K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-11.3K- 14.05% |
$437K - $520K
|
69.1K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.6K- 0.82% |
$565K - $671K
|
1.76M
$97.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-15.2K- 16.42% |
$588K - $699K
|
77.4K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17.9K- 5.32% |
$691K - $821K
|
318K
$17.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.3K- 2.68% |
$824K - $979K
|
773K
$42.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-33.3K- 13.76% |
$1.29M - $1.53M
|
209K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-34.3K- 10.97% |
$1.33M - $1.58M
|
278K
$15.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-37.5K- 17.23% |
$1.45M - $1.73M
|
180K
$9.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.5K- 31.78% |
$1.72M - $2.04M
|
95.4K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50.1K- 13.35% |
$1.94M - $2.3M
|
325K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-60.1K- 33.17% |
$2.33M - $2.77M
|
121K
$6.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-71.1K- 3.57% |
$2.75M - $3.27M
|
1.92M
$107M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75.1K- 12.75% |
$2.91M - $3.46M
|
514K
$28.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-142K- 3.23% |
$5.49M - $6.53M
|
4.25M
$235M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-407K- 74.77% |
$15.7M - $18.7M
|
137K
$7.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-749K- 22.12% |
$29M - $34.5M
|
2.64M
$146M
|