Purchases and Sales Made in Q1 2023 in Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S. Midcap Divi (DON) during Q1 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
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.16K
+ 2.23%
$45.1K - $52.5K
53.1K $2.75M
Aug 28, 2024 Q1 2023
Farmers National Bank

Danville, KY
BUY
 -
1.11K
+ 3.03%
$43.2K - $50.3K
37.7K $1.95M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
1.1K
New
$43.1K - $50.1K
1.1K $57.1K
Apr 25, 2023 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
1.09K
+ 5.72%
$42.5K - $49.4K
20.1K $1.04M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.07K
+ 13.3%
$41.7K - $48.4K
9.09K $470K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
1.04K
+ 6.03%
$40.6K - $47.2K
18.3K $947K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
891
+ 2.53%
$34.8K - $40.5K
36.2K $1.87M
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
832
+ 0.85%
$32.5K - $37.8K
98.7K $5.11M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
802
+ 7.6%
$31.3K - $36.4K
11.4K $588K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
770
+ 4.13%
$30.1K - $35K
19.4K $1M
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
737
+ 9.33%
$28.8K - $33.5K
8.64K $447K
Apr 21, 2023 Q1 2023
Long Run Wealth Advisors, LLC

BUY
 -
733
+ 0.99%
$28.6K - $33.3K
75.1K $3.89M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
704
New
$27.5K - $32K
704 $36.4K
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
664
+ 9.61%
$25.9K - $30.1K
7.57K $392K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
654
+ 9.67%
$25.5K - $29.7K
7.42K $384K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
608
New
$23.7K - $27.6K
608 $31.5K
Jun 14, 2024 Q1 2023
Quent Capital, LLC

BUY
 -
608
New
$23.7K - $27.6K
608 $31.5K
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
575
+ 1.01%
$22.5K - $26.1K
57.3K $2.97M
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
575
+ 1.68%
$22.5K - $26.1K
34.7K $1.8M
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
549
+ 0.23%
$21.4K - $24.9K
236K $12.2M
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

BUY
 -
534
+ 11.07%
$20.9K - $24.2K
5.36K $277K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
496
+ 4.09%
$19.4K - $22.5K
12.6K $654K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
478
+ 0.43%
$18.7K - $21.7K
113K $5.84M
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
461
+ 1.22%
$18K - $20.9K
38.4K $1.99M
May 03, 2023 Q1 2023
Gryphon Financial Partners LLC

BUY
 -
431
+ 1.5%
$16.8K - $19.6K
29.1K $1.5M
Apr 13, 2023 Q1 2023
Centennial Wealth Advisory LLC

BUY
 -
417
+ 0.99%
$16.3K - $18.9K
42.6K $2.21M
May 15, 2023 Q1 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
397
+ 3.42%
$15.5K - $18K
12K $621K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
380
+ 1.89%
$14.8K - $17.3K
20.5K $1.06M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
368
+ 2300.0%
$14.4K - $16.7K
384 $19.9K
May 09, 2023 Q1 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
328
New
$12.8K - $14.9K
328 $17K
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
325
New
$12.7K - $14.8K
325 $16.8K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
261
+ 1.17%
$10.2K - $11.8K
22.7K $1.17M
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
BUY
 -
249
New
$9.72K - $11.3K
249 $12.9K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
225
+ 0.86%
$8.79K - $10.2K
26.3K $1.36M
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
222
New
$8.67K - $10.1K
222 $11.5K
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
212
+ 19.33%
$8.28K - $9.62K
1.31K $67.8K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
210
+ 0.25%
$8.2K - $9.53K
85.7K $4.43M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
210
+ 10.84%
$8.2K - $9.53K
2.15K $111K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
179
+ 1.53%
$6.99K - $8.13K
11.9K $614K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
165
+ 0.2%
$6.44K - $7.49K
81.2K $4.2M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
137
+ 0.28%
$5.35K - $6.22K
48.7K $2.52M
May 15, 2023 Q1 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
132
+ 1.04%
$5.15K - $5.99K
12.8K $665K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
125
New
$4.88K - $5.68K
125 $6.47K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
125
+ 0.4%
$4.88K - $5.68K
31.7K $1.64M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
85
New
$3.32K - $3.86K
85 $4.4K
Apr 20, 2023 Q1 2023
Riverview Trust CO

BUY
 -
82
New
$3.2K - $3.72K
82 $4.24K
May 05, 2023 Q1 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
71
+ 0.45%
$2.77K - $3.22K
16K $827K
Apr 13, 2023 Q1 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
71
+ 1.1%
$2.77K - $3.22K
6.5K $336K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
65
+ 0.17%
$2.54K - $2.95K
39.4K $2.04M

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