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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
317+ 2.08% |
$12.3K - $14.6K
|
15.6K
$805K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
316+ 0.5% |
$12.2K - $14.5K
|
63.5K
$3.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
310New |
$12K - $14.3K
|
310
$16K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
244New |
$9.44K - $11.2K
|
244
$12.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
227+ 5.0% |
$8.78K - $10.4K
|
4.77K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
204+ 0.85% |
$7.89K - $9.38K
|
24.3K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200+ 2.73% |
$7.74K - $9.2K
|
7.53K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 1.94% |
$7.74K - $9.2K
|
10.5K
$544K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
153+ 0.34% |
$5.92K - $7.04K
|
45.2K
$2.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
137+ 0.6% |
$5.3K - $6.3K
|
22.9K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
114+ 1.12% |
$4.41K - $5.24K
|
10.3K
$534K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
100+ 1.7% |
$3.87K - $4.6K
|
5.98K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
98+ 0.34% |
$3.79K - $4.51K
|
29.2K
$1.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
83New |
$3.21K - $3.82K
|
83
$4.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
74+ 44.05% |
$2.86K - $3.4K
|
242
$12.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
62+ 0.7% |
$2.4K - $2.85K
|
8.97K
$464K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
60New |
$2.32K - $2.76K
|
60
$3.11K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.81% |
$2.13K - $2.53K
|
6.84K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
49+ 0.51% |
$1.9K - $2.25K
|
9.6K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
48+ 0.3% |
$1.86K - $2.21K
|
16.2K
$839K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
43+ 0.71% |
$1.66K - $1.98K
|
6.09K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
38+ 0.39% |
$1.47K - $1.75K
|
9.81K
$508K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
38New |
$1.47K - $1.75K
|
38
$1.97K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
34+ 0.4% |
$1.32K - $1.56K
|
8.6K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
22+ 0.24% |
$851 - $1.01K
|
9.38K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
20+ 0.09% |
$774 - $920
|
22.2K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
19+ 0.09% |
$735 - $874
|
21.8K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
18+ 0.1% |
$697 - $828
|
17.3K
$897K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
18+ 0.19% |
$697 - $828
|
9.54K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
17+ 0.16% |
$658 - $782
|
10.7K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
13+ 0.17% |
$503 - $598
|
7.71K
$399K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.71% |
$387 - $460
|
1.43K
$73.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.18% |
$387 - $460
|
5.68K
$294K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.69% |
$271 - $322
|
1.02K
$53K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.11% |
$232 - $276
|
5.41K
$280K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$232 - $276
|
6
$311
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.02% |
$194 - $230
|
21.5K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
5+ 0.27% |
$194 - $230
|
1.85K
$95.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5+ 0.02% |
$194 - $230
|
32.4K
$1.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 0.07% |
$194 - $230
|
7.45K
$385K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.7% |
$155 - $184
|
573
$29.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.11% |
$77.4 - $92
|
182
$9.42K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.15% |
$77.4 - $92
|
1.31K
$68K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.12% |
$77.4 - $92
|
1.63K
$84.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.02% |
$38.7 - $46
|
5.96K
$308K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.02% |
$38.7 - $46
|
5.96K
$308K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6- 0.09% |
$232 - $276
|
6.66K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.03% |
$426 - $506
|
38.6K
$2M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-17- 0.28% |
$658 - $782
|
5.95K
$308K
|