Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q1 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
588KNew |
$20.2M - $24.3M
|
588K
$32.5M
|
|
|
May 12, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
447K+ 316.53% |
$15.4M - $18.4M
|
588K
$32.5M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
208K+ 88.23% |
$7.14M - $8.57M
|
443K
$24.5M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
154K+ 19.93% |
$5.3M - $6.36M
|
928K
$51.3M
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
73.6KNew |
$2.53M - $3.03M
|
73.6K
$4.06M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.8K+ 158.87% |
$1.78M - $2.14M
|
84.4K
$4.66M
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
47.4K+ 12.72% |
$1.63M - $1.95M
|
420K
$23.2M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.4K+ 61.12% |
$1.6M - $1.92M
|
122K
$6.76M
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.4K+ 3.78% |
$1.59M - $1.91M
|
1.27M
$70.3M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.1KNew |
$1.17M - $1.41M
|
34.1K
$1.89M
|
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
33.4K+ 12.51% |
$1.15M - $1.38M
|
301K
$16.6M
|
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
29.7KNew |
$1.02M - $1.22M
|
29.7K
$1.64M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
26.9KNew |
$923K - $1.11M
|
26.9K
$1.48M
|
|
|
May 14, 2021
Q1 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
23K+ 54.54% |
$790K - $948K
|
65.1K
$3.6M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.9K+ 7.87% |
$683K - $820K
|
272K
$15M
|
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
17.8K+ 5.53% |
$611K - $733K
|
339K
$18.7M
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4K+ 3.33% |
$459K - $551K
|
415K
$22.9M
|
|
|
May 03, 2021
Q1 2021
|
White Pine Investment CO
|
BUY
|
- |
11.4K+ 11.65% |
$390K - $469K
|
109K
$6.02M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.1KNew |
$381K - $457K
|
11.1K
$612K
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 2.42% |
$361K - $433K
|
445K
$24.6M
|
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.96KNew |
$308K - $370K
|
8.96K
$495K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.64K+ 64.33% |
$297K - $356K
|
22.1K
$1.22M
|
|
|
May 17, 2021
Q1 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
8.19K+ 25.46% |
$281K - $338K
|
40.3K
$2.23M
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.6K+ 19.63% |
$261K - $314K
|
46.3K
$2.56M
|
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.51KNew |
$258K - $310K
|
7.51K
$415K
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.32K+ 9.03% |
$251K - $302K
|
88.4K
$4.88M
|
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.22K+ 24.34% |
$248K - $298K
|
36.9K
$2.04M
|
|
|
Apr 20, 2021
Q1 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.78KNew |
$233K - $279K
|
6.78K
$374K
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.54K+ 0.67% |
$225K - $270K
|
978K
$54M
|
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.26KNew |
$215K - $258K
|
6.26K
$346K
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.02K+ 9.63% |
$207K - $248K
|
68.5K
$3.78M
|
|
|
May 27, 2021
Q1 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.93KNew |
$204K - $245K
|
5.93K
$328K
|
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.7KNew |
$196K - $235K
|
5.7K
$315K
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.58KNew |
$192K - $230K
|
5.58K
$308K
|
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.58K+ 21.78% |
$192K - $230K
|
31.2K
$1.72M
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
5.52KNew |
$190K - $227K
|
5.52K
$305K
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.41KNew |
$186K - $223K
|
5.41K
$299K
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.29KNew |
$182K - $218K
|
5.29K
$292K
|
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
5.01KNew |
$172K - $206K
|
5.01K
$277K
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.5K+ 24.56% |
$155K - $186K
|
22.8K
$1.26M
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.23K+ 11.58% |
$145K - $175K
|
40.8K
$2.25M
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.18K+ 31.72% |
$144K - $172K
|
17.3K
$958K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.13K+ 7.61% |
$142K - $170K
|
58.3K
$3.22M
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.08K+ 2.28% |
$140K - $168K
|
184K
$10.1M
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.95K+ 9.83% |
$136K - $163K
|
44.2K
$2.44M
|
|
|
Apr 26, 2021
Q1 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.86K+ 34.75% |
$133K - $159K
|
15K
$827K
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.56K+ 6.46% |
$87.9K - $106K
|
42.2K
$2.33M
|
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.51K+ 10.64% |
$86.2K - $104K
|
26.1K
$1.44M
|
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.45K+ 27.8% |
$84.3K - $101K
|
11.3K
$623K
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.19KNew |
$75.2K - $90.3K
|
2.19K
$121K
|