Purchases and Sales Made in Q1 2021 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 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
May 17, 2021 Q1 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.93K
+ 6.5%
$66.3K - $79.6K
31.6K $1.75M
May 13, 2021 Q1 2021
Avantax Advisory Services, Inc.

BUY
 -
1.85K
+ 26.12%
$63.7K - $76.4K
8.95K $494K
May 13, 2021 Q1 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.84K
+ 8.89%
$63.3K - $75.9K
22.6K $1.25M
Jan 08, 2024 Q1 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.81K
+ 4.65%
$62.3K - $74.7K
40.8K $2.25M
May 03, 2021 Q1 2021
Asset Dedication, LLC

BUY
 -
1.47K
+ 18.61%
$50.4K - $60.5K
9.35K $516K
May 18, 2021 Q1 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.46K
+ 22.3%
$50.2K - $60.2K
8.01K $442K
May 13, 2021 Q1 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.43K
+ 1.3%
$49.1K - $59K
111K $6.13M
Apr 26, 2021 Q1 2021
Arkadios Wealth Advisors

BUY
 -
1.42K
+ 1.21%
$48.7K - $58.4K
118K $6.55M
Apr 14, 2021 Q1 2021
Centennial Wealth Advisory LLC

BUY
 -
1.33K
+ 4.37%
$45.6K - $54.7K
31.7K $1.75M
May 14, 2021 Q1 2021
Northwestern Mutual Wealth Management CO

BUY
 -
1.13K
+ 1.18%
$38.8K - $46.5K
96.6K $5.34M
May 14, 2021 Q1 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
1.09K
+ 106.04%
$37.4K - $44.9K
2.12K $117K
May 14, 2021 Q1 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.03K
+ 0.33%
$35.4K - $42.4K
317K $17.5M
Apr 29, 2021 Q1 2021
Allworth Financial LP

BUY
 -
936
New
$32.2K - $38.6K
936 $51.7K
May 10, 2021 Q1 2021
New Square Capital LLC

BUY
 -
840
+ 13.43%
$28.9K - $34.6K
7.09K $392K
May 11, 2021 Q1 2021
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
766
+ 3.34%
$26.3K - $31.6K
23.7K $1.31M
Apr 28, 2021 Q1 2021
Chicago Partners Investment Group LLC

BUY
 -
650
+ 1.41%
$22.3K - $26.8K
46.8K $2.58M
Apr 14, 2021 Q1 2021
Global Retirement Partners, LLC

BUY
 -
626
New
$21.5K - $25.8K
626 $34.6K
May 04, 2021 Q1 2021
Vicus Capital

State College, PA
BUY
 -
591
+ 2.56%
$20.3K - $24.4K
23.7K $1.31M
May 07, 2021 Q1 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
591
+ 1.31%
$20.3K - $24.4K
45.8K $2.53M
May 17, 2021 Q1 2021
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
515
+ 4.26%
$17.7K - $21.2K
12.6K $696K
May 17, 2021 Q1 2021
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
430
+ 33.86%
$14.8K - $17.7K
1.7K $93.9K
May 13, 2021 Q1 2021
Capital Advisors, Ltd. LLC

BUY
 -
411
+ 1.49%
$14.1K - $16.9K
28K $1.55M
May 11, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
348
+ 1.86%
$12K - $14.4K
19.1K $1.05M
Aug 10, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
342
+ 1.79%
$11.8K - $14.1K
19.4K $1.07M
May 12, 2021 Q1 2021
Financial Insights, Inc.

BUY
 -
333
+ 0.22%
$11.4K - $13.7K
149K $8.21M
May 14, 2021 Q1 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
309
+ 4.77%
$10.6K - $12.7K
6.78K $375K
Apr 20, 2021 Q1 2021
Private Ocean, LLC

BUY
 -
304
New
$10.4K - $12.5K
304 $16.8K
May 18, 2021 Q1 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
284
+ 3.99%
$9.76K - $11.7K
7.4K $409K
May 14, 2021 Q1 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
278
+ 3.98%
$9.55K - $11.5K
7.27K $402K
Apr 30, 2021 Q1 2021
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
273
New
$9.38K - $11.3K
273 $15.1K
Apr 21, 2021 Q1 2021
Gradient Investments LLC

BUY
 -
268
New
$9.21K - $11.1K
268 $14.8K
May 10, 2021 Q1 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
243
+ 1.6%
$8.35K - $10K
15.4K $850K
May 05, 2021 Q1 2021
Total Clarity Wealth Management, Inc.

BUY
 -
204
New
$7.01K - $8.41K
204 $11.3K
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
186
New
$6.39K - $7.67K
186 $10.3K
Apr 27, 2021 Q1 2021
Cwm, LLC

BUY
 -
140
+ 7.92%
$4.81K - $5.77K
1.91K $105K
May 17, 2021 Q1 2021
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
130
+ 0.26%
$4.47K - $5.36K
49.3K $2.72M
Apr 19, 2021 Q1 2021
Ifg Advisory, LLC

BUY
 -
130
+ 1.52%
$4.47K - $5.36K
8.69K $480K
Apr 21, 2021 Q1 2021
Tiaa, Fsb

St. Louis, MO
BUY
 -
129
+ 1.11%
$4.43K - $5.32K
11.7K $649K
Apr 26, 2021 Q1 2021
Mascoma Wealth Management LLC

BUY
 -
128
New
$4.4K - $5.28K
128 $7.07K
May 04, 2021 Q1 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
124
+ 5.37%
$4.26K - $5.11K
2.44K $135K
May 06, 2021 Q1 2021
Koshinski Asset Management, Inc.

BUY
 -
20
+ 0.23%
$687 - $825
8.72K $482K
Apr 23, 2021 Q1 2021
Evanson Asset Management, LLC

BUY
 -
19
+ 0.23%
$653 - $784
8.35K $461K
Apr 30, 2021 Q1 2021
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
12
+ 0.18%
$412 - $495
6.56K $362K
May 12, 2021 Q1 2021
Cerity Partners LLC

New York, NY
BUY
 -
11
+ 0.12%
$378 - $454
9.03K $499K
May 14, 2021 Q1 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4
+ 0.17%
$137 - $165
2.38K $132K
May 05, 2021 Q1 2021
Element Wealth, LLC

BUY
 -
3
+ 0.22%
$103 - $124
1.35K $74.8K
May 13, 2021 Q1 2021
Plante Moran Financial Advisors, LLC

BUY
 -
2
+ 0.32%
$68.7 - $82.5
630 $34.8K
Apr 22, 2021 Q1 2021
Cottage Street Advisors LLC

BUY
 -
2
+ 0.02%
$68.7 - $82.5
11K $606K
May 10, 2021 Q1 2021
Accel Wealth Management

BUY
 -
1
+ 0.12%
$34.4 - $41.2
827 $45.7K

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