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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$34.4 - $41.2
|
954
$52.8K
|
|
|
May 06, 2021
Q1 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.02% |
$34.4 - $41.2
|
5.89K
$326K
|
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$34.4 - $41.2
|
9.35K
$518K
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$34.4 - $41.2
|
627
$34.7K
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.64% |
$34.4 - $41.2
|
158
$8.75K
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$34.4 - $41.2
|
4.23K
$234K
|
|
|
Apr 22, 2021
Q1 2021
|
Ims Capital Management
|
SELL
|
- |
-7- 0.02% |
$241 - $289
|
31K
$1.72M
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8Closed |
$275 - $330
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14- 53.85% |
$481 - $577
|
12
$665
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-19- 0.17% |
$653 - $784
|
11.5K
$635K
|
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27- 81.82% |
$928 - $1.11K
|
6
$332
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-35Closed |
$1.2K - $1.44K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-40- 0.36% |
$1.37K - $1.65K
|
11.2K
$620K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-56- 1.26% |
$1.92K - $2.31K
|
4.38K
$243K
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-57Closed |
$1.96K - $2.35K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-59- 18.91% |
$2.03K - $2.43K
|
253
$14K
|
|
|
May 10, 2021
Q1 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-61- 0.2% |
$2.1K - $2.52K
|
30.9K
$1.71M
|
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
SELL
|
- |
-82- 0.28% |
$2.82K - $3.38K
|
29.3K
$1.62M
|
|
|
Apr 02, 2021
Q1 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-87- 1.21% |
$2.99K - $3.59K
|
7.12K
$395K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-96- 4.87% |
$3.3K - $3.96K
|
1.88K
$104K
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 1.84% |
$3.44K - $4.12K
|
5.33K
$295K
|
|
|
May 25, 2021
Q1 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-100- 0.56% |
$3.44K - $4.12K
|
17.7K
$980K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-121- 8.76% |
$4.16K - $4.99K
|
1.26K
$69.8K
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-140- 7.34% |
$4.81K - $5.77K
|
1.77K
$97.9K
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-145- 20.71% |
$4.98K - $5.98K
|
555
$30.7K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-206- 0.65% |
$7.08K - $8.5K
|
31.6K
$1.75M
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-214- 10.34% |
$7.35K - $8.83K
|
1.86K
$103K
|
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-215- 0.6% |
$7.39K - $8.87K
|
35.7K
$1.97M
|
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-241- 1.16% |
$8.28K - $9.94K
|
20.6K
$1.14M
|
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-243- 3.03% |
$8.35K - $10K
|
7.78K
$431K
|
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-263- 3.04% |
$9.04K - $10.8K
|
8.38K
$464K
|
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-263- 3.04% |
$9.04K - $10.8K
|
8.38K
$464K
|
|
|
Apr 22, 2021
Q1 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-270- 0.72% |
$9.28K - $11.1K
|
37K
$2.05M
|
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-276Closed |
$9.48K - $11.4K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-290- 0.24% |
$9.96K - $12K
|
118K
$6.55M
|
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
SELL
|
- |
-301- 4.59% |
$10.3K - $12.4K
|
6.26K
$347K
|
|
|
Apr 09, 2021
Q1 2021
|
First Hawaiian Bank
|
SELL
|
- |
-321- 0.15% |
$11K - $13.2K
|
220K
$12.2M
|
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-364- 9.86% |
$12.5K - $15K
|
3.33K
$184K
|
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-384- 7.87% |
$13.2K - $15.8K
|
4.5K
$249K
|
|
|
May 12, 2021
Q1 2021
|
South State Corp
|
SELL
|
- |
-400- 2.36% |
$13.7K - $16.5K
|
16.6K
$918K
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-428Closed |
$14.7K - $17.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-480- 14.5% |
$16.5K - $19.8K
|
2.83K
$157K
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-488Closed |
$16.8K - $20.1K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-533- 0.02% |
$18.3K - $22K
|
2.42M
$134M
|
|
|
Apr 14, 2021
Q1 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-635- 3.29% |
$21.8K - $26.2K
|
18.7K
$1.03M
|
|
|
Apr 19, 2021
Q1 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-639- 7.18% |
$22K - $26.4K
|
8.27K
$458K
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-694- 1.06% |
$23.8K - $28.6K
|
64.6K
$3.58M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-709- 6.64% |
$24.4K - $29.2K
|
9.97K
$552K
|
|
|
May 05, 2021
Q1 2021
|
Cadence Bank Na
|
SELL
|
- |
-720- 2.31% |
$24.7K - $29.7K
|
30.5K
$1.69M
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-753- 7.35% |
$25.9K - $31.1K
|
9.49K
$525K
|