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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-779- 3.44% |
$26.8K - $32.1K
|
21.9K
$1.21M
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-878- 69.08% |
$30.2K - $36.2K
|
393
$21.7K
|
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-878- 69.08% |
$30.2K - $36.2K
|
393
$21.7K
|
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
SELL
|
- |
-1K- 2.89% |
$34.4K - $41.2K
|
33.6K
$1.86M
|
|
|
Apr 23, 2021
Q1 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-1.01K- 1.56% |
$34.6K - $41.5K
|
63.6K
$3.51M
|
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.07K- 0.31% |
$36.6K - $43.9K
|
342K
$18.9M
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 8.29% |
$39.5K - $47.5K
|
12.7K
$704K
|
|
|
May 12, 2021
Q1 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.16K- 6.13% |
$40K - $48K
|
17.8K
$985K
|
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.17K- 8.39% |
$40.2K - $48.3K
|
12.8K
$707K
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.18KClosed |
$40.6K - $48.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-1.19K- 1.29% |
$40.8K - $49K
|
90.7K
$5.01M
|
|
|
Apr 29, 2021
Q1 2021
|
Well Done, LLC
|
SELL
|
- |
-1.27K- 2.32% |
$43.7K - $52.5K
|
53.6K
$2.96M
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.35K- 2.42% |
$46.2K - $55.5K
|
54.1K
$2.99M
|
|
|
May 13, 2021
Q1 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.35K- 2.73% |
$46.2K - $55.5K
|
47.9K
$2.64M
|
|
|
Apr 30, 2021
Q1 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.36K- 36.57% |
$46.6K - $56K
|
2.35K
$130K
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.37K- 0.57% |
$47.1K - $56.5K
|
238K
$13.1M
|
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.39K- 3.67% |
$47.8K - $57.3K
|
36.5K
$2.01M
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 6.3% |
$48.2K - $57.9K
|
20.9K
$1.15M
|
|
|
May 12, 2021
Q1 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.66K- 2.9% |
$56.9K - $68.3K
|
55.3K
$3.06M
|
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.68K- 62.36% |
$57.6K - $69.1K
|
1.01K
$55.9K
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 18.76% |
$61.8K - $74.1K
|
7.79K
$430K
|
|
|
Apr 08, 2021
Q1 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.82K- 7.3% |
$62.6K - $75.2K
|
23.2K
$1.28M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.83KClosed |
$62.9K - $75.5K
|
0
$0
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.93K- 14.69% |
$66.4K - $79.7K
|
11.2K
$620K
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.94K- 5.72% |
$66.6K - $79.9K
|
31.9K
$1.76M
|
|
|
Apr 19, 2021
Q1 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.94K- 12.99% |
$66.8K - $80.2K
|
13K
$719K
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.02K- 27.13% |
$69.5K - $83.5K
|
5.44K
$300K
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.05K- 13.15% |
$70.3K - $84.3K
|
13.5K
$746K
|
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.07K- 10.61% |
$71K - $85.2K
|
17.4K
$962K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.17K- 10.36% |
$74.5K - $89.4K
|
18.8K
$1.04M
|
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-2.18K- 4.36% |
$74.8K - $89.8K
|
47.8K
$2.64M
|
|
|
Apr 13, 2021
Q1 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.62K- 3.55% |
$89.9K - $108K
|
71K
$3.92M
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.67K- 16.47% |
$91.8K - $110K
|
13.5K
$748K
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.69K- 8.0% |
$92.6K - $111K
|
31K
$1.71M
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.7K- 16.76% |
$92.8K - $111K
|
13.4K
$741K
|
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.87KClosed |
$98.4K - $118K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.02K- 22.67% |
$104K - $125K
|
10.3K
$570K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.54K- 15.04% |
$121K - $146K
|
20K
$1.1M
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.66K- 7.53% |
$126K - $151K
|
44.9K
$2.48M
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.22K- 5.93% |
$145K - $174K
|
66.9K
$3.7M
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.62K- 16.4% |
$159K - $190K
|
23.5K
$1.3M
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.72K- 33.21% |
$162K - $195K
|
9.49K
$524K
|
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
SELL
|
- |
-4.87K- 8.27% |
$167K - $201K
|
53.9K
$2.98M
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5K- 5.22% |
$172K - $206K
|
90.6K
$5.01M
|
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-5.18K- 39.26% |
$178K - $214K
|
8.02K
$443K
|
|
|
May 14, 2021
Q1 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.29K- 19.17% |
$182K - $218K
|
22.3K
$1.23M
|
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.32K- 5.09% |
$183K - $219K
|
99.2K
$5.48M
|
|
|
May 06, 2021
Q1 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.35K- 10.87% |
$184K - $221K
|
43.9K
$2.42M
|
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
SELL
|
- |
-5.7K- 2.39% |
$196K - $235K
|
233K
$12.9M
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.89K- 41.57% |
$203K - $243K
|
8.28K
$458K
|