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 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-5.97K- 11.1% |
$205K - $246K
|
47.8K
$2.64M
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-6.16K- 41.08% |
$212K - $254K
|
8.84K
$488K
|
|
May 17, 2021
Q1 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.35KClosed |
$218K - $262K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.48K- 4.38% |
$223K - $267K
|
141K
$7.81M
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.69KClosed |
$230K - $276K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-6.87KClosed |
$236K - $283K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-7.46KClosed |
$256K - $307K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.75K- 4.96% |
$266K - $319K
|
148K
$8.2M
|
|
Apr 15, 2021
Q1 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7.98K- 6.42% |
$274K - $329K
|
116K
$6.43M
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-8.33KClosed |
$286K - $344K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.37KClosed |
$288K - $345K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-10.3K- 50.58% |
$355K - $426K
|
10.1K
$557K
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.9KClosed |
$374K - $449K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.1K- 4.68% |
$416K - $499K
|
246K
$13.6M
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-12.3KClosed |
$422K - $507K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
SELL
|
- |
-13.2K- 4.97% |
$454K - $545K
|
252K
$13.9M
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.3KClosed |
$457K - $549K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-13.6K- 28.19% |
$467K - $560K
|
34.6K
$1.91M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.2KClosed |
$523K - $627K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
$527K - $633K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.4K- 42.64% |
$530K - $636K
|
20.8K
$1.15M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.9K- 15.26% |
$545K - $654K
|
88.1K
$4.87M
|
|
Apr 15, 2021
Q1 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-16.7K- 9.19% |
$572K - $687K
|
165K
$9.1M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.9K- 28.41% |
$650K - $780K
|
47.7K
$2.63M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.3K- 3.83% |
$697K - $837K
|
510K
$28.2M
|
|
May 11, 2021
Q1 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-20.6KClosed |
$708K - $849K
|
0
$0
|
|
Aug 28, 2024
Q1 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-21.6K- 49.45% |
$741K - $889K
|
22K
$1.22M
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-22.9K- 12.96% |
$786K - $944K
|
154K
$8.49M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27.1K- 24.26% |
$932K - $1.12M
|
84.7K
$4.68M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31K- 6.27% |
$1.06M - $1.28M
|
463K
$25.6M
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32.5K- 8.89% |
$1.12M - $1.34M
|
333K
$18.4M
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-32.9K- 84.77% |
$1.13M - $1.36M
|
5.91K
$327K
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
SELL
|
- |
-34.3K- 34.46% |
$1.18M - $1.42M
|
65.3K
$3.61M
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-34.9K- 30.14% |
$1.2M - $1.44M
|
80.8K
$4.47M
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-38.7K- 58.39% |
$1.33M - $1.59M
|
27.5K
$1.52M
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
SELL
|
- |
-50.1K- 32.18% |
$1.72M - $2.07M
|
106K
$5.84M
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51.9K- 25.01% |
$1.78M - $2.14M
|
156K
$8.59M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-54.1K- 81.24% |
$1.86M - $2.23M
|
12.5K
$691K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-56.2K- 73.52% |
$1.93M - $2.32M
|
20.2K
$1.12M
|
|
Apr 09, 2021
Q1 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-59.9KClosed |
$2.06M - $2.47M
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
SELL
|
- |
-63.2K- 26.38% |
$2.17M - $2.61M
|
176K
$9.75M
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-64.4K- 84.34% |
$2.21M - $2.66M
|
12K
$661K
|
|
Apr 20, 2021
Q1 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-74.3K- 8.12% |
$2.55M - $3.06M
|
840K
$46.4M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-74.8K- 4.85% |
$2.57M - $3.08M
|
1.47M
$81M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-77.7K- 69.71% |
$2.67M - $3.21M
|
33.8K
$1.87M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-78.4K- 31.93% |
$2.69M - $3.23M
|
167K
$9.23M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80.8K- 11.05% |
$2.78M - $3.33M
|
650K
$35.9M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-85.1K- 10.53% |
$2.92M - $3.51M
|
723K
$39.9M
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-90.7K- 39.13% |
$3.12M - $3.74M
|
141K
$7.8M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-103K- 97.58% |
$3.56M - $4.27M
|
2.56K
$142K
|