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 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-123K- 99.86% |
$4.24M - $5.09M
|
171
$9.45K
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-143K- 11.62% |
$4.92M - $5.91M
|
1.09M
$60.2M
|
|
|
Apr 13, 2021
Q1 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-194K- 44.48% |
$6.67M - $8.01M
|
242K
$13.4M
|
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-251K- 80.2% |
$8.61M - $10.3M
|
61.9K
$3.42M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-291K- 18.42% |
$10M - $12M
|
1.29M
$71.2M
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-355KClosed |
$12.2M - $14.6M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Signify Wealth
|
SELL
|
- |
-372KClosed |
$12.8M - $15.3M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-389KClosed |
$13.4M - $16M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-811K- 64.09% |
$27.9M - $33.4M
|
454K
$25.1M
|