Purchases and Sales Made in Q1 2022 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 2022. 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 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
418K
+ 1286.09%
$17.6M - $18.9M
450K $24.9M
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

BUY
 -
186K
New
$7.84M - $8.44M
186K $10.3M
May 03, 2022 Q1 2022
Sandy Spring Bank

BUY
 -
184K
+ 182.69%
$7.73M - $8.31M
284K $15.7M
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

BUY
 -
152K
+ 24.72%
$6.39M - $6.87M
766K $42.3M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
138K
+ 4.01%
$5.81M - $6.25M
3.57M $198M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
126K
+ 13176.52%
$5.29M - $5.69M
127K $7M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
96.8K
+ 3.27%
$4.08M - $4.38M
3.05M $169M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
94.6K
+ 7.29%
$3.98M - $4.28M
1.39M $76.9M
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
88.4K
+ 123.47%
$3.72M - $4.01M
160K $8.84M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
85.7K
+ 228.7%
$3.61M - $3.88M
123K $6.81M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
82.3K
+ 19.38%
$3.47M - $3.73M
507K $28M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
80.2K
+ 16.48%
$3.38M - $3.63M
567K $31.3M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
75.5K
New
$3.18M - $3.42M
75.5K $4.17M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
64.5K
+ 167.13%
$2.72M - $2.92M
103K $5.7M
May 17, 2022 Q1 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
52K
+ 2.15%
$2.19M - $2.36M
2.47M $136M
Apr 19, 2022 Q1 2022
Financial Planning & Information Services, Inc.

BUY
 -
51.1K
+ 5.28%
$2.15M - $2.32M
1.02M $56.3M
May 12, 2022 Q1 2022
Archetype Wealth Partners

Houston, TX
BUY
 -
43.4K
New
$1.83M - $1.96M
43.4K $2.4M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
43.2K
+ 72.91%
$1.82M - $1.96M
103K $5.67M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
42.7K
+ 12.04%
$1.8M - $1.93M
397K $21.9M
Apr 28, 2022 Q1 2022
Keybank National Association

BUY
 -
40.7K
+ 11.48%
$1.71M - $1.84M
395K $21.8M
May 16, 2022 Q1 2022
Private Capital Management, LLC

Naples, FL
BUY
 -
39.2K
New
$1.65M - $1.78M
39.2K $2.17M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
30.6K
+ 2.05%
$1.29M - $1.38M
1.52M $84M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
30.4K
+ 0.86%
$1.28M - $1.38M
3.57M $198M
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
30.3K
New
$1.28M - $1.37M
30.3K $1.67M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
28.1K
+ 31.85%
$1.18M - $1.27M
116K $6.43M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
25.9K
+ 4.13%
$1.09M - $1.17M
653K $36.1M
May 05, 2022 Q1 2022
Great Diamond Partners, LLC

BUY
 -
25.5K
New
$1.07M - $1.15M
25.5K $1.41M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
24K
+ 1.96%
$1.01M - $1.09M
1.25M $69.1M
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
23.3K
New
$982K - $1.06M
23.3K $1.29M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
20.2K
New
$850K - $914K
20.2K $1.11M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
19.1K
+ 51.58%
$805K - $866K
56.2K $3.1M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
18.6K
+ 2.31%
$782K - $841K
822K $45.4M
Apr 29, 2022 Q1 2022
West Bancorporation Inc

BUY
 -
18.5K
+ 53.2%
$781K - $839K
53.4K $2.95M
Nov 06, 2024 Q1 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
17K
+ 26.2%
$716K - $770K
81.9K $4.53M
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

BUY
 -
16.7K
+ 10.59%
$703K - $756K
174K $9.62M
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
16K
+ 44.04%
$676K - $727K
52.5K $2.9M
Apr 22, 2022 Q1 2022
Pcg Wealth Advisors, LLC

BUY
 -
15.9K
+ 70.64%
$670K - $721K
38.4K $2.12M
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
15.7K
+ 6.26%
$661K - $711K
267K $14.7M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
15.5K
+ 150.47%
$653K - $702K
25.8K $1.43M
May 06, 2022 Q1 2022
Rmb Capital Management, LLC

BUY
 -
14.7K
+ 7.72%
$619K - $665K
205K $11.3M
Apr 18, 2022 Q1 2022
Bridge Advisory, LLC

BUY
 -
14K
+ 150.95%
$589K - $634K
23.3K $1.28M
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
12.8K
+ 2.58%
$539K - $579K
509K $28.1M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
12.2K
+ 100.86%
$513K - $552K
24.3K $1.34M
May 04, 2022 Q1 2022
Iag Wealth Partners, LLC

BUY
 -
11.4K
+ 3.18%
$481K - $518K
371K $20.5M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
9.84K
+ 1.51%
$414K - $446K
660K $36.5M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
9.37K
+ 93.96%
$394K - $424K
19.3K $1.07M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
9.13K
New
$385K - $414K
9.13K $504K
May 06, 2022 Q1 2022
Retireful, LLC

BUY
 -
8.84K
New
$372K - $400K
8.84K $488K
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
8.61K
New
$363K - $390K
8.61K $476K

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