Purchases and Sales Made in Q1 2022 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 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 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.47K+ 23.05% |
$357K - $384K
|
45.2K
$2.34M
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.38K+ 14.26% |
$353K - $379K
|
67.1K
$3.47M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.12K+ 45.34% |
$342K - $368K
|
26K
$1.35M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.63K+ 123.05% |
$321K - $346K
|
13.8K
$716K
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
7.59K+ 4.22% |
$320K - $344K
|
187K
$9.7M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.41K+ 24.31% |
$312K - $336K
|
37.9K
$1.96M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.4KNew |
$311K - $335K
|
7.4K
$383K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.06K+ 213.4% |
$297K - $320K
|
10.4K
$536K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.93K+ 7.24% |
$292K - $314K
|
103K
$5.32M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.92K+ 1.08% |
$291K - $313K
|
648K
$33.5M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.85K+ 2.58% |
$288K - $310K
|
272K
$14.1M
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.77K+ 3.24% |
$285K - $307K
|
216K
$11.2M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.65KNew |
$280K - $301K
|
6.65K
$344K
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.63KNew |
$279K - $300K
|
6.63K
$343K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.49K+ 19.78% |
$273K - $294K
|
39.3K
$2.03M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.35KNew |
$267K - $287K
|
6.35K
$328K
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.18KNew |
$260K - $280K
|
6.18K
$320K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.16K+ 11.5% |
$259K - $279K
|
59.7K
$3.09M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.11KNew |
$257K - $277K
|
6.11K
$316K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.9K+ 7.16% |
$248K - $267K
|
88.3K
$4.57M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.68KNew |
$239K - $257K
|
5.68K
$294K
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.68K+ 3.91% |
$239K - $257K
|
151K
$7.81M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.66K+ 1.61% |
$239K - $257K
|
357K
$18.5M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.55K+ 6.04% |
$234K - $251K
|
97.3K
$5.04M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.42K+ 4.33% |
$228K - $245K
|
130K
$6.75M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.37KNew |
$226K - $243K
|
5.37K
$278K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
5.36K+ 2.36% |
$226K - $243K
|
232K
$12M
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
5K+ 12.41% |
$211K - $227K
|
45.3K
$2.34M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
4.93K+ 39.54% |
$208K - $223K
|
17.4K
$901K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.5K+ 3.21% |
$189K - $204K
|
145K
$7.49M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
4.4K+ 88.53% |
$185K - $199K
|
9.37K
$485K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.22KNew |
$178K - $191K
|
4.22K
$218K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.93K+ 6.27% |
$165K - $178K
|
66.5K
$3.44M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.84K+ 10.5% |
$162K - $174K
|
40.4K
$2.09M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.75K+ 32.49% |
$158K - $170K
|
15.3K
$791K
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
3.61K+ 4.03% |
$152K - $164K
|
93.1K
$4.82M
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
3.24K+ 6.2% |
$137K - $147K
|
55.5K
$2.87M
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
3.13K+ 9.7% |
$132K - $142K
|
35.4K
$1.83M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.94K+ 5.64% |
$124K - $133K
|
55.1K
$2.85M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.79K+ 20.98% |
$117K - $126K
|
16.1K
$831K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.74K+ 6.49% |
$115K - $124K
|
45K
$2.33M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.45K+ 17.4% |
$103K - $111K
|
16.5K
$857K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.45K+ 2.69% |
$103K - $111K
|
93.4K
$4.83M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.3KNew |
$96.8K - $104K
|
2.3K
$119K
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.17K+ 7.7% |
$91.5K - $98.4K
|
30.4K
$1.57M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.17K+ 7.66% |
$91.2K - $98.1K
|
30.4K
$1.58M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.07K+ 4.09% |
$87.1K - $93.7K
|
52.6K
$2.72M
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.05K+ 4.19% |
$86.3K - $92.8K
|
51K
$2.64M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.04K+ 32.52% |
$86K - $92.5K
|
8.32K
$430K
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
BUY
|
- |
1.84K+ 1.59% |
$77.6K - $83.5K
|
118K
$6.11M
|