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 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-195- 1.99% |
$8.21K - $8.83K
|
9.59K
$528K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-204Closed |
$8.59K - $9.24K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-207- 2.26% |
$8.72K - $9.38K
|
8.95K
$493K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-210- 4.16% |
$8.85K - $9.51K
|
4.84K
$266K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-215- 8.14% |
$9.06K - $9.74K
|
2.43K
$133K
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-215- 3.63% |
$9.06K - $9.74K
|
5.72K
$315K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-252- 4.09% |
$10.6K - $11.4K
|
5.91K
$326K
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-259- 0.9% |
$10.9K - $11.7K
|
28.5K
$1.57M
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-270Closed |
$11.4K - $12.2K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-273- 1.39% |
$11.5K - $12.4K
|
19.4K
$1.07M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-273- 13.77% |
$11.5K - $12.4K
|
1.71K
$94.1K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-341- 3.99% |
$14.4K - $15.4K
|
8.21K
$452K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-350- 4.56% |
$14.7K - $15.9K
|
7.33K
$403K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-352Closed |
$14.8K - $15.9K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-394- 3.58% |
$16.6K - $17.8K
|
10.6K
$585K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-412- 7.61% |
$17.4K - $18.7K
|
5K
$275K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-469- 3.92% |
$19.8K - $21.2K
|
11.5K
$633K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-491- 8.18% |
$20.7K - $22.2K
|
5.51K
$303K
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-514- 5.78% |
$21.6K - $23.3K
|
8.38K
$461K
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-545Closed |
$23K - $24.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-545Closed |
$23K - $24.7K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-598- 3.77% |
$25.2K - $27.1K
|
15.3K
$841K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-606- 0.17% |
$25.5K - $27.5K
|
354K
$19.5M
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-618- 7.3% |
$26K - $28K
|
7.85K
$432K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-622- 1.71% |
$26.2K - $28.2K
|
35.8K
$1.97M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-638- 1.96% |
$26.9K - $28.9K
|
32K
$1.76M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-693- 4.67% |
$29.2K - $31.4K
|
14.1K
$779K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-706- 1.93% |
$29.7K - $32K
|
35.9K
$1.97M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-712- 2.35% |
$30K - $32.3K
|
29.6K
$1.63M
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-730- 6.46% |
$30.7K - $33.1K
|
10.6K
$582K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-737- 1.89% |
$31K - $33.4K
|
38.2K
$2.1M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-750Closed |
$31.6K - $34K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-883- 3.9% |
$37.2K - $40K
|
21.8K
$1.2M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-912- 3.39% |
$38.4K - $41.3K
|
26K
$1.43M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-913- 1.72% |
$38.5K - $41.4K
|
52.1K
$2.87M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-917- 6.87% |
$38.6K - $41.5K
|
12.4K
$684K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-921- 1.34% |
$38.8K - $41.7K
|
67.9K
$3.73M
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-926- 0.67% |
$39K - $41.9K
|
137K
$7.55M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-960Closed |
$40.4K - $43.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.09K- 3.52% |
$45.7K - $49.2K
|
29.8K
$1.64M
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.17K- 16.44% |
$49.3K - $53K
|
5.95K
$328K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.29K- 5.09% |
$54.1K - $58.2K
|
24K
$1.32M
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.32K- 11.5% |
$55.7K - $59.9K
|
10.2K
$561K
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 7.4% |
$60.2K - $64.7K
|
17.9K
$984K
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.52K- 8.06% |
$64.1K - $68.9K
|
17.4K
$956K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.58K- 93.12% |
$66.7K - $71.7K
|
117
$6.44K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.73K- 9.23% |
$72.8K - $78.3K
|
17K
$936K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.77K- 17.58% |
$74.7K - $80.4K
|
8.32K
$458K
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.79K- 1.02% |
$75.4K - $81K
|
174K
$9.55M
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.98K- 2.28% |
$83.4K - $89.6K
|
84.7K
$4.66M
|