Purchases and Sales Made in Q2 2020 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 Q2 2020. 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
Jul 17, 2020 Q2 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.08M
New
$24.1M - $34.6M
1.08M $56.3M
Aug 11, 2020 Q2 2020
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
254K
+ 11.97%
$5.66M - $8.14M
2.38M $124M
Aug 05, 2020 Q2 2020
Ae Wealth Management LLC

BUY
 -
215K
+ 105.6%
$4.8M - $6.89M
419K $21.8M
Aug 10, 2020 Q2 2020
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
213K
New
$4.75M - $6.83M
213K $11.1M
Aug 06, 2020 Q2 2020
Sawtooth Solutions, LLC

BUY
 -
210K
+ 108.46%
$4.68M - $6.72M
403K $21M
Aug 13, 2020 Q2 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
173K
+ 14.73%
$3.86M - $5.56M
1.35M $70.4M
Aug 14, 2020 Q2 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
135K
+ 40.83%
$3.02M - $4.33M
467K $24.3M
May 24, 2021 Q2 2020
Financial Planning & Information Services, Inc.

BUY
 -
116K
+ 14.62%
$2.58M - $3.71M
909K $47.4M
Oct 22, 2020 Q2 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
103K
+ 22.03%
$2.29M - $3.29M
569K $29.7M
Jul 23, 2020 Q2 2020
Creative Planning

Overland Park, KS
BUY
 -
91.6K
+ 7.1%
$2.04M - $2.94M
1.38M $72.1M
Aug 13, 2020 Q2 2020
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
65.4K
New
$1.46M - $2.1M
65.4K $3.41M
Aug 05, 2020 Q2 2020
First Hawaiian Bank

BUY
 -
60.4K
+ 25.42%
$1.35M - $1.93M
298K $15.5M
Aug 14, 2020 Q2 2020
Northwestern Mutual Wealth Management CO

BUY
 -
55.9K
+ 32.55%
$1.25M - $1.79M
228K $11.9M
Aug 07, 2020 Q2 2020
J.W. Cole Advisors, Inc.

BUY
 -
39.6K
New
$884K - $1.27M
39.6K $2.07M
Jul 21, 2020 Q2 2020
Financial Advisory Service, Inc.

BUY
 -
39.6K
New
$883K - $1.27M
39.6K $2.07M
Aug 14, 2020 Q2 2020
Benjamin Edwards Inc

Clayton, MO
BUY
 -
33K
New
$736K - $1.06M
33K $1.72M
Aug 14, 2020 Q2 2020
Destination Wealth Management

BUY
 -
32.4K
+ 12.47%
$723K - $1.04M
292K $15.2M
Mar 10, 2021 Q2 2020
Intercontinental Wealth Advisors, LLC

BUY
 -
29.6K
New
$659K - $948K
29.6K $1.54M
Aug 14, 2020 Q2 2020
Flow Traders U.S. LLC

New York, NY
BUY
 -
27.6K
New
$615K - $884K
27.6K $1.44M
Aug 14, 2020 Q2 2020
Intrua Financial, LLC

Houston, TX
BUY
 -
26.9K
New
$599K - $861K
26.9K $1.4M
Jul 27, 2020 Q2 2020
Mai Capital Management

BUY
 -
25.3K
+ 12.47%
$564K - $811K
228K $11.9M
Aug 12, 2020 Q2 2020
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
23K
+ 11.74%
$512K - $736K
219K $11.4M
Aug 11, 2020 Q2 2020
Harvest Investment Services, LLC

BUY
 -
21.8K
+ 45.08%
$486K - $699K
70.2K $3.66M
Aug 11, 2020 Q2 2020
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
21.4K
+ 70.85%
$478K - $687K
51.7K $2.7M
Jul 24, 2020 Q2 2020
Jnba Financial Advisors

BUY
 -
21.3K
+ 9.19%
$475K - $682K
253K $13.2M
Jul 14, 2020 Q2 2020
Private Wealth Strategies, L.L.C.

BUY
 -
15.1K
+ 4.38%
$337K - $484K
361K $18.8M
Aug 14, 2020 Q2 2020
Pinnacle Associates LTD

BUY
 -
14.6K
+ 32.55%
$326K - $468K
59.5K $3.1M
Aug 14, 2020 Q2 2020
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
12.6K
New
$280K - $403K
12.6K $655K
Jul 31, 2020 Q2 2020
Great Valley Advisor Group, Inc.

BUY
 -
9.94K
New
$222K - $318K
9.94K $518K
Jul 31, 2020 Q2 2020
Xml Financial, LLC

BUY
 -
9.34K
+ 24.63%
$208K - $299K
47.3K $2.46M
Jul 20, 2020 Q2 2020
Aprio Wealth Management, LLC

BUY
 -
8.88K
New
$198K - $284K
8.88K $463K
Aug 13, 2020 Q2 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
8.75K
New
$195K - $280K
8.75K $456K
Jul 21, 2020 Q2 2020
Investors Research Corp

BUY
 -
8.45K
+ 37.7%
$188K - $271K
30.9K $1.61M
Jul 13, 2020 Q2 2020
Evanson Asset Management, LLC

BUY
 -
8.2K
New
$183K - $263K
8.2K $427K
Nov 30, 2020 Q2 2020
Platform Technology Partners

BUY
 -
7.98K
+ 86.03%
$178K - $256K
17.3K $899K
Aug 06, 2020 Q2 2020
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
7.68K
New
$171K - $246K
7.68K $401K
Jul 28, 2020 Q2 2020
Stratos Wealth Partners, Ltd.

BUY
 -
7.55K
+ 10.85%
$168K - $242K
77.1K $4.02M
Jul 14, 2020 Q2 2020
Fortem Financial Group, LLC

BUY
 -
7.46K
New
$166K - $239K
7.46K $389K
Jul 16, 2020 Q2 2020
Pfg Advisors

BUY
 -
7.26K
New
$162K - $233K
7.26K $378K
Aug 07, 2020 Q2 2020
Capital Advisors Inc

BUY
 -
6.99K
New
$156K - $224K
6.99K $364K
Jul 08, 2020 Q2 2020
Hbw Advisory Services LLC

BUY
 -
6.95K
+ 8.05%
$155K - $223K
93.3K $4.86M
Jul 01, 2020 Q2 2020
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
6.49K
+ 5.94%
$145K - $208K
116K $6.03M
Jul 31, 2020 Q2 2020
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.48K
+ 35.43%
$144K - $208K
24.8K $1.29M
Aug 11, 2020 Q2 2020
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
6.48K
+ 24.03%
$144K - $207K
33.4K $1.74M
Aug 13, 2020 Q2 2020
Centaurus Financial, Inc.

BUY
 -
6.36K
+ 27.08%
$142K - $204K
29.8K $1.56M
Aug 13, 2020 Q2 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
5.78K
+ 5.88%
$129K - $185K
104K $5.42M
Aug 03, 2020 Q2 2020
Personal Cfo Solutions, LLC

BUY
 -
3.84K
+ 9.9%
$85.5K - $123K
42.6K $2.22M
Aug 14, 2020 Q2 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.58K
+ 0.35%
$79.7K - $115K
1.03M $53.5M
Aug 14, 2020 Q2 2020
Alaska Permanent Capital Management

BUY
 -
3.14K
+ 4.46%
$70K - $101K
73.6K $3.84M

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