Purchases and Sales Made in Q2 2020 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 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 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.98K+ 26.84% |
$66.3K - $95.3K
|
14.1K
$726K
|
|
Aug 10, 2020
Q2 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.89K+ 19.81% |
$64.4K - $92.6K
|
17.5K
$902K
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
2.85K+ 11.35% |
$63.5K - $91.3K
|
28K
$1.45M
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
2.67K+ 20.81% |
$59.4K - $85.4K
|
15.5K
$799K
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.29K+ 14.89% |
$51.1K - $73.4K
|
17.7K
$913K
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.27K+ 7.91% |
$50.7K - $72.9K
|
31K
$1.6M
|
|
Jul 10, 2020
Q2 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
2.11K+ 17.36% |
$46.9K - $67.4K
|
14.2K
$735K
|
|
Jul 30, 2020
Q2 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.81K+ 8.39% |
$40.4K - $58.1K
|
23.4K
$1.21M
|
|
Jul 14, 2020
Q2 2020
|
Wesbanco Bank Inc
|
BUY
|
- |
1.78K+ 4.94% |
$39.6K - $56.9K
|
37.7K
$1.95M
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
1.77KNew |
$39.4K - $56.6K
|
1.77K
$91.3K
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
BUY
|
- |
1.72KNew |
$38.2K - $55K
|
1.72K
$88.6K
|
|
Aug 04, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.69K+ 1894.38% |
$37.6K - $54K
|
1.78K
$91.7K
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.61K+ 0.4% |
$35.8K - $51.5K
|
403K
$20.8M
|
|
Aug 12, 2020
Q2 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.45K+ 7.0% |
$32.4K - $46.6K
|
22.2K
$1.15M
|
|
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
1.42K+ 123.93% |
$31.6K - $45.5K
|
2.56K
$132K
|
|
Aug 17, 2020
Q2 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.39K+ 11.21% |
$31K - $44.5K
|
13.8K
$712K
|
|
Aug 07, 2020
Q2 2020
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.35K+ 6.37% |
$30.1K - $43.3K
|
22.5K
$1.16M
|
|
Jul 15, 2020
Q2 2020
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.17K+ 0.73% |
$26K - $37.4K
|
161K
$8.3M
|
|
Aug 05, 2020
Q2 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
975+ 110.8% |
$21.7K - $31.2K
|
1.86K
$95.8K
|
|
Jul 24, 2024
Q2 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
861+ 9.9% |
$19.2K - $27.6K
|
9.56K
$494K
|
|
Jul 29, 2020
Q2 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
787+ 8.9% |
$17.5K - $25.2K
|
9.63K
$497K
|
|
Aug 12, 2020
Q2 2020
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
772+ 7.19% |
$17.2K - $24.7K
|
11.5K
$595K
|
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
746+ 8.45% |
$16.6K - $23.9K
|
9.57K
$494K
|
|
Aug 06, 2020
Q2 2020
|
Cx Institutional
|
BUY
|
- |
617+ 23.8% |
$13.8K - $19.8K
|
3.21K
$166K
|
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 3.9% |
$11.1K - $16K
|
13.3K
$689K
|
|
Aug 13, 2020
Q2 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
472+ 3.93% |
$10.5K - $15.1K
|
12.5K
$644K
|
|
Aug 06, 2020
Q2 2020
|
Element Wealth, LLC
|
BUY
|
- |
458+ 52.64% |
$10.2K - $14.7K
|
1.33K
$68.6K
|
|
Jul 24, 2020
Q2 2020
|
Culbertson A N & CO Inc
|
BUY
|
- |
426+ 1.03% |
$9.5K - $13.6K
|
41.6K
$2.15M
|
|
Aug 11, 2020
Q2 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
409New |
$9.12K - $13.1K
|
409
$21.1K
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
360+ 19.08% |
$8.02K - $11.5K
|
2.25K
$116K
|
|
Jan 08, 2024
Q2 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
349+ 0.92% |
$7.78K - $11.2K
|
38.3K
$1.98M
|
|
Aug 05, 2020
Q2 2020
|
Beacon Financial Group
|
BUY
|
- |
252+ 0.11% |
$5.62K - $8.07K
|
236K
$12.2M
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
220+ 3.88% |
$4.9K - $7.05K
|
5.9K
$305K
|
|
Jul 16, 2020
Q2 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
213+ 1.04% |
$4.75K - $6.82K
|
20.7K
$1.07M
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$4.46K - $6.41K
|
200
$10.3K
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
134+ 1.02% |
$2.99K - $4.29K
|
13.2K
$683K
|
|
Aug 06, 2020
Q2 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
80+ 0.78% |
$1.78K - $2.56K
|
10.4K
$536K
|
|
Aug 14, 2020
Q2 2020
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53+ 0.49% |
$1.18K - $1.7K
|
10.8K
$560K
|
|
Aug 13, 2024
Q2 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
48+ 3.3% |
$1.07K - $1.54K
|
1.5K
$77.5K
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
8+ 0.39% |
$178 - $256
|
2.08K
$107K
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 0.82% |
$111 - $160
|
618
$31.9K
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.59% |
$111 - $160
|
855
$44.2K
|
|
Aug 14, 2020
Q2 2020
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2+ 0.95% |
$44.6 - $64.1
|
213
$11K
|
|
Aug 05, 2020
Q2 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.03% |
$22.3 - $32
|
3.48K
$180K
|
|
Aug 10, 2020
Q2 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.02% |
$22.3 - $32
|
4.23K
$218K
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.01% |
$22.3 - $32
|
14.5K
$749K
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-36Closed |
$802 - $1.15K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-45Closed |
$1K - $1.44K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-55- 0.34% |
$1.23K - $1.76K
|
15.9K
$822K
|
|
Jul 23, 2020
Q2 2020
|
Wambolt & Associates, LLC
|
SELL
|
- |
-70- 0.41% |
$1.56K - $2.24K
|
16.9K
$874K
|