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 31, 2020
Q2 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-87- 0.37% |
$1.94K - $2.79K
|
23.4K
$1.22M
|
|
Aug 11, 2020
Q2 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-93Closed |
$2.07K - $2.98K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$2.23K - $3.2K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-102Closed |
$2.27K - $3.27K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
SELL
|
- |
-113Closed |
$2.52K - $3.62K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-120- 20.83% |
$2.67K - $3.84K
|
456
$23.8K
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-132Closed |
$2.94K - $4.23K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-135- 0.59% |
$3.01K - $4.33K
|
22.6K
$1.18M
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-136- 0.55% |
$3.03K - $4.36K
|
24.5K
$1.28M
|
|
Jul 21, 2020
Q2 2020
|
Bcs Wealth Management
|
SELL
|
- |
-149- 0.13% |
$3.32K - $4.77K
|
110K
$5.76M
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-180Closed |
$4.01K - $5.77K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
First Personal Financial Services
|
SELL
|
- |
-225- 10.3% |
$5.02K - $7.21K
|
1.96K
$102K
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-260Closed |
$5.8K - $8.33K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-273Closed |
$6.09K - $8.75K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-275Closed |
$6.13K - $8.81K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-280- 1.71% |
$6.24K - $8.97K
|
16.1K
$839K
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-346- 71.78% |
$7.71K - $11.1K
|
136
$7.09K
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-349- 2.92% |
$7.78K - $11.2K
|
11.6K
$604K
|
|
Aug 13, 2020
Q2 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-420- 4.79% |
$9.36K - $13.5K
|
8.35K
$435K
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-428- 3.36% |
$9.54K - $13.7K
|
12.3K
$643K
|
|
Jul 20, 2020
Q2 2020
|
Pacific Sun Financial Corp
|
SELL
|
- |
-468- 1.36% |
$10.4K - $15K
|
34K
$1.77M
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-489- 70.97% |
$10.9K - $15.7K
|
200
$10.4K
|
|
Jul 08, 2020
Q2 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-570- 30.48% |
$12.7K - $18.3K
|
1.3K
$67.8K
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-629Closed |
$14K - $20.2K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-629Closed |
$14K - $20.2K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-660- 49.29% |
$14.7K - $21.1K
|
679
$35.4K
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-670- 3.17% |
$14.9K - $21.5K
|
20.5K
$1.07M
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-686- 15.79% |
$15.3K - $22K
|
3.66K
$191K
|
|
Aug 13, 2020
Q2 2020
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-873- 2.69% |
$19.5K - $28K
|
31.6K
$1.65M
|
|
Aug 04, 2020
Q2 2020
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-903- 2.68% |
$20.1K - $28.9K
|
32.8K
$1.71M
|
|
Jul 06, 2020
Q2 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-960- 70.07% |
$21.4K - $30.8K
|
410
$21.4K
|
|
Aug 04, 2020
Q2 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.01K- 1.42% |
$22.4K - $32.3K
|
70K
$3.65M
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.01K- 45.95% |
$22.5K - $32.4K
|
1.19K
$62K
|
|
Aug 14, 2020
Q2 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-1.09K- 21.3% |
$24.4K - $35K
|
4.04K
$211K
|
|
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.2K- 4.82% |
$26.7K - $38.4K
|
23.7K
$1.23M
|
|
Aug 13, 2020
Q2 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.2KClosed |
$26.7K - $38.4K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-1.23KClosed |
$27.4K - $39.4K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.34K- 8.3% |
$29.8K - $42.8K
|
14.8K
$770K
|
|
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.42K- 55.34% |
$31.6K - $45.5K
|
1.15K
$59.7K
|
|
Jul 15, 2020
Q2 2020
|
Ims Capital Management
|
SELL
|
- |
-1.42K- 4.16% |
$31.7K - $45.5K
|
32.7K
$1.7M
|
|
Jul 31, 2020
Q2 2020
|
Cadence Bank Na
|
SELL
|
- |
-1.49K- 3.04% |
$33.3K - $47.9K
|
47.6K
$2.48M
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.5KClosed |
$33.4K - $48.1K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5KClosed |
$33.4K - $48.1K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.66K- 5.81% |
$36.9K - $53.1K
|
26.9K
$1.4M
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.68K- 94.96% |
$37.4K - $53.7K
|
89
$4.64K
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-1.77KClosed |
$39.4K - $56.6K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.86K- 17.77% |
$41.5K - $59.7K
|
8.62K
$449K
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.94K- 4.36% |
$43.2K - $62.2K
|
42.5K
$2.22M
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.97K- 2.5% |
$43.9K - $63.1K
|
76.8K
$4M
|
|
Aug 11, 2020
Q2 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.01K- 24.13% |
$44.8K - $64.4K
|
6.32K
$329K
|