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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.1K- 48.41% |
$46.9K - $67.4K
|
2.24K
$117K
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.12KClosed |
$47.3K - $68K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.17K- 42.51% |
$48.3K - $69.4K
|
2.93K
$153K
|
|
|
Aug 12, 2020
Q2 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.18K- 5.39% |
$48.7K - $70K
|
38.3K
$2M
|
|
|
Aug 10, 2020
Q2 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-2.32K- 68.26% |
$51.6K - $74.2K
|
1.08K
$56.2K
|
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.38K- 88.0% |
$53K - $76.2K
|
324
$16.9K
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 59.32% |
$53.5K - $76.9K
|
1.65K
$85.8K
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.41K- 13.64% |
$53.7K - $77.2K
|
15.3K
$796K
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.42K- 29.36% |
$54K - $77.6K
|
5.83K
$304K
|
|
|
Jul 28, 2020
Q2 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-2.43K- 9.34% |
$54.1K - $77.8K
|
23.6K
$1.23M
|
|
|
Aug 14, 2020
Q2 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.58K- 24.35% |
$57.4K - $82.5K
|
8K
$417K
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.75KClosed |
$61.2K - $87.9K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.8K- 2.38% |
$62.4K - $89.7K
|
115K
$6M
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.88KClosed |
$64.2K - $92.3K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.03K- 26.21% |
$67.4K - $97K
|
8.52K
$444K
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.05K- 4.39% |
$68K - $97.7K
|
66.4K
$3.46M
|
|
|
Jul 10, 2020
Q2 2020
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3.3K- 28.88% |
$73.6K - $106K
|
8.13K
$424K
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.66K- 12.95% |
$81.5K - $117K
|
24.6K
$1.28M
|
|
|
Jul 31, 2020
Q2 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.7K- 5.75% |
$82.5K - $119K
|
60.7K
$3.16M
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.74K- 93.97% |
$83.4K - $120K
|
240
$12.5K
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.83K- 2.14% |
$85.4K - $123K
|
175K
$9.11M
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.83K- 19.56% |
$85.5K - $123K
|
15.8K
$822K
|
|
|
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.86K- 21.82% |
$86.1K - $124K
|
13.8K
$722K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-3.92K- 74.25% |
$87.3K - $126K
|
1.36K
$70.9K
|
|
|
Jul 31, 2020
Q2 2020
|
West Bancorporation Inc
|
SELL
|
- |
-4.03K- 10.41% |
$89.9K - $129K
|
34.7K
$1.81M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.24K- 14.97% |
$94.4K - $136K
|
24.1K
$1.25M
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.4K- 9.64% |
$98K - $141K
|
41.2K
$2.15M
|
|
|
Aug 04, 2020
Q2 2020
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.66K- 12.32% |
$104K - $149K
|
33.2K
$1.73M
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.87K- 41.42% |
$109K - $156K
|
6.89K
$359K
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.94K- 29.41% |
$110K - $158K
|
11.9K
$619K
|
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
SELL
|
- |
-4.97K- 29.3% |
$111K - $159K
|
12K
$625K
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-5.37K- 9.67% |
$120K - $172K
|
50.2K
$2.62M
|
|
|
Aug 03, 2020
Q2 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.52K- 38.25% |
$123K - $177K
|
8.91K
$464K
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.61K- 9.71% |
$125K - $180K
|
52.2K
$2.72M
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.84K- 24.47% |
$130K - $187K
|
18K
$939K
|
|
|
Jul 09, 2020
Q2 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.87K- 0.9% |
$131K - $188K
|
648K
$33.8M
|
|
|
Jul 30, 2020
Q2 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-5.92K- 5.99% |
$132K - $190K
|
92.9K
$4.84M
|
|
|
Aug 13, 2020
Q2 2020
|
White Pine Investment CO
|
SELL
|
- |
-6.06K- 15.67% |
$135K - $194K
|
32.6K
$1.7M
|
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.47K- 35.56% |
$144K - $207K
|
11.7K
$611K
|
|
|
Aug 11, 2020
Q2 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-6.83K- 7.89% |
$152K - $219K
|
79.8K
$4.16M
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.2K- 6.78% |
$160K - $231K
|
98.9K
$5.15M
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.23K- 28.63% |
$161K - $232K
|
18K
$939K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.88K- 7.64% |
$176K - $252K
|
95.2K
$4.97M
|
|
|
Jul 27, 2020
Q2 2020
|
Old National Bancorp
|
SELL
|
- |
-8.05K- 33.68% |
$179K - $258K
|
15.8K
$826K
|
|
|
Aug 13, 2020
Q2 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.43KClosed |
$188K - $270K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8.62K- 22.22% |
$192K - $276K
|
30.2K
$1.57M
|
|
|
Jul 20, 2020
Q2 2020
|
Patten Group, Inc.
|
SELL
|
- |
-8.77KClosed |
$196K - $281K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.32KClosed |
$208K - $298K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
SELL
|
- |
-9.35KClosed |
$208K - $299K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.89K- 17.7% |
$221K - $317K
|
46K
$2.4M
|