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 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.3K- 4.12% |
$230K - $331K
|
241K
$12.5M
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.5K- 16.51% |
$235K - $337K
|
53.3K
$2.78M
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-10.9KClosed |
$243K - $350K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-12KClosed |
$268K - $386K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13K- 16.11% |
$289K - $416K
|
67.5K
$3.52M
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-13.1KClosed |
$291K - $419K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-13.9KClosed |
$309K - $445K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-14K- 18.11% |
$311K - $447K
|
63.1K
$3.29M
|
|
Aug 13, 2020
Q2 2020
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-14.2KClosed |
$317K - $456K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-14.5K- 10.47% |
$323K - $465K
|
124K
$6.47M
|
|
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-15.3KClosed |
$341K - $490K
|
0
$0
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-16.4KClosed |
$364K - $524K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.7K- 11.02% |
$373K - $536K
|
135K
$7.04M
|
|
Jul 13, 2020
Q2 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.9K- 68.42% |
$376K - $541K
|
7.8K
$406K
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18K- 22.76% |
$402K - $577K
|
61.2K
$3.19M
|
|
Aug 14, 2020
Q2 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.9K- 30.84% |
$444K - $638K
|
44.6K
$2.33M
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20.1K- 88.26% |
$448K - $644K
|
2.67K
$139K
|
|
Jul 22, 2020
Q2 2020
|
Nbt Bank N A
|
SELL
|
- |
-21.2K- 21.38% |
$472K - $679K
|
77.9K
$4.06M
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-22.8K- 57.54% |
$508K - $730K
|
16.8K
$877K
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-23.3K- 58.31% |
$520K - $747K
|
16.7K
$870K
|
|
Sep 18, 2020
Q2 2020
|
United Bank
Vienna, VA |
SELL
|
- |
-23.7K- 24.68% |
$528K - $759K
|
72.3K
$3.77M
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-25.8K- 16.04% |
$576K - $827K
|
135K
$7.05M
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.3K- 68.05% |
$586K - $842K
|
12.3K
$643K
|
|
Aug 10, 2020
Q2 2020
|
Keybank National Association
|
SELL
|
- |
-27.5K- 9.42% |
$612K - $880K
|
264K
$13.8M
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.5K- 47.02% |
$613K - $881K
|
31K
$1.62M
|
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-27.6KClosed |
$615K - $884K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-27.7KClosed |
$617K - $887K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-28KClosed |
$624K - $897K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-28K- 41.29% |
$624K - $898K
|
39.8K
$2.08M
|
|
Jul 20, 2020
Q2 2020
|
Plimoth Trust CO LLC
|
SELL
|
- |
-28.1K- 58.85% |
$627K - $901K
|
19.7K
$1.03M
|
|
Jul 30, 2020
Q2 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-28.2K- 52.72% |
$629K - $904K
|
25.3K
$1.32M
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29.5K- 66.26% |
$657K - $944K
|
15K
$782K
|
|
Aug 07, 2020
Q2 2020
|
Financial Counselors Inc
|
SELL
|
- |
-30.2K- 17.73% |
$674K - $969K
|
140K
$7.31M
|
|
Aug 05, 2020
Q2 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30.3K- 11.9% |
$674K - $969K
|
224K
$11.7M
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-31.4K- 34.95% |
$700K - $1.01M
|
58.4K
$3.05M
|
|
Jul 14, 2020
Q2 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-31.4K- 8.83% |
$701K - $1.01M
|
325K
$16.9M
|
|
Aug 07, 2020
Q2 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-33K- 34.8% |
$736K - $1.06M
|
61.9K
$3.23M
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.7K- 29.58% |
$774K - $1.11M
|
82.7K
$4.31M
|
|
Aug 04, 2020
Q2 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-37.1K- 45.76% |
$827K - $1.19M
|
44K
$2.29M
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-41.1K- 41.21% |
$915K - $1.32M
|
58.6K
$3.05M
|
|
Jul 20, 2020
Q2 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-42KClosed |
$935K - $1.34M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-43.9KClosed |
$978K - $1.41M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-44.3KClosed |
$987K - $1.42M
|
0
$0
|
|
Aug 20, 2020
Q2 2020
|
Financial Insights, Inc.
|
SELL
|
- |
-45.7K- 29.45% |
$1.02M - $1.47M
|
110K
$5.71M
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47K- 15.52% |
$1.05M - $1.5M
|
256K
$13.3M
|
|
Jul 21, 2020
Q2 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-50K- 19.34% |
$1.11M - $1.6M
|
208K
$10.9M
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-51K- 11.74% |
$1.14M - $1.63M
|
384K
$20M
|
|
Aug 14, 2020
Q2 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.1K- 81.35% |
$1.16M - $1.67M
|
12K
$623K
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57.9KClosed |
$1.29M - $1.86M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-60.7K- 22.3% |
$1.35M - $1.95M
|
212K
$11M
|