Purchases and Sales Made in Q2 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.76MNew |
$113M - $121M
|
2.76M
$145M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
593KNew |
$24.2M - $25.9M
|
593K
$31.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
473KNew |
$19.3M - $20.7M
|
473K
$24.8M
|
|
|
Jul 23, 2021
Q2 2021
|
Signify Wealth
|
BUY
|
- |
313KNew |
$12.8M - $13.7M
|
313K
$16.4M
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
240KNew |
$9.79M - $10.5M
|
240K
$12.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99.5K+ 9.13% |
$4.06M - $4.34M
|
1.19M
$62.3M
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
91.2K+ 61.4% |
$3.72M - $3.98M
|
240K
$12.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
88.3KNew |
$3.61M - $3.86M
|
88.3K
$4.63M
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
81.1KNew |
$3.31M - $3.54M
|
81.1K
$4.25M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.5K+ 38.63% |
$2.63M - $2.82M
|
232K
$12.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
60.1K+ 14.31% |
$2.45M - $2.62M
|
480K
$25.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.3K+ 7.63% |
$1.44M - $1.54M
|
498K
$26.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
29.5KNew |
$1.21M - $1.29M
|
29.5K
$1.55M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.5K+ 151.77% |
$1.2M - $1.29M
|
48.9K
$2.56M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28.1K+ 296.61% |
$1.15M - $1.23M
|
37.6K
$1.97M
|
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
27.9K+ 50.38% |
$1.14M - $1.22M
|
83.2K
$4.36M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.9K+ 43.55% |
$1.1M - $1.18M
|
88.8K
$4.65M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.4K+ 5.03% |
$914K - $977K
|
467K
$24.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.7K+ 93.58% |
$844K - $903K
|
42.7K
$2.24M
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.8K+ 5.95% |
$809K - $865K
|
352K
$18.5M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
18.8K+ 1492.86% |
$768K - $822K
|
20.1K
$1.05M
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16.7K+ 24.42% |
$683K - $730K
|
85.2K
$4.46M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.3K+ 1.76% |
$667K - $713K
|
944K
$49.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2K+ 5.22% |
$581K - $621K
|
287K
$15M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
13.9KNew |
$568K - $607K
|
13.9K
$728K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13.9K+ 260.51% |
$567K - $607K
|
19.2K
$1.01M
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
13.1K+ 3.88% |
$537K - $574K
|
352K
$18.5M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13KNew |
$530K - $567K
|
13K
$680K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 3.06% |
$519K - $555K
|
428K
$22.4M
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
12.5K+ 39.29% |
$509K - $544K
|
44.2K
$2.31M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.1K+ 163.35% |
$493K - $528K
|
19.5K
$1.02M
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11.9K+ 4.99% |
$485K - $519K
|
250K
$13.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
11.9K+ 3.95% |
$484K - $518K
|
313K
$16.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4KNew |
$465K - $497K
|
11.4K
$596K
|
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
10.6KNew |
$431K - $461K
|
10.6K
$553K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
9.88K+ 0.67% |
$403K - $431K
|
1.48M
$77.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.53K+ 1.67% |
$348K - $372K
|
518K
$27.2M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.87K+ 62.91% |
$321K - $344K
|
20.4K
$1.07M
|
|
|
Jun 17, 2024
Q2 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.34K+ 1.25% |
$300K - $321K
|
596K
$31.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.05K+ 22.29% |
$288K - $308K
|
38.7K
$2.03M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.78K+ 2.14% |
$277K - $296K
|
324K
$17M
|
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.47KNew |
$264K - $282K
|
6.47K
$339K
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.38KNew |
$260K - $279K
|
6.38K
$334K
|
|
|
Jul 30, 2021
Q2 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.2KNew |
$253K - $271K
|
6.2K
$325K
|
|
|
Jul 15, 2021
Q2 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.75KNew |
$235K - $251K
|
5.75K
$301K
|
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
5.67KNew |
$232K - $248K
|
5.67K
$297K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.65K+ 101.25% |
$231K - $247K
|
11.2K
$588K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.55K+ 62.08% |
$227K - $243K
|
14.5K
$760K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.52K+ 0.85% |
$225K - $241K
|
656K
$34.4M
|
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.5KNew |
$225K - $240K
|
5.5K
$288K
|