Purchases and Sales Made in Q2 2021 in Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

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
Jul 29, 2021 Q2 2021
Financial Advisory Service, Inc.

BUY
 -
5.42K
+ 11.69%
$221K - $237K
51.7K $2.71M
Aug 02, 2021 Q2 2021
Private Wealth Strategies, L.L.C.

BUY
 -
5.35K
+ 2.21%
$219K - $234K
248K $13M
Jul 23, 2021 Q2 2021
Acorn Financial Advisory Services Inc

BUY
 -
5.29K
New
$216K - $231K
5.29K $277K
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
5.23K
+ 4.71%
$214K - $228K
116K $6.09M
Aug 04, 2021 Q2 2021
Jfs Wealth Advisors, LLC

BUY
 -
5.03K
+ 3.23%
$205K - $220K
161K $8.41M
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
4.97K
+ 8.51%
$203K - $217K
63.3K $3.32M
Aug 06, 2021 Q2 2021
White Pine Investment CO

BUY
 -
4.86K
+ 4.46%
$198K - $212K
114K $5.96M
Jan 03, 2023 Q2 2021
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
4.81K
New
$197K - $210K
4.81K $252K
Aug 12, 2021 Q2 2021
Private Advisor Group, LLC

BUY
 -
4.6K
+ 6.88%
$188K - $201K
71.5K $3.75M
Aug 16, 2021 Q2 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.58K
+ 22.05%
$187K - $200K
25.3K $1.33M
Jul 01, 2021 Q2 2021
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
3.57K
+ 3.02%
$146K - $156K
122K $6.38M
Jul 08, 2021 Q2 2021
First Hawaiian Bank

BUY
 -
3.48K
+ 1.58%
$142K - $152K
224K $11.7M
Jul 19, 2021 Q2 2021
Sargent Bickham Lagudis LLC

BUY
 -
3.33K
+ 37.69%
$136K - $146K
12.2K $638K
Jul 29, 2021 Q2 2021
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
3.19K
+ 7.92%
$130K - $140K
43.5K $2.28M
Mar 22, 2023 Q2 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
3.19K
+ 24.19%
$130K - $139K
16.4K $857K
Jul 27, 2021 Q2 2021
Harbor Investment Advisory, LLC

BUY
 -
2.95K
+ 40.72%
$121K - $129K
10.2K $534K
Aug 12, 2021 Q2 2021
Jones Financial Companies Lllp

BUY
 -
2.46K
+ 104.63%
$101K - $108K
4.82K $252K
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.15K
+ 19.38%
$87.6K - $93.7K
13.2K $693K
Aug 10, 2021 Q2 2021
Vicus Capital

State College, PA
BUY
 -
2.09K
+ 8.8%
$85.1K - $91.1K
25.8K $1.35M
Jul 20, 2021 Q2 2021
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
1.95K
+ 8.23%
$79.7K - $85.3K
25.7K $1.34M
Aug 13, 2021 Q2 2021
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
1.94K
New
$79K - $84.5K
1.94K $101K
Aug 10, 2021 Q2 2021
Centaurus Financial, Inc.

BUY
 -
1.87K
+ 5.86%
$76.4K - $81.7K
33.8K $1.77M
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

BUY
 -
1.72K
+ 1.45%
$70.3K - $75.2K
120K $6.3M
Aug 09, 2021 Q2 2021
First Horizon Advisors, Inc.

BUY
 -
1.11K
New
$45.2K - $48.4K
1.11K $58K
Aug 09, 2021 Q2 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
1.08K
+ 44.39%
$44.1K - $47.2K
3.52K $184K
Jul 27, 2021 Q2 2021
Lindbrook Capital, LLC

BUY
 -
770
New
$31.4K - $33.6K
770 $40.3K
Jul 28, 2021 Q2 2021
New Square Capital LLC

BUY
 -
755
+ 10.64%
$30.8K - $33K
7.85K $411K
Jan 27, 2023 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
734
+ 8.75%
$30K - $32.1K
9.12K $478K
Aug 13, 2021 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
734
+ 8.75%
$30K - $32.1K
9.12K $478K
Jul 27, 2021 Q2 2021
Creative Financial Designs Inc

BUY
 -
699
New
$28.5K - $30.5K
699 $36.6K
Aug 12, 2021 Q2 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
668
+ 1.4%
$27.3K - $29.2K
48.5K $2.54M
Jul 19, 2021 Q2 2021
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
654
+ 11.03%
$26.7K - $28.6K
6.58K $345K
Aug 13, 2021 Q2 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
528
+ 0.6%
$21.6K - $23.1K
88.9K $4.66M
Aug 10, 2021 Q2 2021
Capital Advisors, Ltd. LLC

BUY
 -
505
+ 1.8%
$20.6K - $22.1K
28.5K $1.49M
Aug 04, 2021 Q2 2021
Selective Wealth Management, Inc.

BUY
 -
500
New
$20.4K - $21.8K
500 $26.2K
Aug 12, 2021 Q2 2021
Prospera Financial Services Inc

BUY
 -
472
+ 8.72%
$19.3K - $20.6K
5.89K $308K
Aug 09, 2021 Q2 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
446
+ 4.7%
$18.2K - $19.5K
9.93K $520K
Aug 11, 2021 Q2 2021
Black Rock Inc.

New York, NY
BUY
 -
435
New
$17.8K - $19K
435 $22.8K
Aug 11, 2021 Q2 2021
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
423
+ 1.16%
$17.3K - $18.5K
36.9K $1.93M
Aug 16, 2021 Q2 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
412
+ 1.58%
$16.8K - $18K
26.5K $1.39M
Jan 08, 2024 Q2 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
283
+ 0.69%
$11.6K - $12.4K
41K $2.15M
Jul 07, 2021 Q2 2021
Ims Capital Management

BUY
 -
270
+ 0.87%
$11K - $11.8K
31.3K $1.64M
Aug 12, 2021 Q2 2021
Intrua Financial, LLC

Houston, TX
BUY
 -
213
+ 0.58%
$8.7K - $9.3K
37.1K $1.94M
Jul 29, 2021 Q2 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
208
+ 1.63%
$8.49K - $9.09K
12.9K $678K
Aug 06, 2021 Q2 2021
Fifth Third Bancorp

BUY
 -
197
+ 98.5%
$8.04K - $8.6K
397 $20.8K
Aug 11, 2021 Q2 2021
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
175
+ 1.56%
$7.15K - $7.64K
11.4K $595K
Jul 19, 2021 Q2 2021
Mai Capital Management

BUY
 -
135
+ 0.06%
$5.51K - $5.9K
233K $12.2M
Jul 20, 2021 Q2 2021
Raymond James Trust N.A.

BUY
 -
131
+ 0.7%
$5.35K - $5.72K
18.9K $990K
Sep 07, 2021 Q2 2021
Newbridge Financial Services Group, Inc.

BUY
 -
109
New
$4.45K - $4.76K
109 $5.71K

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