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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
100+ 1.75% |
$4.08K - $4.37K
|
5.8K
$303K
|
|
|
Aug 02, 2021
Q2 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
81+ 1.04% |
$3.31K - $3.54K
|
7.86K
$410K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
77+ 0.5% |
$3.14K - $3.36K
|
15.5K
$806K
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
49+ 0.59% |
$2K - $2.14K
|
8.4K
$438K
|
|
|
Aug 05, 2021
Q2 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
46+ 0.78% |
$1.88K - $2.01K
|
5.94K
$309K
|
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
37+ 0.08% |
$1.51K - $1.62K
|
43.9K
$2.29M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
26New |
$1.06K - $1.14K
|
26
$1.36K
|
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20+ 0.22% |
$817 - $874
|
9.05K
$472K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
18+ 1.92% |
$735 - $786
|
954
$49.7K
|
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.15% |
$449 - $480
|
7.28K
$380K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11+ 0.08% |
$449 - $480
|
13.5K
$705K
|
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
8+ 0.59% |
$327 - $349
|
1.36K
$71K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8+ 0.34% |
$327 - $349
|
2.39K
$125K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 0.38% |
$286 - $306
|
1.86K
$97.1K
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.73% |
$245 - $262
|
833
$43.4K
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5+ 0.06% |
$204 - $218
|
8.02K
$418K
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5+ 0.04% |
$204 - $218
|
11.3K
$588K
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.64% |
$163 - $175
|
631
$32.9K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.42% |
$163 - $175
|
958
$50K
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.48% |
$122 - $131
|
633
$33K
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.14% |
$81.7 - $87.4
|
1.46K
$76.2K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.63% |
$40.8 - $43.7
|
159
$8.29K
|
|
|
Aug 09, 2021
Q2 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.93% |
$40.8 - $43.7
|
109
$5.68K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-10- 0.3% |
$408 - $437
|
3.32K
$173K
|
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-29- 0.22% |
$1.18K - $1.27K
|
13K
$677K
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30- 0.07% |
$1.22K - $1.31K
|
42.2K
$2.2M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38- 0.19% |
$1.55K - $1.66K
|
20.2K
$1.05M
|
|
|
Aug 17, 2021
Q2 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-50- 0.28% |
$2.04K - $2.18K
|
17.7K
$920K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-58- 0.52% |
$2.37K - $2.53K
|
11.2K
$582K
|
|
|
Aug 09, 2021
Q2 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-66- 0.37% |
$2.69K - $2.88K
|
17.8K
$926K
|
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-67- 0.75% |
$2.74K - $2.93K
|
8.9K
$464K
|
|
|
Aug 30, 2021
Q2 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-84- 0.9% |
$3.43K - $3.67K
|
9.26K
$483K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-86- 46.24% |
$3.51K - $3.76K
|
100
$5.21K
|
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-102- 0.16% |
$4.16K - $4.46K
|
63.5K
$3.31M
|
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-119- 0.39% |
$4.86K - $5.2K
|
30.3K
$1.58M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-123- 19.65% |
$5.02K - $5.37K
|
503
$26.2K
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-128Closed |
$5.23K - $5.59K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-129- 2.37% |
$5.27K - $5.63K
|
5.31K
$277K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-158- 0.35% |
$6.45K - $6.9K
|
45.6K
$2.38M
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-162- 2.39% |
$6.61K - $7.08K
|
6.62K
$345K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-171Closed |
$6.98K - $7.47K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-187- 3.54% |
$7.64K - $8.17K
|
5.1K
$266K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-204Closed |
$8.33K - $8.91K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-207- 0.99% |
$8.45K - $9.04K
|
20.7K
$1.08M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-235- 1.04% |
$9.6K - $10.3K
|
22.3K
$1.16M
|
|
|
Jul 06, 2021
Q2 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-261- 1.95% |
$10.7K - $11.4K
|
13.2K
$686K
|
|
|
Jul 20, 2021
Q2 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-261- 1.4% |
$10.7K - $11.4K
|
18.4K
$959K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-268Closed |
$10.9K - $11.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-273Closed |
$11.1K - $11.9K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-280- 6.23% |
$11.4K - $12.2K
|
4.22K
$220K
|