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 |
---|---|---|---|---|---|---|---|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-304Closed |
$12.4K - $13.3K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-345- 18.21% |
$14.1K - $15.1K
|
1.55K
$81.2K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-354- 4.42% |
$14.5K - $15.5K
|
7.65K
$401K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-400- 5.14% |
$16.3K - $17.5K
|
7.39K
$387K
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-450- 1.94% |
$18.4K - $19.7K
|
22.7K
$1.19M
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-473- 3.49% |
$19.3K - $20.7K
|
13.1K
$685K
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-520- 1.09% |
$21.2K - $22.7K
|
47.3K
$2.48M
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-520- 0.96% |
$21.2K - $22.7K
|
53.6K
$2.81M
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-529- 7.66% |
$21.6K - $23.1K
|
6.38K
$334K
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-541Closed |
$22.1K - $23.6K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-553- 1.75% |
$22.6K - $24.2K
|
31K
$1.62M
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
SELL
|
- |
-588- 9.4% |
$24K - $25.7K
|
5.67K
$297K
|
|
Jul 19, 2021
Q2 2021
|
Well Done, LLC
|
SELL
|
- |
-711- 1.33% |
$29K - $31.1K
|
52.9K
$2.77M
|
|
Aug 13, 2021
Q2 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-727- 10.73% |
$29.7K - $31.8K
|
6.05K
$317K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-738- 1.58% |
$30.1K - $32.2K
|
46K
$2.41M
|
|
Jul 29, 2021
Q2 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-815- 10.43% |
$33.3K - $35.6K
|
7K
$367K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-877- 10.59% |
$35.8K - $38.3K
|
7.41K
$388K
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-920- 7.19% |
$37.6K - $40.2K
|
11.9K
$622K
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.07K- 16.27% |
$43.6K - $46.6K
|
5.49K
$288K
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
SELL
|
- |
-1.18K- 2.2% |
$48.3K - $51.7K
|
52.8K
$2.76M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.24K- 6.2% |
$50.6K - $54.1K
|
18.7K
$981K
|
|
Aug 13, 2021
Q2 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 1.96% |
$52.1K - $55.8K
|
63.8K
$3.34M
|
|
Aug 06, 2021
Q2 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.41K- 1.0% |
$57.5K - $61.5K
|
140K
$7.33M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.42K- 3.16% |
$57.9K - $61.9K
|
43.5K
$2.28M
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.45KClosed |
$59.3K - $63.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.65K- 5.29% |
$67.4K - $72.1K
|
29.5K
$1.55M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.69K- 14.74% |
$69K - $73.9K
|
9.78K
$512K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.75K- 2.71% |
$71.5K - $76.5K
|
62.9K
$3.29M
|
|
Aug 03, 2021
Q2 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.79K- 7.56% |
$73.1K - $78.2K
|
21.9K
$1.15M
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.79K- 5.19% |
$73.2K - $78.4K
|
32.8K
$1.72M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.85KClosed |
$75.7K - $80.9K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.89K- 6.09% |
$77K - $82.4K
|
29.1K
$1.53M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 19.05% |
$77.6K - $83K
|
8.07K
$423K
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 7.04% |
$79.2K - $84.7K
|
25.6K
$1.34M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.12KClosed |
$86.4K - $92.4K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.24K- 12.84% |
$91.3K - $97.7K
|
15.2K
$795K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.33K- 2.41% |
$95.1K - $102K
|
94.3K
$4.94M
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.36K- 7.62% |
$96.2K - $103K
|
28.6K
$1.5M
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.56K- 7.17% |
$104K - $112K
|
33.1K
$1.73M
|
|
Jul 20, 2021
Q2 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.7K- 24.59% |
$110K - $118K
|
8.27K
$433K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.76K- 31.6% |
$112K - $120K
|
5.96K
$312K
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.01K- 8.2% |
$123K - $132K
|
33.7K
$1.77M
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-3.62K- 4.0% |
$148K - $158K
|
87K
$4.56M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4K- 11.73% |
$163K - $175K
|
30.1K
$1.58M
|
|
Jul 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.07K- 5.73% |
$166K - $178K
|
66.9K
$3.51M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.08K- 17.85% |
$166K - $178K
|
18.8K
$983K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.15K- 5.13% |
$169K - $181K
|
76.7K
$4.02M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.38KClosed |
$179K - $191K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
SELL
|
- |
-4.45K- 4.21% |
$182K - $194K
|
101K
$5.3M
|
|
Jul 16, 2021
Q2 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.75K- 4.08% |
$194K - $207K
|
112K
$5.85M
|