Purchases and Sales Made in Q2 2022 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 2022. 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 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
385K+ 58.89% |
$14.7M - $17.4M
|
1.04M
$57.5M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
267K+ 8.76% |
$10.2M - $12.1M
|
3.32M
$184M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
265K+ 830.31% |
$10.1M - $12M
|
297K
$16.5M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
155K+ 132.96% |
$5.91M - $7.02M
|
271K
$15M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
120KNew |
$4.57M - $5.43M
|
120K
$6.63M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
115K+ 21.64% |
$4.39M - $5.22M
|
647K
$35.8M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 8.89% |
$4.24M - $5.04M
|
1.36M
$75.4M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
104K+ 36.62% |
$3.97M - $4.72M
|
388K
$21.5M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
91.3K+ 1190.77% |
$3.49M - $4.14M
|
99K
$5.48M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
89.3KNew |
$3.41M - $4.05M
|
89.3K
$4.95M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
85.2KNew |
$3.25M - $3.86M
|
85.2K
$4.72M
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
70.8KNew |
$2.7M - $3.21M
|
70.8K
$3.92M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.4K+ 44.61% |
$2.69M - $3.2M
|
228K
$12.6M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
56.9K+ 16.09% |
$2.17M - $2.58M
|
411K
$22.7M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53.3K+ 3.83% |
$2.04M - $2.42M
|
1.45M
$80M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
49.5K+ 212.27% |
$1.89M - $2.25M
|
72.8K
$4.03M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
41K+ 1138.21% |
$1.56M - $1.86M
|
44.6K
$2.47M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39.5KNew |
$1.51M - $1.79M
|
39.5K
$2.19M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
39.2K+ 87.19% |
$1.5M - $1.78M
|
84.2K
$4.66M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
38.6KNew |
$1.47M - $1.75M
|
38.6K
$2.14M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.1K+ 58.85% |
$1.34M - $1.59M
|
94.8K
$5.25M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
33.3K+ 8.97% |
$1.27M - $1.51M
|
404K
$22.4M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
32.5KNew |
$1.24M - $1.47M
|
32.5K
$1.8M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.9K+ 12.87% |
$1.22M - $1.45M
|
279K
$15.5M
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
29.8K+ 377.15% |
$1.14M - $1.35M
|
37.6K
$2.08M
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
26.5KNew |
$1.01M - $1.2M
|
26.5K
$1.47M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
24.8K+ 9.31% |
$947K - $1.13M
|
291K
$16.1M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
21.9K+ 5.54% |
$835K - $993K
|
417K
$23.1M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.2K+ 2.46% |
$771K - $916K
|
842K
$46.6M
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19.5KNew |
$744K - $885K
|
19.5K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.4K+ 3.42% |
$740K - $880K
|
586K
$32.5M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.4KNew |
$702K - $834K
|
18.4K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$671K - $798K
|
17.6K
$974K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.1KNew |
$613K - $729K
|
16.1K
$890K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.8K+ 30.07% |
$602K - $716K
|
68.2K
$3.78M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
15.1K+ 183.38% |
$575K - $683K
|
23.3K
$1.29M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.7KNew |
$561K - $667K
|
14.7K
$814K
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
14.1K+ 9.98% |
$538K - $640K
|
155K
$8.61M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.6K+ 8.53% |
$521K - $619K
|
174K
$9.62M
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.4KNew |
$511K - $607K
|
13.4K
$741K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
13.1KNew |
$499K - $593K
|
13.1K
$724K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.8KNew |
$487K - $579K
|
12.8K
$707K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 34.83% |
$477K - $567K
|
48.4K
$2.68M
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
12KNew |
$459K - $546K
|
12K
$666K
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11K+ 146.3% |
$421K - $501K
|
18.6K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6K+ 0.75% |
$406K - $483K
|
1.43M
$79.4M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.1K+ 16.78% |
$385K - $458K
|
70.3K
$3.89M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.1K+ 110.54% |
$385K - $458K
|
19.2K
$1.06M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
9.62KNew |
$367K - $436K
|
9.62K
$533K
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.18K+ 148.48% |
$350K - $416K
|
15.4K
$851K
|