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 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
8.25K+ 20.04% |
$315K - $374K
|
49.4K
$2.73M
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8.15KNew |
$311K - $370K
|
8.15K
$450K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.82K+ 94.04% |
$298K - $355K
|
16.1K
$892K
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
7.47K+ 8.82% |
$285K - $339K
|
92.2K
$5.09M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.28K+ 1.43% |
$278K - $330K
|
516K
$28.5M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.9K+ 17.55% |
$263K - $313K
|
46.2K
$2.55M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.49K+ 0.98% |
$248K - $294K
|
667K
$36.8M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.38KNew |
$243K - $289K
|
6.38K
$352K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
6.3K+ 3.36% |
$240K - $286K
|
194K
$10.7M
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
6.19KNew |
$236K - $281K
|
6.19K
$342K
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
5.67K+ 24.38% |
$216K - $257K
|
28.9K
$1.6M
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
5.67KNew |
$216K - $257K
|
5.67K
$313K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.5K+ 6.23% |
$210K - $249K
|
93.8K
$5.18M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.46KNew |
$208K - $248K
|
5.46K
$302K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.41K+ 5.25% |
$206K - $245K
|
108K
$5.99M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 40.18% |
$198K - $236K
|
18.1K
$1M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
5K+ 29.68% |
$191K - $227K
|
21.8K
$1.21M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.89K+ 32.01% |
$187K - $222K
|
20.2K
$1.11M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.34K+ 5.48% |
$166K - $197K
|
83.5K
$4.61M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.14K+ 4.26% |
$158K - $188K
|
101K
$5.61M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.08K+ 165.61% |
$156K - $185K
|
6.55K
$362K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.06K+ 75.46% |
$155K - $184K
|
9.43K
$521K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.54K+ 1.64% |
$135K - $161K
|
220K
$12.2M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.25K+ 37.76% |
$124K - $148K
|
11.9K
$655K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.02K+ 17.4% |
$115K - $137K
|
20.4K
$1.13M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
3.01K+ 1.3% |
$115K - $137K
|
235K
$13M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.85K+ 5.17% |
$109K - $129K
|
58K
$3.2M
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.77K+ 7.38% |
$106K - $126K
|
40.3K
$2.23M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.54K+ 5.61% |
$96.8K - $115K
|
47.7K
$2.64M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.49K+ 2.84% |
$95.1K - $113K
|
90.1K
$4.98M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.45K+ 2.7% |
$93.3K - $111K
|
93K
$5.14M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.39K+ 28.54% |
$91.4K - $109K
|
10.8K
$596K
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.15K+ 1.0% |
$81.9K - $97.4K
|
218K
$12M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.15K+ 0.28% |
$81.9K - $97.3K
|
764K
$42.2M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.14K+ 22.79% |
$81.5K - $96.9K
|
11.5K
$636K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.14K+ 2.83% |
$81.5K - $96.9K
|
77.6K
$4.29M
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.9K+ 3.23% |
$72.4K - $86K
|
60.7K
$3.35M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.79K+ 21.89% |
$68.5K - $81.4K
|
9.99K
$552K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.75K+ 6.64% |
$66.9K - $79.5K
|
28.1K
$1.55M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 1.34% |
$65.2K - $77.5K
|
129K
$7.14M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.68K+ 10.9% |
$64.3K - $76.4K
|
17.1K
$946K
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.66K+ 4.22% |
$63.3K - $75.2K
|
40.9K
$2.26M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.63KNew |
$62.4K - $74.1K
|
1.63K
$90.3K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 6.68% |
$61.1K - $72.6K
|
25.6K
$1.41M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.49K+ 90.79% |
$56.8K - $67.5K
|
3.13K
$173K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.49K+ 1.45% |
$56.7K - $67.5K
|
104K
$5.76M
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.43K+ 31.0% |
$54.6K - $65K
|
6.05K
$334K
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.39K+ 2.61% |
$53.2K - $63.2K
|
54.8K
$3.03M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.37K+ 1.12% |
$52.4K - $62.3K
|
125K
$6.88M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.35K+ 3.33% |
$51.4K - $61.1K
|
41.7K
$2.31M
|