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 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.34K+ 4.42% |
$51.3K - $61K
|
31.8K
$1.76M
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.28K+ 1.08% |
$48.8K - $58K
|
120K
$6.62M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.23K+ 0.33% |
$47K - $55.8K
|
376K
$20.8M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.19K+ 24.65% |
$45.5K - $54.1K
|
6.03K
$333K
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.1K+ 6.8% |
$42.1K - $50K
|
17.3K
$958K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.07K+ 62.28% |
$40.6K - $48.3K
|
2.78K
$153K
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.06K+ 9.76% |
$40.3K - $47.9K
|
11.9K
$656K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
919+ 0.26% |
$35.1K - $41.7K
|
358K
$19.8M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
864New |
$33K - $39.2K
|
864
$47.7K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
774+ 5.47% |
$29.5K - $35.1K
|
14.9K
$824K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
750+ 1470.59% |
$28.6K - $34K
|
801
$44.3K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
700+ 116.67% |
$26.7K - $31.8K
|
1.3K
$71.8K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
683+ 10.25% |
$26.1K - $31K
|
7.34K
$406K
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
650+ 5.26% |
$24.8K - $29.5K
|
13K
$719K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
646+ 3.71% |
$24.7K - $29.3K
|
18.1K
$998K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
620+ 6.93% |
$23.7K - $28.1K
|
9.57K
$529K
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
605+ 0.95% |
$23.1K - $27.4K
|
64.2K
$3.55M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
579+ 24.97% |
$22.1K - $26.3K
|
2.9K
$160K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
579+ 24.97% |
$22.1K - $26.3K
|
2.9K
$160K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
567+ 9.59% |
$21.6K - $25.7K
|
6.48K
$358K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
564+ 8.77% |
$21.5K - $25.6K
|
7K
$387K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
528+ 1.0% |
$20.1K - $24K
|
53.1K
$2.94M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
480+ 3.65% |
$18.3K - $21.8K
|
13.6K
$754K
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
460+ 1.81% |
$17.6K - $20.9K
|
25.9K
$1.43M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
433+ 0.95% |
$16.5K - $19.6K
|
46K
$2.54M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
421+ 1.38% |
$16.1K - $19.1K
|
30.9K
$1.71M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
356+ 2.15% |
$13.6K - $16.1K
|
16.9K
$934K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
345New |
$13.2K - $15.6K
|
345
$19.1K
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
345+ 1.98% |
$13.2K - $15.6K
|
17.7K
$980K
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
341+ 0.24% |
$13K - $15.5K
|
145K
$8.01M
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
321+ 2.5% |
$12.2K - $14.6K
|
13.1K
$726K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
320+ 3.57% |
$12.2K - $14.5K
|
9.29K
$513K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
315+ 4.07% |
$12K - $14.3K
|
8.05K
$445K
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
313+ 0.69% |
$11.9K - $14.2K
|
45.6K
$2.52M
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
302+ 0.73% |
$11.5K - $13.7K
|
41.9K
$2.32M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
287+ 1.25% |
$11K - $13K
|
23.2K
$1.28M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
224New |
$8.55K - $10.2K
|
224
$12.4K
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
220+ 2.29% |
$8.4K - $9.98K
|
9.81K
$542K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
211+ 0.03% |
$8.05K - $9.57K
|
648K
$35.8M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
152+ 10.38% |
$5.8K - $6.89K
|
1.62K
$89.3K
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
135+ 1.28% |
$5.15K - $6.12K
|
10.7K
$591K
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
125+ 0.5% |
$4.77K - $5.67K
|
24.9K
$1.38M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
109+ 0.81% |
$4.16K - $4.94K
|
13.6K
$754K
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
72New |
$2.75K - $3.27K
|
72
$3.98K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
63+ 0.74% |
$2.4K - $2.86K
|
8.6K
$475K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
58+ 17.74% |
$2.21K - $2.63K
|
385
$21.3K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
52+ 0.64% |
$1.98K - $2.36K
|
8.14K
$450K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
50+ 0.19% |
$1.91K - $2.27K
|
26.8K
$1.48M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
46New |
$1.76K - $2.09K
|
46
$2.54K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
30New |
$1.14K - $1.36K
|
30
$1.66K
|