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
|
Accel Wealth Management
|
BUY
|
- |
28+ 3.31% |
$1.07K - $1.27K
|
875
$48.3K
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
26+ 0.32% |
$992 - $1.18K
|
8.18K
$452K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25+ 0.27% |
$954 - $1.13K
|
9.13K
$504K
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
15+ 0.08% |
$572 - $680
|
18.6K
$1.03M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
14+ 0.19% |
$534 - $635
|
7.33K
$405K
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
14+ 0.03% |
$534 - $635
|
44.2K
$2.44M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
12+ 0.04% |
$458 - $544
|
29.4K
$1.63M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 0.3% |
$458 - $544
|
3.96K
$219K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.74% |
$382 - $454
|
1.37K
$75.6K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.07% |
$343 - $408
|
13.8K
$765K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9+ 0.17% |
$343 - $408
|
5.37K
$297K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8+ 0.12% |
$305 - $363
|
6.89K
$381K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.74% |
$305 - $363
|
1.08K
$59.9K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.72% |
$267 - $318
|
980
$54.1K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6+ 0.1% |
$229 - $272
|
6.03K
$333K
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.02% |
$191 - $227
|
21.8K
$1.2M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5+ 0.04% |
$191 - $227
|
11.5K
$634K
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 0.06% |
$191 - $227
|
8.29K
$458K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.05% |
$191 - $227
|
479
$26.5K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 0.78% |
$191 - $227
|
649
$35.9K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.64% |
$114 - $136
|
469
$25.9K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 0.02% |
$76.3 - $90.7
|
11.4K
$630K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 1.24% |
$76.3 - $90.7
|
163
$9.01K
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.01% |
$38.2 - $45.4
|
10.2K
$564K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.36% |
$38.2 - $45.4
|
277
$15.3K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$38.2 - $45.4
|
3.7K
$205K
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.9% |
$38.2 - $45.4
|
112
$6.19K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 11.36% |
$191 - $227
|
39
$2.15K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-5- 83.33% |
$191 - $227
|
1
$55.3
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-22Closed |
$840 - $998
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-31Closed |
$1.18K - $1.41K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-41- 3.32% |
$1.56K - $1.86K
|
1.2K
$66K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-47- 0.79% |
$1.79K - $2.13K
|
5.89K
$325K
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-57- 0.06% |
$2.18K - $2.59K
|
93.1K
$5.14M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-82Closed |
$3.13K - $3.72K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-84- 0.47% |
$3.21K - $3.81K
|
17.8K
$983K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-96- 4.94% |
$3.66K - $4.35K
|
1.85K
$102K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 4.12% |
$3.82K - $4.54K
|
2.33K
$128K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-111- 40.66% |
$4.24K - $5.03K
|
162
$8.95K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-117Closed |
$4.46K - $5.31K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-134- 1.04% |
$5.11K - $6.08K
|
12.7K
$704K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-145- 1.26% |
$5.53K - $6.58K
|
11.4K
$627K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-146- 0.75% |
$5.57K - $6.62K
|
19.2K
$1.06M
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-175- 3.18% |
$6.68K - $7.94K
|
5.34K
$295K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-185- 0.52% |
$7.06K - $8.39K
|
35.6K
$1.97M
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-197- 0.35% |
$7.52K - $8.94K
|
55.3K
$3.06M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200- 10.98% |
$7.63K - $9.07K
|
1.62K
$89.6K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-219- 0.75% |
$8.36K - $9.93K
|
28.8K
$1.59M
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-220- 0.33% |
$8.4K - $9.98K
|
66.9K
$3.7M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-225- 9.78% |
$8.59K - $10.2K
|
2.08K
$115K
|