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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-245- 0.23% |
$9.35K - $11.1K
|
108K
$5.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 0.6% |
$9.54K - $11.3K
|
41.2K
$2.28M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-252- 1.97% |
$9.62K - $11.4K
|
12.6K
$694K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-268- 0.44% |
$10.2K - $12.2K
|
60.1K
$3.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-271- 2.66% |
$10.3K - $12.3K
|
9.91K
$548K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-286- 4.26% |
$10.9K - $13K
|
6.43K
$355K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-307Closed |
$11.7K - $13.9K
|
0
$0
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-320- 0.99% |
$12.2K - $14.5K
|
32.1K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-338- 1.14% |
$12.9K - $15.3K
|
29.3K
$1.62M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-339- 4.32% |
$12.9K - $15.4K
|
7.51K
$415K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-346- 2.78% |
$13.2K - $15.7K
|
12.1K
$668K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-397- 26.68% |
$15.1K - $18K
|
1.09K
$60.3K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-430- 0.61% |
$16.4K - $19.5K
|
69.9K
$3.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-458- 43.29% |
$17.5K - $20.8K
|
600
$33.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-484- 6.86% |
$18.5K - $22K
|
6.58K
$363K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-488- 0.56% |
$18.6K - $22.1K
|
86.1K
$4.76M
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-498- 3.61% |
$19K - $22.6K
|
13.3K
$734K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-515- 0.34% |
$19.7K - $23.4K
|
150K
$8.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-580- 10.88% |
$22.1K - $26.3K
|
4.75K
$263K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-617Closed |
$23.5K - $28K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-619- 4.21% |
$23.6K - $28.1K
|
14.1K
$777K
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-638- 7.43% |
$24.3K - $28.9K
|
7.95K
$439K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-664- 1.18% |
$25.3K - $30.1K
|
55.8K
$3.08M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-727- 3.6% |
$27.7K - $33K
|
19.4K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-729- 2.46% |
$27.8K - $33.1K
|
28.9K
$1.59M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-750Closed |
$28.6K - $34K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-801- 1.18% |
$30.6K - $36.3K
|
67.1K
$3.7M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-811- 4.55% |
$30.9K - $36.8K
|
17K
$939K
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-816- 2.96% |
$31.1K - $37K
|
26.8K
$1.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-884- 10.63% |
$33.7K - $40.1K
|
7.43K
$411K
|
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
SELL
|
- |
-897- 0.76% |
$34.2K - $40.7K
|
117K
$6.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-991- 0.07% |
$37.8K - $45K
|
1.52M
$84M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.01K- 7.68% |
$38.6K - $45.9K
|
12.2K
$672K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 1.57% |
$39.1K - $46.4K
|
64.3K
$3.55M
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.1K- 0.8% |
$41.8K - $49.7K
|
136K
$7.52M
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.1K- 2.97% |
$42K - $49.9K
|
35.9K
$1.98M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.13K- 3.25% |
$43.2K - $51.4K
|
33.7K
$1.86M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.15K- 11.31% |
$44K - $52.3K
|
9.05K
$500K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.25K- 0.95% |
$47.5K - $56.5K
|
129K
$7.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.28K- 4.3% |
$48.8K - $58.1K
|
28.5K
$1.57M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 3.38% |
$49.3K - $58.6K
|
36.9K
$2.04M
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.34K- 8.79% |
$51.2K - $60.9K
|
13.9K
$770K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.35K- 11.24% |
$51.6K - $61.4K
|
10.7K
$590K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.35K- 11.24% |
$51.6K - $61.4K
|
10.7K
$590K
|
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.37K- 5.5% |
$52.1K - $62K
|
23.5K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.39K- 4.1% |
$53.2K - $63.2K
|
32.6K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.41K- 1.99% |
$53.8K - $64K
|
69.4K
$3.83M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.48K- 4.72% |
$56.5K - $67.2K
|
29.9K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.65K- 9.68% |
$62.8K - $74.7K
|
15.4K
$849K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.68K- 1.64% |
$64.2K - $76.3K
|
101K
$5.57M
|