Purchases and Sales Made in Q2 2022 in Wisdomtree Tr U.S. Midcap Divi (DON)

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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 13, 2024 Q2 2022
Meridian Financial, LLC

Holliston, MA
SELL
 -
-1.9K
- 6.3%
$72.6K - $86.3K
28.3K $1.56M
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-2.07K
- 49.06%
$79K - $93.8K
2.15K $119K
Aug 15, 2022 Q2 2022
Archetype Wealth Partners

Houston, TX
SELL
 -
-2.09K
- 4.81%
$79.6K - $94.7K
41.3K $2.28M
Jul 27, 2022 Q2 2022
Jackson Hole Capital Partners, LLC

SELL
 -
-2.18K
Closed
$83.2K - $98.9K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-2.26K
- 15.41%
$86.1K - $102K
12.4K $685K
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-2.28K
- 16.97%
$86.8K - $103K
11.1K $615K
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-2.43K
- 12.56%
$92.7K - $110K
16.9K $934K
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-2.47K
- 6.52%
$94.3K - $112K
35.4K $1.96M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

SELL
 -
-2.55K
- 4.89%
$97.2K - $115K
49.5K $2.74M
Aug 04, 2022 Q2 2022
Heritage Wealth Advisors

SELL
 -
-2.56K
Closed
$97.8K - $116K
0 $0
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-2.65K
- 8.72%
$101K - $120K
27.7K $1.53M
Jul 18, 2022 Q2 2022
Octavia Wealth Advisors, LLC

SELL
 -
-2.66K
- 11.6%
$102K - $121K
20.3K $1.12M
Nov 06, 2024 Q2 2022
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-2.87K
- 3.5%
$109K - $130K
79.1K $4.37M
Jul 19, 2022 Q2 2022
Financial Planning & Information Services, Inc.

SELL
 -
-2.92K
- 0.29%
$111K - $132K
1.02M $56.1M
Jul 15, 2022 Q2 2022
Alaska Permanent Capital Management

SELL
 -
-3.08K
- 5.14%
$118K - $140K
56.9K $3.14M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-4.12K
- 15.83%
$157K - $187K
21.9K $1.21M
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-4.42K
Closed
$169K - $200K
0 $0
Aug 08, 2022 Q2 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-4.5K
Closed
$172K - $204K
0 $0
Jul 31, 2024 Q2 2022
First American Bank

Dundee, IL
SELL
 -
-4.6K
Closed
$175K - $208K
0 $0
Aug 03, 2022 Q2 2022
Financial Insights, Inc.

SELL
 -
-4.61K
- 4.91%
$176K - $209K
89.3K $4.93M
Jul 18, 2022 Q2 2022
Rodgers & Associates, LTD

SELL
 -
-4.75K
Closed
$181K - $215K
0 $0
Jul 15, 2022 Q2 2022
Alhambra Investment Partners LLC

SELL
 -
-4.76K
Closed
$181K - $216K
0 $0
Jan 03, 2023 Q2 2022
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-4.81K
Closed
$183K - $218K
0 $0
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-4.98K
- 9.51%
$190K - $226K
47.4K $2.62M
Jul 12, 2022 Q2 2022
Acorn Financial Advisory Services Inc

SELL
 -
-5K
Closed
$191K - $227K
0 $0
Jul 12, 2022 Q2 2022
Centennial Wealth Advisory LLC

SELL
 -
-5.04K
- 9.89%
$192K - $229K
45.9K $2.54M
Jul 12, 2022 Q2 2022
Connecticut Wealth Management, LLC

SELL
 -
-5.06K
- 2.92%
$193K - $229K
168K $9.31M
Aug 11, 2022 Q2 2022
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-5.17K
- 15.46%
$197K - $234K
28.3K $1.56M
Aug 10, 2022 Q2 2022
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-5.39K
Closed
$206K - $245K
0 $0
Jul 19, 2022 Q2 2022
Beacon Financial Group

SELL
 -
-5.39K
- 1.94%
$206K - $245K
273K $15.1M
Jul 25, 2022 Q2 2022
Tnf LLC

SELL
 -
-5.5K
- 36.9%
$210K - $250K
9.41K $520K
Jul 29, 2022 Q2 2022
Destination Wealth Management

SELL
 -
-5.68K
- 2.38%
$217K - $258K
233K $12.9M
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

SELL
 -
-5.72K
Closed
$218K - $259K
0 $0
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-5.92K
Closed
$226K - $269K
0 $0
Aug 11, 2022 Q2 2022
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-5.94K
Closed
$227K - $269K
0 $0
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-5.99K
- 12.98%
$228K - $272K
40.1K $2.22M
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-6.11K
Closed
$233K - $277K
0 $0
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-6.35K
Closed
$242K - $288K
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-6.44K
- 62.1%
$246K - $292K
3.93K $217K
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-6.65K
Closed
$254K - $302K
0 $0
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-6.87K
- 42.02%
$262K - $312K
9.48K $524K
Aug 03, 2022 Q2 2022
Moloney Securities Asset Management, LLC

SELL
 -
-7.33K
Closed
$280K - $332K
0 $0
Jul 13, 2022 Q2 2022
Pcg Wealth Advisors, LLC

SELL
 -
-8.76K
- 22.79%
$334K - $397K
29.7K $1.64M
Jul 22, 2022 Q2 2022
Retireful, LLC

SELL
 -
-8.84K
Closed
$337K - $401K
0 $0
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-9.93K
- 3.84%
$379K - $450K
249K $13.7M
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

SELL
 -
-10.4K
- 11.11%
$396K - $471K
83K $4.59M
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-10.4K
Closed
$397K - $472K
0 $0
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-10.9K
- 19.34%
$414K - $493K
45.3K $2.5M
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-11.2K
- 8.81%
$426K - $506K
115K $6.38M

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