Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
465KNew |
$12.7M - $14.4M
|
465K
$24.3M
|
|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
BUY
|
- |
267K+ 8325.27% |
$7.3M - $8.26M
|
270K
$14.1M
|
|
|
Nov 16, 2020
Q3 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
204KNew |
$5.59M - $6.32M
|
204K
$10.7M
|
|
|
Nov 06, 2020
Q3 2020
|
Leo Brokerage, LLC
|
BUY
|
- |
179KNew |
$4.89M - $5.53M
|
179K
$9.32M
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
91.6K+ 610.58% |
$2.5M - $2.83M
|
107K
$5.56M
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87.7K+ 108.48% |
$2.4M - $2.71M
|
169K
$8.79M
|
|
|
Oct 13, 2020
Q3 2020
|
Beacon Financial Group
|
BUY
|
- |
59.8K+ 25.35% |
$1.63M - $1.85M
|
296K
$15.4M
|
|
|
Oct 13, 2020
Q3 2020
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
46.1K+ 12.77% |
$1.26M - $1.42M
|
407K
$21.2M
|
|
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43KNew |
$1.18M - $1.33M
|
43K
$2.24M
|
|
|
Nov 13, 2020
Q3 2020
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
41K+ 1.73% |
$1.12M - $1.27M
|
2.42M
$126M
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Insights, Inc.
|
BUY
|
- |
40.8K+ 37.24% |
$1.11M - $1.26M
|
150K
$7.84M
|
|
|
Mar 10, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29.6KNew |
$808K - $914K
|
29.6K
$1.54M
|
|
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
27.7K+ 9.13% |
$758K - $857K
|
331K
$17.3M
|
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.6K+ 96.53% |
$728K - $823K
|
54.2K
$2.83M
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.8K+ 200.17% |
$649K - $734K
|
35.6K
$1.86M
|
|
|
May 24, 2021
Q3 2020
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
20.9K+ 2.3% |
$572K - $647K
|
930K
$48.5M
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20KNew |
$546K - $618K
|
20K
$1.04M
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.3K+ 4.79% |
$528K - $597K
|
423K
$22M
|
|
|
Nov 05, 2020
Q3 2020
|
Jnba Financial Advisors
|
BUY
|
- |
19K+ 7.5% |
$519K - $587K
|
272K
$14.2M
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8K+ 157.21% |
$513K - $581K
|
30.7K
$1.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.5KNew |
$478K - $541K
|
17.5K
$913K
|
|
|
Nov 13, 2020
Q3 2020
|
Sadoff Investment Management LLC
|
BUY
|
- |
13.5KNew |
$369K - $417K
|
13.5K
$704K
|
|
|
Nov 12, 2020
Q3 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12.9KNew |
$354K - $400K
|
12.9K
$675K
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 1.1% |
$307K - $348K
|
1.04M
$54.1M
|
|
|
Nov 16, 2020
Q3 2020
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$294K - $332K
|
10.7K
$560K
|
|
|
Nov 12, 2020
Q3 2020
|
Destination Wealth Management
|
BUY
|
- |
9.96K+ 3.41% |
$272K - $308K
|
302K
$15.8M
|
|
|
Oct 28, 2020
Q3 2020
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.36K+ 5.83% |
$256K - $289K
|
170K
$8.87M
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.7K+ 66.04% |
$238K - $269K
|
21.9K
$1.14M
|
|
|
Oct 29, 2020
Q3 2020
|
Keybank National Association
|
BUY
|
- |
8.69K+ 3.29% |
$237K - $268K
|
273K
$14.2M
|
|
|
Nov 03, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.62KNew |
$236K - $266K
|
8.62K
$449K
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.22K+ 33.19% |
$225K - $254K
|
33K
$1.72M
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Counselors Inc
|
BUY
|
- |
7.96K+ 5.67% |
$217K - $246K
|
148K
$7.73M
|
|
|
Nov 13, 2020
Q3 2020
|
Xml Financial, LLC
|
BUY
|
- |
7.57K+ 16.02% |
$207K - $234K
|
54.8K
$2.86M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.32K+ 2.73% |
$200K - $226K
|
275K
$14.4M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
6.07K+ 26.86% |
$166K - $187K
|
28.6K
$1.49M
|
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
5.71K+ 4.96% |
$156K - $176K
|
121K
$6.3M
|
|
|
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
BUY
|
- |
5.45K+ 1.83% |
$149K - $168K
|
303K
$15.8M
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
4.68KNew |
$128K - $145K
|
4.68K
$244K
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4K+ 22.23% |
$109K - $124K
|
22K
$1.15M
|
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.96K+ 7.43% |
$108K - $122K
|
57.2K
$2.98M
|
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.89K+ 14.46% |
$106K - $120K
|
30.8K
$1.6M
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.64K+ 26.31% |
$99.5K - $113K
|
17.5K
$912K
|
|
|
Nov 02, 2020
Q3 2020
|
White Pine Investment CO
|
BUY
|
- |
3.45K+ 10.56% |
$94.2K - $106K
|
36.1K
$1.88M
|
|
|
Oct 09, 2020
Q3 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.25K+ 21.37% |
$88.7K - $100K
|
18.4K
$961K
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.84K+ 2.74% |
$77.7K - $87.9K
|
107K
$5.57M
|
|
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.73K+ 9.17% |
$74.7K - $84.5K
|
32.6K
$1.7M
|
|
|
Nov 16, 2020
Q3 2020
|
First National Bank Of South Miami
|
BUY
|
- |
1.97K+ 48.75% |
$53.8K - $60.9K
|
6.01K
$313K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83KNew |
$50K - $56.6K
|
1.83K
$95.4K
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
1.77K+ 2528.57% |
$48.4K - $54.7K
|
1.84K
$95.9K
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
1.77KNew |
$48.3K - $54.6K
|
1.77K
$92.2K
|