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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.37KNew |
$37.5K - $42.4K
|
1.37K
$70.9K
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.37K+ 9.61% |
$37.4K - $42.3K
|
15.6K
$806K
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 22.73% |
$36.2K - $40.9K
|
7.15K
$369K
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.2K+ 185.08% |
$32.9K - $37.2K
|
1.85K
$95.7K
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$27.4K - $31K
|
1K
$51.9K
|
|
Nov 17, 2020
Q3 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
974+ 4.38% |
$26.6K - $30.1K
|
23.2K
$1.2M
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
962+ 2.26% |
$26.3K - $29.7K
|
43.5K
$2.25M
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
949+ 2.48% |
$25.9K - $29.3K
|
39.2K
$2.03M
|
|
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
BUY
|
- |
933+ 54.37% |
$25.5K - $28.8K
|
2.65K
$137K
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
927+ 19.52% |
$25.3K - $28.7K
|
5.68K
$293K
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
855+ 38.14% |
$23.4K - $26.4K
|
3.1K
$160K
|
|
Nov 05, 2020
Q3 2020
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
765+ 3.39% |
$20.9K - $23.6K
|
23.3K
$1.2M
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
625+ 7.34% |
$17.1K - $19.3K
|
9.15K
$472K
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
598+ 4.25% |
$16.3K - $18.5K
|
14.7K
$757K
|
|
Nov 09, 2020
Q3 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
593+ 1.77% |
$16.2K - $18.3K
|
34K
$1.76M
|
|
Nov 13, 2020
Q3 2020
|
F3 Logic, LLC
|
BUY
|
- |
352New |
$9.62K - $10.9K
|
352
$18.2K
|
|
Nov 16, 2020
Q3 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
329+ 0.83% |
$8.99K - $10.2K
|
39.9K
$2.06M
|
|
Oct 29, 2020
Q3 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
269+ 0.52% |
$7.35K - $8.31K
|
52K
$2.68M
|
|
Oct 01, 2020
Q3 2020
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
228+ 0.2% |
$6.23K - $7.05K
|
116K
$5.99M
|
|
Oct 13, 2020
Q3 2020
|
Provident Wealth Management, LLC
|
BUY
|
- |
86New |
$2.35K - $2.66K
|
86
$4.44K
|
|
Oct 13, 2020
Q3 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
49+ 0.6% |
$1.34K - $1.51K
|
8.24K
$426K
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41+ 0.32% |
$1.12K - $1.27K
|
12.7K
$657K
|
|
Nov 12, 2020
Q3 2020
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40+ 0.37% |
$1.09K - $1.24K
|
10.9K
$562K
|
|
Nov 06, 2020
Q3 2020
|
Planned Solutions, Inc.
|
BUY
|
- |
35New |
$957 - $1.08K
|
35
$1.81K
|
|
Nov 04, 2020
Q3 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
21+ 0.24% |
$574 - $649
|
8.77K
$453K
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17+ 0.18% |
$465 - $525
|
9.57K
$494K
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.13% |
$410 - $464
|
12K
$620K
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.16% |
$355 - $402
|
8.01K
$414K
|
|
Nov 06, 2020
Q3 2020
|
Element Wealth, LLC
|
BUY
|
- |
8+ 0.6% |
$219 - $247
|
1.34K
$69K
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.47% |
$109 - $124
|
859
$44.4K
|
|
Nov 12, 2020
Q3 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.65% |
$109 - $124
|
622
$32.1K
|
|
Oct 13, 2020
Q3 2020
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1+ 0.01% |
$27.3 - $30.9
|
8.13K
$420K
|
|
Nov 13, 2020
Q3 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.03% |
$27.3 - $30.9
|
3.48K
$180K
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-6- 0.16% |
$164 - $185
|
3.65K
$189K
|
|
Nov 16, 2020
Q3 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-24- 0.19% |
$656 - $742
|
12.3K
$635K
|
|
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-45- 3.0% |
$1.23K - $1.39K
|
1.46K
$75.2K
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-64- 26.67% |
$1.75K - $1.98K
|
176
$9.09K
|
|
Oct 15, 2020
Q3 2020
|
Arden Trust CO
|
SELL
|
- |
-97- 0.19% |
$2.65K - $3K
|
50.1K
$2.59M
|
|
Oct 14, 2020
Q3 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-110- 1.24% |
$3.01K - $3.4K
|
8.77K
$453K
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-112- 24.56% |
$3.06K - $3.46K
|
344
$17.8K
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-136Closed |
$3.72K - $4.2K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-139- 0.06% |
$3.8K - $4.3K
|
227K
$11.7M
|
|
Nov 05, 2020
Q3 2020
|
Ims Capital Management
|
SELL
|
- |
-168- 0.51% |
$4.59K - $5.19K
|
32.5K
$1.68M
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-195- 1.24% |
$5.33K - $6.03K
|
15.6K
$804K
|
|
Nov 17, 2020
Q3 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-200- 1.24% |
$5.47K - $6.18K
|
15.9K
$821K
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-213Closed |
$5.82K - $6.58K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-249- 1.2% |
$6.81K - $7.7K
|
20.5K
$1.06M
|
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-250- 8.54% |
$6.83K - $7.73K
|
2.68K
$138K
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-265- 1.83% |
$7.24K - $8.19K
|
14.2K
$736K
|