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 |
---|---|---|---|---|---|---|---|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-270- 12.02% |
$7.38K - $8.35K
|
1.98K
$103K
|
|
Oct 27, 2020
Q3 2020
|
Plimoth Trust CO LLC
|
SELL
|
- |
-273- 1.39% |
$7.46K - $8.44K
|
19.4K
$1.01M
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-289- 3.46% |
$7.9K - $8.93K
|
8.06K
$420K
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-292- 10.92% |
$7.98K - $9.03K
|
2.38K
$124K
|
|
Oct 20, 2020
Q3 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-296- 1.27% |
$8.09K - $9.15K
|
23.1K
$1.2M
|
|
Oct 06, 2020
Q3 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-346- 0.47% |
$9.46K - $10.7K
|
73.2K
$3.82M
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-395- 6.7% |
$10.8K - $12.2K
|
5.5K
$287K
|
|
Oct 09, 2020
Q3 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-410Closed |
$11.2K - $12.7K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-476- 9.4% |
$13K - $14.7K
|
4.59K
$239K
|
|
Nov 13, 2020
Q3 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-485- 1.27% |
$13.3K - $15K
|
37.8K
$1.97M
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-540- 30.42% |
$14.8K - $16.7K
|
1.24K
$64.4K
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-579- 1.87% |
$15.8K - $17.9K
|
30.5K
$1.59M
|
|
Oct 09, 2020
Q3 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-584- 7.49% |
$16K - $18.1K
|
7.21K
$376K
|
|
Oct 30, 2020
Q3 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-585- 5.05% |
$16K - $18.1K
|
11K
$573K
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-600- 6.27% |
$16.4K - $18.5K
|
8.97K
$468K
|
|
Nov 02, 2020
Q3 2020
|
First Personal Financial Services
|
SELL
|
- |
-660- 33.69% |
$18K - $20.4K
|
1.3K
$67.7K
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-668- 4.38% |
$18.3K - $20.6K
|
14.6K
$761K
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-674- 56.69% |
$18.4K - $20.8K
|
515
$26.9K
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-721- 34.65% |
$19.7K - $22.3K
|
1.36K
$70.9K
|
|
Oct 30, 2020
Q3 2020
|
Culbertson A N & CO Inc
|
SELL
|
- |
-733- 1.76% |
$20K - $22.7K
|
40.9K
$2.13M
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-866- 5.59% |
$23.7K - $26.8K
|
14.6K
$762K
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-874- 2.65% |
$23.9K - $27K
|
32.1K
$1.68M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-891- 7.14% |
$24.4K - $27.5K
|
11.6K
$604K
|
|
Oct 16, 2020
Q3 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-940- 3.11% |
$25.7K - $29.1K
|
29.2K
$1.52M
|
|
Nov 13, 2020
Q3 2020
|
Wesbanco Bank Inc
|
SELL
|
- |
-940- 2.5% |
$25.7K - $29.1K
|
36.7K
$1.92M
|
|
Nov 02, 2020
Q3 2020
|
Key F Inancial Inc
|
SELL
|
- |
-949- 6.43% |
$25.9K - $29.3K
|
13.8K
$719K
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-995- 3.56% |
$27.2K - $30.8K
|
27K
$1.41M
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.07K- 8.49% |
$29.2K - $33K
|
11.5K
$599K
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.11K- 4.49% |
$30.2K - $34.2K
|
23.5K
$1.22M
|
|
Oct 23, 2020
Q3 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
$30.9K - $35K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Investors Research Corp
|
SELL
|
- |
-1.3K- 4.21% |
$35.5K - $40.2K
|
29.6K
$1.54M
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.34K- 2.92% |
$36.7K - $41.5K
|
44.7K
$2.33M
|
|
Oct 23, 2020
Q3 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.39K- 2.33% |
$37.9K - $42.8K
|
58.2K
$3.03M
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.44K- 12.26% |
$39.3K - $44.4K
|
10.3K
$536K
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-1.44K- 6.1% |
$39.3K - $44.4K
|
22.1K
$1.15M
|
|
Oct 26, 2020
Q3 2020
|
Mai Capital Management
|
SELL
|
- |
-1.67K- 0.73% |
$45.8K - $51.7K
|
227K
$11.8M
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-1.77KClosed |
$48.3K - $54.6K
|
0
$0
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.77K- 96.2% |
$48.4K - $54.7K
|
70
$3.65K
|
|
Oct 30, 2020
Q3 2020
|
West Bancorporation Inc
|
SELL
|
- |
-1.8K- 5.2% |
$49.3K - $55.7K
|
32.9K
$1.72M
|
|
Nov 04, 2020
Q3 2020
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.88K- 11.13% |
$51.5K - $58.2K
|
15K
$784K
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.95K- 19.63% |
$53.3K - $60.3K
|
7.99K
$416K
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.04K- 16.56% |
$55.8K - $63.1K
|
10.3K
$537K
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.08KClosed |
$56.9K - $64.3K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.15K- 9.07% |
$58.7K - $66.3K
|
21.5K
$1.12M
|
|
Nov 06, 2020
Q3 2020
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.16K- 6.5% |
$59K - $66.7K
|
31K
$1.62M
|
|
Oct 19, 2020
Q3 2020
|
Well Done, LLC
|
SELL
|
- |
-2.2K- 3.77% |
$60.1K - $68K
|
56.2K
$2.93M
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.22K- 32.24% |
$60.7K - $68.6K
|
4.67K
$243K
|
|
Nov 13, 2020
Q3 2020
|
Simmons Bank
|
SELL
|
- |
-2.23K- 5.85% |
$60.9K - $68.9K
|
35.9K
$1.87M
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.3K- 1.86% |
$63K - $71.2K
|
122K
$6.35M
|
|
Nov 10, 2020
Q3 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.31K- 13.21% |
$63.1K - $71.3K
|
15.2K
$791K
|