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 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.38K- 3.09% |
$65.1K - $73.6K
|
74.7K
$3.86M
|
|
Nov 03, 2020
Q3 2020
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.4K- 7.59% |
$65.5K - $74K
|
29.2K
$1.51M
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.44K- 78.98% |
$66.8K - $75.5K
|
650
$33.6K
|
|
Nov 02, 2020
Q3 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-2.71K- 3.87% |
$74.1K - $83.8K
|
67.3K
$3.47M
|
|
Nov 05, 2020
Q3 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-2.81K- 3.03% |
$76.9K - $87K
|
90.1K
$4.65M
|
|
Nov 12, 2020
Q3 2020
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.82K- 8.29% |
$77.1K - $87.2K
|
31.2K
$1.61M
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.87K- 17.19% |
$78.4K - $88.6K
|
13.8K
$713K
|
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.2K- 8.03% |
$87.4K - $98.8K
|
36.6K
$1.89M
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.75K- 21.21% |
$103K - $116K
|
13.9K
$720K
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.78K- 1.57% |
$103K - $117K
|
237K
$12.2M
|
|
Oct 29, 2020
Q3 2020
|
Old National Bancorp
|
SELL
|
- |
-3.8K- 23.95% |
$104K - $117K
|
12.1K
$622K
|
|
Jan 27, 2023
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.08K- 30.85% |
$112K - $126K
|
9.15K
$472K
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.11K- 20.05% |
$112K - $127K
|
16.4K
$846K
|
|
Nov 09, 2020
Q3 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.83K- 7.8% |
$132K - $149K
|
57.1K
$2.95M
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.88KClosed |
$133K - $151K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.18K- 39.17% |
$141K - $160K
|
8.04K
$415K
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.33K- 21.72% |
$146K - $165K
|
19.2K
$991K
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.75K- 12.87% |
$157K - $178K
|
38.9K
$2.01M
|
|
Oct 22, 2020
Q3 2020
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-5.82K- 39.39% |
$159K - $180K
|
8.96K
$463K
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.07K- 0.34% |
$166K - $188K
|
1.77M
$91.3M
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.23K- 72.28% |
$170K - $193K
|
2.39K
$123K
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
SELL
|
- |
-7.26KClosed |
$198K - $224K
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-7.41K- 9.66% |
$203K - $229K
|
69.3K
$3.58M
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.43K- 1.32% |
$203K - $230K
|
556K
$28.7M
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.61K- 55.2% |
$208K - $235K
|
6.18K
$319K
|
|
Nov 03, 2020
Q3 2020
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.68KClosed |
$210K - $237K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.9K- 11.9% |
$216K - $244K
|
58.5K
$3.02M
|
|
Oct 29, 2020
Q3 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-8.04K- 11.46% |
$220K - $249K
|
62.1K
$3.21M
|
|
Nov 12, 2020
Q3 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8.36K- 51.09% |
$228K - $258K
|
8K
$413K
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
SELL
|
- |
-8.57KClosed |
$234K - $265K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-9.2K- 15.7% |
$251K - $284K
|
49.4K
$2.55M
|
|
Nov 12, 2020
Q3 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-9.43K- 21.45% |
$258K - $291K
|
34.5K
$1.78M
|
|
Nov 13, 2020
Q3 2020
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-9.68K- 29.49% |
$264K - $299K
|
23.1K
$1.19M
|
|
Oct 26, 2020
Q3 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.89KClosed |
$270K - $306K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Bcs Wealth Management
|
SELL
|
- |
-10.2K- 9.19% |
$277K - $314K
|
100K
$5.18M
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.4KClosed |
$284K - $321K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.5KClosed |
$315K - $356K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.8K- 1.64% |
$322K - $364K
|
705K
$36.4M
|
|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 5.49% |
$336K - $380K
|
212K
$10.9M
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.6K- 15.24% |
$345K - $390K
|
70.1K
$3.62M
|
|
Oct 08, 2020
Q3 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-13.3K- 49.55% |
$364K - $412K
|
13.6K
$700K
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-13.8K- 58.78% |
$376K - $426K
|
9.66K
$499K
|
|
Nov 06, 2020
Q3 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13.8K- 22.7% |
$376K - $426K
|
46.9K
$2.42M
|
|
Oct 13, 2020
Q3 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-14K- 6.72% |
$383K - $433K
|
194K
$10M
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 23.2% |
$388K - $439K
|
47K
$2.43M
|
|
Oct 23, 2020
Q3 2020
|
Cadence Bank Na
|
SELL
|
- |
-15.6K- 32.68% |
$425K - $481K
|
32K
$1.65M
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-16.8KClosed |
$459K - $520K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Nbt Bank N A
|
SELL
|
- |
-19.2K- 24.6% |
$524K - $592K
|
58.7K
$3.03M
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.5K- 3.42% |
$532K - $602K
|
550K
$28.4M
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23K- 74.35% |
$630K - $712K
|
7.95K
$411K
|