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 26, 2020
Q3 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-23.9K- 12.78% |
$653K - $739K
|
163K
$8.42M
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-24.6K- 24.84% |
$671K - $759K
|
74.3K
$3.84M
|
|
|
Oct 20, 2020
Q3 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-25.3KClosed |
$692K - $782K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-27.4K- 12.95% |
$749K - $847K
|
184K
$9.51M
|
|
|
Oct 28, 2020
Q3 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-28.2K- 12.91% |
$772K - $873K
|
190K
$9.84M
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-28.6K- 54.75% |
$781K - $883K
|
23.6K
$1.22M
|
|
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-29.6KClosed |
$808K - $914K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.7K- 74.83% |
$811K - $917K
|
9.98K
$515K
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-30.9K- 22.83% |
$844K - $954K
|
104K
$5.39M
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.7K- 18.14% |
$866K - $980K
|
143K
$7.39M
|
|
|
Nov 12, 2020
Q3 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-31.8K- 48.61% |
$869K - $983K
|
33.6K
$1.74M
|
|
|
Nov 02, 2020
Q3 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-33.7K- 79.06% |
$921K - $1.04M
|
8.92K
$461K
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38.4K- 93.15% |
$1.05M - $1.19M
|
2.82K
$146K
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.3K- 16.55% |
$1.16M - $1.31M
|
213K
$11M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.1K- 3.99% |
$1.18M - $1.33M
|
1.04M
$53.5M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-43.9K- 32.52% |
$1.2M - $1.36M
|
91.1K
$4.71M
|
|
|
Dec 11, 2020
Q3 2020
|
United Bank
Vienna, VA |
SELL
|
- |
-46.3K- 64.04% |
$1.27M - $1.43M
|
26K
$1.34M
|
|
|
Nov 13, 2020
Q3 2020
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-46.9K- 54.94% |
$1.28M - $1.45M
|
38.5K
$1.99M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-48.8K- 12.99% |
$1.33M - $1.51M
|
327K
$16.9M
|
|
|
Nov 06, 2020
Q3 2020
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-55.8K- 21.7% |
$1.52M - $1.72M
|
201K
$10.4M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-55.9K- 4.04% |
$1.53M - $1.73M
|
1.33M
$68.5M
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-65.8K- 36.45% |
$1.8M - $2.04M
|
115K
$5.93M
|
|
|
Oct 13, 2020
Q3 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-78.4K- 24.17% |
$2.14M - $2.42M
|
246K
$12.7M
|
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-79.8KClosed |
$2.18M - $2.47M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-83.3K- 6.1% |
$2.28M - $2.57M
|
1.28M
$66.2M
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-84.8K- 22.1% |
$2.32M - $2.62M
|
299K
$15.4M
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-86.7K- 21.51% |
$2.37M - $2.68M
|
316K
$16.3M
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-91.8K- 21.92% |
$2.51M - $2.84M
|
327K
$16.9M
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-93.3KClosed |
$2.55M - $2.88M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-95.2KClosed |
$2.6M - $2.94M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-116K- 15.01% |
$3.17M - $3.58M
|
656K
$33.9M
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-130K- 9.65% |
$3.56M - $4.03M
|
1.22M
$63M
|
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-181KClosed |
$4.94M - $5.58M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-213KClosed |
$5.83M - $6.59M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
SELL
|
- |
-228K- 11.26% |
$6.23M - $7.05M
|
1.8M
$92.8M
|
|
|
Oct 14, 2020
Q3 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-512K- 78.95% |
$14M - $15.8M
|
136K
$7.05M
|