Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
1.27MNew |
$36.8M - $44.3M
|
1.27M
$69.9M
|
|
Jan 25, 2021
Q4 2020
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
389KNew |
$11.3M - $13.6M
|
389K
$21.5M
|
|
Feb 01, 2021
Q4 2020
|
Signify Wealth
|
BUY
|
- |
372KNew |
$10.8M - $13M
|
372K
$20.5M
|
|
Jun 17, 2024
Q4 2020
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
363KNew |
$10.6M - $12.7M
|
363K
$20.1M
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
208K+ 199.6% |
$6.05M - $7.29M
|
313K
$17.3M
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
117KNew |
$3.4M - $4.1M
|
117K
$6.47M
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
106KNew |
$3.08M - $3.72M
|
106K
$5.86M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.8K+ 11.4% |
$2.17M - $2.62M
|
731K
$40.4M
|
|
Feb 12, 2021
Q4 2020
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
66.2KNew |
$1.92M - $2.32M
|
66.2K
$3.66M
|
|
Jan 22, 2021
Q4 2020
|
White Pine Investment CO
|
BUY
|
- |
61.5K+ 170.59% |
$1.79M - $2.16M
|
97.6K
$5.39M
|
|
Jan 13, 2021
Q4 2020
|
Ewg Elevate Inc.
|
BUY
|
- |
59.9KNew |
$1.74M - $2.1M
|
59.9K
$3.31M
|
|
Feb 26, 2021
Q4 2020
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
57KNew |
$1.66M - $2M
|
57K
$3.15M
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
BUY
|
- |
49.2K+ 18.08% |
$1.43M - $1.72M
|
321K
$17.8M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
45.5K+ 13.9% |
$1.32M - $1.59M
|
373K
$20.6M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.3K+ 147.22% |
$1.32M - $1.59M
|
76K
$4.2M
|
|
Feb 02, 2021
Q4 2020
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
38.8KNew |
$1.13M - $1.36M
|
38.8K
$2.14M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
38.3K+ 12.11% |
$1.11M - $1.34M
|
355K
$19.6M
|
|
Jan 02, 2024
Q4 2020
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
35.9KNew |
$1.04M - $1.26M
|
35.9K
$1.98M
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
34.9K+ 17.08% |
$1.01M - $1.22M
|
239K
$13.2M
|
|
Feb 11, 2021
Q4 2020
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
32.2KNew |
$935K - $1.13M
|
32.2K
$1.78M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.1K+ 15.06% |
$934K - $1.13M
|
245K
$13.6M
|
|
Jan 26, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
30.4KNew |
$883K - $1.06M
|
30.4K
$1.68M
|
|
Jan 15, 2021
Q4 2020
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
29.9K+ 7.36% |
$871K - $1.05M
|
437K
$24.1M
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.5K+ 216.09% |
$799K - $963K
|
40.2K
$2.22M
|
|
Feb 16, 2021
Q4 2020
|
Principle Wealth Partners LLC
|
BUY
|
- |
25.6KNew |
$744K - $897K
|
25.6K
$1.41M
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.7K+ 237.73% |
$689K - $831K
|
33.7K
$1.86M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.1K+ 156.25% |
$526K - $634K
|
29.7K
$1.64M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.6K+ 6.59% |
$454K - $547K
|
252K
$14M
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$384K - $462K
|
13.2K
$729K
|
|
Feb 10, 2021
Q4 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
12.7KNew |
$369K - $445K
|
12.7K
$701K
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4K+ 22.9% |
$361K - $435K
|
66.6K
$3.68M
|
|
Feb 16, 2021
Q4 2020
|
Mai Capital Management
|
BUY
|
- |
11.8K+ 5.2% |
$343K - $413K
|
239K
$13.2M
|
|
Feb 11, 2021
Q4 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 3.51% |
$338K - $408K
|
343K
$18.9M
|
|
Jan 21, 2021
Q4 2020
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
11.6KNew |
$338K - $407K
|
11.6K
$641K
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 2.68% |
$329K - $396K
|
434K
$24M
|
|
Feb 11, 2021
Q4 2020
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
11.2KNew |
$326K - $393K
|
11.2K
$620K
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$310K - $374K
|
10.7K
$590K
|
|
Mar 04, 2021
Q4 2020
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10KNew |
$291K - $350K
|
10K
$553K
|
|
Feb 26, 2021
Q4 2020
|
Bridge Advisory, LLC
|
BUY
|
- |
9.35KNew |
$272K - $327K
|
9.35K
$516K
|
|
Jan 19, 2021
Q4 2020
|
Journey Advisory Group, LLC
|
BUY
|
- |
9KNew |
$262K - $315K
|
9K
$497K
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.37KNew |
$243K - $293K
|
8.37K
$463K
|
|
Feb 05, 2021
Q4 2020
|
Regions Financial Corp
|
BUY
|
- |
8.33KNew |
$242K - $292K
|
8.33K
$460K
|
|
Feb 16, 2021
Q4 2020
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.03KNew |
$233K - $281K
|
8.03K
$443K
|
|
Feb 19, 2021
Q4 2020
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.82KNew |
$227K - $274K
|
7.82K
$432K
|
|
Feb 10, 2021
Q4 2020
|
Financial Counselors Inc
|
BUY
|
- |
7.53K+ 5.08% |
$219K - $264K
|
156K
$8.61M
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.4K+ 93.03% |
$215K - $259K
|
15.3K
$848K
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6.99KNew |
$203K - $245K
|
6.99K
$386K
|
|
Feb 08, 2021
Q4 2020
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
6.87KNew |
$200K - $240K
|
6.87K
$379K
|
|
Feb 02, 2021
Q4 2020
|
Patten Group, Inc.
|
BUY
|
- |
6.56KNew |
$191K - $230K
|
6.56K
$362K
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$190K - $229K
|
6.55K
$362K
|