Purchases and Sales Made in Q4 2020 in Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

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
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
6.55K
New
$190K - $229K
6.55K $362K
Jan 27, 2021 Q4 2020
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
6.42K
New
$187K - $225K
6.42K $355K
May 24, 2021 Q4 2020
Sargent Bickham Lagudis LLC

BUY
 -
6.16K
+ 69.72%
$179K - $216K
15K $829K
Feb 16, 2021 Q4 2020
Townsquare Capital LLC

BUY
 -
5.98K
New
$174K - $210K
5.98K $330K
Feb 11, 2021 Q4 2020
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
5.9K
+ 0.24%
$172K - $207K
2.42M $134M
Feb 16, 2021 Q4 2020
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
5.89K
New
$171K - $206K
5.89K $325K
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
5.57K
+ 42.28%
$162K - $195K
18.7K $1.04M
Jan 29, 2021 Q4 2020
Cornerstone Wealth Management, LLC

BUY
 -
5.23K
+ 9.15%
$152K - $183K
62.4K $3.45M
Feb 09, 2021 Q4 2020
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
4.97K
+ 31.25%
$144K - $174K
20.9K $1.15M
Jan 29, 2021 Q4 2020
Joseph P. Lucia & Associates, LLC

BUY
 -
4.88K
New
$142K - $171K
4.88K $270K
Feb 08, 2021 Q4 2020
Jones Financial Companies Lllp

BUY
 -
3.71K
New
$108K - $130K
3.71K $205K
Feb 12, 2021 Q4 2020
Vestor Capital, LLC

Chicago, IL
BUY
 -
3.68K
+ 9.55%
$107K - $129K
42.1K $2.33M
Feb 04, 2021 Q4 2020
New Square Capital LLC

BUY
 -
3.61K
+ 136.09%
$105K - $126K
6.25K $346K
Feb 04, 2021 Q4 2020
Running Point Capital Advisors, LLC

BUY
 -
3.34K
New
$96.9K - $117K
3.34K $184K
Feb 04, 2021 Q4 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
3K
New
$87.2K - $105K
3K $166K
Feb 16, 2021 Q4 2020
True Link Financial Advisors, LLC

BUY
 -
2.87K
New
$83.3K - $100K
2.87K $158K
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.8K
+ 2.62%
$81.3K - $97.9K
110K $6.05M
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
2.79K
New
$81K - $97.6K
2.79K $154K
Jan 04, 2021 Q4 2020
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
2.63K
+ 2.27%
$76.4K - $92.1K
119K $6.55M
Mar 30, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
2.29K
+ 35.65%
$66.5K - $80.1K
8.7K $481K
Feb 05, 2021 Q4 2020
Jackson Hole Capital Partners, LLC

BUY
 -
2.18K
New
$63.4K - $76.4K
2.18K $120K
Jan 19, 2021 Q4 2020
Marino, Stram & Associates LLC

BUY
 -
2.15K
+ 24.0%
$62.5K - $75.3K
11.1K $613K
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

BUY
 -
2.13K
+ 7.0%
$61.9K - $74.6K
32.6K $1.8M
Feb 12, 2021 Q4 2020
Charter Oak Capital Management, LLC

BUY
 -
2.07K
New
$60.1K - $72.5K
2.07K $114K
Feb 16, 2021 Q4 2020
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
1.88K
+ 11.81%
$54.7K - $65.9K
17.8K $983K
Mar 05, 2021 Q4 2020
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
1.8K
+ 17.54%
$52.4K - $63.2K
12.1K $668K
Feb 09, 2021 Q4 2020
Hancock Whitney Corp

BUY
 -
1.74K
+ 1.93%
$50.6K - $61K
91.8K $5.07M
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
1.69K
+ 2.26%
$49.2K - $59.2K
76.4K $4.22M
Feb 12, 2021 Q4 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
1.69K
+ 3.88%
$49.1K - $59.2K
45.2K $2.5M
Feb 10, 2021 Q4 2020
Western Wealth Management, LLC

BUY
 -
1.6K
+ 10.96%
$46.6K - $56.1K
16.2K $896K
Jan 25, 2021 Q4 2020
Centaurus Financial, Inc.

BUY
 -
1.32K
+ 4.04%
$38.3K - $46.1K
33.9K $1.87M
Jul 24, 2024 Q4 2020
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.3K
+ 13.61%
$37.9K - $45.6K
10.9K $601K
Feb 17, 2021 Q4 2020
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
1.27K
New
$36.9K - $44.5K
1.27K $70.2K
Feb 12, 2021 Q4 2020
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.26K
+ 7.2%
$36.6K - $44.1K
18.7K $1.04M
Feb 12, 2021 Q4 2020
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
1.18K
New
$34.4K - $41.4K
1.18K $65.3K
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

BUY
 -
1.01K
+ 1.44%
$29.4K - $35.5K
71.1K $3.93M
Mar 10, 2021 Q4 2020
Soa Wealth Advisors, Llc.

BUY
 -
953
New
$27.7K - $33.4K
953 $52.7K
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
952
+ 6.52%
$27.7K - $33.3K
15.6K $859K
Jan 20, 2021 Q4 2020
Bartlett & Co. LLC

BUY
 -
878
+ 223.41%
$25.5K - $30.8K
1.27K $70.2K
Feb 13, 2024 Q4 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
878
+ 223.41%
$25.5K - $30.8K
1.27K $70.2K
Jan 27, 2021 Q4 2020
Accel Wealth Management

BUY
 -
826
New
$24K - $28.9K
826 $45.6K
Feb 12, 2021 Q4 2020
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
757
+ 9.39%
$22K - $26.5K
8.82K $487K
Jan 27, 2021 Q4 2020
Cwm, LLC

BUY
 -
661
+ 37.39%
$19.2K - $23.2K
2.43K $134K
Feb 12, 2021 Q4 2020
Integrated Wealth Concepts LLC

BUY
 -
556
+ 3.79%
$16.2K - $19.5K
15.2K $841K
Mar 02, 2021 Q4 2020
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
541
New
$15.7K - $19K
541 $29.9K
Feb 10, 2021 Q4 2020
Neuberger Berman Group LLC

New York, NY
BUY
 -
525
+ 4.06%
$15.3K - $18.4K
13.5K $744K
Jan 15, 2021 Q4 2020
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
518
+ 3.32%
$15.1K - $18.1K
16.1K $890K
Jan 25, 2021 Q4 2020
Calton & Associates, Inc.

BUY
 -
492
+ 4.47%
$14.3K - $17.2K
11.5K $635K
Feb 12, 2021 Q4 2020
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
488
New
$14.2K - $17.1K
488 $27K

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