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 |
---|---|---|---|---|---|---|---|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
483+ 2.36% |
$14K - $16.9K
|
20.9K
$1.16M
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
450New |
$13.1K - $15.8K
|
450
$24.9K
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
428New |
$12.4K - $15K
|
428
$23.7K
|
|
Jan 11, 2021
Q4 2020
|
Alaska Permanent Capital Management
|
BUY
|
- |
408+ 0.56% |
$11.9K - $14.3K
|
73.6K
$4.08M
|
|
Feb 17, 2021
Q4 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
402+ 1.73% |
$11.7K - $14.1K
|
23.6K
$1.31M
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
400New |
$11.6K - $14K
|
400
$22.2K
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
372+ 3.86% |
$10.8K - $13K
|
10K
$554K
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
334+ 16.89% |
$9.71K - $11.7K
|
2.31K
$128K
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
295+ 4.77% |
$8.58K - $10.3K
|
6.47K
$359K
|
|
Jan 13, 2021
Q4 2020
|
Arlington Partners LLC
|
BUY
|
- |
276New |
$8.02K - $9.67K
|
276
$15.3K
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100+ 1.4% |
$2.91K - $3.5K
|
7.25K
$402K
|
|
Jan 22, 2021
Q4 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
85+ 1.03% |
$2.47K - $2.98K
|
8.33K
$461K
|
|
Jan 15, 2021
Q4 2020
|
Nbt Bank N A
|
BUY
|
- |
72+ 0.12% |
$2.09K - $2.52K
|
58.8K
$3.26M
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
57New |
$1.66K - $2K
|
57
$3.16K
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
38+ 1.04% |
$1.1K - $1.33K
|
3.69K
$204K
|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
33New |
$959 - $1.16K
|
33
$1.83K
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
22+ 1.62% |
$640 - $771
|
1.38K
$76.5K
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
14+ 1.05% |
$407 - $490
|
1.35K
$74.8K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
8New |
$233 - $280
|
8
$443
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 0.96% |
$174 - $210
|
628
$34.8K
|
|
Feb 16, 2021
Q4 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2+ 0.01% |
$58.1 - $70.1
|
37.8K
$2.1M
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2- 0.08% |
$58.1 - $70.1
|
2.38K
$132K
|
|
Jan 26, 2021
Q4 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11- 0.09% |
$320 - $385
|
12.3K
$681K
|
|
Feb 16, 2021
Q4 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-12- 3.7% |
$349 - $420
|
312
$17.3K
|
|
Feb 11, 2021
Q4 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-60Closed |
$1.74K - $2.1K
|
0
$0
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-75Closed |
$2.18K - $2.63K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Wambolt & Associates, LLC
|
SELL
|
- |
-77- 0.51% |
$2.24K - $2.7K
|
15K
$829K
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-86Closed |
$2.5K - $3.01K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Plimoth Trust CO LLC
|
SELL
|
- |
-101- 0.52% |
$2.94K - $3.54K
|
19.3K
$1.07M
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 0.45% |
$3.08K - $3.71K
|
23.5K
$1.3M
|
|
Jan 15, 2021
Q4 2020
|
Arden Trust CO
|
SELL
|
- |
-117- 0.23% |
$3.4K - $4.1K
|
50K
$2.77M
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-147- 13.65% |
$4.27K - $5.15K
|
930
$51.5K
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-172- 4.94% |
$5K - $6.03K
|
3.31K
$183K
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-174- 10.66% |
$5.06K - $6.1K
|
1.46K
$80.8K
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
SELL
|
- |
-218- 0.74% |
$6.34K - $7.64K
|
29.4K
$1.63M
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-226- 4.84% |
$6.57K - $7.92K
|
4.44K
$246K
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-233- 27.12% |
$6.77K - $8.16K
|
626
$34.7K
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-286- 0.73% |
$8.31K - $10K
|
38.9K
$2.16M
|
|
Jan 12, 2021
Q4 2020
|
First Premier Bank
|
SELL
|
- |
-304Closed |
$8.84K - $10.6K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-333- 35.69% |
$9.68K - $11.7K
|
600
$33.2K
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-345- 25.15% |
$10K - $12.1K
|
1.03K
$56.9K
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-352Closed |
$10.2K - $12.3K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-355- 2.49% |
$10.3K - $12.4K
|
13.9K
$769K
|
|
Feb 16, 2021
Q4 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-358- 1.11% |
$10.4K - $12.5K
|
31.8K
$1.76M
|
|
Feb 04, 2021
Q4 2020
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-386- 1.66% |
$11.2K - $13.5K
|
22.9K
$1.27M
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-410- 4.57% |
$11.9K - $14.4K
|
8.56K
$474K
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-493- 20.64% |
$14.3K - $17.3K
|
1.9K
$105K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-495- 3.55% |
$14.4K - $17.3K
|
13.4K
$744K
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-496- 1.73% |
$14.4K - $17.4K
|
28.1K
$1.56M
|