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 27, 2023
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-498- 5.45% |
$14.5K - $17.4K
|
8.65K
$448K
|
|
Feb 16, 2021
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-498- 5.45% |
$14.5K - $17.4K
|
8.65K
$448K
|
|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-528- 6.61% |
$15.3K - $18.5K
|
7.46K
$386K
|
|
Jan 21, 2021
Q4 2020
|
Bcs Wealth Management
|
SELL
|
- |
-656- 0.65% |
$19.1K - $23K
|
99.7K
$5.16M
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-661- 27.21% |
$19.2K - $23.2K
|
1.77K
$91.5K
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-706- 6.86% |
$20.5K - $24.7K
|
9.58K
$496K
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
SELL
|
- |
-765- 4.31% |
$22.2K - $26.8K
|
17K
$879K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-791- 1.6% |
$23K - $27.7K
|
48.6K
$2.52M
|
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-799- 1.7% |
$23.2K - $28K
|
46.1K
$2.39M
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-827- 3.52% |
$24K - $29K
|
22.7K
$1.17M
|
|
Feb 09, 2021
Q4 2020
|
Cadence Bank Na
|
SELL
|
- |
-860- 2.68% |
$25K - $30.1K
|
31.2K
$1.61M
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-899- 11.22% |
$26.1K - $31.5K
|
7.11K
$368K
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-975- 52.56% |
$28.3K - $34.2K
|
880
$45.5K
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1KClosed |
$29.2K - $35.2K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.08K- 3.51% |
$31.4K - $37.8K
|
29.7K
$1.54M
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.12K- 36.29% |
$32.7K - $39.4K
|
1.97K
$102K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.23K- 3.07% |
$35.6K - $42.9K
|
38.7K
$2M
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.24KClosed |
$35.9K - $43.3K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Simmons Bank
|
SELL
|
- |
-1.25K- 3.49% |
$36.3K - $43.8K
|
34.6K
$1.79M
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.26K- 10.93% |
$36.5K - $44K
|
10.2K
$530K
|
|
Feb 02, 2021
Q4 2020
|
Well Done, LLC
|
SELL
|
- |
-1.33K- 2.37% |
$38.8K - $46.7K
|
54.9K
$2.84M
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.35K- 16.83% |
$39.3K - $47.4K
|
6.69K
$346K
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$39.5K - $47.6K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.39K- 8.94% |
$40.5K - $48.8K
|
14.2K
$734K
|
|
Jan 12, 2021
Q4 2020
|
Ims Capital Management
|
SELL
|
- |
-1.5K- 4.61% |
$43.6K - $52.5K
|
31K
$1.6M
|
|
Feb 01, 2021
Q4 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.5K- 15.56% |
$43.7K - $52.6K
|
8.15K
$422K
|
|
Feb 02, 2021
Q4 2020
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.58K- 5.4% |
$45.8K - $55.2K
|
27.6K
$1.43M
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.72K- 1.77% |
$50K - $60.3K
|
95.6K
$4.95M
|
|
Feb 11, 2021
Q4 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.76K- 9.75% |
$51.1K - $61.5K
|
16.3K
$841K
|
|
Feb 11, 2021
Q4 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.85K- 12.23% |
$53.9K - $64.9K
|
13.3K
$689K
|
|
Feb 11, 2021
Q4 2020
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.86K- 17.09% |
$54K - $65.1K
|
9.02K
$467K
|
|
Feb 05, 2021
Q4 2020
|
Financial Insights, Inc.
|
SELL
|
- |
-1.99K- 1.32% |
$57.8K - $69.7K
|
148K
$7.68M
|
|
Feb 09, 2021
Q4 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.02K- 22.61% |
$58.6K - $70.7K
|
6.9K
$357K
|
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.03K- 9.42% |
$58.9K - $71K
|
19.5K
$1.01M
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 6.03% |
$68.2K - $82.1K
|
36.6K
$1.89M
|
|
Feb 12, 2021
Q4 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.35K- 26.35% |
$68.2K - $82.2K
|
6.56K
$340K
|
|
Jan 12, 2021
Q4 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.59K- 19.13% |
$75.4K - $90.8K
|
11K
$567K
|
|
Feb 02, 2021
Q4 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-2.65K- 3.94% |
$77K - $92.8K
|
64.6K
$3.34M
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.67K- 94.44% |
$77.5K - $93.4K
|
157
$8.13K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.68KClosed |
$77.8K - $93.8K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.68K- 4.62% |
$78K - $94K
|
55.5K
$2.87M
|
|
Feb 03, 2021
Q4 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.76K- 5.31% |
$80.3K - $96.7K
|
49.2K
$2.55M
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.93K- 2.56% |
$85.3K - $103K
|
112K
$5.79M
|
|
Jan 29, 2021
Q4 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.01K- 8.85% |
$87.5K - $105K
|
31K
$1.6M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.23K- 19.7% |
$93.9K - $113K
|
13.2K
$681K
|
|
Feb 03, 2021
Q4 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.24K- 5.68% |
$94.2K - $113K
|
53.8K
$2.79M
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 4.86% |
$95.3K - $115K
|
64.2K
$3.33M
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.3K- 18.86% |
$96K - $116K
|
14.2K
$735K
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.39K- 7.87% |
$98.5K - $119K
|
39.6K
$2.05M
|
|
Feb 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.59K- 35.88% |
$104K - $126K
|
6.41K
$332K
|