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, 2021
Q4 2020
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.6K- 8.81% |
$105K - $126K
|
37.3K
$2.06M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.68K- 16.73% |
$107K - $129K
|
18.3K
$1.01M
|
|
|
Feb 01, 2021
Q4 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.88K- 14.39% |
$113K - $136K
|
23.1K
$1.28M
|
|
|
Feb 02, 2021
Q4 2020
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.98K- 12.81% |
$116K - $139K
|
27.1K
$1.5M
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.05K- 21.09% |
$118K - $142K
|
15.1K
$837K
|
|
|
Feb 11, 2021
Q4 2020
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4.15K- 17.94% |
$121K - $145K
|
19K
$1.05M
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.19K- 1.98% |
$122K - $147K
|
207K
$11.5M
|
|
|
Feb 12, 2021
Q4 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.29K- 7.33% |
$125K - $150K
|
54.2K
$3M
|
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-4.3K- 71.52% |
$125K - $151K
|
1.71K
$94.5K
|
|
|
Jan 21, 2021
Q4 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.59KClosed |
$133K - $161K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.68KClosed |
$136K - $164K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.69K- 2.55% |
$136K - $164K
|
179K
$9.91M
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4.97K- 36.0% |
$145K - $174K
|
8.84K
$488K
|
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
SELL
|
- |
-5.33K- 1.95% |
$155K - $187K
|
267K
$14.8M
|
|
|
Feb 08, 2021
Q4 2020
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.44K- 66.95% |
$158K - $191K
|
2.69K
$148K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$160K - $193K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
United Bank
Vienna, VA |
SELL
|
- |
-5.61K- 21.56% |
$163K - $196K
|
20.4K
$1.13M
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.04K- 4.96% |
$176K - $212K
|
116K
$6.39M
|
|
|
Jan 15, 2021
Q4 2020
|
Beacon Financial Group
|
SELL
|
- |
-6.56K- 2.22% |
$191K - $230K
|
289K
$16M
|
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.95K- 23.75% |
$202K - $243K
|
22.3K
$1.23M
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-8.16K- 36.88% |
$237K - $286K
|
14K
$771K
|
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.48K- 18.99% |
$247K - $297K
|
36.2K
$2M
|
|
|
Feb 12, 2021
Q4 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.62KClosed |
$251K - $302K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.77KClosed |
$255K - $307K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.77KClosed |
$255K - $307K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9K- 12.11% |
$262K - $315K
|
65.3K
$3.61M
|
|
|
Feb 10, 2021
Q4 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9.01K- 24.6% |
$262K - $316K
|
27.6K
$1.53M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 3.22% |
$306K - $369K
|
316K
$17.5M
|
|
|
Feb 16, 2021
Q4 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$312K - $376K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-12KClosed |
$349K - $420K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-12K- 8.82% |
$350K - $422K
|
124K
$6.87M
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.3K- 37.22% |
$357K - $430K
|
20.7K
$1.14M
|
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-12.9K- 20.81% |
$376K - $453K
|
49.2K
$2.72M
|
|
|
Jan 13, 2021
Q4 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-13.2K- 6.77% |
$383K - $462K
|
181K
$10M
|
|
|
Feb 02, 2021
Q4 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-13.5KClosed |
$393K - $473K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13.8K- 8.14% |
$403K - $485K
|
156K
$8.63M
|
|
|
Feb 08, 2021
Q4 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-13.9K- 40.37% |
$405K - $488K
|
20.6K
$1.14M
|
|
|
Feb 16, 2021
Q4 2020
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-14K- 22.19% |
$407K - $491K
|
49.1K
$2.71M
|
|
|
Jan 29, 2021
Q4 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-14.2K- 5.75% |
$411K - $496K
|
232K
$12.8M
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14.6K- 72.82% |
$423K - $510K
|
5.43K
$300K
|
|
|
Feb 04, 2021
Q4 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15.3K- 9.36% |
$444K - $535K
|
148K
$8.17M
|
|
|
Feb 08, 2021
Q4 2020
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16K- 1.72% |
$466K - $562K
|
914K
$50.5M
|
|
|
Jan 22, 2021
Q4 2020
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16.7K- 72.48% |
$486K - $586K
|
6.35K
$351K
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.8K- 13.88% |
$487K - $587K
|
104K
$5.75M
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.8K- 3.61% |
$577K - $695K
|
530K
$29.3M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.6K- 26.95% |
$714K - $860K
|
66.6K
$3.68M
|
|
|
Feb 03, 2021
Q4 2020
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-24.7K- 12.25% |
$717K - $864K
|
177K
$9.76M
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-27.5K- 63.2% |
$801K - $965K
|
16K
$886K
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.5K- 80.08% |
$829K - $999K
|
7.09K
$392K
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30.2K- 28.34% |
$878K - $1.06M
|
76.4K
$4.22M
|