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 12, 2021
Q4 2020
|
Cx Institutional
|
SELL
|
- |
-30.8K- 11.37% |
$894K - $1.08M
|
240K
$13.2M
|
|
Feb 11, 2021
Q4 2020
|
Destination Wealth Management
|
SELL
|
- |
-36.8K- 12.17% |
$1.07M - $1.29M
|
266K
$14.7M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.9K- 14.49% |
$1.16M - $1.4M
|
236K
$13M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40.3K- 13.5% |
$1.17M - $1.41M
|
259K
$14.3M
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-44.4K- 63.97% |
$1.29M - $1.55M
|
25K
$1.38M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47KClosed |
$1.37M - $1.65M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.8K- 3.88% |
$1.45M - $1.74M
|
1.23M
$68.1M
|
|
Feb 08, 2021
Q4 2020
|
Xml Financial, LLC
|
SELL
|
- |
-54.8KClosed |
$1.59M - $1.92M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57K- 33.82% |
$1.66M - $2M
|
112K
$6.16M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62.1K- 43.37% |
$1.8M - $2.17M
|
81K
$4.48M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-63.8K- 13.7% |
$1.85M - $2.23M
|
402K
$22.2M
|
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
SELL
|
- |
-74.3K- 41.53% |
$2.16M - $2.6M
|
105K
$5.78M
|
|
Jan 12, 2021
Q4 2020
|
First Hawaiian Bank
|
SELL
|
- |
-82.8K- 27.32% |
$2.41M - $2.9M
|
220K
$12.2M
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-100K- 7.55% |
$2.91M - $3.51M
|
1.23M
$67.8M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-132K- 58.02% |
$3.83M - $4.62M
|
95.5K
$5.27M
|
|
Feb 10, 2021
Q4 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-142K- 74.72% |
$4.14M - $4.99M
|
48.2K
$2.66M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-186K- 10.54% |
$5.42M - $6.53M
|
1.58M
$87.3M
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-191K- 34.34% |
$5.55M - $6.69M
|
365K
$20.2M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-211K- 29.99% |
$6.15M - $7.41M
|
494K
$27.3M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-228K- 22.01% |
$6.63M - $7.99M
|
808K
$44.6M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-249K- 20.42% |
$7.24M - $8.73M
|
971K
$53.6M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-256K- 14.23% |
$7.44M - $8.96M
|
1.54M
$85.1M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-264K- 25.43% |
$7.67M - $9.24M
|
773K
$42.7M
|