Purchases and Sales Made in Q4 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
12.7K+ 79.42% |
$532K - $575K
|
28.8K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
12.6K+ 1262800.0% |
$527K - $570K
|
12.6K
$699K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.4K+ 6.38% |
$476K - $515K
|
190K
$10.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
10.3K+ 4.27% |
$430K - $464K
|
251K
$13.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
9.23K+ 3.57% |
$385K - $416K
|
268K
$14.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.13K+ 694.52% |
$381K - $412K
|
10.4K
$579K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
9KNew |
$376K - $406K
|
9K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.9KNew |
$372K - $402K
|
8.9K
$493K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.36K+ 104.44% |
$349K - $377K
|
16.4K
$906K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.33K+ 86.85% |
$348K - $376K
|
17.9K
$992K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.04K+ 10.02% |
$336K - $363K
|
88.3K
$4.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.95K+ 3.19% |
$332K - $359K
|
257K
$14.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.81KNew |
$326K - $352K
|
7.81K
$432K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.69K+ 149.91% |
$321K - $347K
|
12.8K
$710K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.33K+ 28.15% |
$306K - $331K
|
33.4K
$1.85M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
7.12KNew |
$297K - $322K
|
7.12K
$395K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.88KNew |
$287K - $310K
|
6.88K
$381K
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.81K+ 6.35% |
$284K - $307K
|
114K
$6.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.17K+ 106.31% |
$258K - $278K
|
12K
$663K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.93KNew |
$247K - $267K
|
5.93K
$328K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
5.88KNew |
$245K - $265K
|
5.88K
$325K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
4.97KNew |
$208K - $224K
|
4.97K
$275K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.81KNew |
$201K - $217K
|
4.81K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.78KNew |
$200K - $216K
|
4.78K
$265K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.76KNew |
$199K - $215K
|
4.76K
$263K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
4.64KNew |
$194K - $209K
|
4.64K
$257K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
4.6KNew |
$192K - $207K
|
4.6K
$255K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.56K+ 8.07% |
$190K - $206K
|
61K
$3.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.33KNew |
$181K - $196K
|
4.33K
$240K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.25K+ 16.21% |
$178K - $192K
|
30.5K
$1.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.22K+ 8.67% |
$176K - $191K
|
53K
$2.93M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.22K+ 9.11% |
$176K - $190K
|
50.5K
$2.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.1K+ 3.39% |
$171K - $185K
|
125K
$6.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
4.02K+ 2.28% |
$168K - $181K
|
180K
$9.96M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
3.88K+ 45.09% |
$162K - $175K
|
12.5K
$691K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
BUY
|
- |
3.46K+ 3.07% |
$144K - $156K
|
116K
$6.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 184.03% |
$137K - $148K
|
5.05K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.03KNew |
$127K - $137K
|
3.03K
$168K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3KNew |
$125K - $135K
|
3K
$166K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.63K+ 26.98% |
$110K - $119K
|
12.4K
$686K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.56KNew |
$107K - $115K
|
2.56K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.55KNew |
$106K - $115K
|
2.55K
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.46K+ 5.7% |
$103K - $111K
|
45.6K
$2.53M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.44K+ 0.7% |
$102K - $110K
|
351K
$19.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.32KNew |
$96.8K - $105K
|
2.32K
$128K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.95K+ 5.64% |
$81.5K - $88.1K
|
36.6K
$2.03M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
1.93K+ 5.87% |
$80.6K - $87.1K
|
34.8K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.86K+ 2.06% |
$77.5K - $83.7K
|
91.8K
$5.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.84K+ 98.71% |
$76.8K - $83K
|
3.7K
$205K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.82K+ 21.17% |
$76K - $82.1K
|
10.4K
$577K
|