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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
65+ 0.77% |
$2.71K - $2.93K
|
8.51K
$472K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61+ 0.53% |
$2.55K - $2.75K
|
11.5K
$639K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54+ 0.47% |
$2.26K - $2.44K
|
11.4K
$634K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
43+ 1.84% |
$1.8K - $1.94K
|
2.38K
$132K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38+ 633.33% |
$1.59K - $1.71K
|
44
$2.44K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
31New |
$1.29K - $1.4K
|
31
$1.72K
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
31+ 0.05% |
$1.29K - $1.4K
|
63.7K
$3.53M
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30+ 0.5% |
$1.25K - $1.35K
|
6K
$332K
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
30+ 0.25% |
$1.25K - $1.35K
|
11.9K
$660K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
30+ 0.51% |
$1.25K - $1.35K
|
5.88K
$325K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25+ 0.28% |
$1.04K - $1.13K
|
9.09K
$504K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24+ 0.39% |
$1K - $1.08K
|
6.13K
$340K
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
22New |
$919 - $993
|
22
$1.22K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
21+ 0.34% |
$877 - $948
|
6.17K
$341K
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
18+ 0.22% |
$752 - $812
|
8.13K
$450K
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
15+ 0.25% |
$626 - $677
|
5.93K
$328K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
14+ 0.19% |
$585 - $632
|
7.31K
$405K
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
11+ 0.8% |
$459 - $496
|
1.38K
$76.4K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10+ 0.02% |
$418 - $451
|
44.9K
$2.49M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8+ 0.04% |
$334 - $361
|
18.7K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.05% |
$251 - $271
|
11.3K
$625K
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
6+ 0.05% |
$251 - $271
|
12.8K
$711K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 0.78% |
$209 - $226
|
642
$35.6K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.03% |
$209 - $226
|
18.4K
$1.02M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.79% |
$209 - $226
|
639
$35.4K
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 0.06% |
$209 - $226
|
8.28K
$458K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.42% |
$167 - $181
|
967
$53.6K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.64% |
$125 - $135
|
474
$26.3K
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3+ 0.05% |
$125 - $135
|
5.94K
$329K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.93% |
$125 - $135
|
327
$18.1K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3+ 0.06% |
$125 - $135
|
5.36K
$297K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.14% |
$83.5 - $90.3
|
1.46K
$81.1K
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$83.5 - $90.3
|
9.27K
$513K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$41.8 - $45.1
|
4.23K
$234K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.63% |
$41.8 - $45.1
|
161
$8.92K
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12Closed |
$501 - $542
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.23% |
$835 - $903
|
8.74K
$484K
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-32- 0.11% |
$1.34K - $1.44K
|
29.1K
$1.61M
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-34- 0.43% |
$1.42K - $1.53K
|
7.89K
$437K
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-37- 0.16% |
$1.55K - $1.67K
|
22.6K
$1.25M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 1.68% |
$1.88K - $2.03K
|
2.64K
$146K
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-54- 0.18% |
$2.26K - $2.44K
|
29.6K
$1.64M
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-57- 0.09% |
$2.38K - $2.57K
|
65.4K
$3.62M
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-59- 0.87% |
$2.46K - $2.66K
|
6.71K
$372K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-64- 0.91% |
$2.67K - $2.89K
|
6.96K
$385K
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-64- 0.2% |
$2.67K - $2.89K
|
32.6K
$1.81M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-70- 6.06% |
$2.92K - $3.16K
|
1.09K
$60.1K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100Closed |
$4.18K - $4.51K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-101- 0.68% |
$4.22K - $4.56K
|
14.8K
$822K
|