Purchases and Sales Made in Q4 2021 in Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

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
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
79
+ 1.49%
$3.3K - $3.57K
5.39K $249K
Feb 11, 2022 Q4 2021
Personal Cfo Solutions, LLC

BUY
 -
76
+ 1.19%
$3.17K - $3.43K
6.45K $298K
Jan 19, 2022 Q4 2021
Evanson Asset Management, LLC

BUY
 -
65
+ 0.77%
$2.71K - $2.93K
8.51K $394K
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
61
+ 0.53%
$2.55K - $2.75K
11.5K $533K
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
BUY
 -
54
+ 0.47%
$2.26K - $2.44K
11.4K $529K
Feb 11, 2022 Q4 2021
Psi Advisors, LLC

BUY
 -
43
+ 1.84%
$1.8K - $1.94K
2.38K $110K
Feb 11, 2022 Q4 2021
Financial Gravity Asset Management, Inc.

BUY
 -
38
+ 633.33%
$1.59K - $1.71K
44 $2.03K
Feb 01, 2022 Q4 2021
Tfg Advisers LLC

BUY
 -
31
+ 0.05%
$1.29K - $1.4K
63.7K $2.94M
Feb 14, 2022 Q4 2021
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
31
New
$1.29K - $1.4K
31 $1.43K
Feb 10, 2022 Q4 2021
Prospera Financial Services Inc

BUY
 -
30
+ 0.51%
$1.25K - $1.35K
5.88K $272K
Jan 19, 2022 Q4 2021
Hc Financial Advisors Inc

BUY
 -
30
+ 0.25%
$1.25K - $1.35K
11.9K $551K
Feb 14, 2022 Q4 2021
Cerity Partners LLC

New York, NY
BUY
 -
25
+ 0.28%
$1.04K - $1.13K
9.09K $420K
Jan 26, 2022 Q4 2021
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
24
+ 0.39%
$1K - $1.08K
6.13K $284K
Jan 07, 2022 Q4 2021
Future Financial Wealth Managment LLC

BUY
 -
22
New
$919 - $993
22 $1.02K
Jan 13, 2022 Q4 2021
Calton & Associates, Inc.

BUY
 -
21
+ 0.34%
$877 - $948
6.17K $285K
Feb 01, 2022 Q4 2021
Bcgm Wealth Management, LLC

BUY
 -
18
+ 0.22%
$752 - $812
8.13K $376K
Jan 07, 2022 Q4 2021
Vigilare Wealth Management

BUY
 -
15
+ 0.25%
$626 - $677
5.93K $274K
Feb 09, 2022 Q4 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
14
+ 0.19%
$585 - $632
7.31K $338K
Feb 03, 2022 Q4 2021
Element Wealth, LLC

BUY
 -
11
+ 0.8%
$459 - $496
1.38K $63.8K
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
10
+ 0.02%
$418 - $451
44.9K $2.08M
Feb 14, 2022 Q4 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
8
+ 0.04%
$334 - $361
18.7K $866K
Feb 14, 2022 Q4 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
6
+ 0.05%
$251 - $271
11.3K $522K
Feb 08, 2022 Q4 2021
Wambolt & Associates, LLC

BUY
 -
6
+ 0.05%
$251 - $271
12.8K $593K
Feb 01, 2022 Q4 2021
Ellis Investment Partners, LLC

BUY
 -
5
+ 0.79%
$209 - $226
639 $29.5K
Feb 14, 2022 Q4 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
5
+ 0.03%
$209 - $226
18.4K $852K
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

BUY
 -
5
+ 0.78%
$209 - $226
642 $29.7K
Jan 13, 2022 Q4 2021
Cottage Street Advisors LLC

BUY
 -
5
+ 0.06%
$209 - $226
8.28K $383K
Jan 13, 2022 Q4 2021
Soa Wealth Advisors, Llc.

BUY
 -
4
+ 0.42%
$167 - $181
967 $44.7K
Feb 09, 2022 Q4 2021
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
3
+ 0.05%
$125 - $135
5.94K $275K
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

BUY
 -
3
+ 0.93%
$125 - $135
327 $15.1K
Feb 14, 2022 Q4 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
3
+ 0.64%
$125 - $135
474 $21.9K
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

BUY
 -
3
+ 0.06%
$125 - $135
5.36K $248K
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2
+ 0.14%
$83.5 - $90.3
1.46K $67.7K
Jan 19, 2022 Q4 2021
Bridge Advisory, LLC

BUY
 -
2
+ 0.02%
$83.5 - $90.3
9.27K $428K
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

BUY
 -
1
+ 0.63%
$41.8 - $45.1
161 $7.44K
Feb 09, 2022 Q4 2021
Evoke Wealth, LLC

BUY
 -
1
+ 0.02%
$41.8 - $45.1
4.23K $195K
Feb 11, 2022 Q4 2021
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
0
New
$0 - $0
0 $0
Feb 01, 2022 Q4 2021
Capital Investment Advisory Services, LLC

SELL
 -
-12
Closed
$501 - $542
0 $0
Jan 21, 2022 Q4 2021
Institute For Wealth Management, Llc.

SELL
 -
-20
- 0.23%
$835 - $903
8.74K $404K
Jan 27, 2022 Q4 2021
Investors Research Corp

SELL
 -
-32
- 0.11%
$1.34K - $1.44K
29.1K $1.35M
Feb 09, 2022 Q4 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-34
- 0.43%
$1.42K - $1.53K
7.89K $365K
Jan 14, 2022 Q4 2021
John W. Brooker & Co., Cp As

SELL
 -
-37
- 0.16%
$1.55K - $1.67K
22.6K $1.05M
Feb 11, 2022 Q4 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-45
- 1.68%
$1.88K - $2.03K
2.64K $122K
Mar 04, 2025 Q4 2021
Berkeley, Inc

Boise, ID
SELL
 -
-49
- 0.44%
$2.05K - $2.21K
11K $510K
Mar 28, 2025 Q4 2021
Berkeley, Inc

Boise, ID
SELL
 -
-49
- 0.44%
$2.05K - $2.21K
11K $510K
Feb 11, 2022 Q4 2021
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-54
- 0.18%
$2.26K - $2.44K
29.6K $1.37M
Feb 11, 2022 Q4 2021
Vestor Capital, LLC

Chicago, IL
SELL
 -
-57
- 0.09%
$2.38K - $2.57K
65.4K $3.02M
Jan 19, 2022 Q4 2021
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-59
- 0.87%
$2.46K - $2.66K
6.71K $310K
Feb 09, 2022 Q4 2021
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-64
- 0.2%
$2.67K - $2.89K
32.6K $1.51M

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