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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.62K- 2.89% |
$67.6K - $73.1K
|
54.4K
$3.01M
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.8K- 11.1% |
$75.3K - $81.4K
|
14.5K
$800K
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-1.85K- 2.84% |
$77.4K - $83.6K
|
63.3K
$3.5M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.99K- 1.35% |
$83.2K - $89.9K
|
145K
$8.05M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.01K- 14.86% |
$83.9K - $90.6K
|
11.5K
$637K
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.04K- 1.28% |
$85K - $91.9K
|
158K
$8.72M
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.05K- 1.64% |
$85.7K - $92.6K
|
123K
$6.83M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.17KClosed |
$90.4K - $97.7K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.3K- 20.08% |
$96.1K - $104K
|
9.16K
$507K
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.61K- 7.9% |
$109K - $118K
|
30.5K
$1.69M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.65KClosed |
$110K - $119K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.67K- 3.14% |
$112K - $121K
|
82.4K
$4.56M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.83K- 5.02% |
$118K - $128K
|
53.5K
$2.97M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.85K- 13.81% |
$119K - $128K
|
17.8K
$984K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.08K- 2.21% |
$129K - $139K
|
137K
$7.56M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.1K- 23.75% |
$130K - $140K
|
9.97K
$552K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$139K - $151K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.74K- 0.15% |
$156K - $169K
|
2.42M
$134M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.78K- 31.58% |
$158K - $171K
|
8.2K
$454K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.22KClosed |
$176K - $190K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.68KClosed |
$237K - $256K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.71KClosed |
$238K - $258K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.79KClosed |
$242K - $261K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6.32KClosed |
$264K - $285K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.36K- 1.15% |
$266K - $287K
|
546K
$30.2M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.5K- 38.69% |
$271K - $293K
|
10.3K
$570K
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-6.73KClosed |
$281K - $304K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.79KClosed |
$284K - $306K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.78K- 15.57% |
$325K - $351K
|
42.2K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.28K- 40.65% |
$346K - $374K
|
12.1K
$669K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.1K- 4.21% |
$424K - $458K
|
231K
$12.8M
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.7KClosed |
$487K - $527K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.7K- 6.26% |
$489K - $529K
|
175K
$9.71M
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-14K- 14.09% |
$584K - $632K
|
85.3K
$4.72M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 2.13% |
$592K - $640K
|
650K
$36M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.9K- 9.8% |
$746K - $806K
|
164K
$9.1M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20KClosed |
$835K - $902K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-21.6K- 37.26% |
$903K - $976K
|
36.4K
$2.02M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-25.1K- 92.67% |
$1.05M - $1.13M
|
1.98K
$110K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.1K- 27.43% |
$1.13M - $1.22M
|
71.6K
$3.97M
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-28.4KClosed |
$1.19M - $1.28M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-28.6K- 20.53% |
$1.19M - $1.29M
|
111K
$6.12M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.7K- 10.08% |
$1.24M - $1.34M
|
265K
$14.7M
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-35.6K- 80.26% |
$1.49M - $1.61M
|
8.75K
$485K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37.9KClosed |
$1.58M - $1.71M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-43.3KClosed |
$1.81M - $1.96M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-45.7K- 6.65% |
$1.91M - $2.06M
|
641K
$35.5M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50.7K- 10.66% |
$2.12M - $2.29M
|
425K
$23.5M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-69.7K- 64.15% |
$2.91M - $3.14M
|
38.9K
$2.16M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-88.7KClosed |
$3.71M - $4M
|
0
$0
|