Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Intl Midcap Divi (DIM)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Midcap Divi (DIM) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL MIDCAP DIVI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.41K+ 2.24% |
$262K - $303K
|
201K
$12.5M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.91KNew |
$114K - $131K
|
1.91K
$119K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.34K+ 12.54% |
$79.6K - $92K
|
12K
$745K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.01K+ 1.48% |
$59.8K - $69.2K
|
69.1K
$4.28M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$59.4K - $68.7K
|
1K
$62K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
900New |
$53.5K - $61.8K
|
900
$55.8K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
685New |
$40.7K - $47K
|
685
$42.5K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
546+ 9.24% |
$32.4K - $37.5K
|
6.45K
$400K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
468+ 0.74% |
$27.8K - $32.1K
|
63.6K
$3.94M
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
445+ 0.94% |
$26.4K - $30.6K
|
47.9K
$2.97M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
428New |
$25.4K - $29.4K
|
428
$26.5K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
269+ 4.33% |
$16K - $18.5K
|
6.48K
$402K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
169+ 2.01% |
$10K - $11.6K
|
8.56K
$531K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.43% |
$713 - $824
|
2.81K
$174K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8+ 0.12% |
$475 - $549
|
6.88K
$427K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6+ 0.06% |
$356 - $412
|
10.1K
$624K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.01% |
$59.4 - $68.7
|
8.62K
$534K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.2% |
$59.4 - $68.7
|
496
$30.7K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.1% |
$59.4 - $68.7
|
966
$59.9K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1Closed |
$59.4 - $68.7
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 4.48% |
$178 - $206
|
64
$3.97K
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-35- 0.16% |
$2.08K - $2.4K
|
21.8K
$1.35M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-59- 0.43% |
$3.5K - $4.05K
|
13.7K
$850K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-159Closed |
$9.44K - $10.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-322- 4.68% |
$19.1K - $22.1K
|
6.56K
$406K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-515Closed |
$30.6K - $35.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-536- 4.06% |
$31.8K - $36.8K
|
12.7K
$784K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-648- 40.4% |
$38.5K - $44.5K
|
956
$59.3K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-861Closed |
$51.1K - $59.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-883- 10.9% |
$52.4K - $60.6K
|
7.22K
$447K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.05K- 6.73% |
$62.4K - $72.2K
|
14.6K
$903K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.1K- 6.39% |
$65.3K - $75.5K
|
16.1K
$998K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.48K- 5.54% |
$148K - $171K
|
42.3K
$2.62M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.95K- 4.72% |
$175K - $203K
|
59.5K
$3.69M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.12KClosed |
$245K - $283K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.24KClosed |
$252K - $291K
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.68K- 7.3% |
$278K - $322K
|
59.5K
$3.69M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.17KClosed |
$544K - $629K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-16K- 47.4% |
$951K - $1.1M
|
17.8K
$1.1M
|