Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.62K+ 15.54% |
$68.2K - $73.3K
|
12K
$619K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.62K+ 15.54% |
$68.2K - $73.3K
|
12K
$619K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.61K+ 0.63% |
$67.7K - $72.8K
|
259K
$13.3M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.5K+ 16.85% |
$63.2K - $68K
|
10.4K
$535K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.45K+ 10.38% |
$61.2K - $65.8K
|
15.4K
$794K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.43K+ 20.6% |
$60.4K - $64.9K
|
8.39K
$431K
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.4K+ 20.0% |
$58.9K - $63.3K
|
8.39K
$431K
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.32K+ 1.55% |
$55.7K - $59.9K
|
86.6K
$4.45M
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.22K+ 51.37% |
$51.5K - $55.4K
|
3.6K
$185K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.17K+ 12.97% |
$49.3K - $53K
|
10.2K
$525K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.08KNew |
$45.3K - $48.7K
|
1.08K
$55.3K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.07K+ 3.25% |
$45K - $48.4K
|
33.9K
$1.75M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$44.6K - $47.9K
|
1.06K
$54.4K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
963New |
$40.6K - $43.6K
|
963
$49.5K
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
936+ 2.76% |
$39.4K - $42.4K
|
34.8K
$1.79M
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
904+ 3.78% |
$38.1K - $41K
|
24.8K
$1.28M
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
902+ 7.57% |
$38K - $40.9K
|
12.8K
$659K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
831+ 4.27% |
$35K - $37.6K
|
20.3K
$1.04M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
819+ 13.12% |
$34.5K - $37.1K
|
7.06K
$363K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
750New |
$31.6K - $34K
|
750
$38.6K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
702+ 1.0% |
$29.6K - $31.8K
|
70.8K
$3.64M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
697+ 1.55% |
$29.4K - $31.6K
|
45.6K
$2.34M
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
697+ 12.36% |
$29.4K - $31.6K
|
6.34K
$326K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
696+ 5.29% |
$29.3K - $31.5K
|
13.9K
$713K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
690+ 104.55% |
$29.1K - $31.3K
|
1.35K
$69.4K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
675+ 4.17% |
$28.4K - $30.6K
|
16.8K
$866K
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
642+ 0.27% |
$27K - $29.1K
|
238K
$12.3M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
608+ 1.49% |
$25.6K - $27.5K
|
41.5K
$2.13M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
600New |
$25.3K - $27.2K
|
600
$30.9K
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
580+ 2.39% |
$24.4K - $26.3K
|
24.8K
$1.28M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
570New |
$24K - $25.8K
|
570
$29.3K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
546+ 4.4% |
$23K - $24.7K
|
12.9K
$665K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
425New |
$17.9K - $19.3K
|
425
$21.9K
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
420+ 5.9% |
$17.7K - $19K
|
7.54K
$388K
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
340+ 2.65% |
$14.3K - $15.4K
|
13.2K
$677K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
288+ 21.3% |
$12.1K - $13K
|
1.64K
$84.3K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
279+ 3.57% |
$11.8K - $12.6K
|
8.08K
$416K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
241+ 6.5% |
$10.2K - $10.9K
|
3.95K
$203K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
233+ 2.67% |
$9.81K - $10.6K
|
8.97K
$461K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
225+ 3.0% |
$9.48K - $10.2K
|
7.73K
$398K
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
201+ 2.01% |
$8.47K - $9.11K
|
10.2K
$525K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200+ 12.34% |
$8.42K - $9.06K
|
1.82K
$93.6K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
177+ 1.57% |
$7.46K - $8.02K
|
11.5K
$589K
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
175+ 0.95% |
$7.37K - $7.93K
|
18.6K
$956K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 13.92% |
$6.36K - $6.84K
|
1.24K
$63.6K
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
134+ 0.32% |
$5.64K - $6.07K
|
41.6K
$2.14M
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
124+ 0.09% |
$5.22K - $5.62K
|
141K
$7.27M
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
70+ 23.97% |
$2.95K - $3.17K
|
362
$18.6K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
48+ 0.82% |
$2.02K - $2.17K
|
5.92K
$305K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46+ 0.36% |
$1.94K - $2.08K
|
12.9K
$662K
|