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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32+ 8.14% |
$1.35K - $1.45K
|
425
$21.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
30New |
$1.26K - $1.36K
|
30
$1.54K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
23+ 0.27% |
$969 - $1.04K
|
8.54K
$439K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
16+ 0.2% |
$674 - $725
|
8.15K
$419K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11+ 0.19% |
$463 - $498
|
5.94K
$305K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
11+ 0.09% |
$463 - $498
|
12.4K
$636K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.1% |
$379 - $408
|
9.1K
$468K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 0.04% |
$295 - $317
|
16.2K
$834K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6+ 0.11% |
$253 - $272
|
5.36K
$276K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.62% |
$253 - $272
|
973
$50K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.07% |
$211 - $227
|
6.71K
$345K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.07% |
$211 - $227
|
7.31K
$376K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
5+ 0.26% |
$211 - $227
|
1.95K
$100K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3+ 0.04% |
$126 - $136
|
7.89K
$406K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.36% |
$126 - $136
|
847
$43.6K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.03% |
$84.2 - $90.6
|
6.88K
$354K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$84.2 - $90.6
|
644
$33.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$84.2 - $90.6
|
8.28K
$426K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.07% |
$42.1 - $45.3
|
1.47K
$75.3K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.01% |
$42.1 - $45.3
|
13.8K
$709K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$42.1 - $45.3
|
3.7K
$190K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.91% |
$42.1 - $45.3
|
111
$5.71K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.02% |
$42.1 - $45.3
|
5.94K
$305K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-5- 0.1% |
$211 - $227
|
4.81K
$247K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 5.21% |
$632 - $680
|
273
$14K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-19- 0.29% |
$800 - $861
|
6.43K
$331K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-22- 1.59% |
$927 - $997
|
1.36K
$69.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-23- 0.5% |
$969 - $1.04K
|
4.62K
$238K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-28- 0.09% |
$1.18K - $1.27K
|
30.4K
$1.57M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 16.19% |
$1.43K - $1.54K
|
176
$9.05K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-34- 0.75% |
$1.43K - $1.54K
|
4.5K
$231K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-35- 0.11% |
$1.47K - $1.59K
|
31.8K
$1.64M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-49- 0.43% |
$2.06K - $2.22K
|
11.4K
$586K
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-50- 0.08% |
$2.11K - $2.27K
|
65.3K
$3.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-60- 0.09% |
$2.53K - $2.72K
|
63.6K
$3.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-70- 0.11% |
$2.95K - $3.17K
|
63.2K
$3.25M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-70- 18.57% |
$2.95K - $3.17K
|
307
$15.8K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-76- 3.2% |
$3.2K - $3.44K
|
2.3K
$118K
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
SELL
|
- |
-76- 0.25% |
$3.2K - $3.44K
|
30.6K
$1.57M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-88- 10.0% |
$3.71K - $3.99K
|
792
$40.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-93- 0.32% |
$3.92K - $4.21K
|
29K
$1.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-99- 0.66% |
$4.17K - $4.48K
|
14.9K
$767K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 0.46% |
$4.21K - $4.53K
|
21.8K
$1.12M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-104- 2.3% |
$4.38K - $4.71K
|
4.42K
$227K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-130- 0.47% |
$5.48K - $5.89K
|
27.6K
$1.42M
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-141- 0.46% |
$5.94K - $6.39K
|
30.2K
$1.55M
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-159- 1.82% |
$6.7K - $7.2K
|
8.59K
$442K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-173- 27.07% |
$7.29K - $7.84K
|
466
$24K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-184- 0.56% |
$7.75K - $8.34K
|
32.4K
$1.67M
|