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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2K- 29.63% |
$84.2K - $90.6K
|
4.75K
$244K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.05K- 3.77% |
$86.3K - $92.9K
|
52.4K
$2.69M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.05K- 4.25% |
$86.3K - $92.9K
|
46.1K
$2.37M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.28K- 89.21% |
$96.1K - $103K
|
276
$14.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 9.82% |
$105K - $113K
|
22.9K
$1.18M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-2.51K- 6.27% |
$106K - $114K
|
37.5K
$1.93M
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.62K- 4.19% |
$110K - $119K
|
60K
$3.08M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.98KClosed |
$125K - $135K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-3KClosed |
$126K - $136K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.03KClosed |
$128K - $137K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.04K- 3.36% |
$128K - $138K
|
87.6K
$4.5M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.11K- 8.51% |
$131K - $141K
|
33.4K
$1.72M
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.45K- 7.74% |
$145K - $156K
|
41.2K
$2.12M
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.7K- 3.02% |
$156K - $168K
|
119K
$6.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-3.77K- 1.34% |
$159K - $171K
|
278K
$14.3M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.33KClosed |
$183K - $196K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-4.42K- 9.09% |
$186K - $200K
|
44.2K
$2.27M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.54K- 4.77% |
$191K - $205K
|
90.5K
$4.66M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.78KClosed |
$201K - $216K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.96K- 27.93% |
$209K - $225K
|
12.8K
$658K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.47K- 28.98% |
$230K - $248K
|
13.4K
$689K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.65K- 6.67% |
$238K - $256K
|
79.1K
$4.07M
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.81K- 5.1% |
$245K - $263K
|
108K
$5.56M
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-5.88KClosed |
$248K - $266K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.46KClosed |
$272K - $293K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.49K- 3.95% |
$273K - $294K
|
158K
$8.12M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.96K- 53.59% |
$293K - $315K
|
6.02K
$310K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.99K- 20.93% |
$294K - $316K
|
26.4K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8K- 59.4% |
$337K - $362K
|
5.47K
$281K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.48K- 13.89% |
$357K - $384K
|
52.6K
$2.7M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.99K- 6.59% |
$379K - $407K
|
128K
$6.56M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.83K- 94.09% |
$414K - $445K
|
617
$31.7K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-10.4K- 27.88% |
$436K - $469K
|
26.8K
$1.38M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-10.4K- 3.96% |
$438K - $471K
|
252K
$13M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.6K- 41.9% |
$446K - $480K
|
14.7K
$755K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.1K- 8.98% |
$466K - $501K
|
112K
$5.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-11.5K- 4.29% |
$483K - $520K
|
256K
$13.2M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12.6K- 46.2% |
$530K - $570K
|
14.7K
$753K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-12.6K- 99.95% |
$532K - $572K
|
6
$309
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-13K- 30.73% |
$550K - $591K
|
29.4K
$1.51M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13.1K- 71.05% |
$551K - $593K
|
5.33K
$274K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.7K- 2.51% |
$576K - $620K
|
532K
$27.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-14.3K- 31.28% |
$601K - $646K
|
31.3K
$1.61M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.6K- 6.31% |
$614K - $661K
|
216K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.7K- 20.64% |
$659K - $709K
|
60.2K
$3.09M
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-16.6K- 15.03% |
$700K - $753K
|
93.9K
$4.83M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.6K- 6.29% |
$700K - $753K
|
248K
$12.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-17.3K- 80.36% |
$727K - $781K
|
4.22K
$217K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-19.4K- 45.79% |
$817K - $878K
|
22.9K
$1.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-29.3KClosed |
$1.23M - $1.33M
|
0
$0
|