Purchases and Sales Made in Q2 2022 in Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S. Midcap Divi (DON) during Q2 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
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
385K
+ 58.89%
$14.7M - $17.4M
1.04M $53.5M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
267K
+ 8.76%
$10.2M - $12.1M
3.32M $171M
Aug 11, 2022 Q2 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
265K
+ 830.31%
$10.1M - $12M
297K $15.3M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
155K
+ 132.96%
$5.91M - $7.02M
271K $14M
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

BUY
 -
120K
New
$4.57M - $5.43M
120K $6.17M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
115K
+ 21.64%
$4.39M - $5.22M
647K $33.3M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
111K
+ 8.89%
$4.24M - $5.04M
1.36M $70.1M
Jul 21, 2022 Q2 2022
Sandy Spring Bank

BUY
 -
104K
+ 36.62%
$3.97M - $4.72M
388K $20M
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
91.3K
+ 1190.77%
$3.49M - $4.14M
99K $5.1M
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

BUY
 -
89.3K
New
$3.41M - $4.05M
89.3K $4.6M
Jul 11, 2022 Q2 2022
Ewg Elevate Inc.

BUY
 -
70.8K
New
$2.7M - $3.21M
70.8K $3.65M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
70.4K
+ 44.61%
$2.69M - $3.2M
228K $11.8M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
56.9K
+ 16.09%
$2.17M - $2.58M
411K $21.2M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
53.3K
+ 3.83%
$2.04M - $2.42M
1.45M $74.5M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
49.5K
+ 212.27%
$1.89M - $2.25M
72.8K $3.75M
Jul 18, 2022 Q2 2022
Psi Advisors, LLC

BUY
 -
41K
+ 1138.21%
$1.56M - $1.86M
44.6K $2.3M
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
39.5K
New
$1.51M - $1.79M
39.5K $2.03M
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
39.2K
+ 87.19%
$1.5M - $1.78M
84.2K $4.34M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
38.6K
New
$1.47M - $1.75M
38.6K $1.99M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
35.1K
+ 58.85%
$1.34M - $1.59M
94.8K $4.89M
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

BUY
 -
33.3K
+ 8.97%
$1.27M - $1.51M
404K $20.8M
Jul 28, 2022 Q2 2022
Sanford Advisory Services, LLC

BUY
 -
32.5K
New
$1.24M - $1.47M
32.5K $1.67M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
31.9K
+ 12.87%
$1.22M - $1.45M
279K $14.4M
Aug 11, 2022 Q2 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
29.8K
+ 377.15%
$1.14M - $1.35M
37.6K $1.94M
Jun 17, 2024 Q2 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
26.5K
New
$1.01M - $1.2M
26.5K $1.37M
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
24.8K
+ 9.31%
$947K - $1.13M
291K $15M
Aug 08, 2022 Q2 2022
Keybank National Association

BUY
 -
21.9K
+ 5.54%
$835K - $993K
417K $21.5M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
20.2K
+ 2.46%
$771K - $916K
842K $43.4M
Aug 02, 2022 Q2 2022
Lake Street Advisors Group, LLC

BUY
 -
19.5K
New
$744K - $885K
19.5K $1M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
19.4K
+ 3.42%
$740K - $880K
586K $30.2M
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
18.4K
New
$702K - $834K
18.4K $947K
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
17.6K
New
$671K - $798K
17.6K $906K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
16.1K
New
$613K - $729K
16.1K $828K
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
15.8K
+ 30.07%
$602K - $716K
68.2K $3.52M
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

BUY
 -
15.1K
+ 183.38%
$575K - $683K
23.3K $1.2M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
14.7K
New
$561K - $667K
14.7K $758K
Jul 27, 2022 Q2 2022
Marion Wealth Management

BUY
 -
14.1K
+ 9.98%
$538K - $640K
155K $8.01M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
13.6K
+ 8.53%
$521K - $619K
174K $8.95M
Jul 18, 2022 Q2 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
13.4K
New
$511K - $607K
13.4K $689K
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
13.1K
New
$499K - $593K
13.1K $673K
Aug 10, 2022 Q2 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
12.8K
New
$487K - $579K
12.8K $658K
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
12.5K
+ 34.83%
$477K - $567K
48.4K $2.49M
Jul 28, 2022 Q2 2022
True North Advisors, LLC

BUY
 -
12K
New
$459K - $546K
12K $620K
Jul 25, 2022 Q2 2022
Bristlecone Advisors, LLC

BUY
 -
11K
+ 146.3%
$421K - $501K
18.6K $957K
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
10.6K
+ 0.75%
$406K - $483K
1.43M $73.9M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
10.1K
+ 16.78%
$385K - $458K
70.3K $3.62M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
10.1K
+ 110.54%
$385K - $458K
19.2K $990K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
9.62K
New
$367K - $436K
9.62K $496K
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

BUY
 -
9.18K
+ 148.48%
$350K - $416K
15.4K $791K

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