Purchases and Sales Made in Q2 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 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 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-12.3K- 18.43% |
$468K - $556K
|
54.3K
$3M
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-12.8K- 29.31% |
$488K - $580K
|
30.8K
$1.7M
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-13K- 5.09% |
$498K - $592K
|
243K
$13.4M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-13.9K- 12.4% |
$531K - $631K
|
98.3K
$5.43M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.9K- 54.0% |
$532K - $632K
|
11.9K
$656K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.1KClosed |
$613K - $729K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-16.4K- 6.49% |
$625K - $742K
|
236K
$13M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-16.6K- 20.89% |
$632K - $751K
|
62.7K
$3.46M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17K- 70.03% |
$649K - $771K
|
7.28K
$402K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.8K- 4.1% |
$793K - $943K
|
486K
$26.9M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24.2K- 13.91% |
$925K - $1.1M
|
150K
$8.29M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.4K- 9.33% |
$968K - $1.15M
|
247K
$13.6M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.4K- 0.85% |
$1.16M - $1.38M
|
3.54M
$196M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.4K- 0.85% |
$1.16M - $1.38M
|
3.54M
$196M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-30.7K- 4.0% |
$1.17M - $1.39M
|
735K
$40.6M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.7K- 7.72% |
$1.17M - $1.39M
|
366K
$20.2M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-95.5K- 84.32% |
$3.64M - $4.33M
|
17.8K
$981K
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-168K- 6.82% |
$6.43M - $7.64M
|
2.3M
$127M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-186KClosed |
$7.11M - $8.45M
|
0
$0
|