Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 15, 2021 Q3 2021	Morgan Stanley New York, NY	BUY	-	3.32M New	$133M - $143M	3.32M $171M
Nov 05, 2021 Q3 2021	Moors & Cabot, Inc. Boston, MA	BUY	-	370K New	$14.8M - $16M	370K $19.1M
Nov 12, 2021 Q3 2021	Jpmorgan Chase & CO New York, NY	BUY	-	249K New	$9.98M - $10.8M	249K $12.8M
Oct 13, 2021 Q3 2021	Financial Planning & Information Services, Inc.	BUY	-	123K + 15.21%	$4.92M - $5.31M	930K $47.9M
Nov 10, 2021 Q3 2021	Creative Planning Overland Park, KS	BUY	-	107K + 9.26%	$4.3M - $4.65M	1.27M $65.3M
Nov 03, 2021 Q3 2021	Wealth Enhancement Advisory Services, LLC	BUY	-	81.9K New	$3.28M - $3.54M	81.9K $4.22M
Nov 01, 2021 Q3 2021	Ae Wealth Management LLC	BUY	-	80.3K + 16.72%	$3.22M - $3.47M	560K $28.9M
Oct 25, 2021 Q3 2021	Bcs Wealth Management	BUY	-	65.1K New	$2.61M - $2.82M	65.1K $3.36M
Nov 02, 2021 Q3 2021	Cliftonlarsonallen Wealth Advisors, LLC	BUY	-	59.5K New	$2.38M - $2.57M	59.5K $3.07M
Oct 19, 2021 Q3 2021	Kestra Advisory Services, LLC	BUY	-	47.6K + 11.14%	$1.91M - $2.06M	475K $24.5M
Oct 07, 2021 Q3 2021	Envestnet Asset Management Inc	BUY	-	40.4K + 9.57%	$1.62M - $1.75M	462K $23.8M
Nov 10, 2021 Q3 2021	Jnba Financial Advisors	BUY	-	39K + 11.08%	$1.56M - $1.69M	391K $20.2M
Nov 15, 2021 Q3 2021	Wealthspire Advisors, LLC New York, NY	BUY	-	37.9K New	$1.52M - $1.64M	37.9K $1.95M
Nov 12, 2021 Q3 2021	Rockefeller Capital Management L.P. New York, NY	BUY	-	37.5K + 87.75%	$1.5M - $1.62M	80.3K $4.13M
Nov 12, 2021 Q3 2021	Baird Financial Group, Inc. Milwaukee, WI	BUY	-	33.5K + 6.46%	$1.34M - $1.45M	552K $28.4M
Nov 04, 2021 Q3 2021	Berkeley Capital Partners, LLC	BUY	-	27.3K New	$1.09M - $1.18M	27.3K $1.4M
Oct 14, 2021 Q3 2021	Private Advisor Group, LLC	BUY	-	27.2K + 38.01%	$1.09M - $1.17M	98.7K $5.08M
Nov 16, 2021 Q3 2021	Cahill Financial Advisors Inc Edina, MN	BUY	-	25.4K + 95.94%	$1.02M - $1.1M	52K $2.68M
Nov 10, 2021 Q3 2021	Cx Institutional	BUY	-	24.4K + 16.14%	$979K - $1.06M	176K $9.06M
Dec 03, 2021 Q3 2021	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	20K New	$800K - $864K	20K $1.03M
Nov 08, 2021 Q3 2021	Keybank National Association	BUY	-	20K + 6.39%	$800K - $863K	333K $17.1M
Nov 15, 2021 Q3 2021	Ameriprise Financial Inc Minneapolis, MN	BUY	-	19.2K + 1.52%	$769K - $830K	1.29M $66.3M
Nov 15, 2021 Q3 2021	Beacon Pointe Advisors, LLC Newport Beach, CA	BUY	-	17.4K + 89.25%	$696K - $752K	36.9K $1.9M
Oct 14, 2021 Q3 2021	Marino, Stram & Associates LLC	BUY	-	17.1K New	$686K - $740K	17.1K $882K
Nov 10, 2021 Q3 2021	Goldman Sachs Group Inc New York, NY	BUY	-	16.8K New	$673K - $726K	16.8K $865K
Dec 13, 2021 Q3 2021	Tnf LLC	BUY	-	15.1K New	$606K - $654K	15.1K $780K
Feb 05, 2024 Q3 2021	Snowden Capital Advisors LLC New York, NY	BUY	-	14.5K + 53.93%	$582K - $628K	41.5K $2.14M
Nov 15, 2021 Q3 2021	United Capital Financial Advisers, LLC Newport Beach, CA	BUY	-	13.9K + 2.97%	$555K - $599K	481K $24.8M
Nov 12, 2021 Q3 2021	Gryphon Financial Partners LLC	BUY	-	12.7K New	$510K - $550K	12.7K $655K
Nov 12, 2021 Q3 2021	Insight Advisors, LLC Newtown, PA	BUY	-	12K + 106.78%	$480K - $518K	23.2K $1.2M
Nov 16, 2021 Q3 2021	Ep Wealth Advisors, LLC Torrance, CA	BUY	-	11.7K + 27.74%	$468K - $506K	53.9K $2.77M
Nov 02, 2021 Q3 2021	Private Wealth Strategies, L.L.C.	BUY	-	10.6K + 4.29%	$426K - $460K	258K $13.3M
Oct 29, 2021 Q3 2021	Vontobel Holding Ltd.	BUY	-	10.1K New	$406K - $438K	10.1K $522K
Nov 02, 2021 Q3 2021	Raymond James & Associates St Petersburg, FL	BUY	-	9.33K + 2.88%	$374K - $403K	333K $17.2M
Nov 03, 2021 Q3 2021	Linscomb & Williams, Inc. Houston, TX	BUY	-	9.24K + 0.38%	$370K - $399K	2.42M $125M
Nov 15, 2021 Q3 2021	Wells Fargo & Company San Francisco, CA	BUY	-	9.07K + 0.95%	$363K - $392K	967K $49.8M
Nov 15, 2021 Q3 2021	Lpl Financial LLC Fort Mill, SC	BUY	-	8.91K + 0.75%	$357K - $385K	1.2M $61.7M
Oct 29, 2021 Q3 2021	Commonwealth Equity Services, LLC	BUY	-	8.7K + 1.33%	$349K - $376K	665K $34.2M
Nov 15, 2021 Q3 2021	Stifel Financial Corp St. Louis, MO	BUY	-	8.22K + 2.87%	$329K - $355K	295K $15.2M
Nov 12, 2021 Q3 2021	Mai Capital Management	BUY	-	7.7K + 3.31%	$309K - $333K	241K $12.4M
Nov 10, 2021 Q3 2021	Mercer Global Advisors Inc Denver, CO	BUY	-	7.45K + 15.24%	$298K - $322K	56.4K $2.9M
Nov 12, 2021 Q3 2021	Coldstream Capital Management Inc	BUY	-	7.3K + 1.23%	$293K - $316K	601K $30.9M
Nov 15, 2021 Q3 2021	Titus Wealth Management Larskpur, CA	BUY	-	7.08K New	$284K - $306K	7.08K $365K
Nov 10, 2021 Q3 2021	Us Bancorp \De\	BUY	-	6.98K + 34.76%	$279K - $302K	27K $1.39M
Nov 04, 2021 Q3 2021	Iag Wealth Partners, LLC	BUY	-	6.93K + 2.07%	$278K - $300K	342K $17.6M
Nov 12, 2021 Q3 2021	Cibc World Market Inc. Toronto, A6	BUY	-	6.46K New	$259K - $279K	6.46K $333K
Oct 18, 2021 Q3 2021	Rmr Wealth Builders	BUY	-	5.94K New	$238K - $257K	5.94K $306K
Oct 19, 2021 Q3 2021	Vigilare Wealth Management	BUY	-	5.92K New	$237K - $256K	5.92K $305K
Nov 02, 2021 Q3 2021	Bridgewater Advisors Inc.	BUY	-	5.8K New	$232K - $251K	5.8K $299K
Oct 15, 2021 Q3 2021	Meridian Wealth Management, LLC	BUY	-	5.71K New	$229K - $247K	5.71K $294K

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Account

Purchases and Sales Made in Q3 2021 in Wisdomtree Tr U.S. Midcap Divi (DON)

3.32M

370K

249K

123K

107K

81.9K

80.3K

65.1K

59.5K

47.6K

40.4K

39K

37.9K

37.5K

33.5K

27.3K

27.2K

25.4K

24.4K

20K

20K

19.2K

17.4K

17.1K

16.8K

15.1K

14.5K

13.9K

12.7K

12K

11.7K

10.6K

10.1K

9.33K

9.24K

9.07K

8.91K

8.7K

8.22K

7.7K

7.45K

7.3K

7.08K

6.98K

6.93K

6.46K

5.94K

5.92K

5.8K

5.71K

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