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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.32MNew |
$133M - $143M
|
3.32M
$183M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
370KNew |
$14.8M - $16M
|
370K
$20.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
249KNew |
$9.98M - $10.8M
|
249K
$13.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
123K+ 15.21% |
$4.92M - $5.31M
|
930K
$51.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
107K+ 9.26% |
$4.3M - $4.65M
|
1.27M
$70M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.9KNew |
$3.28M - $3.54M
|
81.9K
$4.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
80.3K+ 16.72% |
$3.22M - $3.47M
|
560K
$31M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
65.1KNew |
$2.61M - $2.82M
|
65.1K
$3.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
59.5KNew |
$2.38M - $2.57M
|
59.5K
$3.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.6K+ 11.14% |
$1.91M - $2.06M
|
475K
$26.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.4K+ 9.57% |
$1.62M - $1.75M
|
462K
$25.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
39K+ 11.08% |
$1.56M - $1.69M
|
391K
$21.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
37.9KNew |
$1.52M - $1.64M
|
37.9K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.5K+ 87.75% |
$1.5M - $1.62M
|
80.3K
$4.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.5K+ 6.46% |
$1.34M - $1.45M
|
552K
$30.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
27.3KNew |
$1.09M - $1.18M
|
27.3K
$1.51M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
27.2K+ 38.01% |
$1.09M - $1.17M
|
98.7K
$5.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.4K+ 95.94% |
$1.02M - $1.1M
|
52K
$2.87M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
24.4K+ 16.14% |
$979K - $1.06M
|
176K
$9.71M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20KNew |
$800K - $864K
|
20K
$1.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
20K+ 6.39% |
$800K - $863K
|
333K
$18.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.2K+ 1.52% |
$769K - $830K
|
1.29M
$71.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.4K+ 89.25% |
$696K - $752K
|
36.9K
$2.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17.1KNew |
$686K - $740K
|
17.1K
$946K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.8KNew |
$673K - $726K
|
16.8K
$928K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
15.1KNew |
$606K - $654K
|
15.1K
$836K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.5K+ 53.93% |
$582K - $628K
|
41.5K
$2.29M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.9K+ 2.97% |
$555K - $599K
|
481K
$26.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
12.7KNew |
$510K - $550K
|
12.7K
$703K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12K+ 106.78% |
$480K - $518K
|
23.2K
$1.28M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.7K+ 27.74% |
$468K - $506K
|
53.9K
$2.98M
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
10.6K+ 4.29% |
$426K - $460K
|
258K
$14.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.1KNew |
$406K - $438K
|
10.1K
$560K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.33K+ 2.88% |
$374K - $403K
|
333K
$18.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.24K+ 0.38% |
$370K - $399K
|
2.42M
$134M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.07K+ 0.95% |
$363K - $392K
|
967K
$53.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.91K+ 0.75% |
$357K - $385K
|
1.2M
$66.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.7K+ 1.33% |
$349K - $376K
|
665K
$36.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.22K+ 2.87% |
$329K - $355K
|
295K
$16.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
7.7K+ 3.31% |
$309K - $333K
|
241K
$13.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.45K+ 15.24% |
$298K - $322K
|
56.4K
$3.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.3K+ 1.23% |
$293K - $316K
|
601K
$33.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
7.08KNew |
$284K - $306K
|
7.08K
$391K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
6.98K+ 34.76% |
$279K - $302K
|
27K
$1.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.93K+ 2.07% |
$278K - $300K
|
342K
$18.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.46KNew |
$259K - $279K
|
6.46K
$357K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
5.94KNew |
$238K - $257K
|
5.94K
$328K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
5.92KNew |
$237K - $256K
|
5.92K
$327K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.8KNew |
$232K - $251K
|
5.8K
$321K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.71KNew |
$229K - $247K
|
5.71K
$315K
|