Purchases and Sales Made in Q3 2021 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 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
D.A. Davidson & Co.

BUY
 -
5.41K
+ 6.79%
$216K - $234K
85.1K $4.68M
Nov 12, 2021 Q3 2021
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
5.31K
New
$213K - $230K
5.31K $292K
Oct 12, 2021 Q3 2021
First Hawaiian Bank

BUY
 -
4.83K
+ 2.16%
$193K - $209K
228K $12.6M
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

BUY
 -
4.74K
+ 5.57%
$190K - $205K
89.9K $4.95M
Nov 01, 2021 Q3 2021
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
4.74K
+ 5.7%
$190K - $205K
88K $4.84M
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
4.7K
+ 4.05%
$188K - $203K
121K $6.66M
Nov 12, 2021 Q3 2021
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
3.53K
+ 1.41%
$141K - $153K
253K $13.9M
Aug 28, 2024 Q3 2021
Farmers National Bank

Danville, KY
BUY
 -
3.29K
+ 25.76%
$132K - $142K
16K $883K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.19K
+ 14.3%
$128K - $138K
25.5K $1.4M
Oct 08, 2021 Q3 2021
Centennial Wealth Advisory LLC

BUY
 -
3.1K
+ 7.02%
$124K - $134K
47.3K $2.6M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
2.76K
+ 24.03%
$111K - $119K
14.2K $784K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
2.72K
+ 5.9%
$109K - $117K
48.7K $2.68M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.51K
+ 19.05%
$100K - $108K
15.7K $863K
Nov 10, 2021 Q3 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.47K
New
$98.8K - $107K
2.47K $136K
Oct 19, 2021 Q3 2021
Pinnacle Associates LTD

BUY
 -
2.44K
+ 4.55%
$97.7K - $105K
56K $3.08M
Oct 29, 2021 Q3 2021
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
2.42K
+ 5.11%
$96.9K - $105K
49.8K $2.74M
Nov 12, 2021 Q3 2021
Jones Financial Companies Lllp

BUY
 -
2.39K
+ 49.55%
$95.6K - $103K
7.2K $397K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
2.34K
New
$93.6K - $101K
2.34K $129K
Oct 22, 2021 Q3 2021
Cadence Bank Na

BUY
 -
2.28K
+ 7.52%
$91.4K - $98.6K
32.6K $1.8M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
2.17K
New
$86.7K - $93.6K
2.17K $119K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
2.01K
+ 5.95%
$80.6K - $87K
35.8K $1.97M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
1.94K
+ 5.39%
$77.7K - $83.8K
37.9K $2.09M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
1.91K
+ 32.01%
$76.5K - $82.5K
7.87K $433K
Nov 15, 2021 Q3 2021
Vestor Capital, LLC

Chicago, IL
BUY
 -
1.59K
+ 2.49%
$63.6K - $68.6K
65.4K $3.6M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.54K
+ 15.5%
$61.7K - $66.6K
11.5K $631K
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
1.49K
+ 3.06%
$59.5K - $64.2K
50K $2.75M
Nov 05, 2021 Q3 2021
Sargent Bickham Lagudis LLC

BUY
 -
1.36K
+ 11.21%
$54.6K - $59K
13.5K $745K
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
1.32K
New
$52.7K - $56.8K
1.32K $72.4K
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
1.3K
+ 0.54%
$52.2K - $56.4K
241K $13.3M
Oct 12, 2021 Q3 2021
Signature Estate & Investment Advisors LLC

BUY
 -
1.26K
+ 0.86%
$50.3K - $54.3K
147K $8.11M
Nov 09, 2021 Q3 2021
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
1.22K
+ 5.55%
$48.7K - $52.5K
23.1K $1.27M
Nov 04, 2021 Q3 2021
Hancock Whitney Corp

BUY
 -
1.19K
+ 1.37%
$47.7K - $51.5K
88.2K $4.86M
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

BUY
 -
1.09K
+ 274.81%
$43.7K - $47.2K
1.49K $81.9K
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
1.05K
New
$42.2K - $45.5K
1.05K $58K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
964
+ 2.49%
$38.6K - $41.7K
39.6K $2.18M
Nov 15, 2021 Q3 2021
Townsquare Capital LLC

BUY
 -
750
+ 12.54%
$30K - $32.4K
6.73K $370K
Nov 08, 2021 Q3 2021
New Square Capital LLC

BUY
 -
745
+ 9.49%
$29.8K - $32.2K
8.59K $473K
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
734
+ 7.85%
$29.4K - $31.7K
10.1K $555K
Oct 13, 2021 Q3 2021
Beacon Financial Group

BUY
 -
715
+ 0.25%
$28.6K - $30.9K
283K $15.6M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
712
+ 2.81%
$28.5K - $30.8K
26K $1.43M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
695
+ 1.52%
$27.8K - $30K
46.3K $2.55M
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
671
+ 19.08%
$26.9K - $29K
4.19K $230K
Nov 15, 2021 Q3 2021
Institute For Wealth Management, Llc.

BUY
 -
605
+ 7.42%
$24.2K - $26.2K
8.76K $482K
Oct 27, 2021 Q3 2021
Selective Wealth Management, Inc.

BUY
 -
500
+ 100.0%
$20K - $21.6K
1K $55K
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
471
New
$18.9K - $20.4K
471 $25.9K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
456
+ 65.24%
$18.3K - $19.7K
1.16K $63.6K
Oct 29, 2021 Q3 2021
Harvest Investment Services, LLC

BUY
 -
434
+ 0.99%
$17.4K - $18.8K
44.3K $2.44M
Oct 28, 2021 Q3 2021
Better Money Decisions, LLC

BUY
 -
426
New
$17.1K - $18.4K
426 $23.4K
Nov 15, 2021 Q3 2021
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
414
+ 6.49%
$16.6K - $17.9K
6.79K $374K

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