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 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
405+ 0.46% |
$16.2K - $17.5K
|
88.7K
$4.88M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
404+ 57.3% |
$16.2K - $17.5K
|
1.11K
$61K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
392+ 2305.88% |
$15.7K - $16.9K
|
409
$22.5K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
360+ 2.48% |
$14.4K - $15.6K
|
14.9K
$818K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
315+ 2.43% |
$12.6K - $13.6K
|
13.3K
$730K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
312+ 2.31% |
$12.5K - $13.5K
|
13.8K
$761K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
295+ 5.37% |
$11.8K - $12.8K
|
5.79K
$319K
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
252+ 3.2% |
$10.1K - $10.9K
|
8.12K
$447K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
250+ 3.78% |
$10K - $10.8K
|
6.87K
$378K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
250+ 0.48% |
$10K - $10.8K
|
52K
$2.86M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
232+ 3.03% |
$9.29K - $10K
|
7.89K
$434K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
228+ 14.71% |
$9.13K - $9.86K
|
1.78K
$97.9K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
215+ 197.25% |
$8.61K - $9.29K
|
324
$17.8K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
204New |
$8.17K - $8.82K
|
204
$11.2K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
202New |
$8.09K - $8.73K
|
202
$11.1K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
200+ 3.38% |
$8.01K - $8.65K
|
6.11K
$336K
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
185+ 2.81% |
$7.41K - $8K
|
6.77K
$373K
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
170+ 0.14% |
$6.81K - $7.35K
|
122K
$6.72M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
128New |
$5.13K - $5.53K
|
128
$7.05K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
111+ 0.17% |
$4.45K - $4.8K
|
63.6K
$3.5M
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
100+ 5.43% |
$4K - $4.32K
|
1.94K
$107K
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
74+ 0.14% |
$2.96K - $3.2K
|
52.8K
$2.91M
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.62% |
$2.08K - $2.25K
|
8.45K
$465K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48+ 0.9% |
$1.92K - $2.08K
|
5.36K
$295K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 19.32% |
$1.36K - $1.47K
|
210
$11.6K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20+ 0.22% |
$801 - $865
|
9.07K
$499K
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
16+ 0.13% |
$641 - $692
|
11.9K
$654K
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
11+ 0.01% |
$441 - $476
|
179K
$9.84M
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.15% |
$441 - $476
|
7.29K
$401K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9+ 0.38% |
$360 - $389
|
2.4K
$132K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
8+ 0.59% |
$320 - $346
|
1.37K
$75.3K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.02% |
$280 - $303
|
28.5K
$1.57M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5+ 0.04% |
$200 - $216
|
11.3K
$621K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.52% |
$200 - $216
|
963
$53K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.63% |
$160 - $173
|
637
$35.1K
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.05% |
$160 - $173
|
8.27K
$455K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.03% |
$120 - $130
|
11.4K
$627K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.48% |
$120 - $130
|
634
$34.9K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.6% |
$120 - $130
|
506
$27.9K
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2+ 0.03% |
$80.1 - $86.5
|
5.94K
$327K
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$40.1 - $43.2
|
9.26K
$510K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.07% |
$40.1 - $43.2
|
1.46K
$80.5K
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.92% |
$40.1 - $43.2
|
110
$6.05K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$40.1 - $43.2
|
1.86K
$103K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.63% |
$40.1 - $43.2
|
160
$8.81K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
1New |
$40.1 - $43.2
|
1
$55
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.02% |
$40.1 - $43.2
|
4.23K
$233K
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6- 0.02% |
$240 - $259
|
36.9K
$2.03M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-31- 0.17% |
$1.24K - $1.34K
|
18.7K
$1.03M
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-38- 0.17% |
$1.52K - $1.64K
|
22.7K
$1.25M
|