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 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-40- 0.68% |
$1.6K - $1.73K
|
5.85K
$322K
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-68- 0.6% |
$2.72K - $2.94K
|
11.3K
$622K
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-68- 0.58% |
$2.72K - $2.94K
|
11.7K
$642K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-76- 1.26% |
$3.04K - $3.29K
|
5.97K
$329K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-99- 1.23% |
$3.96K - $4.28K
|
7.92K
$436K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-103- 0.35% |
$4.13K - $4.45K
|
29.2K
$1.61M
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-114- 0.35% |
$4.57K - $4.93K
|
32.7K
$1.8M
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-120- 2.12% |
$4.81K - $5.19K
|
5.55K
$305K
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-121- 0.45% |
$4.85K - $5.23K
|
26.9K
$1.48M
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-145- 5.12% |
$5.81K - $6.27K
|
2.69K
$148K
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-163- 1.25% |
$6.53K - $7.05K
|
12.8K
$706K
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-195- 1.06% |
$7.81K - $8.43K
|
18.2K
$1M
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-205- 0.47% |
$8.21K - $8.86K
|
43.3K
$2.38M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-217- 0.7% |
$8.69K - $9.38K
|
30.8K
$1.69M
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-250- 19.25% |
$10K - $10.8K
|
1.05K
$57.7K
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
SELL
|
- |
-320- 1.02% |
$12.8K - $13.8K
|
31K
$1.7M
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-334- 1.01% |
$13.4K - $14.4K
|
32.8K
$1.8M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-367- 0.84% |
$14.7K - $15.9K
|
43.2K
$2.38M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-386- 3.46% |
$15.5K - $16.7K
|
10.8K
$593K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-387- 5.22% |
$15.5K - $16.7K
|
7.02K
$386K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-392- 95.84% |
$15.7K - $16.9K
|
17
$936
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-402- 36.31% |
$16.1K - $17.4K
|
705
$38.8K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-435Closed |
$17.4K - $18.8K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-435- 26.43% |
$17.4K - $18.8K
|
1.21K
$66.7K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-440- 4.31% |
$17.6K - $19K
|
9.76K
$537K
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-466- 46.09% |
$18.7K - $20.1K
|
545
$30K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-494- 2.39% |
$19.8K - $21.4K
|
20.2K
$1.11M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-520- 5.7% |
$20.8K - $22.5K
|
8.6K
$473K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-520- 5.7% |
$20.8K - $22.5K
|
8.6K
$473K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-525- 3.39% |
$21K - $22.7K
|
14.9K
$822K
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-545- 2.13% |
$21.8K - $23.6K
|
25.1K
$1.38M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-632- 1.87% |
$25.3K - $27.3K
|
33.1K
$1.82M
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-635- 3.6% |
$25.4K - $27.5K
|
17K
$937K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-660- 1.87% |
$26.4K - $28.5K
|
34.6K
$1.91M
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-662- 5.03% |
$26.5K - $28.6K
|
12.5K
$688K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-664- 0.14% |
$26.6K - $28.7K
|
472K
$26M
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-672- 20.26% |
$26.9K - $29.1K
|
2.65K
$146K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-734- 0.52% |
$29.4K - $31.7K
|
139K
$7.66M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-735- 2.19% |
$29.4K - $31.8K
|
32.9K
$1.81M
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-770Closed |
$30.8K - $33.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-807- 4.2% |
$32.3K - $34.9K
|
18.4K
$1.01M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-833Closed |
$33.4K - $36K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-918- 3.56% |
$36.8K - $39.7K
|
24.9K
$1.37M
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-925- 14.31% |
$37K - $40K
|
5.54K
$305K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-944- 9.81% |
$37.8K - $40.8K
|
8.68K
$478K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-989- 2.66% |
$39.6K - $42.8K
|
36.1K
$1.99M
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1K- 18.18% |
$40.1K - $43.2K
|
4.5K
$248K
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
SELL
|
- |
-1.15K- 1.01% |
$46.1K - $49.8K
|
113K
$6.2M
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.19K- 4.17% |
$47.7K - $51.5K
|
27.4K
$1.51M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.24K- 9.39% |
$49.7K - $53.7K
|
12K
$659K
|