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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.49K- 7.39% |
$59.7K - $64.5K
|
18.7K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.59K- 12.27% |
$63.8K - $68.9K
|
11.4K
$627K
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.66K- 10.96% |
$66.6K - $71.9K
|
13.5K
$744K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-1.89K- 1.87% |
$75.6K - $81.6K
|
99.3K
$5.47M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.19KClosed |
$87.7K - $94.6K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.26K- 30.53% |
$90.3K - $97.5K
|
5.13K
$282K
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.32K- 10.39% |
$92.8K - $100K
|
20K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.32K- 3.69% |
$92.9K - $100K
|
60.5K
$3.33M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.96K- 3.76% |
$118K - $128K
|
75.6K
$4.16M
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-3.25K- 21.17% |
$130K - $140K
|
12.1K
$665K
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-3.27K- 6.18% |
$131K - $141K
|
49.6K
$2.73M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-3.33K- 2.33% |
$133K - $144K
|
139K
$7.66M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.48K- 0.99% |
$139K - $150K
|
349K
$19.2M
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-3.53K- 11.33% |
$141K - $153K
|
27.6K
$1.52M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.61K- 4.06% |
$145K - $156K
|
85.3K
$4.69M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.64K- 37.17% |
$146K - $157K
|
6.15K
$338K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-3.73K- 30.98% |
$150K - $161K
|
8.32K
$458K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.79K- 10.08% |
$152K - $164K
|
33.8K
$1.86M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.9K- 12.94% |
$156K - $169K
|
26.2K
$1.44M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.09K- 9.92% |
$164K - $177K
|
37.2K
$2.04M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.17K- 32.85% |
$167K - $180K
|
8.53K
$469K
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-4.24K- 1.75% |
$170K - $183K
|
238K
$13.1M
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.34K- 6.48% |
$174K - $187K
|
62.6K
$3.45M
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.49K- 4.02% |
$180K - $194K
|
107K
$5.9M
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.81KClosed |
$193K - $208K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.1KClosed |
$204K - $220K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.11K- 5.43% |
$205K - $221K
|
89.1K
$4.91M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.24K- 8.28% |
$210K - $227K
|
58.1K
$3.2M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.67KClosed |
$227K - $245K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.75KClosed |
$230K - $249K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.56KClosed |
$263K - $284K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.77KClosed |
$271K - $293K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.86KClosed |
$275K - $296K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.06K- 13.59% |
$283K - $305K
|
44.9K
$2.47M
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.12KClosed |
$285K - $308K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.27K- 38.82% |
$291K - $314K
|
11.5K
$631K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.65K- 9.97% |
$306K - $331K
|
69K
$3.8M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.07KClosed |
$323K - $349K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.65K- 1.74% |
$347K - $374K
|
489K
$26.9M
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-10.1K- 5.11% |
$403K - $435K
|
187K
$10.3M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-11.1K- 8.13% |
$444K - $479K
|
125K
$6.9M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.6K- 9.66% |
$465K - $502K
|
109K
$5.98M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 0.89% |
$526K - $567K
|
1.46M
$80.5M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.9KClosed |
$557K - $601K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 59.81% |
$571K - $617K
|
9.59K
$528K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-15.8KClosed |
$631K - $681K
|
0
$0
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20.7K- 38.49% |
$830K - $896K
|
33.1K
$1.82M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21K- 13.06% |
$840K - $907K
|
140K
$7.68M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.1KClosed |
$1.17M - $1.26M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-29.5KClosed |
$1.18M - $1.28M
|
0
$0
|