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 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.9K- 4.31% |
$1.24M - $1.34M
|
687K
$37.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49.3K- 21.3% |
$1.98M - $2.13M
|
182K
$10M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.8K- 2.05% |
$2.27M - $2.45M
|
2.71M
$149M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-64.2KClosed |
$2.57M - $2.78M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-67.1K- 75.52% |
$2.69M - $2.9M
|
21.7K
$1.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-80.1K- 33.41% |
$3.21M - $3.46M
|
160K
$8.78M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-81.1KClosed |
$3.25M - $3.5M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-138K- 14.57% |
$5.51M - $5.95M
|
806K
$44.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-144K- 50.2% |
$5.75M - $6.21M
|
143K
$7.85M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-240KClosed |
$9.6M - $10.4M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Signify Wealth
|
SELL
|
- |
-313KClosed |
$12.5M - $13.5M
|
0
$0
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-478K- 80.23% |
$19.1M - $20.7M
|
118K
$6.48M
|