Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
324K+ 4109.42% |
$13.5M - $14.6M
|
332K
$17.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
251K+ 9.29% |
$10.5M - $11.3M
|
2.96M
$152M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
226K+ 1038.73% |
$9.43M - $10.2M
|
248K
$12.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
209KNew |
$8.72M - $9.43M
|
209K
$10.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157K+ 192.12% |
$6.57M - $7.1M
|
239K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
141KNew |
$5.9M - $6.37M
|
141K
$7.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
140KNew |
$5.85M - $6.33M
|
140K
$7.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 3.66% |
$5.07M - $5.48M
|
3.44M
$177M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
120K+ 84.13% |
$5.01M - $5.41M
|
263K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
100KNew |
$4.2M - $4.53M
|
100K
$5.18M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
93.6KNew |
$3.91M - $4.23M
|
93.6K
$4.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
91KNew |
$3.8M - $4.1M
|
91K
$4.69M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
67K+ 11.95% |
$2.8M - $3.02M
|
627K
$32.3M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
64.9KNew |
$2.71M - $2.93M
|
64.9K
$3.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
62.6KNew |
$2.61M - $2.83M
|
62.6K
$3.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
59.5KNew |
$2.48M - $2.68M
|
59.5K
$3.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
58.7KNew |
$2.45M - $2.65M
|
58.7K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.5K+ 4.08% |
$2.19M - $2.37M
|
1.34M
$69M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
43.8K+ 84.25% |
$1.83M - $1.98M
|
95.8K
$4.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
42.3KNew |
$1.77M - $1.91M
|
42.3K
$2.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
41.5KNew |
$1.73M - $1.87M
|
41.5K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
40.8KNew |
$1.71M - $1.84M
|
40.8K
$2.1M
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
40.3KNew |
$1.68M - $1.82M
|
40.3K
$2.08M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
40.1KNew |
$1.67M - $1.81M
|
40.1K
$2.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
37.5K+ 4.04% |
$1.57M - $1.69M
|
968K
$49.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37.5KNew |
$1.56M - $1.69M
|
37.5K
$1.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
33.9KNew |
$1.42M - $1.53M
|
33.9K
$1.75M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.5KNew |
$1.36M - $1.47M
|
32.5K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 84.97% |
$1.34M - $1.45M
|
70.1K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.4KNew |
$1.27M - $1.37M
|
30.4K
$1.57M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
30.3KNew |
$1.27M - $1.37M
|
30.3K
$1.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
29.7K+ 233.73% |
$1.24M - $1.34M
|
42.5K
$2.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.6K+ 2.33% |
$1.23M - $1.33M
|
1.3M
$66.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.5K+ 2.38% |
$1.19M - $1.28M
|
1.23M
$63.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
27.4K+ 7.01% |
$1.15M - $1.24M
|
419K
$21.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
27.4K+ 1.87% |
$1.14M - $1.24M
|
1.49M
$76.8M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
27.2KNew |
$1.14M - $1.23M
|
27.2K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
22.5KNew |
$940K - $1.02M
|
22.5K
$1.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
21.9K+ 6.58% |
$914K - $988K
|
354K
$18.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1K+ 6.34% |
$882K - $954K
|
354K
$18.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
17.4K+ 63.72% |
$725K - $784K
|
44.6K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
17.2K+ 5.03% |
$719K - $777K
|
360K
$18.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.1K+ 6.34% |
$671K - $725K
|
269K
$13.9M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15.6KNew |
$652K - $705K
|
15.6K
$805K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.2K+ 3.16% |
$635K - $686K
|
496K
$25.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.7K+ 3.11% |
$613K - $662K
|
487K
$25.1M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
13.8KNew |
$576K - $622K
|
13.8K
$710K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
13.3K+ 57.37% |
$556K - $601K
|
36.5K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.3K+ 2.21% |
$554K - $599K
|
614K
$31.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
12.8K+ 147.36% |
$534K - $577K
|
21.5K
$1.11M
|