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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.82K+ 21.17% |
$76K - $82.1K
|
10.4K
$536K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$75.6K - $81.7K
|
1.81K
$93.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.66K+ 3.52% |
$69.4K - $75K
|
48.9K
$2.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.59K+ 13.99% |
$66.5K - $71.9K
|
13K
$667K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.58K+ 28.57% |
$66.1K - $71.4K
|
7.12K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.56K+ 1.77% |
$65.1K - $70.4K
|
89.5K
$4.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5K+ 1.68% |
$62.5K - $67.5K
|
90.6K
$4.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.38K+ 19.54% |
$57.8K - $62.5K
|
8.47K
$435K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.33K+ 4.5% |
$55.5K - $60K
|
30.9K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.31K+ 54.58% |
$54.7K - $59.1K
|
3.71K
$191K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.26K+ 9.59% |
$52.7K - $57K
|
14.4K
$742K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.22K+ 305.25% |
$51K - $55.1K
|
1.62K
$83.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.15K+ 4.98% |
$48K - $51.9K
|
24.3K
$1.25M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.13K+ 4.98% |
$47.4K - $51.2K
|
23.9K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
935+ 9.28% |
$39K - $42.2K
|
11K
$566K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
925New |
$38.6K - $41.7K
|
925
$47.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
914+ 2.55% |
$38.2K - $41.2K
|
36.7K
$1.89M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
844New |
$35.2K - $38.1K
|
844
$43.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
831+ 1.4% |
$34.7K - $37.5K
|
60.3K
$3.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
822+ 3.0% |
$34.3K - $37.1K
|
28.2K
$1.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$31.3K - $33.8K
|
750
$38.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
745+ 29.08% |
$31.1K - $33.6K
|
3.31K
$170K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
660New |
$27.6K - $29.8K
|
660
$33.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
567+ 3.0% |
$23.7K - $25.6K
|
19.5K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
545New |
$22.8K - $24.6K
|
545
$28K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
499+ 26.58% |
$20.8K - $22.5K
|
2.38K
$122K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
409+ 1.65% |
$17.1K - $18.5K
|
25.3K
$1.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
382+ 1.52% |
$16K - $17.2K
|
25.4K
$1.31M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
352New |
$14.7K - $15.9K
|
352
$18.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
333+ 7.95% |
$13.9K - $15K
|
4.52K
$232K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
302+ 5.09% |
$12.6K - $13.6K
|
6.24K
$321K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
288New |
$12K - $13K
|
288
$14.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
278+ 0.77% |
$11.6K - $12.5K
|
36.4K
$1.87M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
274+ 0.22% |
$11.4K - $12.4K
|
122K
$6.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
234+ 0.31% |
$9.77K - $10.6K
|
75.8K
$3.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
220+ 1.21% |
$9.19K - $9.93K
|
18.4K
$947K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
210+ 0.4% |
$8.77K - $9.48K
|
52.2K
$2.68M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
182+ 0.97% |
$7.6K - $8.21K
|
18.9K
$971K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
177+ 0.48% |
$7.39K - $7.99K
|
37K
$1.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
175+ 2.33% |
$7.31K - $7.9K
|
7.68K
$395K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
166New |
$6.93K - $7.49K
|
166
$8.54K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
163+ 1.18% |
$6.81K - $7.36K
|
14K
$720K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
143New |
$5.97K - $6.45K
|
143
$7.35K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
130+ 2.46% |
$5.43K - $5.87K
|
5.42K
$278K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
95+ 0.34% |
$3.97K - $4.29K
|
27.7K
$1.43M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
90+ 1.62% |
$3.76K - $4.06K
|
5.64K
$290K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
88+ 0.66% |
$3.67K - $3.97K
|
13.3K
$686K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
82New |
$3.42K - $3.7K
|
82
$4.22K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
79+ 1.49% |
$3.3K - $3.57K
|
5.39K
$277K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
76+ 1.19% |
$3.17K - $3.43K
|
6.45K
$332K
|