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 18, 2022
Q4 2021
|
Tnf LLC
|
SELL
|
- |
-120- 0.79% |
$5.01K - $5.42K
|
15K
$772K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-140- 1.12% |
$5.85K - $6.32K
|
12.4K
$635K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-140- 1.61% |
$5.85K - $6.32K
|
8.55K
$440K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-149- 13.44% |
$6.22K - $6.72K
|
960
$49.4K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-154- 0.47% |
$6.43K - $6.95K
|
32.6K
$1.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-178- 32.07% |
$7.43K - $8.03K
|
377
$19.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-202Closed |
$8.44K - $9.12K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-210- 3.06% |
$8.77K - $9.48K
|
6.66K
$343K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-228- 0.89% |
$9.52K - $10.3K
|
25.3K
$1.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-246- 0.74% |
$10.3K - $11.1K
|
32.9K
$1.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-250- 3.57% |
$10.4K - $11.3K
|
6.75K
$347K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-253Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-255- 0.37% |
$10.6K - $11.5K
|
68.8K
$3.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-276- 0.97% |
$11.5K - $12.5K
|
28.3K
$1.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-321- 1.61% |
$13.4K - $14.5K
|
19.7K
$1.01M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
SELL
|
- |
-324- 1.05% |
$13.5K - $14.6K
|
30.6K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-331- 0.9% |
$13.8K - $14.9K
|
36.5K
$1.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-361- 1.11% |
$15.1K - $16.3K
|
32.3K
$1.66M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-364- 4.62% |
$15.2K - $16.4K
|
7.51K
$386K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-393Closed |
$16.4K - $17.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-410- 2.47% |
$17.1K - $18.5K
|
16.2K
$832K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-416- 23.53% |
$17.4K - $18.8K
|
1.35K
$69.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-426Closed |
$17.8K - $19.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-480- 0.56% |
$20K - $21.7K
|
84.8K
$4.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-484- 1.57% |
$20.2K - $21.8K
|
30.3K
$1.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-506Closed |
$21.1K - $22.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-538- 1.02% |
$22.5K - $24.3K
|
52.3K
$2.69M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-579- 19.98% |
$24.2K - $26.1K
|
2.32K
$119K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-600Closed |
$25.1K - $27.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-648- 0.27% |
$27.1K - $29.2K
|
238K
$12.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-693- 6.43% |
$28.9K - $31.3K
|
10.1K
$519K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-764- 5.14% |
$31.9K - $34.5K
|
14.1K
$725K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-897- 4.44% |
$37.5K - $40.5K
|
19.3K
$992K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-906- 5.29% |
$37.8K - $40.9K
|
16.2K
$834K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-928- 12.88% |
$38.8K - $41.9K
|
6.28K
$323K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-967- 6.79% |
$40.4K - $43.6K
|
13.3K
$683K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-1K- 3.04% |
$41.8K - $45.1K
|
31.9K
$1.64M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-1.02K- 2.05% |
$42.5K - $45.9K
|
48.6K
$2.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.03K- 3.05% |
$43.1K - $46.6K
|
32.8K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 2.64% |
$43.6K - $47.2K
|
38.6K
$1.98M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.05KClosed |
$44K - $47.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.1K- 10.86% |
$45.9K - $49.6K
|
9.03K
$464K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.12K- 0.81% |
$46.8K - $50.6K
|
138K
$7.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.15K- 6.73% |
$47.8K - $51.7K
|
15.9K
$816K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.24K- 2.04% |
$51.6K - $55.7K
|
59.3K
$3.05M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-1.44K- 0.51% |
$60.1K - $64.9K
|
282K
$14.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-1.51K- 1.71% |
$63K - $68.1K
|
86.7K
$4.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.51K- 17.71% |
$63.1K - $68.1K
|
7.02K
$361K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.57K- 3.16% |
$65.6K - $70.9K
|
48.2K
$2.48M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-1.6K- 0.7% |
$66.9K - $72.3K
|
227K
$11.7M
|