Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.75K- 2.59% |
$194K - $208K
|
179K
$9.26M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.84K- 11.86% |
$198K - $211K
|
35.9K
$1.86M
|
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
SELL
|
- |
-5.01KClosed |
$204K - $219K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.19K- 43.38% |
$212K - $227K
|
6.77K
$351K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.39K- 0.75% |
$220K - $235K
|
718K
$37.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-5.52KClosed |
$225K - $241K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.14K- 7.25% |
$251K - $268K
|
78.6K
$4.07M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-6.24K- 4.2% |
$255K - $273K
|
142K
$7.38M
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.26KClosed |
$256K - $274K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.38K- 1.87% |
$260K - $279K
|
335K
$17.4M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.54K- 2.65% |
$267K - $286K
|
240K
$12.4M
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-6.57K- 2.27% |
$268K - $287K
|
283K
$14.6M
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-8K- 96.73% |
$326K - $349K
|
270
$14K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.48K- 9.62% |
$346K - $370K
|
79.7K
$4.13M
|
|
|
Aug 28, 2024
Q2 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-9.28K- 42.11% |
$379K - $405K
|
12.8K
$661K
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
SELL
|
- |
-9.73K- 3.86% |
$397K - $425K
|
243K
$12.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.93K- 29.4% |
$406K - $434K
|
23.9K
$1.24M
|
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-10.1KClosed |
$412K - $440K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-12K- 51.2% |
$492K - $526K
|
11.5K
$595K
|
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-12.3K- 0.51% |
$504K - $539K
|
2.41M
$125M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12.6KClosed |
$515K - $551K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-15KClosed |
$611K - $654K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-17.3K- 64.19% |
$704K - $754K
|
9.62K
$498K
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-17.4K- 11.29% |
$709K - $758K
|
136K
$7.06M
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18.6K- 11.32% |
$761K - $814K
|
146K
$7.56M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.9K- 2.03% |
$811K - $868K
|
958K
$49.6M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.7K- 4.9% |
$887K - $949K
|
422K
$21.8M
|
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-22.3KClosed |
$910K - $974K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.4K- 1.74% |
$914K - $978K
|
1.27M
$65.6M
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-25K- 14.17% |
$1.02M - $1.09M
|
151K
$7.84M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-32.2K- 3.84% |
$1.32M - $1.41M
|
807K
$41.8M
|
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
SELL
|
- |
-32.5K- 67.92% |
$1.33M - $1.42M
|
15.3K
$794K
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44.2KClosed |
$1.8M - $1.93M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49.1K- 58.18% |
$2M - $2.14M
|
35.3K
$1.83M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-57.8K- 78.59% |
$2.36M - $2.53M
|
15.8K
$816K
|
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-58K- 58.44% |
$2.37M - $2.53M
|
41.2K
$2.14M
|
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
SELL
|
- |
-65.3KClosed |
$2.67M - $2.85M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-113K- 8.87% |
$4.61M - $4.93M
|
1.16M
$60.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-116K- 94.4% |
$4.72M - $5.05M
|
6.86K
$355K
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-168K- 37.0% |
$6.86M - $7.34M
|
286K
$14.8M
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-391K- 66.49% |
$16M - $17.1M
|
197K
$10.2M
|