Latest Institutional Transactions on Wisdomtree Tr Intl Midcap Divi (DIM)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Intl Midcap Divi (DIM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
350New |
$19.7K - $21.1K
|
350
$22.3K
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.23KNew |
$295K - $316K
|
5.23K
$334K
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-676- 5.52% |
$38.1K - $40.8K
|
11.6K
$739K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2.41KClosed |
$136K - $146K
|
0
$0
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
78New |
$4.4K - $4.71K
|
78
$4.98K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
255+ 76.12% |
$14.1K - $15.5K
|
590
$37.7K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.56K- 67.1% |
$253K - $277K
|
2.23K
$143K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.9KNew |
$1.07M - $1.3M
|
22.9K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.71KNew |
$174K - $211K
|
3.71K
$237K
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.3KNew |
$435K - $529K
|
9.3K
$594K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
22New |
$1.03K - $1.25K
|
22
$1.4K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 10.0% |
$4.68K - $5.69K
|
900
$57.5K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
5.87KNew |
$275K - $334K
|
5.87K
$374K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-475- 74.22% |
$22.2K - $27K
|
165
$10.5K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-888- 10.17% |
$42K - $51.7K
|
7.85K
$501K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
208New |
$9.85K - $12.1K
|
208
$13.3K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.06K- 28.58% |
$114K - $134K
|
5.15K
$329K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.88KClosed |
$381K - $447K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-800Closed |
$44.3K - $52K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-105- 5.49% |
$5.81K - $6.82K
|
1.81K
$115K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-428Closed |
$23.7K - $27.8K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-900Closed |
$49.8K - $58.5K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-3.28KClosed |
$182K - $213K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.24KClosed |
$252K - $291K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-861Closed |
$51.1K - $59.1K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-159Closed |
$9.44K - $10.9K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-515Closed |
$30.6K - $35.4K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
685New |
$40.7K - $47K
|
685
$43.7K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1Closed |
$59.4 - $68.7
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.5KClosed |
$225K - $241K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-553Closed |
$35.5K - $38.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-100Closed |
$6.43K - $6.89K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
144New |
$9.58K - $10.2K
|
144
$9.19K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.7KClosed |
$709K - $756K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-167Closed |
$11.1K - $11.9K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-100Closed |
$6.65K - $7.1K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-132Closed |
$8.78K - $9.37K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-579Closed |
$39.2K - $41.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-250Closed |
$16.9K - $17.8K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-3.77KClosed |
$255K - $269K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65Closed |
$4.4K - $4.64K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.04KClosed |
$384K - $409K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-382- 86.23% |
$24.3K - $25.9K
|
61
$3.89K
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123KClosed |
$7.83M - $8.33M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3Closed |
$191 - $203
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160Closed |
$10.2K - $10.8K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.78KClosed |
$431K - $459K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-580- 89.92% |
$36.9K - $39.3K
|
65
$4.15K
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.24KClosed |
$67.2K - $79.5K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56.1KClosed |
$3.03M - $3.59M
|
0
$0
|