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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56.1KClosed |
$3.03M - $3.59M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.07KClosed |
$218K - $237K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-131KClosed |
$7.05M - $7.65M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 9.26% |
$2.2K - $2.87K
|
590
$36.7K
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-560Closed |
$24.6K - $32.1K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-11.3KClosed |
$496K - $647K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-16.9KClosed |
$742K - $967K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.9KClosed |
$83.6K - $109K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.54KClosed |
$375K - $490K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.5KClosed |
$66K - $86K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.25KClosed |
$174K - $281K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.1KClosed |
$496K - $805K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$436K - $707K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.4KClosed |
$508K - $823K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-12.1KClosed |
$493K - $799K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-87Closed |
$3.56K - $5.77K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-205Closed |
$8.38K - $13.6K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-206Closed |
$8.42K - $13.7K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-37KClosed |
$1.51M - $2.45M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-280Closed |
$16.5K - $18.6K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5Closed |
$294 - $333
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$80.9K - $83.4K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.25KClosed |
$196K - $202K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-18.7KClosed |
$1.13M - $1.16M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
146New |
N/A
|
146
$9.08K
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.4KNew |
N/A
|
40.4K
$2.51M
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-114Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-16.6KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-715Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Whittier Trust CO
|
SELL
|
- |
-690Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.53KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-380Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
128KNew |
N/A
|
128K
$7.97M
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-154Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-360Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-22.3KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-724Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 10, 2018
Q1 2018
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.5KClosed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.01KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 26, 2018
Q4 2017
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.05KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$62.2
|
|
|
Nov 14, 2017
Q3 2017
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-4.31KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51New |
N/A
|
51
$3.17K
|
|
|
Nov 03, 2017
Q3 2017
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.84KClosed |
N/A
|
0
$0
|
|