Latest Institutional Transactions on Wisdomtree Tr U.S. Midcap Divi (DON)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Midcap Divi (DON) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.31K+ 98.6% |
$369K - $406K
|
14.7K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.89K- 3.63% |
$146K - $160K
|
76.6K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.53K- 15.84% |
$229K - $252K
|
24.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.74KNew |
$290K - $319K
|
5.74K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-917- 1.97% |
$46.3K - $50.9K
|
45.5K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
335KNew |
$16.9M - $18.6M
|
335K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-154- 3.34% |
$7.78K - $8.55K
|
4.46K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 2.84% |
$6.3M - $6.92M
|
4.51M
$231M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-850- 4.39% |
$43K - $47.2K
|
18.5K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5K+ 88.77% |
$1.39M - $1.53M
|
58.4K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
518+ 2.36% |
$26.2K - $28.8K
|
22.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.1K+ 39.41% |
$2.83M - $3.12M
|
198K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
277+ 2.17% |
$14K - $15.4K
|
13K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.8K- 0.88% |
$697K - $766K
|
1.56M
$79.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.8K- 2.72% |
$746K - $820K
|
528K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-18- 0.03% |
$910 - $1K
|
68.7K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-139- 1.9% |
$7.02K - $7.72K
|
7.19K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-817- 4.99% |
$41.3K - $45.4K
|
15.5K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 1.34% |
$986K - $1.08M
|
1.47M
$75.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.69K+ 0.36% |
$136K - $149K
|
757K
$38.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
276K+ 1887.92% |
$13.9M - $15.3M
|
290K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
980+ 3.59% |
$49.5K - $54.4K
|
28.3K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 2.62% |
$75.1K - $82.6K
|
58.2K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-841- 2.26% |
$42.5K - $46.7K
|
36.3K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-442- 3.5% |
$22.3K - $24.6K
|
12.2K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.2K- 25.94% |
$60.8K - $66.9K
|
3.44K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-586- 11.48% |
$29.6K - $32.6K
|
4.52K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.03K+ 2.03% |
$456K - $502K
|
455K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.15% |
$938K - $1.03M
|
1.59M
$81.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.44KNew |
$225K - $247K
|
4.44K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-484- 0.26% |
$24.5K - $26.9K
|
183K
$9.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.34KNew |
$219K - $241K
|
4.34K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26+ 0.32% |
$1.31K - $1.44K
|
8.14K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 1.8% |
$80.8K - $88.8K
|
87.1K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69- 0.83% |
$3.49K - $3.83K
|
8.24K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-649- 4.13% |
$32.8K - $36.1K
|
15.1K
$772K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 150.0% |
$1.21K - $1.33K
|
40
$2.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.66K+ 7.35% |
$134K - $148K
|
38.8K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
972+ 7.68% |
$49.1K - $54K
|
13.6K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.1K+ 18.55% |
$712K - $783K
|
90.1K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-100- 1.92% |
$5.05K - $5.56K
|
5.11K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 5.24% |
$561K - $617K
|
223K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$702K - $772K
|
13.9K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.9K+ 44.84% |
$298K - $328K
|
19.1K
$976K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
77.8K+ 223.65% |
$3.93M - $4.32M
|
113K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.81K- 42.69% |
$243K - $267K
|
6.46K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 4.96% |
$3.28K - $3.61K
|
1.25K
$63.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.12K- 0.98% |
$259K - $284K
|
516K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.35K+ 4.4% |
$68.1K - $74.9K
|
32K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.17K+ 3.13% |
$110K - $121K
|
71.6K
$3.66M
|