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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.83K- 9.72% |
$315K - $349K
|
63.4K
$3.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.21K+ 2.96% |
$56.1K - $62.1K
|
42.3K
$2.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
617+ 0.46% |
$28.5K - $31.5K
|
136K
$7.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
149New |
$6.88K - $7.62K
|
149
$8.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
355New |
$16.4K - $18.2K
|
355
$19.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.54K- 1.19% |
$302K - $334K
|
543K
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 0.68% |
$51.9K - $57.5K
|
163K
$8.98M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.21K- 16.58% |
$102K - $113K
|
11.1K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-100- 0.79% |
$4.62K - $5.11K
|
12.6K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-871- 5.63% |
$40.2K - $44.5K
|
14.6K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
56.2KNew |
$2.59M - $2.87M
|
56.2K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.71K+ 3.14% |
$125K - $139K
|
89.1K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.61K- 44.27% |
$351K - $389K
|
9.58K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.72K+ 27.05% |
$125K - $139K
|
12.8K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.9K+ 5.29% |
$3.36M - $3.73M
|
1.45M
$79.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-669- 11.38% |
$30.9K - $34.2K
|
5.21K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.77K+ 0.6% |
$81.8K - $90.6K
|
298K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-326- 4.26% |
$15.1K - $16.7K
|
7.33K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-243- 1.25% |
$11.2K - $12.4K
|
19.3K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.1% |
$369 - $409
|
7.67K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.37K+ 22.59% |
$63.1K - $69.8K
|
7.41K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2K- 14.85% |
$92.3K - $102K
|
11.5K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-200- 1.02% |
$9.23K - $10.2K
|
19.3K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-48.4K- 2.91% |
$2.24M - $2.48M
|
1.61M
$88.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
900+ 0.41% |
$41.6K - $46K
|
221K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-97- 1.56% |
$4.48K - $4.96K
|
6.14K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
377+ 1.75% |
$17.4K - $19.3K
|
22K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
629+ 2.25% |
$29K - $32.2K
|
28.6K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-51.4K- 50.0% |
$2.37M - $2.63M
|
51.4K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.11K+ 42.74% |
$374K - $415K
|
27.1K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.12KNew |
$236K - $262K
|
5.12K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-837- 0.66% |
$38.6K - $42.8K
|
127K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
35.6K+ 421.31% |
$1.65M - $1.82M
|
44.1K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.05% |
$231 - $256
|
10.7K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-2.01K- 2.45% |
$92.6K - $103K
|
80K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.13K+ 2.57% |
$98.4K - $109K
|
85.1K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
290+ 707.32% |
$13.4K - $14.8K
|
331
$18.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6.93KNew |
$320K - $355K
|
6.93K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
10.6KNew |
$490K - $543K
|
10.6K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
357+ 1.18% |
$16.5K - $18.3K
|
30.7K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-60- 0.37% |
$2.77K - $3.07K
|
16.4K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.54% |
$369 - $409
|
1.5K
$82.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
355New |
$16.4K - $18.2K
|
355
$19.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-67.7K- 68.63% |
$3.12M - $3.46M
|
30.9K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-401- 95.02% |
$18.5K - $20.5K
|
21
$1.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-144K- 3.18% |
$6.65M - $7.37M
|
4.38M
$241M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
606+ 0.02% |
$28K - $31K
|
2.46M
$135M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-79- 1.68% |
$3.65K - $4.04K
|
4.61K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-6.83K- 9.06% |
$315K - $349K
|
68.6K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-173- 0.67% |
$7.99K - $8.85K
|
25.8K
$1.42M
|