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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.39KNew |
$61.2K - $67.5K
|
1.39K
$71.7K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3.14KNew |
$139K - $153K
|
3.14K
$162K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.86K- 76.51% |
$82.1K - $90.6K
|
570
$29.5K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.07K- 30.18% |
$91.5K - $101K
|
4.79K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5+ 0.09% |
$221 - $244
|
5.42K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.86% |
$44.2 - $48.8
|
117
$6.06K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
5.57KNew |
$246K - $272K
|
5.57K
$288K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-394- 6.57% |
$17.4K - $19.2K
|
5.6K
$290K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.09K- 77.79% |
$48.1K - $53.1K
|
311
$16.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
155New |
$6.85K - $7.56K
|
155
$8.02K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.8KNew |
$79.6K - $87.8K
|
1.8K
$93.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-634- 2.5% |
$28K - $30.9K
|
24.7K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
9+ 0.49% |
$398 - $439
|
1.86K
$96.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.01KNew |
$44.5K - $49.1K
|
1.01K
$52.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
527New |
$23.3K - $25.7K
|
527
$27.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
271+ 0.6% |
$12K - $13.2K
|
45.5K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
245New |
$10.8K - $11.9K
|
245
$12.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.69K- 12.97% |
$74.9K - $82.6K
|
11.4K
$589K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-310Closed |
$13.7K - $15.1K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$446K - $492K
|
10.1K
$522K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.1K+ 7.02% |
$137K - $151K
|
47.3K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-38- 0.67% |
$1.68K - $1.85K
|
5.62K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
118New |
$5.22K - $5.75K
|
118
$6.11K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
271New |
$12K - $13.2K
|
271
$14K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-750- 93.63% |
$33.2K - $36.6K
|
51
$2.64K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
$612K - $675K
|
13.8K
$717K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
57New |
$2.52K - $2.78K
|
57
$2.95K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 4.35% |
$44.2 - $48.8
|
24
$1.24K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.55KNew |
$245K - $271K
|
5.55K
$287K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
4.6KNew |
$178K - $211K
|
4.6K
$238K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$232 - $276
|
6
$311
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
485New |
$18.8K - $22.3K
|
485
$25.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.6KNew |
$721K - $856K
|
18.6K
$964K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8.16KNew |
$316K - $375K
|
8.16K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.07KNew |
$80K - $95.1K
|
2.07K
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.07K- 3.7% |
$80.3K - $95.4K
|
54K
$2.79M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
400New |
$15.5K - $18.4K
|
400
$20.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-37.5K- 17.23% |
$1.45M - $1.73M
|
180K
$9.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.35K- 33.02% |
$130K - $154K
|
6.8K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.04K- 12.57% |
$40.4K - $48K
|
7.26K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10.1K+ 4.64% |
$393K - $467K
|
229K
$11.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
60New |
$2.32K - $2.76K
|
60
$3.11K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.48K- 19.78% |
$290K - $344K
|
30.3K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
377New |
$14.6K - $17.3K
|
377
$19.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
1.34KNew |
$51.7K - $61.5K
|
1.34K
$69.2K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.58KNew |
$216K - $256K
|
5.58K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 4.64% |
$84.6K - $101K
|
49.2K
$2.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 16.19% |
$1.32K - $1.56K
|
176
$9.11K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-600- 2.84% |
$23.2K - $27.6K
|
20.5K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
644+ 39.24% |
$24.9K - $29.6K
|
2.29K
$118K
|
|