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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-65- 16.09% |
$2.54K - $2.95K
|
339
$17.7K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
704New |
$27.5K - $32K
|
704
$36.8K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
222New |
$8.67K - $10.1K
|
222
$11.6K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-312- 0.33% |
$12.2K - $14.2K
|
93.9K
$4.91M
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.5K+ 132.91% |
$444K - $502K
|
20.1K
$1.05M
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
9KNew |
$348K - $393K
|
9K
$470K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
88New |
$3.4K - $3.85K
|
88
$4.6K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-58- 39.73% |
$2.24K - $2.54K
|
88
$4.6K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5.2KNew |
$201K - $227K
|
5.2K
$272K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.8KNew |
$1.19M - $1.35M
|
30.8K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
1.9KNew |
$73.4K - $83K
|
1.9K
$99.3K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.6KNew |
$61.8K - $69.9K
|
1.6K
$83.6K
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.4K- 20.51% |
$92.7K - $105K
|
9.3K
$486K
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.55KNew |
$98.5K - $111K
|
2.55K
$133K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$29K - $32.8K
|
750
$39.2K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4K+ 2.84% |
$154K - $175K
|
144K
$7.55M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
9KNew |
$348K - $393K
|
9K
$470K
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.99KNew |
$270K - $306K
|
6.99K
$365K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.69K+ 6.05% |
$220K - $248K
|
99.6K
$5.2M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-670- 4.9% |
$25.9K - $29.3K
|
13K
$679K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-79- 0.72% |
$3.05K - $3.45K
|
10.9K
$570K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5KNew |
$193K - $219K
|
5K
$261K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
719New |
$27.8K - $31.4K
|
719
$37.6K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
451New |
$17.4K - $19.7K
|
451
$23.6K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
502New |
$19.4K - $21.9K
|
502
$26.2K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.59KNew |
$61.3K - $69.4K
|
1.59K
$83K
|
|
Q3 2022 | |||||||
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-11.9KClosed |
$447K - $526K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
240New |
$9.04K - $10.6K
|
240
$12.5K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.32K+ 38.06% |
$276K - $324K
|
26.5K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.64% |
$113 - $133
|
472
$24.7K
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-599- 8.16% |
$22.6K - $26.5K
|
6.75K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.85K- 30.04% |
$107K - $126K
|
6.63K
$347K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.23K+ 40.89% |
$84.1K - $98.9K
|
7.69K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.14KNew |
$43.1K - $50.6K
|
1.14K
$59.7K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.6KClosed |
$398K - $468K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.7K- 27.69% |
$554K - $652K
|
38.4K
$2.01M
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-173- 62.45% |
$6.52K - $7.66K
|
104
$5.43K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.84% |
$151 - $177
|
483
$25.2K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-80- 23.19% |
$3.01K - $3.54K
|
265
$13.8K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-154- 22.68% |
$5.8K - $6.82K
|
525
$27.4K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
264+ 6.72% |
$9.94K - $11.7K
|
4.19K
$219K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
86New |
$3.24K - $3.81K
|
86
$4.49K
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
45+ 0.54% |
$1.7K - $1.99K
|
8.43K
$441K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
51.5K+ 173.6% |
$1.94M - $2.28M
|
81.2K
$4.24M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.37K- 2.17% |
$51.6K - $60.7K
|
61.8K
$3.23M
|
|
Q2 2022 | |||||||
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.4KNew |
$702K - $834K
|
18.4K
$961K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-82Closed |
$3.13K - $3.72K
|
0
$0
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.81KClosed |
$183K - $218K
|
0
$0
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
579+ 24.97% |
$22.1K - $26.3K
|
2.9K
$151K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-339- 4.32% |
$12.9K - $15.4K
|
7.51K
$392K
|