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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.98KClosed |
$125K - $135K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-352Closed |
$14.8K - $15.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.03KClosed |
$128K - $137K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
425New |
$17.9K - $19.3K
|
425
$23.4K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-3KClosed |
$126K - $136K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
570New |
$24K - $25.8K
|
570
$31.4K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-960Closed |
$40.4K - $43.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.33KClosed |
$183K - $196K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.68KNew |
$239K - $257K
|
5.68K
$312K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
963New |
$40.6K - $43.6K
|
963
$53K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-29.3KClosed |
$1.23M - $1.33M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-270Closed |
$11.4K - $12.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-545Closed |
$23K - $24.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
30New |
$1.26K - $1.36K
|
30
$1.65K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.22KNew |
$178K - $191K
|
4.22K
$232K
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20KClosed |
$835K - $902K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-202Closed |
$8.44K - $9.12K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100Closed |
$4.18K - $4.51K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.79KClosed |
$284K - $306K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-43.3KClosed |
$1.81M - $1.96M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$139K - $151K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
143New |
$5.97K - $6.45K
|
143
$7.87K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-253Closed |
$10.6K - $11.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$75.6K - $81.7K
|
1.81K
$99.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.79KClosed |
$242K - $261K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6.32KClosed |
$264K - $285K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-28.4KClosed |
$1.19M - $1.28M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-2.65KClosed |
$110K - $119K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.7KClosed |
$487K - $527K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-600Closed |
$25.1K - $27.1K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
166New |
$6.93K - $7.49K
|
166
$9.14K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-15.8KClosed |
$631K - $681K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-29.5KClosed |
$1.18M - $1.28M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.56KClosed |
$263K - $284K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-770Closed |
$30.8K - $33.3K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.67KClosed |
$227K - $245K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.8KNew |
$232K - $251K
|
5.8K
$319K
|
|
|
Nov 02, 2021
Q3 2021
|
Signify Wealth
|
SELL
|
- |
-313KClosed |
$12.5M - $13.5M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
500+ 100.0% |
$20K - $21.6K
|
1K
$55K
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-3.73K- 30.98% |
$150K - $161K
|
8.32K
$458K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1K- 18.18% |
$40.1K - $43.2K
|
4.5K
$248K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.1KClosed |
$204K - $220K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
128New |
$5.13K - $5.53K
|
128
$7.05K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-10.1KClosed |
$412K - $440K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-171Closed |
$6.98K - $7.47K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12.6KClosed |
$515K - $551K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-273Closed |
$11.1K - $11.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
26New |
$1.06K - $1.14K
|
26
$1.43K
|
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
SELL
|
- |
-5.01KClosed |
$204K - $219K
|
0
$0
|
|