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 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$671K - $798K
|
17.6K
$899K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4.42KClosed |
$169K - $200K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-117Closed |
$4.46K - $5.31K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-31Closed |
$1.18K - $1.41K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
13.1KNew |
$499K - $593K
|
13.1K
$668K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.39KClosed |
$206K - $245K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.65KClosed |
$254K - $302K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-458- 43.29% |
$17.5K - $20.8K
|
600
$30.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.63KNew |
$62.4K - $74.1K
|
1.63K
$83.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
89.3KNew |
$3.41M - $4.05M
|
89.3K
$4.56M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
5.67KNew |
$216K - $257K
|
5.67K
$290K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.56KClosed |
$97.8K - $116K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.33KClosed |
$280K - $332K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
224New |
$8.55K - $10.2K
|
224
$11.4K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
12KNew |
$459K - $546K
|
12K
$615K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-307Closed |
$11.7K - $13.9K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
120KNew |
$4.57M - $5.43M
|
120K
$6.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.18KClosed |
$83.2K - $98.9K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
864New |
$33K - $39.2K
|
864
$44.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
321+ 2.5% |
$12.2K - $14.6K
|
13.1K
$671K
|
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-8.84KClosed |
$337K - $401K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$38.2 - $45.4
|
3.7K
$189K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-2.6K- 7.33% |
$99K - $118K
|
32.8K
$1.68M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
30New |
$1.14K - $1.36K
|
30
$1.53K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-750Closed |
$28.6K - $34K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-186KClosed |
$7.11M - $8.45M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-5.72KClosed |
$218K - $259K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
72New |
$2.75K - $3.27K
|
72
$3.68K
|
|
| Q1 2022 | |||||||
|
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
|
Bartlett & Co. LLC
|
BUY
|
- |
425New |
$17.9K - $19.3K
|
425
$21.7K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.03KClosed |
$128K - $137K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-3KClosed |
$126K - $136K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-960Closed |
$40.4K - $43.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
570New |
$24K - $25.8K
|
570
$29.1K
|
|
|
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
|
Community Bank, N.A.
|
BUY
|
- |
963New |
$40.6K - $43.6K
|
963
$49.2K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.68KNew |
$239K - $257K
|
5.68K
$290K
|
|
|
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
$1.53K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.22KNew |
$178K - $191K
|
4.22K
$215K
|
|
| 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
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100Closed |
$4.18K - $4.51K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-202Closed |
$8.44K - $9.12K
|
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
|
|