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 |
---|---|---|---|---|---|---|---|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-629Closed |
$14K - $20.2K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-13.1KClosed |
$291K - $419K
|
0
$0
|
|
Q1 2020 | |||||||
Sep 23, 2021
Q1 2020
|
Systelligence, LLC
|
SELL
|
- |
-76.9KClosed |
$1.58M - $2.97M
|
0
$0
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-4.63KClosed |
$94.8K - $179K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.35KClosed |
$130K - $245K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6.96KClosed |
$142K - $269K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.48KClosed |
$112K - $212K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-297Closed |
$6.08K - $11.5K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.27KClosed |
$108K - $204K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-58Closed |
$1.19K - $2.24K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.15KClosed |
$146K - $276K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.81KClosed |
$139K - $263K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.4KClosed |
$28.7K - $54.1K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.5KClosed |
$318K - $600K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-56.8KClosed |
$1.16M - $2.19M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-147Closed |
$3.01K - $5.67K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.63KClosed |
$177K - $333K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-57.3KClosed |
$1.17M - $2.21M
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-9.65KClosed |
$198K - $373K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.09KClosed |
$166K - $312K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-7KClosed |
$143K - $270K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-54KClosed |
$1.11M - $2.08M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11.1KClosed |
$228K - $430K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-6.6KClosed |
$135K - $255K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-15.5KClosed |
$317K - $597K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-18.5KClosed |
$380K - $715K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.28KClosed |
$129K - $242K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-6.2KClosed |
$127K - $239K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Eukles Asset Management
|
SELL
|
- |
-1.24KClosed |
$25.4K - $47.8K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Wolff Financial Management LLC
|
SELL
|
- |
-6.3KClosed |
$129K - $243K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-398Closed |
$8.15K - $15.4K
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.91KClosed |
$121K - $228K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.47KClosed |
$86.4K - $94.4K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.7KClosed |
$304K - $332K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23Closed |
$804 - $878
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.82KClosed |
$203K - $222K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
North Rock Partners, LLC
|
SELL
|
- |
-5.99KClosed |
$209K - $229K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-7.95KClosed |
$278K - $303K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.36KClosed |
$257K - $281K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.6KNew |
$55.9K - $61K
|
1.6K
$83.5K
|
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
963+ 6.75% |
$33.7K - $36.8K
|
15.2K
$796K
|
|
Feb 03, 2020
Q4 2019
|
Tranquility Partners, LLC
|
SELL
|
- |
-7.88KClosed |
$276K - $301K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3Closed |
$105 - $115
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
915New |
$32K - $34.9K
|
915
$47.8K
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-3.13KClosed |
$110K - $120K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Sol Capital Management CO
|
SELL
|
- |
-7.5KClosed |
$262K - $286K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-250Closed |
$8.74K - $9.54K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.28KClosed |
$44.6K - $48.7K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.11KClosed |
$240K - $261K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-212KClosed |
$7.18M - $7.81M
|
0
$0
|