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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2020
Q3 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-25.3KClosed |
$692K - $782K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-93.3KClosed |
$2.55M - $2.88M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
SELL
|
- |
-7.26KClosed |
$198K - $224K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-410Closed |
$11.2K - $12.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.24K- 14.97% |
$94.4K - $136K
|
24.1K
$1.32M
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-36Closed |
$802 - $1.15K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.5KClosed |
$33.4K - $48.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-260Closed |
$5.8K - $8.33K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.12KClosed |
$47.3K - $68K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5KClosed |
$33.4K - $48.1K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-28KClosed |
$624K - $897K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-10.9KClosed |
$243K - $350K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-45Closed |
$1K - $1.44K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-12KClosed |
$268K - $386K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57.9KClosed |
$1.29M - $1.86M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-1.23KClosed |
$27.4K - $39.4K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-13.9KClosed |
$309K - $445K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-27.7KClosed |
$617K - $887K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-629Closed |
$14K - $20.2K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
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
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6.96KClosed |
$142K - $269K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-297Closed |
$6.08K - $11.5K
|
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
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.48KClosed |
$112K - $212K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.27KClosed |
$108K - $204K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.15KClosed |
$146K - $276K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-58Closed |
$1.19K - $2.24K
|
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
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.09KClosed |
$166K - $312K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-9.65KClosed |
$198K - $373K
|
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
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-15.5KClosed |
$317K - $597K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-6.6KClosed |
$135K - $255K
|
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
|
|