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 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
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23Closed |
$804 - $878
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.7KClosed |
$304K - $332K
|
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
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.36KClosed |
$257K - $281K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-7.95KClosed |
$278K - $303K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
963+ 6.75% |
$33.7K - $36.8K
|
15.2K
$838K
|
|
|
Feb 06, 2020
Q4 2019
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.6KNew |
$55.9K - $61K
|
1.6K
$88K
|
|
|
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
$50.4K
|
|
|
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
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.37KClosed |
$46.1K - $50.2K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-288KClosed |
$9.71M - $10.6M
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Tompkins Financial Corp
|
BUY
|
- |
79New |
$2.67K - $2.91K
|
79
$4.35K
|
|
|
Oct 17, 2019
Q3 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-1.25KClosed |
$42.2K - $45.9K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Country Trust Bank
|
SELL
|
- |
-932Closed |
$31.5K - $34.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-750Closed |
$25.4K - $27.7K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-8.4KClosed |
$285K - $310K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-240Closed |
$8.14K - $8.85K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.95KClosed |
$99.9K - $109K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-968Closed |
$32.8K - $35.7K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-625Closed |
$21.2K - $23.1K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-265Closed |
$8.98K - $9.77K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15.6KClosed |
$528K - $574K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-519Closed |
$17.6K - $19.1K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-186Closed |
$6.31K - $6.86K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Aug 16, 2019
Q1 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-300Closed |
$9.39K - $10.8K
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-735Closed |
$23K - $26.6K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-99.3KClosed |
$3.11M - $3.59M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52.1KClosed |
$1.63M - $1.88M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.26KClosed |
$39.4K - $45.5K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-33.5KClosed |
$1.05M - $1.21M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.7KClosed |
$53.1K - $61.3K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-600Closed |
$18.8K - $21.7K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-510Closed |
$16K - $18.4K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-606Closed |
$19K - $21.9K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1Closed |
$31.3 - $36.2
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-60Closed |
$1.88K - $2.17K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$68.1K - $78.6K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Family Legacy, Inc.
|
SELL
|
- |
-1.38KClosed |
$43.3K - $50K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.7KClosed |
$53.2K - $61.5K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-18.2KClosed |
$545K - $667K
|
0
$0
|
|