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 |
---|---|---|---|---|---|---|---|
Feb 11, 2021
Q4 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-60Closed |
$1.74K - $2.1K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-147- 13.65% |
$4.27K - $5.15K
|
930
$47.5K
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.24KClosed |
$35.9K - $43.3K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
SELL
|
- |
-12KClosed |
$349K - $420K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3KNew |
$87.2K - $105K
|
3K
$153K
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$39.5K - $47.6K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Sadoff Investment Management LLC
|
SELL
|
- |
-13.5KClosed |
$393K - $473K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.68KClosed |
$77.8K - $93.8K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
450New |
$13.1K - $15.8K
|
450
$23K
|
|
Jan 21, 2021
Q4 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.59KClosed |
$133K - $161K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Journey Advisory Group, LLC
|
BUY
|
- |
9KNew |
$262K - $315K
|
9K
$460K
|
|
Jan 12, 2021
Q4 2020
|
First Premier Bank
|
SELL
|
- |
-304Closed |
$8.84K - $10.6K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.77KClosed |
$255K - $307K
|
0
$0
|
|
Q3 2020 | |||||||
Mar 10, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
29.6KNew |
$808K - $914K
|
29.6K
$1.51M
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
SELL
|
- |
-8.57KClosed |
$234K - $265K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-181KClosed |
$4.94M - $5.58M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.08KClosed |
$56.9K - $64.3K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-16.8KClosed |
$459K - $520K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-79.8KClosed |
$2.18M - $2.47M
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-112- 24.56% |
$3.06K - $3.46K
|
344
$17.6K
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-213Closed |
$5.82K - $6.58K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.89KClosed |
$270K - $306K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
$30.9K - $35K
|
0
$0
|
|
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
$1.23M
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-36Closed |
$802 - $1.15K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.12KClosed |
$47.3K - $68K
|
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 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-45Closed |
$1K - $1.44K
|
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
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-10.9KClosed |
$243K - $350K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-28KClosed |
$624K - $897K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-12KClosed |
$268K - $386K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-1.23KClosed |
$27.4K - $39.4K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57.9KClosed |
$1.29M - $1.86M
|
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
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.35KClosed |
$130K - $245K
|
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
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.48KClosed |
$112K - $212K
|
0
$0
|