Latest Institutional Transactions on Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

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
 -
-60
Closed
$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
 -
0
Closed
$0 - $0
0 $0
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-1.24K
Closed
$35.9K - $43.3K
0 $0
Feb 05, 2021 Q4 2020
Lincoln National Corp

SELL
 -
-12K
Closed
$349K - $420K
0 $0
Feb 04, 2021 Q4 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
3K
New
$87.2K - $105K
3K $153K
Feb 02, 2021 Q4 2020
Parallel Advisors, LLC

SELL
 -
-1.36K
Closed
$39.5K - $47.6K
0 $0
Feb 02, 2021 Q4 2020
Sadoff Investment Management LLC

SELL
 -
-13.5K
Closed
$393K - $473K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-2.68K
Closed
$77.8K - $93.8K
0 $0
Jan 27, 2021 Q4 2020
Wolff Wiese Magana LLC

BUY
 -
450
New
$13.1K - $15.8K
450 $23K
Jan 19, 2021 Q4 2020
Journey Advisory Group, LLC

BUY
 -
9K
New
$262K - $315K
9K $460K
Jan 12, 2021 Q4 2020
First Premier Bank

SELL
 -
-304
Closed
$8.84K - $10.6K
0 $0
Jan 11, 2021 Q4 2020
Aprio Wealth Management, LLC

SELL
 -
-8.77K
Closed
$255K - $307K
0 $0
Q3 2020
Mar 10, 2021 Q3 2020
Intercontinental Wealth Advisors, LLC

BUY
 -
29.6K
New
$808K - $914K
29.6K $1.51M
Nov 16, 2020 Q3 2020
Brown Advisory Inc

SELL
 -
-8.57K
Closed
$234K - $265K
0 $0
Nov 12, 2020 Q3 2020
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-181K
Closed
$4.94M - $5.58M
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.08K
Closed
$56.9K - $64.3K
0 $0
Nov 06, 2020 Q3 2020
Trexquant Investment LP

Stamford, CT
SELL
 -
-16.8K
Closed
$459K - $520K
0 $0
Nov 05, 2020 Q3 2020
Capital Wealth Management, LLC

W. Warwick, RI
SELL
 -
-79.8K
Closed
$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
 -
-213
Closed
$5.82K - $6.58K
0 $0
Oct 26, 2020 Q3 2020
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-9.89K
Closed
$270K - $306K
0 $0
Oct 23, 2020 Q3 2020
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-1.13K
Closed
$30.9K - $35K
0 $0
Oct 20, 2020 Q3 2020
Strong Box Wealth, LLC

SELL
 -
-25.3K
Closed
$692K - $782K
0 $0
Oct 14, 2020 Q3 2020
Hbw Advisory Services LLC

SELL
 -
-93.3K
Closed
$2.55M - $2.88M
0 $0
Oct 13, 2020 Q3 2020
Pfg Advisors

SELL
 -
-7.26K
Closed
$198K - $224K
0 $0
Oct 09, 2020 Q3 2020
West Oak Capital, LLC

SELL
 -
-410
Closed
$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
 -
-36
Closed
$802 - $1.15K
0 $0
Aug 14, 2020 Q2 2020
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-2.12K
Closed
$47.3K - $68K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-1.5K
Closed
$33.4K - $48.1K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-260
Closed
$5.8K - $8.33K
0 $0
Aug 13, 2020 Q2 2020
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-45
Closed
$1K - $1.44K
0 $0
Aug 13, 2020 Q2 2020
Hm Payson & CO

Portland, ME
SELL
 -
-1.5K
Closed
$33.4K - $48.1K
0 $0
Aug 13, 2020 Q2 2020
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-10.9K
Closed
$243K - $350K
0 $0
Aug 13, 2020 Q2 2020
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-28K
Closed
$624K - $897K
0 $0
Aug 10, 2020 Q2 2020
Wisconsin Capital Management LLC

SELL
 -
-12K
Closed
$268K - $386K
0 $0
Jul 31, 2020 Q2 2020
Cva Family Office, LLC

SELL
 -
-1.23K
Closed
$27.4K - $39.4K
0 $0
Jul 31, 2020 Q2 2020
Valmark Advisers, Inc.

SELL
 -
-57.9K
Closed
$1.29M - $1.86M
0 $0
Jul 29, 2020 Q2 2020
Smart Money Group LLC

SELL
 -
-13.9K
Closed
$309K - $445K
0 $0
Jul 20, 2020 Q2 2020
Thoroughbred Financial Services, LLC

SELL
 -
-27.7K
Closed
$617K - $887K
0 $0
Jul 17, 2020 Q2 2020
First Command Financial Services, Inc.

SELL
 -
-629
Closed
$14K - $20.2K
0 $0
Jul 17, 2020 Q2 2020
First Command Bank

SELL
 -
-629
Closed
$14K - $20.2K
0 $0
Jul 15, 2020 Q2 2020
Surevest, LLC

Los Angeles, CA
SELL
 -
-13.1K
Closed
$291K - $419K
0 $0
Q1 2020
Sep 23, 2021 Q1 2020
Systelligence, LLC

SELL
 -
-76.9K
Closed
$1.58M - $2.97M
0 $0
Sep 08, 2021 Q1 2020
J Arnold Wealth Management CO

Youngstown, OH
SELL
 -
-4.63K
Closed
$94.8K - $179K
0 $0
May 15, 2020 Q1 2020
Full Sail Capital, LLC

Oklahoma City, OK
SELL
 -
-6.35K
Closed
$130K - $245K
0 $0
May 15, 2020 Q1 2020
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-297
Closed
$6.08K - $11.5K
0 $0
May 15, 2020 Q1 2020
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-5.48K
Closed
$112K - $212K
0 $0

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