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 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-18.2KClosed |
$545K - $667K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
750New |
$22.5K - $27.5K
|
750
$41.4K
|
|
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.5KClosed |
$225K - $275K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-7.5KClosed |
$225K - $276K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.8KClosed |
$234K - $286K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-16.1KClosed |
$482K - $590K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-350Closed |
$10.5K - $12.9K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5.9KClosed |
$177K - $217K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$354K - $434K
|
11.8K
$653K
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.24KClosed |
$67.3K - $82.4K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-7.96KClosed |
$239K - $293K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-16Closed |
$480 - $588
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-7.39KClosed |
$221K - $271K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-600Closed |
$18K - $22K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.01KClosed |
$150K - $184K
|
0
$0
|
|
|
Jan 09, 2019
Q4 2018
|
Webster Bank, N. A.
|
SELL
|
- |
-339Closed |
$10.2K - $12.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-120Closed |
$4.4K - $4.48K
|
0
$0
|
|
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.39KClosed |
$124K - $127K
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$511K - $520K
|
13.9K
$769K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
418KNew |
$15.3M - $15.6M
|
418K
$23.1M
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.95KClosed |
$108K - $110K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-242Closed |
$8.88K - $9.04K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.03KClosed |
$221K - $225K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
150New |
$5.51K - $5.61K
|
150
$8.29K
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.72KClosed |
$63.1K - $64.2K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Brookstone Capital Management
|
SELL
|
- |
-50.3KClosed |
$1.84M - $1.88M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-168Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.45KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-9KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Legacy Advisors, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Jul 13, 2018
Q2 2018
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Gemmer Asset Management LLC
|
SELL
|
- |
-72.4KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Lvz, Inc.
|
BUY
|
- |
1.04K+ 9.64% |
N/A
|
11.8K
$652K
|
|
|
Apr 18, 2018
Q1 2018
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-7.28KClosed |
N/A
|
0
$0
|
|
|
Apr 13, 2018
Q1 2018
|
Wealth Architects, LLC
|
SELL
|
- |
-6.26KClosed |
N/A
|
0
$0
|
|
|
Apr 06, 2018
Q1 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-82- 7.81% |
N/A
|
968
$53.5K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Ubs Group Ag
|
BUY
|
PUT |
1KNew |
N/A
|
1K
$55.3K
|
|
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$166
|
|
|
Feb 14, 2018
Q4 2017
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.98KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-237Closed |
N/A
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.96KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Norway Savings Bank
|
SELL
|
- |
-114Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 07, 2017
Q3 2017
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.75KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2017
Q3 2017
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.28KClosed |
N/A
|
0
$0
|
|