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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2019
Q2 2019
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-240Closed |
$8.14K - $8.85K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-8.4KClosed |
$285K - $310K
|
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
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15.6KClosed |
$528K - $574K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-265Closed |
$8.98K - $9.77K
|
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
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-33.5KClosed |
$1.05M - $1.21M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-99.3KClosed |
$3.11M - $3.59M
|
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
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52.1KClosed |
$1.63M - $1.88M
|
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
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$68.1K - $78.6K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-60Closed |
$1.88K - $2.17K
|
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
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
750New |
$22.5K - $27.5K
|
750
$38.6K
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-18.2KClosed |
$545K - $667K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-7.5KClosed |
$225K - $276K
|
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
|
Advisory Alpha, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
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
$609K
|
|
|
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
$717K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
418KNew |
$15.3M - $15.6M
|
418K
$21.5M
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-242Closed |
$8.88K - $9.04K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.95KClosed |
$108K - $110K
|
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
$7.73K
|
|
|
Nov 05, 2018
Q3 2018
|
Brookstone Capital Management
|
SELL
|
- |
-50.3KClosed |
$1.84M - $1.88M
|
0
$0
|
|