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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-226- 0.25% |
$10.4K - $11.6K
|
88.7K
$4.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.18KNew |
$193K - $214K
|
4.18K
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4.12KNew |
$190K - $211K
|
4.12K
$215K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.36K+ 4.71% |
$62.6K - $69.3K
|
30.2K
$1.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
32.6K+ 119.03% |
$1.51M - $1.67M
|
60K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.1K+ 10.5% |
$374K - $414K
|
85.2K
$4.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-91- 1.01% |
$4.2K - $4.65K
|
8.9K
$465K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
55+ 0.77% |
$2.54K - $2.81K
|
7.23K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-432- 7.98% |
$19.9K - $22.1K
|
4.98K
$260K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-108- 0.73% |
$4.99K - $5.52K
|
14.6K
$764K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
22New |
$1.02K - $1.12K
|
22
$1.15K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
740New |
$34.2K - $37.8K
|
740
$38.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.54% |
$185 - $205
|
741
$38.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
9.88K+ 4.0% |
$456K - $505K
|
257K
$13.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.78K+ 2.64% |
$405K - $449K
|
341K
$17.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-88- 0.22% |
$4.06K - $4.5K
|
39.8K
$2.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-925- 3.71% |
$42.7K - $47.3K
|
24K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.57% |
$2.4K - $2.66K
|
9.13K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.4K+ 20.81% |
$1.13M - $1.25M
|
142K
$7.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 1.14% |
$3.69K - $4.09K
|
7.08K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.8K- 36.99% |
$821K - $909K
|
30.3K
$1.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 0.1% |
$693 - $767
|
15.6K
$815K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 2.37% |
$110K - $121K
|
98K
$5.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.05K+ 11.07% |
$141K - $156K
|
30.6K
$1.6M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.64K- 2.99% |
$307K - $340K
|
215K
$11.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.18KNew |
$285K - $316K
|
6.18K
$323K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-105- 0.9% |
$4.85K - $5.37K
|
11.6K
$606K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 5.73% |
$6.8M - $7.28M
|
2.45M
$128M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 3.72% |
$60K - $64.1K
|
36.7K
$1.92M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.07K+ 14.85% |
$277K - $296K
|
47K
$2.45M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.4K+ 2.22% |
$520K - $557K
|
526K
$27.5M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-2.2K- 7.58% |
$100K - $107K
|
26.8K
$1.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
333+ 1.0% |
$15.2K - $16.2K
|
33.7K
$1.76M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
132+ 0.44% |
$6.02K - $6.44K
|
30.3K
$1.58M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.43K- 14.84% |
$111K - $118K
|
13.9K
$728K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
35+ 0.78% |
$1.6K - $1.71K
|
4.55K
$238K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-529- 1.99% |
$24.1K - $25.8K
|
26K
$1.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.19K- 6.73% |
$54K - $57.8K
|
16.4K
$858K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-346- 1.86% |
$15.8K - $16.9K
|
18.3K
$955K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-115- 1.36% |
$5.24K - $5.61K
|
8.32K
$435K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.74K+ 3.3% |
$307K - $329K
|
211K
$11M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-688- 4.9% |
$31.4K - $33.6K
|
13.3K
$697K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 9.9% |
$1.73K - $1.85K
|
422
$22K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-306- 2.79% |
$14K - $14.9K
|
10.7K
$558K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28K- 22.1% |
$1.28M - $1.36M
|
98.6K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
110K+ 131.5% |
$5.04M - $5.39M
|
194K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.54KNew |
$207K - $222K
|
4.54K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.47K- 18.05% |
$158K - $169K
|
15.8K
$823K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
147+ 0.45% |
$6.7K - $7.17K
|
33.2K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15- 0.12% |
$684 - $732
|
12.4K
$647K
|
|