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, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-817- 4.99% |
$41.3K - $45.4K
|
15.5K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.8K- 0.88% |
$697K - $766K
|
1.56M
$76.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.29K- 1.52% |
$65.3K - $71.8K
|
83.8K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
980+ 3.59% |
$49.5K - $54.4K
|
28.3K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
16.4KNew |
$830K - $912K
|
16.4K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
23+ 0.49% |
$1.16K - $1.28K
|
4.73K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.59K+ 7.26% |
$80.1K - $88.1K
|
23.4K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.66K+ 7.35% |
$134K - $148K
|
38.8K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 150.0% |
$1.21K - $1.33K
|
40
$1.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.44KNew |
$225K - $247K
|
4.44K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-484- 0.26% |
$24.5K - $26.9K
|
183K
$9.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.34KNew |
$219K - $241K
|
4.34K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 1.8% |
$80.8K - $88.8K
|
87.1K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69- 0.83% |
$3.49K - $3.83K
|
8.24K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26+ 0.32% |
$1.31K - $1.44K
|
8.14K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.1K+ 18.55% |
$712K - $783K
|
90.1K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-100- 1.92% |
$5.05K - $5.56K
|
5.11K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-125- 1.37% |
$6.32K - $6.94K
|
9.02K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 5.24% |
$561K - $617K
|
223K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$702K - $772K
|
13.9K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.9K+ 44.84% |
$298K - $328K
|
19.1K
$939K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
77.8K+ 223.65% |
$3.93M - $4.32M
|
113K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
972+ 7.68% |
$49.1K - $54K
|
13.6K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-649- 4.13% |
$32.8K - $36.1K
|
15.1K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.81K- 42.69% |
$243K - $267K
|
6.46K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.12K- 0.98% |
$259K - $284K
|
516K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.35K+ 4.4% |
$68.1K - $74.9K
|
32K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.17K+ 3.13% |
$110K - $121K
|
71.6K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
181New |
$9.15K - $10.1K
|
181
$8.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.38KNew |
$69.6K - $76.5K
|
1.38K
$67.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-8.97K- 2.04% |
$453K - $498K
|
431K
$21.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.9K+ 5.02% |
$755K - $830K
|
313K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
660+ 2.31% |
$33.3K - $36.7K
|
29.3K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 8.74% |
$682K - $750K
|
141K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.93K- 5.1% |
$350K - $385K
|
129K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 4.96% |
$3.28K - $3.61K
|
1.25K
$61.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.9K+ 9.91% |
$1.11M - $1.22M
|
243K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
51KNew |
$2.58M - $2.83M
|
51K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-97- 0.13% |
$4.9K - $5.39K
|
74K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.06K- 45.44% |
$256K - $281K
|
6.07K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-364- 1.17% |
$18.4K - $20.2K
|
30.8K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.25K- 4.82% |
$164K - $180K
|
64.1K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
238New |
$12K - $13.2K
|
238
$11.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.52K+ 1.7% |
$76.6K - $84.2K
|
90.6K
$4.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.31K- 28.48% |
$218K - $239K
|
10.8K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-128- 2.9% |
$6.47K - $7.11K
|
4.28K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-340- 1.14% |
$17.2K - $18.9K
|
29.6K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 1.33% |
$727K - $799K
|
1.09M
$53.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19+ 0.2% |
$960 - $1.06K
|
9.53K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.54K- 1.7% |
$77.9K - $85.7K
|
89.1K
$4.39M
|