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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.56K+ 2.03% |
$303K - $335K
|
330K
$18.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
51+ 6.44% |
$2.35K - $2.61K
|
843
$46.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
458+ 5.83% |
$21.1K - $23.4K
|
8.31K
$458K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.09K- 1.65% |
$142K - $158K
|
183K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37New |
$1.71K - $1.89K
|
37
$2.04K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
50New |
$2.31K - $2.56K
|
50
$2.75K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14.9K- 0.8% |
$689K - $763K
|
1.86M
$102M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-60.7K- 51.56% |
$2.8M - $3.1M
|
57K
$3.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
32+ 0.39% |
$1.48K - $1.64K
|
8.22K
$453K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-4.45K- 4.68% |
$205K - $227K
|
90.6K
$4.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.54% |
$46.2 - $51.1
|
185
$10.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.81K+ 22.88% |
$268K - $297K
|
31.2K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.7K+ 3.22% |
$588K - $651K
|
408K
$22.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-821- 0.74% |
$37.9K - $42K
|
110K
$6.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
199KNew |
$9.2M - $10.2M
|
199K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-150- 3.29% |
$6.93K - $7.67K
|
4.41K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15+ 0.07% |
$693 - $767
|
21.9K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
890+ 1.22% |
$41.1K - $45.5K
|
74.1K
$4.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
177+ 1.03% |
$8.17K - $9.05K
|
17.3K
$953K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
180New |
$8.31K - $9.2K
|
180
$9.91K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.97K- 11.5% |
$414K - $458K
|
69K
$3.8M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-184- 0.85% |
$8.5K - $9.41K
|
21.4K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
140+ 1.42% |
$6.46K - $7.16K
|
10K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
307+ 1.49% |
$14.2K - $15.7K
|
20.9K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
481+ 3.23% |
$22.2K - $24.6K
|
15.4K
$847K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
415+ 1.66% |
$19.2K - $21.2K
|
25.4K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-638- 1.24% |
$29.5K - $32.6K
|
50.8K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
369+ 0.79% |
$17K - $18.9K
|
47.3K
$2.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.72KNew |
$126K - $139K
|
2.72K
$150K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-98- 85.96% |
$4.52K - $5.01K
|
16
$881
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
4.2KNew |
$194K - $215K
|
4.2K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.6K+ 21.46% |
$673K - $745K
|
82.5K
$4.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43+ 0.6% |
$1.99K - $2.2K
|
7.16K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
20.7K+ 4.6% |
$957K - $1.06M
|
472K
$26M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 0.27% |
$2.26K - $2.51K
|
18.4K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-946- 5.5% |
$43.7K - $48.4K
|
16.3K
$895K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.07% |
$462 - $511
|
13.9K
$764K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.68% |
$139 - $153
|
443
$24.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.2K- 1.48% |
$55.2K - $61.1K
|
79.5K
$4.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-473- 47.35% |
$21.8K - $24.2K
|
526
$29K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-42.5K- 84.02% |
$1.96M - $2.17M
|
8.08K
$445K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.9K+ 12.6% |
$642K - $711K
|
124K
$6.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
527+ 10.99% |
$24.3K - $26.9K
|
5.32K
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
164New |
$7.57K - $8.39K
|
164
$9.03K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 2.35% |
$99.1K - $110K
|
89.2K
$4.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
330+ 0.36% |
$15.2K - $16.9K
|
92.7K
$5.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-3.22K- 8.16% |
$149K - $165K
|
36.2K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-20.6K- 21.91% |
$950K - $1.05M
|
73.3K
$4.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.7% |
$46.2 - $51.1
|
143
$7.87K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 2.63% |
$79.7K - $88.3K
|
63.8K
$3.51M
|