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, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.2K- 12.09% |
$1.15M - $1.23M
|
183K
$9.57M
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-695- 2.61% |
$31.7K - $33.9K
|
25.9K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-141- 2.92% |
$6.43K - $6.88K
|
4.69K
$245K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.43K+ 58.42% |
$202K - $216K
|
12K
$627K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.22K+ 1.92% |
$421K - $450K
|
489K
$25.5M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.66MNew |
$75.7M - $81M
|
1.66M
$86.8M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.8K- 12.86% |
$128K - $137K
|
19K
$991K
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
997+ 1.08% |
$45.5K - $48.6K
|
93.3K
$4.88M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
20+ 0.21% |
$912 - $976
|
9.41K
$492K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.55K- 3.48% |
$253K - $271K
|
154K
$8.04M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.49K+ 16.94% |
$114K - $121K
|
17.2K
$898K
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 1.54% |
$22.8K - $24.4K
|
31.9K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-42- 0.64% |
$1.92K - $2.05K
|
6.53K
$341K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.37K+ 53.16% |
$199K - $213K
|
12.6K
$658K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
304+ 0.44% |
$13.9K - $14.8K
|
68.7K
$3.59M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-617- 4.65% |
$28.1K - $30.1K
|
12.7K
$661K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-39.1K- 48.77% |
$1.78M - $1.91M
|
41.1K
$2.15M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.22KNew |
$329K - $352K
|
7.22K
$377K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-227- 1.21% |
$10.4K - $11.1K
|
18.5K
$965K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-11.1K- 3.12% |
$505K - $540K
|
344K
$18M
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
32+ 0.6% |
$1.46K - $1.56K
|
5.34K
$279K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.03K+ 322.26% |
$184K - $196K
|
5.27K
$276K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-120- 0.32% |
$5.47K - $5.85K
|
36.9K
$1.93M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
808+ 5.83% |
$36.8K - $39.4K
|
14.7K
$766K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3K+ 4.35% |
$560K - $599K
|
295K
$15.4M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
14.3K+ 6.5% |
$654K - $699K
|
235K
$12.3M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-152- 0.16% |
$6.93K - $7.41K
|
95.1K
$4.97M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07K- 0.31% |
$48.7K - $52.1K
|
345K
$18M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
259+ 32.17% |
$11.8K - $12.6K
|
1.06K
$55.6K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3+ 0.03% |
$137 - $146
|
8.83K
$462K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-122- 0.4% |
$5.56K - $5.95K
|
30.3K
$1.58M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.1% |
$137 - $146
|
2.9K
$151K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
875+ 1.68% |
$39.9K - $42.7K
|
53K
$2.77M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
53+ 1.17% |
$2.42K - $2.59K
|
4.57K
$239K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-225K- 50.5% |
$10.3M - $11M
|
220K
$11.5M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.51K+ 1.28% |
$388K - $415K
|
676K
$35.3M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.44K+ 2.79% |
$339K - $363K
|
274K
$14.3M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-97Closed |
$4.42K - $4.73K
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.55K- 12.83% |
$70.7K - $75.6K
|
10.5K
$550K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 26.67% |
$1.09K - $1.17K
|
114
$5.96K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.44% |
$866 - $927
|
4.34K
$227K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-131- 0.62% |
$5.97K - $6.39K
|
21.1K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
783+ 12.11% |
$35.7K - $38.2K
|
7.25K
$379K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-449- 2.26% |
$20.5K - $21.9K
|
19.4K
$1.01M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-507- 4.62% |
$23.1K - $24.7K
|
10.5K
$547K
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-466- 4.65% |
$21.2K - $22.7K
|
9.55K
$499K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2K- 2.77% |
$91.3K - $97.7K
|
70.2K
$3.67M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-99- 1.99% |
$4.51K - $4.83K
|
4.88K
$255K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 357.09% |
$48.2K - $51.6K
|
1.35K
$70.7K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.44K- 8.72% |
$339K - $363K
|
78K
$4.07M
|