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 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.7% |
$46.2 - $51.1
|
143
$7.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
175+ 0.77% |
$8.08K - $8.95K
|
22.9K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4.04KNew |
$187K - $207K
|
4.04K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 0.21% |
$47.5K - $52.6K
|
490K
$27.1M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
32.8K+ 32.45% |
$1.51M - $1.68M
|
134K
$7.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.3K- 11.54% |
$938K - $1.04M
|
156K
$8.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 2.63% |
$79.7K - $88.3K
|
63.8K
$3.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
149KNew |
$6.87M - $7.61M
|
149K
$8.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59.3K+ 71.42% |
$2.74M - $3.03M
|
142K
$7.87M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.82K- 8.53% |
$84K - $93K
|
19.5K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
298+ 9.49% |
$13.8K - $15.2K
|
3.44K
$190K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.19K+ 11.39% |
$101K - $112K
|
21.4K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.76K+ 5.05% |
$81K - $89.7K
|
36.5K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.5K- 8.09% |
$69.3K - $76.7K
|
17.1K
$942K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.26K- 3.05% |
$58.1K - $64.4K
|
40K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
676+ 430.57% |
$31.2K - $34.6K
|
833
$46K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.39K- 66.98% |
$110K - $122K
|
1.18K
$65K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.6K- 1.62% |
$443K - $491K
|
583K
$32.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-422- 1.83% |
$19.5K - $21.6K
|
22.7K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-101- 0.78% |
$4.66K - $5.16K
|
12.8K
$706K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
29+ 0.33% |
$1.34K - $1.48K
|
8.69K
$480K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6+ 0.1% |
$277 - $307
|
6.04K
$334K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.8K+ 15.21% |
$639K - $708K
|
105K
$5.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
458+ 186.18% |
$21.1K - $23.4K
|
704
$38.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.05K+ 0.7% |
$141K - $156K
|
440K
$24.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 1.34% |
$66.5K - $73.7K
|
106K
$5.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.15K+ 12.39% |
$146K - $161K
|
28.6K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.78K- 3.25% |
$313K - $347K
|
202K
$11.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.32K- 17.04% |
$61.1K - $67.6K
|
6.44K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
198+ 0.6% |
$9.14K - $10.1K
|
33.4K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.22K- 40.23% |
$195K - $216K
|
6.26K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-453- 0.34% |
$20.9K - $23.2K
|
132K
$7.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-54- 0.25% |
$2.49K - $2.76K
|
21.7K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.93K+ 12.86% |
$89.2K - $98.8K
|
17K
$937K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.7K- 17.17% |
$495K - $549K
|
51.8K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
16KNew |
$740K - $819K
|
16K
$885K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
455+ 0.49% |
$21K - $23.3K
|
92.6K
$5.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.1% |
$231 - $256
|
5.03K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-485- 4.6% |
$22.4K - $24.8K
|
10.1K
$555K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
71+ 1.19% |
$3.28K - $3.63K
|
6.05K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.7K- 30.17% |
$171K - $189K
|
8.57K
$474K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-99- 0.45% |
$4.57K - $5.06K
|
21.8K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-690- 4.36% |
$31.9K - $35.3K
|
15.1K
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
BUY
|
- |
280+ 2.68% |
$12.9K - $14.3K
|
10.7K
$593K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
166+ 0.52% |
$7.66K - $8.49K
|
32.1K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-6.96K- 10.93% |
$321K - $356K
|
56.7K
$3.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
8+ 0.55% |
$369 - $409
|
1.45K
$80.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.64K- 18.44% |
$122K - $135K
|
11.7K
$645K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-11.9K- 12.76% |
$550K - $609K
|
81.4K
$4.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-4.08K- 13.96% |
$188K - $209K
|
25.1K
$1.39M
|