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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-223- 3.73% |
$10.7K - $11.8K
|
5.75K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-550- 1.42% |
$26.4K - $29.2K
|
38.3K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.25K- 23.88% |
$156K - $173K
|
10.4K
$530K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 1.3% |
$524K - $579K
|
850K
$43.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
360+ 7.72% |
$17.3K - $19.1K
|
5.02K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.83% |
$48 - $53
|
122
$6.23K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.3K- 3.33% |
$110K - $122K
|
66.6K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
11.6KNew |
$556K - $614K
|
11.6K
$592K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219+ 0.56% |
$10.5K - $11.6K
|
39.6K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-270- 33.25% |
$13K - $14.3K
|
542
$27.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.56K+ 6.17% |
$75K - $82.8K
|
26.9K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26- 0.15% |
$1.25K - $1.38K
|
17.1K
$872K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6KNew |
$559K - $617K
|
11.6K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11+ 0.03% |
$528 - $583
|
39.7K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.04K+ 5.88% |
$97.9K - $108K
|
36.7K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
29+ 0.35% |
$1.39K - $1.54K
|
8.29K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.56K- 5.87% |
$363K - $401K
|
121K
$6.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.82K+ 24.58% |
$376K - $415K
|
39.6K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.73K+ 6.39% |
$227K - $251K
|
78.8K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-20- 0.12% |
$960 - $1.06K
|
16.8K
$860K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.73KNew |
$275K - $304K
|
5.73K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.31K- 39.91% |
$159K - $176K
|
4.99K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
435+ 2.07% |
$20.9K - $23.1K
|
21.4K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.39K+ 5.46% |
$66.7K - $73.7K
|
26.8K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$144 - $159
|
6.03K
$308K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.3K+ 295.25% |
$110K - $122K
|
3.08K
$157K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-246- 4.7% |
$11.8K - $13K
|
4.99K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
108+ 3.13% |
$5.19K - $5.73K
|
3.55K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
28+ 0.1% |
$1.34K - $1.48K
|
27K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 1.3% |
$3.17K - $3.5K
|
5.15K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
139+ 2.29% |
$6.67K - $7.37K
|
6.21K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.42K+ 5.77% |
$212K - $234K
|
81K
$4.14M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-24K- 52.6% |
$1.15M - $1.27M
|
21.6K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.63K+ 24.05% |
$126K - $139K
|
13.5K
$692K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
309+ 5.8% |
$14.8K - $16.4K
|
5.64K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.6K- 3.63% |
$3.63M - $4.01M
|
2.01M
$102M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
351+ 3.3% |
$16.9K - $18.6K
|
11K
$561K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-995- 2.19% |
$47.8K - $52.8K
|
44.5K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.41K- 16.68% |
$164K - $181K
|
17K
$871K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 1.95% |
$60.6K - $66.9K
|
66K
$3.37M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
10.4K+ 149.15% |
$497K - $549K
|
17.3K
$884K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20.2K+ 9.07% |
$972K - $1.07M
|
243K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.41K- 14.15% |
$164K - $181K
|
20.7K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.19% |
$2.4K - $2.65K
|
26.3K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
22+ 0.54% |
$1.06K - $1.17K
|
4.09K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.18K+ 14.18% |
$200K - $221K
|
33.6K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7K+ 3.43% |
$850K - $939K
|
534K
$27.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.53K+ 5.97% |
$266K - $293K
|
98.2K
$5.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.8K- 33.23% |
$1.67M - $1.85M
|
69.9K
$3.57M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-926- 0.72% |
$44.5K - $49.1K
|
128K
$6.53M
|