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 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.29K- 2.57% |
$291K - $322K
|
239K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.33K+ 12.78% |
$61.6K - $68.2K
|
11.8K
$650K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.5K- 32.69% |
$2.65M - $2.94M
|
118K
$6.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-715- 1.08% |
$33K - $36.6K
|
65.2K
$3.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-282- 2.13% |
$13K - $14.4K
|
13K
$717K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
274+ 0.43% |
$12.7K - $14K
|
64.7K
$3.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-714- 19.91% |
$33K - $36.5K
|
2.87K
$159K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-20- 0.44% |
$923 - $1.02K
|
4.55K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.25KNew |
$196K - $217K
|
4.25K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.19K- 5.65% |
$54.9K - $60.8K
|
19.8K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$693 - $767
|
17.4K
$960K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
352+ 5.42% |
$16.3K - $18K
|
6.85K
$378K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
48KNew |
$2.22M - $2.46M
|
48K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-217- 2.5% |
$10K - $11.1K
|
8.47K
$468K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.31K- 29.99% |
$199K - $220K
|
10.1K
$556K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
85+ 0.5% |
$3.92K - $4.35K
|
16.9K
$936K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.48K+ 6.19% |
$114K - $127K
|
42.5K
$2.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.8K- 73.16% |
$684K - $757K
|
5.43K
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
716+ 13.35% |
$33.1K - $36.6K
|
6.08K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-30- 0.3% |
$1.39K - $1.53K
|
9.85K
$544K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.6K- 6.45% |
$2.56M - $2.84M
|
806K
$44.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 2.39% |
$484K - $536K
|
428K
$23.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.5K+ 2.16% |
$715K - $792K
|
732K
$40.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-7.01K- 18.57% |
$324K - $359K
|
30.7K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-506- 1.06% |
$23.4K - $25.9K
|
47.3K
$2.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-487- 0.36% |
$22.5K - $24.9K
|
134K
$7.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.6K- 32.73% |
$674K - $747K
|
30K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 81.09% |
$84.2K - $93.2K
|
425
$23.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.78KNew |
$221K - $245K
|
4.78K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.69K+ 2.17% |
$263K - $291K
|
269K
$14.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
627+ 1.56% |
$28.9K - $32.1K
|
40.9K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-82- 0.39% |
$3.79K - $4.19K
|
21.1K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
112+ 0.37% |
$5.17K - $5.73K
|
30.8K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
393+ 1.81% |
$18.1K - $20.1K
|
22.1K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$185 - $205
|
30.8K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 2.22% |
$1.02K - $1.12K
|
970
$53.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.34K+ 2.51% |
$154K - $171K
|
136K
$7.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-596- 2.56% |
$27.5K - $30.5K
|
22.7K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-104- 0.35% |
$4.8K - $5.32K
|
29.6K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-830- 1.76% |
$38.3K - $42.4K
|
46.4K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.42K- 26.32% |
$65.4K - $72.4K
|
3.96K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53.4K- 71.43% |
$2.46M - $2.73M
|
21.3K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.2K- 54.06% |
$565K - $626K
|
10.4K
$574K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.26% |
$416 - $460
|
3.53K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-688- 2.98% |
$31.8K - $35.2K
|
22.4K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-395- 2.4% |
$18.2K - $20.2K
|
16K
$886K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.1K+ 53.43% |
$468K - $519K
|
29.1K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
247+ 4.87% |
$11.4K - $12.6K
|
5.32K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
289New |
$13.3K - $14.8K
|
289
$16K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
634+ 22.7% |
$29.3K - $32.4K
|
3.43K
$189K
|