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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
2.61K+ 0.58% |
$119K - $127K
|
451K
$23.6M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-114- 0.44% |
$5.2K - $5.56K
|
26K
$1.36M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-140- 0.34% |
$6.38K - $6.83K
|
41.2K
$2.15M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 0.26% |
$4.15K - $4.44K
|
34.7K
$1.81M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
17+ 0.08% |
$775 - $829
|
21.9K
$1.15M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-100- 0.11% |
$4.56K - $4.88K
|
92.1K
$4.81M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.31K+ 1.12% |
$59.8K - $64K
|
119K
$6.21M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.31K+ 5.79% |
$151K - $162K
|
60.5K
$3.16M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.38K- 1.8% |
$63.1K - $67.5K
|
75.4K
$3.94M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-623- 6.82% |
$28.4K - $30.4K
|
8.51K
$445K
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 2.01% |
$61.4K - $65.7K
|
65.5K
$3.42M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
566New |
$25.8K - $27.6K
|
566
$29.6K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-184- 2.2% |
$8.39K - $8.98K
|
8.19K
$428K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-582- 0.72% |
$26.5K - $28.4K
|
80.6K
$4.21M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.8KNew |
$219K - $234K
|
4.8K
$251K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-570- 2.19% |
$26K - $27.8K
|
25.5K
$1.33M
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-320- 6.36% |
$14.6K - $15.6K
|
4.71K
$246K
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.1K- 4.55% |
$50.2K - $53.7K
|
23.1K
$1.21M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-472- 0.36% |
$21.5K - $23K
|
132K
$6.9M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
85New |
$3.88K - $4.15K
|
85
$4.44K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.11K- 13.49% |
$50.6K - $54.1K
|
7.11K
$372K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-395- 61.24% |
$18K - $19.3K
|
250
$13.1K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.5K- 6.46% |
$68.4K - $73.2K
|
21.7K
$1.14M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
66+ 0.86% |
$3.01K - $3.22K
|
7.77K
$406K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.8K- 22.97% |
$1.13M - $1.21M
|
83.1K
$4.34M
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-30- 0.31% |
$1.37K - $1.46K
|
9.73K
$508K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.48K- 9.03% |
$113K - $121K
|
25K
$1.31M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-9.61K- 2.15% |
$438K - $469K
|
437K
$22.8M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-802- 3.75% |
$36.6K - $39.1K
|
20.6K
$1.08M
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
39+ 0.78% |
$1.78K - $1.9K
|
5.02K
$262K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 8.74% |
$56.3K - $60.2K
|
12.9K
$673K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.18K- 6.88% |
$53.9K - $57.7K
|
16K
$837K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-58.7K- 48.45% |
$2.68M - $2.86M
|
62.5K
$3.26M
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-63- 0.29% |
$2.87K - $3.07K
|
21.8K
$1.14M
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-868- 1.33% |
$39.6K - $42.3K
|
64.4K
$3.37M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 5.78% |
$493K - $527K
|
176K
$9.2M
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-196- 1.79% |
$8.94K - $9.56K
|
10.8K
$563K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-290- 3.03% |
$13.2K - $14.1K
|
9.27K
$484K
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
32+ 0.37% |
$1.46K - $1.56K
|
8.66K
$452K
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.24K+ 5.09% |
$102K - $109K
|
46.3K
$2.42M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-141- 0.42% |
$6.43K - $6.88K
|
33.2K
$1.74M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-21.1K- 15.2% |
$962K - $1.03M
|
118K
$6.15M
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-2.35K- 2.27% |
$107K - $114K
|
101K
$5.28M
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4.21KClosed |
$192K - $205K
|
0
$0
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
533+ 0.23% |
$24.3K - $26K
|
237K
$12.4M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
230+ 3.09% |
$10.5K - $11.2K
|
7.68K
$401K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
284+ 1.01% |
$13K - $13.9K
|
28.5K
$1.49M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$91.2 - $97.6
|
3.59K
$187K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10KNew |
$458K - $490K
|
10K
$525K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-50- 0.35% |
$2.28K - $2.44K
|
14.3K
$748K
|