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 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1K- 15.81% |
$45.6K - $48.8K
|
5.33K
$278K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
380+ 1.79% |
$17.3K - $18.5K
|
21.6K
$1.13M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
235New |
$10.7K - $11.5K
|
235
$12.3K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.42K+ 1.96% |
$64.8K - $69.3K
|
73.9K
$3.86M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.41K+ 7.22% |
$155K - $166K
|
50.6K
$2.64M
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-924- 3.07% |
$42.1K - $45.1K
|
29.2K
$1.53M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-45.6K- 32.71% |
$2.08M - $2.23M
|
93.9K
$4.91M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
140+ 1.4% |
$6.38K - $6.83K
|
10.1K
$530K
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-42- 0.81% |
$1.92K - $2.05K
|
5.15K
$269K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-193- 0.37% |
$8.8K - $9.41K
|
51.4K
$2.69M
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.19% |
$50.3K - $53.9K
|
91.3K
$4.77M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 0.44% |
$1.19K - $1.27K
|
5.97K
$312K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-470- 2.04% |
$21.4K - $22.9K
|
22.6K
$1.18M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.4K+ 6.83% |
$63.9K - $68.4K
|
21.9K
$1.15M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.7K+ 6.68% |
$260K - $278K
|
91.1K
$4.76M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
12.6KNew |
$576K - $616K
|
12.6K
$660K
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.31K+ 12.27% |
$197K - $210K
|
39.5K
$2.06M
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.06K- 3.03% |
$94K - $101K
|
66K
$3.45M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
186+ 0.71% |
$8.48K - $9.07K
|
26.3K
$1.37M
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 16.23% |
$77.2K - $82.6K
|
12.1K
$634K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-5.49K- 4.12% |
$250K - $268K
|
128K
$6.67M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.33K- 0.88% |
$198K - $211K
|
489K
$25.5M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.8K+ 21.78% |
$2M - $2.14M
|
245K
$12.8M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-243- 63.12% |
$11.1K - $11.9K
|
142
$7.42K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
261New |
$11.9K - $12.7K
|
261
$13.6K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
284+ 394.44% |
$13K - $13.9K
|
356
$18.6K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 1.07% |
$53.1K - $56.8K
|
108K
$5.63M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$45.6 - $48.8
|
4.71K
$246K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 7.61% |
$53.6K - $57.4K
|
16.6K
$869K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 1.08% |
$91.2 - $97.6
|
188
$9.82K
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-170- 0.79% |
$7.75K - $8.29K
|
21.3K
$1.11M
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3New |
$137 - $146
|
3
$157
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-996- 10.8% |
$45.4K - $48.6K
|
8.23K
$430K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-893- 61.25% |
$40.7K - $43.6K
|
565
$29.5K
|
|
Q1 2024 | |||||||
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.78K- 4.07% |
$78.5K - $86.6K
|
41.8K
$2.19M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-25- 0.31% |
$1.11K - $1.22K
|
8.07K
$421K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100+ 2.02% |
$4.42K - $4.88K
|
5.06K
$264K
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-989- 1.07% |
$43.7K - $48.2K
|
91.4K
$4.78M
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.44K+ 30.89% |
$196K - $216K
|
18.8K
$982K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.53K+ 58.43% |
$200K - $221K
|
12.3K
$642K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1KNew |
$44.2K - $48.8K
|
1K
$52.3K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.03K- 54.78% |
$45.6K - $50.3K
|
851
$44.5K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$199K - $220K
|
4.5K
$235K
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.23KNew |
$187K - $206K
|
4.23K
$221K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
78New |
$3.45K - $3.8K
|
78
$4.08K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
232New |
$10.3K - $11.3K
|
232
$12.1K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.82% |
$88.4 - $97.5
|
246
$12.9K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.44K- 6.15% |
$108K - $119K
|
37.1K
$1.94M
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.14KNew |
$183K - $202K
|
4.14K
$216K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
101New |
$4.47K - $4.93K
|
101
$5.28K
|