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 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.01K+ 8.05% |
$92.9K - $103K
|
27K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.9K- 2.6% |
$1.94M - $2.14M
|
1.57M
$86.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.35K+ 1.62% |
$108K - $120K
|
148K
$8.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
194+ 1.05% |
$8.96K - $9.92K
|
18.7K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.25KNew |
$242K - $268K
|
5.25K
$290K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-325- 0.57% |
$15K - $16.6K
|
56.5K
$3.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4.12KNew |
$190K - $211K
|
4.12K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-582- 3.23% |
$26.9K - $29.8K
|
17.5K
$965K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.56K- 3.11% |
$72K - $79.8K
|
48.6K
$2.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.18KNew |
$193K - $214K
|
4.18K
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$92.3 - $102
|
5.07K
$280K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-226- 0.25% |
$10.4K - $11.6K
|
88.7K
$4.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
32.6K+ 119.03% |
$1.51M - $1.67M
|
60K
$3.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.36K+ 4.71% |
$62.6K - $69.3K
|
30.2K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-91- 1.01% |
$4.2K - $4.65K
|
8.9K
$492K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
55+ 0.77% |
$2.54K - $2.81K
|
7.23K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-432- 7.98% |
$19.9K - $22.1K
|
4.98K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.1K+ 10.5% |
$374K - $414K
|
85.2K
$4.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-108- 0.73% |
$4.99K - $5.52K
|
14.6K
$808K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
22New |
$1.02K - $1.12K
|
22
$1.22K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
740New |
$34.2K - $37.8K
|
740
$40.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.54% |
$185 - $205
|
741
$40.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-925- 3.71% |
$42.7K - $47.3K
|
24K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-88- 0.22% |
$4.06K - $4.5K
|
39.8K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.78K+ 2.64% |
$405K - $449K
|
341K
$18.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
9.88K+ 4.0% |
$456K - $505K
|
257K
$14.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.57% |
$2.4K - $2.66K
|
9.13K
$505K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.4K+ 20.81% |
$1.13M - $1.25M
|
142K
$7.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 1.14% |
$3.69K - $4.09K
|
7.08K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.8K- 36.99% |
$821K - $909K
|
30.3K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 0.1% |
$693 - $767
|
15.6K
$861K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.05K+ 11.07% |
$141K - $156K
|
30.6K
$1.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 2.37% |
$110K - $121K
|
98K
$5.41M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.64K- 2.99% |
$307K - $340K
|
215K
$11.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.18KNew |
$285K - $316K
|
6.18K
$342K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-105- 0.9% |
$4.85K - $5.37K
|
11.6K
$641K
|
|
| Q2 2024 | |||||||
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-2.2K- 7.58% |
$100K - $107K
|
26.8K
$1.48M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.43K- 14.84% |
$111K - $118K
|
13.9K
$770K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
35+ 0.78% |
$1.6K - $1.71K
|
4.55K
$251K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-306- 2.79% |
$14K - $14.9K
|
10.7K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-300- 2.46% |
$13.7K - $14.6K
|
11.9K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.54KNew |
$207K - $222K
|
4.54K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 6.45% |
$2.28K - $2.44K
|
725
$40.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.4K+ 69.34% |
$383K - $410K
|
20.5K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 18.41% |
$99.2K - $106K
|
14K
$773K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.9K+ 150.67% |
$3.41M - $3.65M
|
125K
$6.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-266- 2.62% |
$12.1K - $13K
|
9.88K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.3K+ 724.07% |
$1.79M - $1.92M
|
44.8K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-42- 0.57% |
$1.92K - $2.05K
|
7.26K
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-617- 4.65% |
$28.1K - $30.1K
|
12.7K
$699K
|
|