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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-97Closed |
$4.42K - $4.73K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.79K- 61.3% |
$81.4K - $87.1K
|
1.13K
$62K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
575New |
$26.2K - $28K
|
575
$31.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$319 - $341
|
7
$385
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34+ 0.42% |
$1.55K - $1.66K
|
8.11K
$447K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
856New |
$39K - $41.8K
|
856
$47.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.9K+ 2.52% |
$315K - $336K
|
280K
$15.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.31K+ 5.79% |
$151K - $162K
|
60.5K
$3.33M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
566New |
$25.8K - $27.6K
|
566
$31.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-623- 6.82% |
$28.4K - $30.4K
|
8.51K
$468K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
85New |
$3.88K - $4.15K
|
85
$4.68K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-320- 6.36% |
$14.6K - $15.6K
|
4.71K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-395- 61.24% |
$18K - $19.3K
|
250
$13.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.11K- 13.49% |
$50.6K - $54.1K
|
7.11K
$391K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.5K- 6.46% |
$68.4K - $73.2K
|
21.7K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-196- 1.79% |
$8.94K - $9.56K
|
10.8K
$593K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
533+ 0.23% |
$24.3K - $26K
|
237K
$13M
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1K- 15.81% |
$45.6K - $48.8K
|
5.33K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
284+ 1.01% |
$13K - $13.9K
|
28.5K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
235New |
$10.7K - $11.5K
|
235
$12.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-42- 0.81% |
$1.92K - $2.05K
|
5.15K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-470- 2.04% |
$21.4K - $22.9K
|
22.6K
$1.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
12.6KNew |
$576K - $616K
|
12.6K
$695K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
261New |
$11.9K - $12.7K
|
261
$14.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
284+ 394.44% |
$13K - $13.9K
|
356
$19.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 16.23% |
$77.2K - $82.6K
|
12.1K
$668K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 1.08% |
$91.2 - $97.6
|
188
$10.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$45.6 - $48.8
|
4.71K
$259K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 7.61% |
$53.6K - $57.4K
|
16.6K
$915K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3New |
$137 - $146
|
3
$165
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-996- 10.8% |
$45.4K - $48.6K
|
8.23K
$453K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-893- 61.25% |
$40.7K - $43.6K
|
565
$31.1K
|
|
| Q1 2024 | |||||||
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.44K+ 30.89% |
$196K - $216K
|
18.8K
$1.03M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1KNew |
$44.2K - $48.8K
|
1K
$55K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$199K - $220K
|
4.5K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.03K- 54.78% |
$45.6K - $50.3K
|
851
$46.8K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
78New |
$3.45K - $3.8K
|
78
$4.29K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
232New |
$10.3K - $11.3K
|
232
$12.8K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.44K- 6.15% |
$108K - $119K
|
37.1K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.14KNew |
$183K - $202K
|
4.14K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
101New |
$4.47K - $4.93K
|
101
$5.56K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.26KNew |
$188K - $208K
|
4.26K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.15% |
$442 - $488
|
6.54K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
414New |
$18.3K - $20.2K
|
414
$22.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-64.3K- 13.29% |
$2.84M - $3.13M
|
420K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.4K+ 324.59% |
$2.67M - $2.95M
|
79K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.39KNew |
$61.2K - $67.5K
|
1.39K
$76.2K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3.14KNew |
$139K - $153K
|
3.14K
$173K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 2.0% |
$2.21K - $2.44K
|
2.45K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19.5KNew |
$862K - $951K
|
19.5K
$1.07M
|
|