Latest Institutional Purchases of Wisdomtree Tr U.S. Midcap Divi (DON)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Midcap Divi (DON) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
528K+ 28.07% |
$24.4M - $27M
|
2.41M
$124M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
199KNew |
$9.2M - $10.2M
|
199K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
149KNew |
$6.87M - $7.61M
|
149K
$7.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
118K+ 60.56% |
$5.44M - $6.02M
|
312K
$16.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
91.9KNew |
$4.24M - $4.7M
|
91.9K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.9K+ 5.29% |
$3.36M - $3.73M
|
1.45M
$74.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
60.4KNew |
$2.79M - $3.09M
|
60.4K
$3.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59.3K+ 71.42% |
$2.74M - $3.03M
|
142K
$7.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
56.2KNew |
$2.59M - $2.87M
|
56.2K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
48KNew |
$2.22M - $2.46M
|
48K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
35.6K+ 421.31% |
$1.65M - $1.82M
|
44.1K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
32.8K+ 32.45% |
$1.51M - $1.68M
|
134K
$6.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
32.6K+ 119.03% |
$1.51M - $1.67M
|
60K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.6K+ 242.33% |
$1.14M - $1.26M
|
34.8K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.4K+ 20.81% |
$1.13M - $1.25M
|
142K
$7.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
20.7K+ 4.6% |
$957K - $1.06M
|
472K
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.5K+ 202.22% |
$947K - $1.05M
|
30.6K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 2.34% |
$795K - $881K
|
754K
$38.9M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
16KNew |
$740K - $819K
|
16K
$825K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.5K+ 2.16% |
$715K - $792K
|
732K
$37.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.6K+ 21.46% |
$673K - $745K
|
82.5K
$4.25M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.9K+ 12.6% |
$642K - $711K
|
124K
$6.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.8K+ 15.21% |
$639K - $708K
|
105K
$5.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.7K+ 3.22% |
$588K - $651K
|
408K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
12.5KNew |
$578K - $640K
|
12.5K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.1K+ 128.13% |
$512K - $567K
|
19.8K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.8K+ 3.67% |
$499K - $553K
|
306K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
10.6KNew |
$490K - $543K
|
10.6K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.1K+ 53.43% |
$468K - $519K
|
29.1K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.94K+ 0.93% |
$459K - $508K
|
1.08M
$55.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
9.88K+ 4.0% |
$456K - $505K
|
257K
$13.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.78K+ 2.64% |
$405K - $449K
|
341K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.11K+ 42.74% |
$374K - $415K
|
27.1K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.1K+ 10.5% |
$374K - $414K
|
85.2K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.82KNew |
$361K - $400K
|
7.82K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.5K+ 10.61% |
$346K - $383K
|
78.2K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6.93KNew |
$320K - $355K
|
6.93K
$357K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.56K+ 2.03% |
$303K - $335K
|
330K
$17M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.18KNew |
$285K - $316K
|
6.18K
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.81K+ 22.88% |
$268K - $297K
|
31.2K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.69K+ 2.17% |
$263K - $291K
|
269K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.25K+ 19.98% |
$242K - $268K
|
31.5K
$1.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.25KNew |
$242K - $268K
|
5.25K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.12KNew |
$236K - $262K
|
5.12K
$264K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.86K+ 9.62% |
$224K - $248K
|
55.3K
$2.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.78KNew |
$221K - $245K
|
4.78K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.74K+ 72.55% |
$219K - $242K
|
11.3K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.25K+ 3.4% |
$196K - $217K
|
129K
$6.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.25KNew |
$196K - $217K
|
4.25K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.23KNew |
$195K - $216K
|
4.23K
$218K
|