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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.18KNew |
$193K - $214K
|
4.18K
$230K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4.12KNew |
$190K - $211K
|
4.12K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
4.07KNew |
$188K - $208K
|
4.07K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4.04KNew |
$187K - $207K
|
4.04K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.04KNew |
$186K - $206K
|
4.04K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
4KNew |
$185K - $204K
|
4K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.65K+ 6.88% |
$168K - $186K
|
56.7K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.34K+ 2.51% |
$154K - $171K
|
136K
$7.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.15K+ 12.39% |
$146K - $161K
|
28.6K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.05K+ 15.75% |
$141K - $156K
|
22.4K
$1.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.05K+ 11.07% |
$141K - $156K
|
30.6K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.05K+ 0.7% |
$141K - $156K
|
440K
$24.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.72KNew |
$126K - $139K
|
2.72K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.72K+ 27.05% |
$125K - $139K
|
12.8K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.71K+ 3.14% |
$125K - $139K
|
89.1K
$4.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.48K+ 6.19% |
$114K - $127K
|
42.5K
$2.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.35K+ 1.62% |
$108K - $120K
|
148K
$8.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.19K+ 11.39% |
$101K - $112K
|
21.4K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.14K+ 23.2% |
$99K - $110K
|
11.4K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.13K+ 2.57% |
$98.4K - $109K
|
85.1K
$4.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.01K+ 8.05% |
$92.9K - $103K
|
27K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.93K+ 55.34% |
$89.3K - $98.9K
|
5.43K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.93K+ 12.86% |
$89.2K - $98.8K
|
17K
$933K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.85K+ 2.74% |
$85.6K - $94.7K
|
69.4K
$3.82M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
1.82K+ 7.71% |
$83.8K - $92.8K
|
25.4K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.77K+ 0.6% |
$81.8K - $90.6K
|
298K
$16.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.76K+ 5.05% |
$81K - $89.7K
|
36.5K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.61K+ 0.76% |
$74.3K - $82.3K
|
213K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.37K+ 22.59% |
$63.1K - $69.8K
|
7.41K
$408K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.36K+ 4.71% |
$62.6K - $69.3K
|
30.2K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.33K+ 12.78% |
$61.6K - $68.2K
|
11.8K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.28K+ 4.45% |
$58.9K - $65.2K
|
29.9K
$1.65M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.21K+ 2.96% |
$56.1K - $62.1K
|
42.3K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.06K+ 3.65% |
$49.1K - $54.4K
|
30.2K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 0.21% |
$47.5K - $52.6K
|
490K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
900+ 0.41% |
$41.6K - $46K
|
221K
$12.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
890+ 1.22% |
$41.1K - $45.5K
|
74.1K
$4.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
740New |
$34.2K - $37.8K
|
740
$40.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
716+ 13.35% |
$33.1K - $36.6K
|
6.08K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
710+ 1.84% |
$32.8K - $36.3K
|
39.3K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
701+ 13.29% |
$32.4K - $35.8K
|
5.98K
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
676+ 430.57% |
$31.2K - $34.6K
|
833
$45.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
634+ 22.7% |
$29.3K - $32.4K
|
3.43K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
629+ 2.25% |
$29K - $32.2K
|
28.6K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
627+ 1.56% |
$28.9K - $32.1K
|
40.9K
$2.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
617+ 0.46% |
$28.5K - $31.5K
|
136K
$7.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
606+ 0.02% |
$28K - $31K
|
2.46M
$135M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
570+ 4.53% |
$26.3K - $29.1K
|
13.2K
$725K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
527+ 10.99% |
$24.3K - $26.9K
|
5.32K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
481+ 3.23% |
$22.2K - $24.6K
|
15.4K
$847K
|