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 |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.8K+ 21.78% |
$2M - $2.14M
|
245K
$12.8M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.3K+ 724.07% |
$1.79M - $1.92M
|
44.8K
$2.34M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
29.1KNew |
$1.33M - $1.42M
|
29.1K
$1.52M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
19.9K+ 22.07% |
$909K - $973K
|
110K
$5.76M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.4K+ 21.62% |
$700K - $749K
|
86.4K
$4.51M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
14.3K+ 6.5% |
$654K - $699K
|
235K
$12.3M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
12.6KNew |
$576K - $616K
|
12.6K
$660K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3K+ 4.35% |
$560K - $599K
|
295K
$15.4M
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
11.8K+ 100.85% |
$539K - $577K
|
23.5K
$1.23M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.4K+ 2.22% |
$520K - $557K
|
526K
$27.5M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 3.17% |
$496K - $530K
|
353K
$18.5M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10KNew |
$458K - $490K
|
10K
$525K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.22K+ 1.92% |
$421K - $450K
|
489K
$25.5M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.51K+ 1.28% |
$388K - $415K
|
676K
$35.3M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.4K+ 69.34% |
$383K - $410K
|
20.5K
$1.07M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.44K+ 2.79% |
$339K - $363K
|
274K
$14.3M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.22KNew |
$329K - $352K
|
7.22K
$377K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7K+ 5.94% |
$319K - $342K
|
125K
$6.53M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.9K+ 2.52% |
$315K - $336K
|
280K
$14.6M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.74K+ 3.3% |
$307K - $329K
|
211K
$11M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.17K+ 10.04% |
$281K - $301K
|
67.6K
$3.53M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.07K+ 14.85% |
$277K - $296K
|
47K
$2.45M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.7K+ 6.68% |
$260K - $278K
|
91.1K
$4.76M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.8KNew |
$219K - $234K
|
4.8K
$251K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.54KNew |
$207K - $222K
|
4.54K
$237K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.54KNew |
$207K - $221K
|
4.54K
$237K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.43K+ 58.42% |
$202K - $216K
|
12K
$627K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.37K+ 53.16% |
$199K - $213K
|
12.6K
$658K
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.31K+ 12.27% |
$197K - $210K
|
39.5K
$2.06M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.03K+ 322.26% |
$184K - $196K
|
5.27K
$276K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.86K+ 1.21% |
$176K - $188K
|
324K
$16.9M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.83K+ 172.83% |
$175K - $187K
|
6.05K
$316K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.77K+ 5.87% |
$172K - $184K
|
67.9K
$3.55M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.41K+ 7.22% |
$155K - $166K
|
50.6K
$2.64M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.31K+ 5.79% |
$151K - $162K
|
60.5K
$3.16M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.68K+ 2.02% |
$122K - $131K
|
135K
$7.06M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
2.61K+ 0.58% |
$119K - $127K
|
451K
$23.6M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.49K+ 16.94% |
$114K - $121K
|
17.2K
$898K
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.24K+ 5.09% |
$102K - $109K
|
46.3K
$2.42M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.22K+ 9.58% |
$101K - $108K
|
25.4K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 18.41% |
$99.2K - $106K
|
14K
$731K
|
|
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 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 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.4K+ 6.83% |
$63.9K - $68.4K
|
21.9K
$1.15M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 3.72% |
$60K - $64.1K
|
36.7K
$1.92M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.31K+ 1.12% |
$59.8K - $64K
|
119K
$6.21M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 7.61% |
$53.6K - $57.4K
|
16.6K
$869K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 357.09% |
$48.2K - $51.6K
|
1.35K
$70.7K
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
997+ 1.08% |
$45.5K - $48.6K
|
93.3K
$4.88M
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
884+ 4.06% |
$40.3K - $43.1K
|
22.7K
$1.19M
|