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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
875+ 1.68% |
$39.9K - $42.7K
|
53K
$2.77M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
856New |
$39K - $41.8K
|
856
$44.7K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
819+ 4.44% |
$37.3K - $40K
|
19.2K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
808+ 5.83% |
$36.8K - $39.4K
|
14.7K
$766K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
783+ 12.11% |
$35.7K - $38.2K
|
7.25K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
774+ 6.47% |
$35.3K - $37.8K
|
12.7K
$665K
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
681+ 2.43% |
$31.1K - $33.2K
|
28.7K
$1.5M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
575New |
$26.2K - $28K
|
575
$30K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
566New |
$25.8K - $27.6K
|
566
$29.6K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
549+ 0.76% |
$25K - $26.8K
|
73.2K
$3.83M
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
533+ 0.23% |
$24.3K - $26K
|
237K
$12.4M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
453+ 2.71% |
$20.7K - $22.1K
|
17.1K
$896K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
423+ 73.44% |
$19.3K - $20.6K
|
999
$52.2K
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
393+ 0.48% |
$17.9K - $19.2K
|
82K
$4.28M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
387+ 1.53% |
$17.6K - $18.9K
|
25.7K
$1.34M
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
381+ 2.6% |
$17.4K - $18.6K
|
15K
$785K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
380+ 1.79% |
$17.3K - $18.5K
|
21.6K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
338+ 29.39% |
$15.4K - $16.5K
|
1.49K
$77.7K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
333+ 1.0% |
$15.2K - $16.2K
|
33.7K
$1.76M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
328+ 3.44% |
$15K - $16K
|
9.87K
$515K
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
308+ 3.03% |
$14K - $15K
|
10.5K
$546K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
304+ 0.44% |
$13.9K - $14.8K
|
68.7K
$3.59M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
284+ 1.01% |
$13K - $13.9K
|
28.5K
$1.49M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
284+ 394.44% |
$13K - $13.9K
|
356
$18.6K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
261New |
$11.9K - $12.7K
|
261
$13.6K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
259+ 32.17% |
$11.8K - $12.6K
|
1.06K
$55.6K
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
235New |
$10.7K - $11.5K
|
235
$12.3K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
230+ 3.09% |
$10.5K - $11.2K
|
7.68K
$401K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
224+ 7.68% |
$10.2K - $10.9K
|
3.14K
$164K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
186+ 0.71% |
$8.48K - $9.07K
|
26.3K
$1.37M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
184+ 2.46% |
$8.39K - $8.98K
|
7.66K
$400K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
150+ 3.4% |
$6.84K - $7.32K
|
4.56K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
147+ 0.45% |
$6.7K - $7.17K
|
33.2K
$1.73M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
140+ 1.4% |
$6.38K - $6.83K
|
10.1K
$530K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
132+ 0.44% |
$6.02K - $6.44K
|
30.3K
$1.58M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 0.26% |
$4.15K - $4.44K
|
34.7K
$1.81M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 0.4% |
$3.97K - $4.24K
|
21.6K
$1.13M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
85New |
$3.88K - $4.15K
|
85
$4.44K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
69+ 0.44% |
$3.15K - $3.37K
|
15.8K
$826K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
66+ 0.86% |
$3.01K - $3.22K
|
7.77K
$406K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
53+ 1.17% |
$2.42K - $2.59K
|
4.57K
$239K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
43+ 0.41% |
$1.96K - $2.1K
|
10.4K
$545K
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
39+ 0.78% |
$1.78K - $1.9K
|
5.02K
$262K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 9.9% |
$1.73K - $1.85K
|
422
$22K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
35+ 0.78% |
$1.6K - $1.71K
|
4.55K
$238K
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34+ 0.42% |
$1.55K - $1.66K
|
8.11K
$424K
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
32+ 0.6% |
$1.46K - $1.56K
|
5.34K
$279K
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
32+ 0.37% |
$1.46K - $1.56K
|
8.66K
$452K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26+ 0.44% |
$1.19K - $1.27K
|
5.97K
$312K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 26.67% |
$1.09K - $1.17K
|
114
$5.96K
|