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 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
20+ 0.21% |
$912 - $976
|
9.41K
$492K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.44% |
$866 - $927
|
4.34K
$227K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
17+ 0.08% |
$775 - $829
|
21.9K
$1.15M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 0.2% |
$638 - $683
|
7.12K
$372K
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.07% |
$456 - $488
|
13.9K
$724K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.63% |
$410 - $439
|
1.45K
$75.6K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.05% |
$319 - $341
|
14.9K
$779K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$319 - $341
|
7
$366
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6+ 0.13% |
$274 - $293
|
4.69K
$245K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3+ 0.03% |
$137 - $146
|
8.83K
$462K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.1% |
$137 - $146
|
2.9K
$151K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3New |
$137 - $146
|
3
$157
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$91.2 - $97.6
|
3.59K
$187K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 1.08% |
$91.2 - $97.6
|
188
$9.82K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.02% |
$45.6 - $48.8
|
5.1K
$267K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.55% |
$45.6 - $48.8
|
184
$9.61K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$45.6 - $48.8
|
4.71K
$246K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.4K+ 324.59% |
$2.67M - $2.95M
|
79K
$4.13M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
48.8K+ 274.07% |
$2.16M - $2.38M
|
66.6K
$3.48M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19.5KNew |
$862K - $951K
|
19.5K
$1.02M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
$612K - $675K
|
13.8K
$723K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$558K - $615K
|
12.6K
$659K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$446K - $492K
|
10.1K
$527K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.04KNew |
$267K - $294K
|
6.04K
$315K
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
5.57KNew |
$246K - $272K
|
5.57K
$291K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.55KNew |
$245K - $271K
|
5.55K
$290K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.53K+ 58.43% |
$200K - $221K
|
12.3K
$642K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$199K - $220K
|
4.5K
$235K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.44K+ 30.89% |
$196K - $216K
|
18.8K
$982K
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.26KNew |
$188K - $208K
|
4.26K
$222K
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.25KNew |
$188K - $207K
|
4.25K
$222K
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.23KNew |
$187K - $206K
|
4.23K
$221K
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.14KNew |
$183K - $202K
|
4.14K
$216K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.72K+ 38.23% |
$165K - $182K
|
13.5K
$703K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3.14KNew |
$139K - $153K
|
3.14K
$164K
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.1K+ 7.02% |
$137K - $151K
|
47.3K
$2.47M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.36K+ 34.29% |
$104K - $115K
|
9.24K
$483K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.8KNew |
$79.6K - $87.8K
|
1.8K
$94.1K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.39KNew |
$61.2K - $67.5K
|
1.39K
$72.4K
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.01KNew |
$44.5K - $49.1K
|
1.01K
$52.6K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1KNew |
$44.2K - $48.8K
|
1K
$52.3K
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
855+ 19.24% |
$37.8K - $41.7K
|
5.3K
$277K
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
570+ 2.49% |
$25.2K - $27.8K
|
23.5K
$1.23M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
527New |
$23.3K - $25.7K
|
527
$27.5K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
414New |
$18.3K - $20.2K
|
414
$21.6K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
271+ 0.6% |
$12K - $13.2K
|
45.5K
$2.38M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
271New |
$12K - $13.2K
|
271
$14.2K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
245New |
$10.8K - $11.9K
|
245
$12.8K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
232New |
$10.3K - $11.3K
|
232
$12.1K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157New |
$6.94K - $7.66K
|
157
$8.2K
|