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 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.21K+ 7.0% |
$47K - $50.8K
|
18.5K
$965K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.05KNew |
$40.9K - $44.2K
|
1.05K
$54.9K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
275New |
$10.7K - $11.6K
|
275
$14.4K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
251New |
$9.77K - $10.6K
|
251
$13.1K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$3.89K - $4.21K
|
100
$5.23K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
56New |
$2.18K - $2.35K
|
56
$2.93K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$584 - $631
|
15
$784
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7+ 0.13% |
$272 - $294
|
5.21K
$272K
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
40.7KNew |
$1.59M - $1.85M
|
40.7K
$2.13M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.22KNew |
$321K - $373K
|
8.22K
$429K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.5K+ 1071.43% |
$293K - $341K
|
8.2K
$428K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.23KNew |
$282K - $328K
|
7.23K
$378K
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
6.67KNew |
$261K - $303K
|
6.67K
$349K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.03KNew |
$196K - $228K
|
5.03K
$263K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.68K+ 15.78% |
$65.5K - $76.1K
|
12.3K
$643K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
704New |
$27.5K - $32K
|
704
$36.8K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
608New |
$23.7K - $27.6K
|
608
$31.8K
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
328New |
$12.8K - $14.9K
|
328
$17.1K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
249New |
$9.72K - $11.3K
|
249
$13K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
222New |
$8.67K - $10.1K
|
222
$11.6K
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
82New |
$3.2K - $3.72K
|
82
$4.28K
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
65+ 1.25% |
$2.54K - $2.95K
|
5.25K
$274K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.56% |
$195 - $227
|
894
$46.7K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$117 - $136
|
663
$34.6K
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$78.1 - $90.8
|
2
$105
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.8KNew |
$1.19M - $1.35M
|
30.8K
$1.61M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.5K+ 132.91% |
$444K - $502K
|
20.1K
$1.05M
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
9KNew |
$348K - $393K
|
9K
$470K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
9KNew |
$348K - $393K
|
9K
$470K
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.99KNew |
$270K - $306K
|
6.99K
$365K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.69K+ 6.05% |
$220K - $248K
|
99.6K
$5.2M
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5.2KNew |
$201K - $227K
|
5.2K
$272K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5KNew |
$193K - $219K
|
5K
$261K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4K+ 2.84% |
$154K - $175K
|
144K
$7.55M
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.55KNew |
$98.5K - $111K
|
2.55K
$133K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
1.9KNew |
$73.4K - $83K
|
1.9K
$99.3K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.6KNew |
$61.8K - $69.9K
|
1.6K
$83.6K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.59KNew |
$61.3K - $69.4K
|
1.59K
$83K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$29K - $32.8K
|
750
$39.2K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
719New |
$27.8K - $31.4K
|
719
$37.6K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
502New |
$19.4K - $21.9K
|
502
$26.2K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
451New |
$17.4K - $19.7K
|
451
$23.6K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
88New |
$3.4K - $3.85K
|
88
$4.6K
|
|
Q3 2022 | |||||||
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
51.5K+ 173.6% |
$1.94M - $2.28M
|
81.2K
$4.24M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.32K+ 38.06% |
$276K - $324K
|
26.5K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.23K+ 40.89% |
$84.1K - $98.9K
|
7.69K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.14KNew |
$43.1K - $50.6K
|
1.14K
$59.7K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
264+ 6.72% |
$9.94K - $11.7K
|
4.19K
$219K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
240New |
$9.04K - $10.6K
|
240
$12.5K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
86New |
$3.24K - $3.81K
|
86
$4.49K
|