Latest Institutional Transactions on Wisdomtree Tr U.S. Midcap Divi (DON)

DON Quotes by TradingView

This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S. Midcap Divi (DON) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jun 02, 2021 Q1 2021
Regions Financial Corp

SELL
 -
-8.33K
Closed
$286K - $344K
0 $0
May 17, 2021 Q1 2021
True Link Financial Advisors, LLC

SELL
 -
-2.87K
Closed
$98.4K - $118K
0 $0
May 17, 2021 Q1 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-428
Closed
$14.7K - $17.7K
0 $0
May 14, 2021 Q1 2021
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-13.3K
Closed
$457K - $549K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-1.18K
Closed
$40.6K - $48.7K
0 $0
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-355K
Closed
$12.2M - $14.6M
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-57
Closed
$1.96K - $2.35K
0 $0
May 12, 2021 Q1 2021
Sloy Dahl & Holst, LLC

SELL
 -
-6.87K
Closed
$236K - $283K
0 $0
May 12, 2021 Q1 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-8.37K
Closed
$288K - $345K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-8
Closed
$275 - $330
0 $0
Apr 29, 2021 Q1 2021
Planned Solutions, Inc.

SELL
 -
-35
Closed
$1.2K - $1.44K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-488
Closed
$16.8K - $20.1K
0 $0
Apr 28, 2021 Q1 2021
Cmc Financial Group

Atlanta, GA
SELL
 -
-389K
Closed
$13.4M - $16M
0 $0
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-7.46K
Closed
$256K - $307K
0 $0
Apr 19, 2021 Q1 2021
Arlington Partners LLC

SELL
 -
-276
Closed
$9.48K - $11.4K
0 $0
Q4 2020
Aug 28, 2024 Q4 2020
Farmers National Bank

Danville, KY
SELL
 -
-27.5K
- 63.2%
$801K - $965K
16K $770K
Jun 17, 2024 Q4 2020
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
363K
New
$10.6M - $12.7M
363K $17.4M
Feb 16, 2021 Q4 2020
Premier Asset Management LLC

Chicago, IL
SELL
 -
-10.7K
Closed
$312K - $376K
0 $0
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
2.79K
New
$81K - $97.6K
2.79K $134K
Feb 12, 2021 Q4 2020
F3 Logic, LLC

SELL
 -
-352
Closed
$10.2K - $12.3K
0 $0
Feb 11, 2021 Q4 2020
Valeo Financial Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Feb 11, 2021 Q4 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-8.77K
Closed
$255K - $307K
0 $0
Feb 11, 2021 Q4 2020
Valley National Advisers Inc

SELL
 -
-147
- 13.65%
$4.27K - $5.15K
930 $44.7K
Feb 11, 2021 Q4 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-60
Closed
$1.74K - $2.1K
0 $0
Feb 08, 2021 Q4 2020
Jacobi Capital Management LLC

SELL
 -
-1.24K
Closed
$35.9K - $43.3K
0 $0
Feb 05, 2021 Q4 2020
Lincoln National Corp

SELL
 -
-12K
Closed
$349K - $420K
0 $0
Feb 04, 2021 Q4 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
3K
New
$87.2K - $105K
3K $144K
Feb 02, 2021 Q4 2020
Sadoff Investment Management LLC

SELL
 -
-13.5K
Closed
$393K - $473K
0 $0
Feb 02, 2021 Q4 2020
Parallel Advisors, LLC

SELL
 -
-1.36K
Closed
$39.5K - $47.6K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-2.68K
Closed
$77.8K - $93.8K
0 $0
Jan 27, 2021 Q4 2020
Wolff Wiese Magana LLC

BUY
 -
450
New
$13.1K - $15.8K
450 $21.6K
Jan 21, 2021 Q4 2020
Blue Bell Private Wealth Management, LLC

SELL
 -
-4.59K
Closed
$133K - $161K
0 $0
Jan 20, 2021 Q4 2020
Provident Wealth Management, LLC

SELL
 -
-86
Closed
$2.5K - $3.01K
0 $0
Jan 19, 2021 Q4 2020
Journey Advisory Group, LLC

BUY
 -
9K
New
$262K - $315K
9K $432K
Jan 12, 2021 Q4 2020
First Premier Bank

SELL
 -
-304
Closed
$8.84K - $10.6K
0 $0
Jan 11, 2021 Q4 2020
Aprio Wealth Management, LLC

SELL
 -
-8.77K
Closed
$255K - $307K
0 $0
Q3 2020
Mar 10, 2021 Q3 2020
Intercontinental Wealth Advisors, LLC

BUY
 -
29.6K
New
$808K - $914K
29.6K $1.42M
Nov 16, 2020 Q3 2020
Brown Advisory Inc

SELL
 -
-8.57K
Closed
$234K - $265K
0 $0
Nov 12, 2020 Q3 2020
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-181K
Closed
$4.94M - $5.58M
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.08K
Closed
$56.9K - $64.3K
0 $0
Nov 06, 2020 Q3 2020
Trexquant Investment LP

Stamford, CT
SELL
 -
-16.8K
Closed
$459K - $520K
0 $0
Nov 05, 2020 Q3 2020
Capital Wealth Management, LLC

W. Warwick, RI
SELL
 -
-79.8K
Closed
$2.18M - $2.47M
0 $0
Nov 05, 2020 Q3 2020
Bergan Kdv Wealth Management, LLC

SELL
 -
-112
- 24.56%
$3.06K - $3.46K
344 $16.5K
Nov 02, 2020 Q3 2020
Balentine LLC

Atlanta, GA
SELL
 -
-213
Closed
$5.82K - $6.58K
0 $0
Oct 26, 2020 Q3 2020
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-9.89K
Closed
$270K - $306K
0 $0
Oct 23, 2020 Q3 2020
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-1.13K
Closed
$30.9K - $35K
0 $0
Oct 20, 2020 Q3 2020
Strong Box Wealth, LLC

SELL
 -
-25.3K
Closed
$692K - $782K
0 $0
Oct 14, 2020 Q3 2020
Hbw Advisory Services LLC

SELL
 -
-93.3K
Closed
$2.55M - $2.88M
0 $0
Oct 13, 2020 Q3 2020
Pfg Advisors

SELL
 -
-7.26K
Closed
$198K - $224K
0 $0

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