Latest Institutional Transactions on Wisdomtree Tr U.S. Midcap Divi (DON)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.1K- 6.72% |
$1.12M - $1.23M
|
306K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-120- 4.91% |
$6.06K - $6.67K
|
2.33K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-221- 49.89% |
$11.2K - $12.3K
|
222
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.9K- 2.18% |
$450K - $495K
|
399K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 1.33% |
$727K - $799K
|
1.09M
$52.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
348+ 0.38% |
$17.6K - $19.3K
|
93.1K
$4.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
22.4K+ 322.5% |
$1.13M - $1.24M
|
29.3K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.76KNew |
$341K - $375K
|
6.76K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.68K+ 1.42% |
$237K - $260K
|
335K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
75+ 1.86% |
$3.79K - $4.17K
|
4.11K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-24.2K- 11.26% |
$1.22M - $1.35M
|
191K
$9.17M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 31.25% |
$15.2K - $16.7K
|
660
$31.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
192+ 1.69% |
$9.7K - $10.7K
|
11.6K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.73K+ 22.0% |
$138K - $151K
|
15.1K
$726K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.9K- 15.93% |
$1.71M - $1.88M
|
179K
$8.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
42.1K+ 73.89% |
$2.13M - $2.34M
|
99.2K
$4.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
426New |
$21.5K - $23.7K
|
426
$20.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-272- 4.43% |
$13.7K - $15.1K
|
5.87K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-57.8K- 9.91% |
$2.92M - $3.21M
|
525K
$25.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
960+ 1.5% |
$48.5K - $53.3K
|
64.8K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-329K- 13.65% |
$16.6M - $18.3M
|
2.08M
$99.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4.22KNew |
$213K - $234K
|
4.22K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
404+ 8.04% |
$20.4K - $22.4K
|
5.43K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9+ 0.04% |
$455 - $500
|
25.3K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.92K- 5.36% |
$198K - $218K
|
69.2K
$3.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$50.5 - $55.6
|
5.33K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-10.7K- 5.35% |
$539K - $593K
|
189K
$9.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
781+ 17.53% |
$39.5K - $43.4K
|
5.24K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
6.5KNew |
$329K - $361K
|
6.5K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.15% |
$101 - $111
|
1.36K
$65.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
201K+ 58.53% |
$10.2M - $11.2M
|
545K
$26.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
23.5K+ 38.82% |
$1.19M - $1.3M
|
84K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.3K+ 4.01% |
$1.63M - $1.79M
|
839K
$40.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.63K- 64.73% |
$82.2K - $90.3K
|
886
$42.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10.6K- 2.17% |
$537K - $591K
|
479K
$23M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.42K+ 10.94% |
$173K - $190K
|
34.6K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
859+ 16.78% |
$43.4K - $47.7K
|
5.98K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.08K- 25.61% |
$105K - $115K
|
6.04K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
29.5K+ 116.14% |
$1.49M - $1.64M
|
54.8K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
39New |
$1.97K - $2.17K
|
39
$1.87K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-104- 0.6% |
$5.26K - $5.78K
|
17.2K
$826K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.35K- 2.88% |
$68.1K - $74.9K
|
45.5K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-338- 28.72% |
$17.1K - $18.8K
|
839
$40.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 0.17% |
$2.22K - $2.44K
|
25.5K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
64+ 0.31% |
$3.23K - $3.56K
|
21K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.67K- 2.94% |
$84.3K - $92.7K
|
55K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2K+ 4.22% |
$101K - $111K
|
49.3K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1.93K+ 2.81% |
$97.3K - $107K
|
70.5K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.43K- 2.01% |
$174K - $191K
|
167K
$8.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
837+ 2.78% |
$42.3K - $46.5K
|
31K
$1.49M
|