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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.61K- 35.89% |
$132K - $145K
|
4.66K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.59K+ 43.81% |
$181K - $199K
|
11.8K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-501- 3.25% |
$25.3K - $27.8K
|
14.9K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-193- 3.28% |
$9.75K - $10.7K
|
5.7K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.01K+ 31.26% |
$354K - $390K
|
29.4K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.02% |
$50.5 - $55.6
|
5.08K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 0.09% |
$7.48K - $8.22K
|
163K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-200- 4.24% |
$10.1K - $11.1K
|
4.51K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.67K- 2.41% |
$287K - $315K
|
230K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
900+ 0.97% |
$45.5K - $50K
|
93.5K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
606+ 7.96% |
$30.6K - $33.7K
|
8.22K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.6KNew |
$3.11M - $3.42M
|
61.6K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1KNew |
$50.5K - $55.6K
|
1K
$48K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-821- 9.23% |
$41.5K - $45.6K
|
8.08K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-84- 0.44% |
$4.24K - $4.67K
|
19.2K
$921K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.51% |
$99.3K - $109K
|
80.2K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
122+ 0.61% |
$6.16K - $6.78K
|
20.1K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.32K- 7.18% |
$66.8K - $73.4K
|
17.1K
$821K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.09K+ 1.29% |
$308K - $338K
|
478K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
546+ 2.55% |
$27.6K - $30.3K
|
22K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
13.1K+ 94.47% |
$662K - $728K
|
27K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.26KNew |
$215K - $236K
|
4.26K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.82K- 2.9% |
$345K - $379K
|
228K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.14MNew |
$57.4M - $63.1M
|
1.14M
$54.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13+ 1.54% |
$657 - $722
|
856
$41.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 12.29% |
$512K - $563K
|
92.7K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
237New |
$12K - $13.2K
|
237
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-20.8K- 1.12% |
$1.05M - $1.16M
|
1.84M
$88.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-282- 2.61% |
$14.2K - $15.7K
|
10.5K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8+ 0.23% |
$404 - $444
|
3.45K
$165K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
548New |
$27.7K - $30.4K
|
548
$26.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.54% |
$50.5 - $55.6
|
186
$8.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53+ 21.54% |
$2.68K - $2.94K
|
299
$14.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.71K- 2.06% |
$137K - $150K
|
129K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
108K+ 34.72% |
$5.48M - $6.02M
|
420K
$20.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.78KNew |
$89.7K - $98.7K
|
1.78K
$85.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.01% |
$50.5 - $55.6
|
8.71K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.5KNew |
$884K - $972K
|
17.5K
$840K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
478+ 1.43% |
$24.2K - $26.6K
|
33.9K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
35+ 0.43% |
$1.77K - $1.94K
|
8.26K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.4K+ 21.02% |
$222K - $244K
|
25.3K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
42.1K+ 49.47% |
$2.13M - $2.34M
|
127K
$6.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
5.14KNew |
$260K - $285K
|
5.14K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.26K+ 7.3% |
$63.9K - $70.2K
|
18.6K
$892K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-300- 1.38% |
$15.2K - $16.7K
|
21.4K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4K+ 20.51% |
$202K - $222K
|
23.5K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
29+ 0.49% |
$1.47K - $1.61K
|
5.97K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.82K+ 12684.21% |
$244K - $268K
|
4.86K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.67KNew |
$186K - $204K
|
3.67K
$176K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 0.44% |
$5.05K - $5.56K
|
22.7K
$1.09M
|