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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.6K+ 5.34% |
$283K - $311K
|
110K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
91.4KNew |
$4.62M - $5.07M
|
91.4K
$4.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.35K- 13.41% |
$68.2K - $74.9K
|
8.71K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-21.3K- 7.91% |
$1.07M - $1.18M
|
247K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.42K+ 14.24% |
$122K - $134K
|
19.4K
$930K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16+ 0.09% |
$808 - $889
|
17.4K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.38% |
$960 - $1.06K
|
5K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
29.6K+ 22.15% |
$1.5M - $1.65M
|
163K
$7.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.07% |
$657 - $722
|
17.4K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.64K+ 9.05% |
$133K - $146K
|
31.8K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300+ 41.38% |
$15.2K - $16.7K
|
1.03K
$49.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.6K- 6.16% |
$485K - $533K
|
146K
$7.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-28.1K- 34.52% |
$1.42M - $1.56M
|
53.3K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
170+ 0.12% |
$8.59K - $9.44K
|
136K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-8.84K- 6.97% |
$447K - $491K
|
118K
$5.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
37+ 0.61% |
$1.87K - $2.06K
|
6.08K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.3KNew |
$774K - $850K
|
15.3K
$735K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
78+ 0.29% |
$3.94K - $4.33K
|
27.1K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-331- 1.5% |
$16.7K - $18.4K
|
21.8K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
55.8KNew |
$2.82M - $3.1M
|
55.8K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 0.61% |
$2.83K - $3.11K
|
9.19K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 0.63% |
$1.31K - $1.44K
|
4.14K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 4.31% |
$66.6K - $73.3K
|
29.3K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
422+ 8.33% |
$21.3K - $23.4K
|
5.49K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-198- 0.64% |
$10K - $11K
|
30.6K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-40- 1.0% |
$2.02K - $2.22K
|
3.96K
$190K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
945+ 5.04% |
$47.8K - $52.5K
|
19.7K
$946K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.08K- 5.22% |
$105K - $115K
|
37.7K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.11K- 5.96% |
$208K - $228K
|
64.9K
$3.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.13K- 21.43% |
$158K - $174K
|
11.5K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.46K+ 18.18% |
$276K - $303K
|
35.5K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-827- 3.69% |
$41.8K - $45.9K
|
21.6K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
920+ 2.54% |
$46.5K - $51.1K
|
37.2K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
62.7KNew |
$3.17M - $3.49M
|
62.7K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-20.5K- 6.01% |
$1.04M - $1.14M
|
321K
$15.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.03K+ 32.84% |
$103K - $113K
|
8.21K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-855- 1.51% |
$43.2K - $47.5K
|
55.7K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.79KNew |
$242K - $266K
|
4.79K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2K- 2.04% |
$101K - $111K
|
96K
$4.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-405- 7.61% |
$20.5K - $22.5K
|
4.92K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
342+ 1.43% |
$17.3K - $19K
|
24.3K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
51.8KNew |
$2.62M - $2.88M
|
51.8K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
41.5KNew |
$2.1M - $2.31M
|
41.5K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.03% |
$101 - $111
|
7.23K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 20.04% |
$71.7K - $78.8K
|
5.66K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-127- 4.42% |
$6.42K - $7.05K
|
2.75K
$132K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3.11K+ 1.21% |
$157K - $172K
|
260K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.28% |
$50.5 - $55.6
|
357
$17.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.63K+ 183.5% |
$487K - $535K
|
14.9K
$715K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
222New |
$11.2K - $12.3K
|
222
$10.7K
|