Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-28.1K- 34.52% |
$1.42M - $1.56M
|
53.3K
$2.81M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-22.4K- 10.38% |
$1.13M - $1.24M
|
193K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-21.3K- 7.91% |
$1.07M - $1.18M
|
247K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-20.5K- 6.01% |
$1.04M - $1.14M
|
321K
$16.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 99.9% |
$525K - $577K
|
10
$527
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.6K- 6.16% |
$485K - $533K
|
146K
$7.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-8.84K- 6.97% |
$447K - $491K
|
118K
$6.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.53K- 13.45% |
$431K - $474K
|
54.9K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-5.24K- 32.7% |
$265K - $291K
|
10.8K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.11K- 5.96% |
$208K - $228K
|
64.9K
$3.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.13K- 21.43% |
$158K - $174K
|
11.5K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.6K- 95.55% |
$131K - $144K
|
121
$6.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.22K- 18.83% |
$112K - $123K
|
9.55K
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.09K- 17.0% |
$106K - $116K
|
10.2K
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.08K- 5.22% |
$105K - $115K
|
37.7K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2K- 2.04% |
$101K - $111K
|
96K
$5.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.79K- 4.22% |
$90.6K - $99.6K
|
40.7K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.75K- 8.87% |
$88.6K - $97.4K
|
18K
$948K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 20.04% |
$71.7K - $78.8K
|
5.66K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.35K- 13.41% |
$68.2K - $74.9K
|
8.71K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.32K- 4.31% |
$66.6K - $73.3K
|
29.3K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.3K- 20.18% |
$65.7K - $72.2K
|
5.14K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-975- 17.07% |
$49.3K - $54.2K
|
4.74K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-855- 1.51% |
$43.2K - $47.5K
|
55.7K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-827- 3.69% |
$41.8K - $45.9K
|
21.6K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-751- 12.35% |
$37.9K - $41.7K
|
5.33K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-628- 1.57% |
$31.7K - $34.9K
|
39.3K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-432- 1.91% |
$21.8K - $24K
|
22.2K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-405- 7.61% |
$20.5K - $22.5K
|
4.92K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-331- 1.5% |
$16.7K - $18.4K
|
21.8K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-300- 6.35% |
$15.2K - $16.7K
|
4.43K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-286- 0.89% |
$14.5K - $15.9K
|
31.8K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-276- 3.22% |
$13.9K - $15.3K
|
8.3K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-198- 0.64% |
$10K - $11K
|
30.6K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-195- 2.25% |
$9.85K - $10.8K
|
8.48K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-175- 0.77% |
$8.84K - $9.72K
|
22.5K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-155- 0.52% |
$7.83K - $8.61K
|
29.4K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-127- 4.42% |
$6.42K - $7.05K
|
2.75K
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-60- 0.61% |
$3.03K - $3.33K
|
9.79K
$516K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-52- 1.47% |
$2.63K - $2.89K
|
3.48K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 34.97% |
$2.53K - $2.78K
|
93
$4.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 0.6% |
$2.32K - $2.56K
|
7.63K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-40- 1.0% |
$2.02K - $2.22K
|
3.96K
$208K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-23- 0.34% |
$1.16K - $1.28K
|
6.82K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.07% |
$657 - $722
|
17.4K
$919K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-464K- 68.62% |
$21.4M - $23.7M
|
212K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-323K- 97.99% |
$14.9M - $16.5M
|
6.63K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-144K- 3.18% |
$6.65M - $7.37M
|
4.38M
$231M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-110K- 11.25% |
$5.08M - $5.62M
|
868K
$45.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-67.7K- 68.63% |
$3.12M - $3.46M
|
30.9K
$1.63M
|
|