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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-150- 3.29% |
$6.93K - $7.67K
|
4.41K
$232K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-146- 0.4% |
$6.74K - $7.46K
|
36.5K
$1.92M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-138- 0.69% |
$6.37K - $7.06K
|
20K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-125- 1.5% |
$5.77K - $6.39K
|
8.2K
$432K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-108- 0.09% |
$4.99K - $5.52K
|
119K
$6.25M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-105- 0.9% |
$4.85K - $5.37K
|
11.6K
$611K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-100- 0.79% |
$4.62K - $5.11K
|
12.6K
$665K
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.03% |
$4.62K - $5.11K
|
9.63K
$507K
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-99- 0.45% |
$4.57K - $5.06K
|
21.8K
$1.15M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-98- 85.96% |
$4.52K - $5.01K
|
16
$843
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-97- 1.56% |
$4.48K - $4.96K
|
6.14K
$323K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-91- 1.01% |
$4.2K - $4.65K
|
8.9K
$469K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-83- 1.83% |
$3.83K - $4.24K
|
4.46K
$235K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-82- 0.39% |
$3.79K - $4.19K
|
21.1K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-79- 1.68% |
$3.65K - $4.04K
|
4.61K
$243K
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-60- 0.37% |
$2.77K - $3.07K
|
16.4K
$861K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-54- 0.25% |
$2.49K - $2.76K
|
21.7K
$1.14M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 0.27% |
$2.26K - $2.51K
|
18.4K
$970K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 2.24% |
$1.39K - $1.53K
|
1.31K
$69K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-24- 0.15% |
$1.11K - $1.23K
|
15.7K
$828K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 2.22% |
$1.02K - $1.12K
|
970
$51.1K
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.01% |
$462 - $511
|
68.7K
$3.62M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.05% |
$231 - $256
|
10.7K
$566K
|
|
Q2 2024 | |||||||
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-34.3K- 21.41% |
$1.57M - $1.67M
|
126K
$6.64M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.79K- 61.3% |
$81.4K - $87.1K
|
1.13K
$59.3K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.5K- 6.46% |
$68.4K - $73.2K
|
21.7K
$1.14M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.11K- 13.49% |
$50.6K - $54.1K
|
7.11K
$375K
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1K- 15.81% |
$45.6K - $48.8K
|
5.33K
$280K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-996- 10.8% |
$45.4K - $48.6K
|
8.23K
$433K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-893- 61.25% |
$40.7K - $43.6K
|
565
$29.8K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-623- 6.82% |
$28.4K - $30.4K
|
8.51K
$448K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-617- 4.65% |
$28.1K - $30.1K
|
12.7K
$666K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-470- 2.04% |
$21.4K - $22.9K
|
22.6K
$1.19M
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-395- 61.24% |
$18K - $19.3K
|
250
$13.2K
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-320- 6.36% |
$14.6K - $15.6K
|
4.71K
$248K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-306- 2.79% |
$14K - $14.9K
|
10.7K
$562K
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-300- 2.46% |
$13.7K - $14.6K
|
11.9K
$625K
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-196- 1.79% |
$8.94K - $9.56K
|
10.8K
$567K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-97Closed |
$4.42K - $4.73K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-42- 0.57% |
$1.92K - $2.05K
|
7.26K
$382K
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-42- 0.81% |
$1.92K - $2.05K
|
5.15K
$271K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-64.3K- 13.29% |
$2.84M - $3.13M
|
420K
$22.1M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.44K- 6.15% |
$108K - $119K
|
37.1K
$1.96M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.07K- 30.18% |
$91.5K - $101K
|
4.79K
$252K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.86K- 76.51% |
$82.1K - $90.6K
|
570
$30K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.69K- 12.97% |
$74.9K - $82.6K
|
11.4K
$599K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.09K- 77.79% |
$48.1K - $53.1K
|
311
$16.4K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.03K- 54.78% |
$45.6K - $50.3K
|
851
$44.8K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-750- 93.63% |
$33.2K - $36.6K
|
51
$2.69K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-634- 2.5% |
$28K - $30.9K
|
24.7K
$1.3M
|