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 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-110K- 11.25% |
$5.08M - $5.62M
|
868K
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-51.4K- 50.0% |
$2.37M - $2.63M
|
51.4K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 2.39% |
$484K - $536K
|
428K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2K- 14.85% |
$92.3K - $102K
|
11.5K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.87K- 11.65% |
$86.2K - $95.4K
|
14.2K
$720K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 81.09% |
$84.2K - $93.2K
|
425
$21.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.42K- 26.32% |
$65.4K - $72.4K
|
3.96K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.25K- 21.03% |
$57.5K - $63.7K
|
4.68K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-485- 4.6% |
$22.4K - $24.8K
|
10.1K
$511K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-473- 47.35% |
$21.8K - $24.2K
|
526
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-401- 95.02% |
$18.5K - $20.5K
|
21
$1.07K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-395- 2.4% |
$18.2K - $20.2K
|
16K
$815K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-368- 4.17% |
$17K - $18.8K
|
8.47K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-259- 24.34% |
$12K - $13.2K
|
805
$40.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-180- 3.4% |
$8.31K - $9.2K
|
5.12K
$260K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-105- 0.9% |
$4.85K - $5.37K
|
11.6K
$590K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.03% |
$4.62K - $5.11K
|
9.63K
$490K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.79K- 61.3% |
$81.4K - $87.1K
|
1.13K
$57.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-996- 10.8% |
$45.4K - $48.6K
|
8.23K
$418K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-395- 61.24% |
$18K - $19.3K
|
250
$12.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-320- 6.36% |
$14.6K - $15.6K
|
4.71K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-300- 2.46% |
$13.7K - $14.6K
|
11.9K
$604K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-97Closed |
$4.42K - $4.73K
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-64.3K- 13.29% |
$2.84M - $3.13M
|
420K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.86K- 76.51% |
$82.1K - $90.6K
|
570
$29K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.69K- 12.97% |
$74.9K - $82.6K
|
11.4K
$578K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.09K- 77.79% |
$48.1K - $53.1K
|
311
$15.8K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.03K- 54.78% |
$45.6K - $50.3K
|
851
$43.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-750- 93.63% |
$33.2K - $36.6K
|
51
$2.59K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-310Closed |
$13.7K - $15.1K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-38- 0.67% |
$1.68K - $1.85K
|
5.62K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.15% |
$442 - $488
|
6.54K
$333K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-37.5K- 17.23% |
$1.45M - $1.73M
|
180K
$9.17M
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16.7KClosed |
$646K - $768K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9K- 11.47% |
$348K - $414K
|
69.4K
$3.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.48K- 19.78% |
$290K - $344K
|
30.3K
$1.54M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-6.2K- 10.43% |
$240K - $285K
|
53.3K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.35K- 33.02% |
$130K - $154K
|
6.8K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.07K- 3.7% |
$80.3K - $95.4K
|
54K
$2.74M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.04K- 12.57% |
$40.4K - $48K
|
7.26K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-600- 2.84% |
$23.2K - $27.6K
|
20.5K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-34- 16.19% |
$1.32K - $1.56K
|
176
$8.95K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-59.8K- 99.83% |
$2.42M - $2.64M
|
101
$5.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.7K- 16.16% |
$150K - $164K
|
19.2K
$976K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.08K- 17.0% |
$84.1K - $91.8K
|
10.1K
$515K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-840- 11.89% |
$34K - $37.1K
|
6.23K
$317K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-263- 5.04% |
$10.7K - $11.6K
|
4.96K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-227- 69.85% |
$9.2K - $10K
|
98
$4.98K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-95- 29.78% |
$3.85K - $4.2K
|
224
$11.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-92- 0.53% |
$3.73K - $4.07K
|
17.3K
$877K
|
|