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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2021
Q4 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.77KClosed |
$255K - $307K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.77KClosed |
$255K - $307K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.59KClosed |
$133K - $161K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$39.5K - $47.6K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.24KClosed |
$35.9K - $43.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-352Closed |
$10.2K - $12.3K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
First Premier Bank
|
SELL
|
- |
-304Closed |
$8.84K - $10.6K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-147- 13.65% |
$4.27K - $5.15K
|
930
$47.3K
|
|
|
Feb 11, 2021
Q4 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-60Closed |
$1.74K - $2.1K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-181KClosed |
$4.94M - $5.58M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-93.3KClosed |
$2.55M - $2.88M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-79.8KClosed |
$2.18M - $2.47M
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-25.3KClosed |
$692K - $782K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-16.8KClosed |
$459K - $520K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.89KClosed |
$270K - $306K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
SELL
|
- |
-8.57KClosed |
$234K - $265K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
SELL
|
- |
-7.26KClosed |
$198K - $224K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.08KClosed |
$56.9K - $64.3K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
$30.9K - $35K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-410Closed |
$11.2K - $12.7K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-213Closed |
$5.82K - $6.58K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-112- 24.56% |
$3.06K - $3.46K
|
344
$17.5K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57.9KClosed |
$1.29M - $1.86M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-28KClosed |
$624K - $897K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-27.7KClosed |
$617K - $887K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-13.9KClosed |
$309K - $445K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-13.1KClosed |
$291K - $419K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-12KClosed |
$268K - $386K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-10.9KClosed |
$243K - $350K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.24K- 14.97% |
$94.4K - $136K
|
24.1K
$1.22M
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.12KClosed |
$47.3K - $68K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.5KClosed |
$33.4K - $48.1K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5KClosed |
$33.4K - $48.1K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-1.23KClosed |
$27.4K - $39.4K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-629Closed |
$14K - $20.2K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-629Closed |
$14K - $20.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-260Closed |
$5.8K - $8.33K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-45Closed |
$1K - $1.44K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-36Closed |
$802 - $1.15K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 23, 2021
Q1 2020
|
Systelligence, LLC
|
SELL
|
- |
-76.9KClosed |
$1.58M - $2.97M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-57.3KClosed |
$1.17M - $2.21M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-56.8KClosed |
$1.16M - $2.19M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-54KClosed |
$1.11M - $2.08M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-18.5KClosed |
$380K - $715K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.5KClosed |
$318K - $600K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-15.5KClosed |
$317K - $597K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11.1KClosed |
$228K - $430K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-9.65KClosed |
$198K - $373K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.63KClosed |
$177K - $333K
|
0
$0
|
|