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 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-464K- 68.62% |
$21.4M - $23.7M
|
212K
$10.8M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-323K- 97.99% |
$14.9M - $16.5M
|
6.63K
$338K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-144K- 3.18% |
$6.65M - $7.37M
|
4.38M
$224M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-110K- 11.25% |
$5.08M - $5.62M
|
868K
$44.3M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-67.7K- 68.63% |
$3.12M - $3.46M
|
30.9K
$1.58M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-60.7K- 51.56% |
$2.8M - $3.1M
|
57K
$2.91M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.5K- 32.69% |
$2.65M - $2.94M
|
118K
$6.04M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.6K- 6.45% |
$2.56M - $2.84M
|
806K
$41.1M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53.4K- 71.43% |
$2.46M - $2.73M
|
21.3K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-51.4K- 50.0% |
$2.37M - $2.63M
|
51.4K
$2.62M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-48.4K- 2.91% |
$2.24M - $2.48M
|
1.61M
$82.3M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-43.4K- 99.44% |
$2M - $2.22M
|
246
$12.6K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43.2K- 8.83% |
$1.99M - $2.21M
|
446K
$22.7M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-42.5K- 84.02% |
$1.96M - $2.17M
|
8.08K
$412K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-41.9K- 2.6% |
$1.94M - $2.14M
|
1.57M
$80.3M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-39.9K- 86.01% |
$1.84M - $2.04M
|
6.48K
$331K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-38.6K- 14.07% |
$1.78M - $1.97M
|
236K
$12M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23.2K- 90.22% |
$1.07M - $1.18M
|
2.51K
$128K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-20.6K- 21.91% |
$950K - $1.05M
|
73.3K
$3.74M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.3K- 11.54% |
$938K - $1.04M
|
156K
$7.95M
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-20.1K- 77.34% |
$928K - $1.03M
|
5.89K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-19.7K- 8.4% |
$911K - $1.01M
|
215K
$11M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.8K- 36.99% |
$821K - $909K
|
30.3K
$1.55M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.8K- 4.86% |
$773K - $856K
|
328K
$16.7M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14.9K- 0.8% |
$689K - $763K
|
1.86M
$94.9M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.8K- 73.16% |
$684K - $757K
|
5.43K
$277K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.6K- 32.73% |
$674K - $747K
|
30K
$1.53M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.6K- 6.9% |
$584K - $646K
|
171K
$8.7M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.2K- 54.06% |
$565K - $626K
|
10.4K
$531K
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-11.9K- 12.76% |
$550K - $609K
|
81.4K
$4.15M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-11.2K- 3.26% |
$518K - $574K
|
333K
$17M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.7K- 17.17% |
$495K - $549K
|
51.8K
$2.64M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 2.39% |
$484K - $536K
|
428K
$21.8M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.9K- 2.8% |
$457K - $506K
|
344K
$17.5M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.6K- 1.62% |
$443K - $491K
|
583K
$29.8M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.97K- 11.5% |
$414K - $458K
|
69K
$3.52M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.61K- 44.27% |
$351K - $389K
|
9.58K
$489K
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-7.01K- 18.57% |
$324K - $359K
|
30.7K
$1.57M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-6.96K- 10.93% |
$321K - $356K
|
56.7K
$2.89M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.83K- 9.72% |
$315K - $349K
|
63.4K
$3.24M
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-6.83K- 9.06% |
$315K - $349K
|
68.6K
$3.5M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.78K- 3.25% |
$313K - $347K
|
202K
$10.3M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.64K- 2.99% |
$307K - $340K
|
215K
$11M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.54K- 1.19% |
$302K - $334K
|
543K
$27.7M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.29K- 2.57% |
$291K - $322K
|
239K
$12.2M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.2K- 17.08% |
$240K - $266K
|
25.2K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.85K- 0.92% |
$224K - $248K
|
521K
$26.6M
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-4.45K- 4.68% |
$205K - $227K
|
90.6K
$4.62M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.31K- 29.99% |
$199K - $220K
|
10.1K
$513K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.22K- 40.23% |
$195K - $216K
|
6.26K
$320K
|