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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103K- 91.55% |
$4.95M - $5.47M
|
9.52K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-92.4K- 17.58% |
$4.44M - $4.9M
|
433K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87.1KClosed |
$4.18M - $4.62M
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75.6K- 3.63% |
$3.63M - $4.01M
|
2.01M
$98.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.5K- 4.7% |
$2.47M - $2.73M
|
1.04M
$51.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-49.3K- 25.53% |
$2.37M - $2.61M
|
144K
$7.07M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-40.7K- 9.45% |
$1.96M - $2.16M
|
390K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.3K- 9.1% |
$1.75M - $1.93M
|
363K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.8K- 33.23% |
$1.67M - $1.85M
|
69.9K
$3.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-34.7K- 65.04% |
$1.67M - $1.84M
|
18.6K
$917K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-33.9K- 26.62% |
$1.63M - $1.8M
|
93.4K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.8K- 1.32% |
$1.57M - $1.74M
|
2.46M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.3K- 2.01% |
$1.5M - $1.66M
|
1.53M
$75.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.9K- 5.49% |
$1.44M - $1.58M
|
515K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-29.2K- 5.53% |
$1.4M - $1.55M
|
499K
$24.6M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-24K- 52.6% |
$1.15M - $1.27M
|
21.6K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.7K- 23.64% |
$1.04M - $1.15M
|
70.1K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.6K- 13.41% |
$941K - $1.04M
|
127K
$6.23M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-19.1K- 1.04% |
$918K - $1.01M
|
1.82M
$89.5M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.9K- 69.21% |
$665K - $735K
|
6.16K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.4K- 10.73% |
$645K - $712K
|
112K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.1K- 72.72% |
$629K - $694K
|
4.91K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.1K- 20.19% |
$532K - $587K
|
43.8K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.82K- 63.52% |
$472K - $521K
|
5.64K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.51K- 3.94% |
$457K - $504K
|
232K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-8.27K- 11.61% |
$397K - $438K
|
63K
$3.1M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.56K- 5.87% |
$363K - $401K
|
121K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.85K- 2.36% |
$329K - $363K
|
283K
$13.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.35K- 33.3% |
$305K - $337K
|
12.7K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.56K- 9.52% |
$267K - $295K
|
52.8K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.17K- 4.36% |
$248K - $274K
|
113K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.9K- 3.47% |
$235K - $260K
|
136K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.78K- 11.96% |
$230K - $254K
|
35.2K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.63K- 29.04% |
$222K - $246K
|
11.3K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.55K- 26.02% |
$219K - $241K
|
12.9K
$637K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.08K- 6.36% |
$196K - $216K
|
60K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.74K- 1.64% |
$180K - $198K
|
225K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.72K- 12.08% |
$179K - $197K
|
27.1K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.5K- 10.93% |
$168K - $185K
|
28.5K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-3.41K- 10.74% |
$164K - $181K
|
28.4K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.41K- 16.68% |
$164K - $181K
|
17K
$838K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.41K- 14.15% |
$164K - $181K
|
20.7K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.36K- 5.38% |
$161K - $178K
|
59.1K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.31K- 39.91% |
$159K - $176K
|
4.99K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-3.27K- 7.63% |
$157K - $173K
|
39.6K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.25K- 23.88% |
$156K - $173K
|
10.4K
$510K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-3K- 27.83% |
$144K - $159K
|
7.78K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.94K- 29.01% |
$141K - $156K
|
7.2K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 2.71% |
$136K - $151K
|
102K
$5.01M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.61K- 24.67% |
$125K - $138K
|
7.97K
$392K
|